October 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members20 New Member in the Orange County Area

Roger Behle

Roger Behle

(714) 556-1700
rbehle@foleybezek.com
Attorney
Home Group: South Coast Metro

Kerstie Blue

Kerstie Blue

Liptz & Associates, Inc.
CPA
(949) 747-8500
kblue@liptz-cpas.com
Accountant
Home Group: Irvine South

Bio: CPA specializing in Captive Insurance tax and audit services.

Rosario Bobadilla Farias

Rosario Bobadilla-Farias

(562) 216-5530
rosario.bobadilla-farias@hcvt.com
Home Group: Mergers $ Acquisitions 3

Seda Bolulu

Seda Bolulu

Update Legal (A Driven Company)
Business Development Director
(714) 308-3745
seda.bolulu@driven-inc.com
Consultant Service
Home Group: South Coast Metro

Bio: Since 2013, I have been consulting and serving law firms and corporate legal departments in legal discovery projects. Our work includes helping litigation attorneys & their teams collect electronic evidence from their own clients and opponents.

Tim Croushore

Tim Croushore

(213) 284-8455
tim.croushore@mossadams.com
Accountant
Home Group: Newport Beach

Kevin Gamarnik

Kevin Gamarnik

Foley Bezek Behle & Curtis LLP
Partner
(562) 331-9069
kgamarnik@foleybezek.com
Attorney
Home Group: Irvine OC

Bio: Kevin is a Partner at Foley Bezek Behle & Curtis LLP (“FBBC”), practicing out of its Costa Mesa office. Kevin’s practice focuses on complex commercial and business litigation.

Margarita Garibian

Margarita Garibian

Banc of California
VP, Business Banking Relationship Manager
(425) 638-9558
margarita.garibian@bancofcal.com
Banking Finance
Home Group: Orange County Metro

Bio: I specialize in business and commercial lending at Banc of California. My clients are business owners who look for reliable service and a results-oriented banker to manage their business accounts.

John Hansbrough

John Hansbrough

The LBL Group
Employee Benefits Advisor
(657) 232-0522
john@lblgroup.com
Insurance
Home Group: Irvine Concourse

Bio: I help organizations create best-in-class benefits packages.

Joseph Hopkins

Joseph Hopkins

(949) 439-7852
joseph.hopkins@iprestigefund.com
Home Group: South Orange County

Kathy Johnson

Kathy Johnson

JS Held, LLC
Vice President | Forensic Accounting and Economics
(909) 889-8819
kathy.johnson@jsheld.com
Accountant
Home Group: Corona

James Long

James Long

(951) 228-9979
jlong@regnumlegacy.com
Attorney
Home Group: Irvine OC

Joshua Lott

Joshua Lott

Firm Media
Sales Manager
(626) 340-7977
joshua.lott@firm-media.com
Marketing
Home Group: Ontario

Tom Maruscsak

Tom Maruscsak

Arbor Financial Group
Housing Wealth/Reverse Mortgage Specialist
(714) 264-0962
tpm@arborfg.com
Real Estate
Home Group: Irvine South

Bio: I am passionate about being a trusted resource for Financial Advisors, Attorneys, Bankers and Realtors when it come to providing the latest HECM Reverse Mortgage information.

Denisha McKenzie

Denisha McKenzie

Senior Counsel
(949) 622-1661
dmckenzie@cdflaborlaw.com
Attorney
Home Group: Orange County Central

Pamela Riungu

Pamela Riungu

PGR Marketing
President & CEO
(949) 763-9848
pamela@pgr-marketing.com
Marketing
Home Group: Orange County Central

Bio: I help companies become profitable by connecting their products/services to the right target customer online.

Kathy Ruffino

Kathy Ruffino

HR Coach LLC dba Train Me Today
Vice President, MSHRM, SHRM-SCP, SPHR, PHRca
(714) 267-3175
kathy@trainmetoday.com
Human Resources
Home Group: Irvine Metro

Bio: At HR Coach LLC dba Train Me Today, we are committed to providing HR solutions that exceed our clients’ expectations. We specialize in delivering business results through HR best practices and services that include strategic planning, leadership development.

Julie A. Silvio

Julie A. Silvio

Banner Bank
Vice President, Relationship Manager
(626) 484-5263
julie.silvio@bannerbank.com
Banking Finance
Home Group: Ontario

Kevin Snyder

Kevin Snyder

(949) 333-3702
kevin@snyderlawpc.com
Attorney
Home Group: South Orange County

Jon Theriault

Jon Theriault

RS Crum, Inc.
Senior Financial Advisor
(949) 428-9696
jon@rscrum.com
Investment Advisor
Home Group: Orange County Central

Bio: I am committed to helping our clients improve their relationship with money, make good decisions, and otherwise live without financial stress.

James Valmonte

James Valmonte

CAPTRUST
Vice President, Financial Advisor
(951) 374-5500
james.valmonte@captrust.com
Investment Advisor
Home Group: Ontario

Bio: I specialize in institutional investment consulting services and work with profit and nonprofit organizations and structure, govern and manage retirement plans and foundation and endowment and other asset pools.

Member News

MA - Orange County - October 2020Member Achievements
October 1, 2020

Loreen Gilbert’s Bloomberg TV Appearance

To view Loreen's most recent Bloomberg TV appearance, click here.
Shantae HansenMA - Orange County - October 2020Member Achievements
October 1, 2020

Shantae’ Hansen – Accent Computer Solutions Recognized as Top 5 Cybersecurity Provider in Southern California

Accent Computer Solutions, Inc. has earned a spot on the Top 250 list of Managed Security Service Providers (MSSP). Accent is one of three California MSPs to be on both the…
MA - Orange County - October 2020Member Achievements
October 1, 2020

Loreen Gilbert on Bloomberg Radio

To listen to Loreen's recent radio appearance, click here.
Dita ShemkeMA - Orange County - October 2020Member Achievements
October 1, 2020

Dita Shemke, Chair for 2020 Women on Boards

Following a successful 2019 launch of 2020 Women on Boards campaign in Orange County, Dita Shemke is again leading the effort as Chair of the 2020 Women on Boards Orange…
Alan HermanMA - Orange County - October 2020Member Achievements
October 1, 2020

US Navy Commissions Alan Herman & Associates for Strategic Marketing Program

The marketing, branding and advertising firm of Alan Herman & Associates was honored recently by being awarded a strategic planning program assignment utilizing the 50-year-old firm's proprietary Strategic Road Map.…
MA - Orange County - October 2020Member Achievements
September 24, 2020

Lisa Anderson Quoted in TechTarget

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Top Change Management Tips for ERP Implementation Success”. Full…
Linda DuffyMA - Orange County - October 2020Member Achievements
September 24, 2020

Linda Duffy and Phuong Jennings Interviewed by LA Times Reporter

Linda Duffy (GL OCNP, NPC2, OCM) and Phuong Jennings (NPC2) were interviewed by the LA Times regarding the Cal Savers retirement program in CA. Read more, click here.
Richard GolubowMA - Orange County - October 2020Member Achievements
September 23, 2020

Richard Golubow Panelist in Distressed Debt Roundtable Discussion

Richard Golubow, a founder and the managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency and financial restructuring law firm located in Newport Beach, California, was a panelist…
MA - Orange County - October 2020Member Achievements
September 18, 2020

Lisa Anderson Interviewed on Shark Bite Biz

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP is interviewed by David Strausser on the topic “Growing Your Business…

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 10 Years

Cindy Goss

Cindy Goss

Propel Business Solutions, Inc.
President
(949) 939-0772
cgoss@propelbusinesssolutions.com
Marketing
Home Group: Irvine Metro

Bio: Propel Business Solutions, Inc. is a full service, branding and digital marketing firm recognized for creating brand strategy, messaging, digital marketing, social media campaigns, videography and marketing automation.

Leann Kaufman

Leann Kaufman

Law Office of Leann K. Kaufman
Family Law Attorney
(949) 482-1590
leann@kaufmanfamilylaw.com
Attorney
Home Group: Newport-Irvine

Bio: Leann Kaufman is a Certified Specialist in Family Law with a focus on settlement oriented divorce and mediation. She is very effective at handling complex child custody issues. Divorce is a transition, not an end, especially if there are children involved.

Matthew Kaufman

Matthew Kaufman

KaufmanIT, Inc.
CEO
(949) 485-4060
matthew@kaufmanit.com
Information Technology
Home Group: Orange County Central

Bio: KaufmanIT specializes in providing cost effective technology solutions to small and medium sized companies. We can increase your company’s efficiency, security and profitability.

Larry Mandell

Larry Mandell

Training Refund Group
Principal
(714) 238-1493
larrymandell@trgrefund.com
Consultant & Service
Home Group: Irvine Concourse

Bio: For over 30 years I have recovered tax dollars for my clients. At Training Refund Group we found a pot of gold available to business to improve their bottom line by getting the state to pay for employee training.

Marc Weber

Marc Weber

Law Office of Marc Weber
Attorney
(949) 833-8388
mlw@marcweberlaw.com
Attorney
Home Group: Irvine Concourse

Bio: Business, real estate law. I represent businesses, individuals with contracts, real estate purchases, retail, office leases, 1031 exchanges, franchises, company formation, business sales. I am also experienced in trusts, estate plans, tax plans and IRS/F.

Celebrating 5 Years

Liz Camaur

Liz Camaur

Camaur Crampton Family Law, PC
Attorney
(949) 234-8280
ec@divorce.legal
Attorney
Home Group: Irvine South

Bio: When your family is in crisis, having the right attorney makes the difference. For over 25 years, Ms. Camaur has represented business owners and high income individuals as a top notch litigator, known for her courtroom skills.

Kristi Cirtwill

Kristi Cirtwill

Cirtwill Investments
Real Estate Investor
(562) 400-2953
kristi@cirtwillinvestments.com
Real Estate
Home Group: Cerritos

Bio: We buy extremely distressed properties in Southern California with cash and can close in 10 days. Our specialty is buying hoarded houses (www.HoarderHomes.com). We act in a professional, non-judgmental and discreet manner.

Jim Cover

Jim Cover

CoverLaw PC
Attorney – CLO
(877) 214-4935
jim@coverlaw.com
Attorney
Home Group: South Orange County

Bio: Fractional/Part-time Chief Legal Officer for clients without a full time in-house legal executive. Strategic legal and business advisor with a business restructuring background. I work with (not replace) existing outside counsel and other professionals.

Byron Culp

Byron Culp

Bank of America
Vice President, Business Banking Sr. Relationship Manager
(562) 896-4934
byron.culp@bofa.com
Banking & Finance
Home Group: Orange County Central

Bio: 19+ years of commercial banking experience, specializing in SBA 7a/504 & Conventional Loans; Equipment financing and Medical Practice Financing, Lines of Credit.

Swati Desai

Swati Desai

Desai Family Law Group
Certified Family Law Specialist
(714) 637-1712
swatilaw@gmail.com
Attorney
Home Group: Orange County Central

Bio: Swati Desai has practiced family law exclusively since 2001 and is a Board Certified Family Law Specialist. She is the principal of Desai Family Law Group which is dedicated solely to the practice of Family Law including, but not limited to, divorce.

Jeanann Khalife

Jeanann Khalife

Alternative Divorce Solutions
(949) 200-8412
jeanann@altdivorcesolutions.com
Attorney
Home Group: Newport Gateway 2

Bio: As an attorney, I’ve noticed individuals are quick to litigate their issues. However, most issues can be resolved by simply having a discussion. I am committed to increasing individuals’ awareness of this alternative.

Vicki Nash

Vicki Nash

North Nash & Abendroth LLP
Attorney
(949) 752-2218
vnash@north-nash.com
Attorney
Home Group: Irvine Central

Bio: Vicki Nash is a partner with North Nash & Abendroth LLP. She has more than 25 years experience representing small and medium size businesses and high wealth individuals in a variety of legal matters.

Nicolas Pulecio

Nicolas Pulecio

Brysani Consulting
CPA, CGMA
(949) 275-0019
npulecio@brysani.com
Accountant
Home Group: Newport Gateway 2

Bio: Brysani takes a holistic approach to the accounting and financial well being of our clients. We are a boutique accounting firm, providing accounting, consulting and business advisory services for family owned private companies.

Ivana Sifuentes

Ivana Sifuentes

ETHOS Human Capital Solutions
Vice President
(714) 417-8117
ivana@ethoshcs.com
Human Resources
Home Group: Orange County Central

Bio: Dynamic Leader with 15 years helping clients figure out the right size human capital strategy for their business across industries. Specialize in spanish-speaking employee populations.

Upcoming Events

There are no October Member Events for this region.