October 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 12 New Members in the Orange County Area

Join us in welcoming our new members! Reach out via their email below to make a connection.

Diane Bass

Diane Bass

Law Office of Diane C. Bass
Attorney
(949) 494-7011
diane@dbasslaw.com
Attorney
Home Group: Newport Center

Brian Bates

Brian Bates

Bates Coughtry Reiss LLP
Staff Supervisor
(714) 871-2422
bbates@bcrcpas.com
Accountant
Home Group: Newport Beach

Bio: I serve small to medium sized privately held businesses and high net worth individuals. Trusts and estates are my favorite areas of practice.

Rosanna Fristed

Rosanna Fristed

Miller, Morton, Caillat & Nevis, LLP
Attorney
(949) 870-3301
ref@millermorton.com
Attorney
Home Group: Newport-Irvine

Mike Geosano

Mike Geosano

OSTS Inc
President
(877) 404-6787
mike@ostsinc.com
Consultant Service
Home Group: Costa Mesa

Bio: OSHA regulatory expert since 1990. Cal OSHA citation defense specialist. OSTS consultants provide proactive safety services for our clients in the Public and Private sectors.

Laura King

Laura King

WestPac Wealth Partners
Financial Advisor
(415) 999-1082
laura.king@westpacwealth.com
Financial Service
Home Group: Irvine Central

Ebitari Larsen

Ebitari Larsen

Delta Data Services LLC
President
(562) 243-6552
elarsen@dds-llc.com
Home Group: Long Beach

Arianna Moor

Arianna Moor

Insperity
Business Performance Advisor
(312) 848-4203
arianna.moor@insperity.com
Human Resources
Home Group: Irvine Spectrum

Bio: I help local business owners with employee benefits, risk & compliance, and building a strong people strategy.

Rosemary Nunn

Rosemary Nunn

Musick Peeler
Partner
(714) 668-2453
r.nunn@musickpeeler.com
Attorney
Home Group: Irvine 2

Bio: Construction lawyer specializing in drafting/negotiating project contracts, counsel during development and construction, and litigation over costs, change orders, contract breach, mechanics liens, defective construction, bodily injury defense.

Sara Razavi

Sara Razavi

Monarch Law Group
Attorney
(951) 432-8289
sara@themonarchlawgroup.com
Attorney
Home Group: Irvine South

Kyle Shallahamer

Kyle Shallahamer

Sunset Pacific Insurance
President
(949) 689-5176
kyle@sunpacis.com
Insurance
Home Group: Orange County Central

Bio: For the last 20+ years I have helped Small and Mid sized employers get the most from their investment on their group health care and Employee Benefits packages, with thorough marketing, unique funding, and employee engagement & guidance.

Larry Simons

Law Offices of Larry D. Simons
Attorney at Law
(951) 686-6300
larry@lsimonslaw.com
Attorney
Home Group: Riverside

Bio: My firm represents individuals and businesses that are having cash flow problems (due to economic downturn, loss of income etc). We are able to reorganize or eliminate debt. The Firm also represents creditors to assist in collecting on monies owed.

Tony Wu

Tony Wu

Crowe LLP
Tax Partner
(714) 668-5341
tony.wu@crowe.com
Accountant
Home Group: South Orange County

Bio: International private clients, family offices, international tax.

Member News

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Todd Carey
Sep 14, 2021

Jeff Brown interview on the Business Growth Cafe podcast

Jeff Brown, Founder, and President of Brown and Associates and ProVisor member, specializing in improving large-scale systems to develop and adopt a culture that eliminates waste and improves operational effectiveness joins me on my business podcast. https://businessgrowthcafe.podbean.com/e/increasing-profit-margins-with-operational-efficiencies/
Todd Carey
Sep 07, 2021

Loreen Gilbert: ThinkAdvisor Luminaries Class of 2021

Loreen Gilbert was recognized as a member of ThinkAdvisor’s Class of 2021 LUMINARIES awards program in the Thought Leadership category. Members of the Class of 2021 are being honored for the dynamic efforts they lead that are driving the financial services industry forward. Read more about the award and see Loreen's profile on Slide 6 » https://lnkd.in/gFK4s-Kf

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 20 Years

Barry Menzel

Training Funding Source
managing director
(562) 735-4195
barry@trainingfundingsource.com
Consultant & Service
Home Group: Irvine Spectrum

Bio: Training Funding Source monetizes clients employee training & on-the-job learning by converting this overhead expense into Revenue/Income = $800-$1,000 per employee per year. TFS is largest provider of Training Funding. This “Found Money” is for companies.

Michael Yi

Newport Valuations, Inc.
Managing Director
(949) 706-1313
myi@newportvaluations.com
Financial Service
Home Group: Irvine Spectrum

Bio: Michael Yi specializes in the following business valuations: Merger & Acquisition, Corp. Finance, S-Corp. gains, Corp & Partnership Dissolutions, ESOP’s, fairness opinions, estate & gift taxes, business litigations and other valuations.

Celebrating 10 Years

Rick McNeil

Crowell & Moring LLP
Attorney
(949) 798-1381
rmcneil@crowell.com
Attorney
Home Group: Irvine 3

Bio: I specialize in environmental, real estate, and land use law and litigation. I have been practicing in this field for over 30 years. and have dozens of cases before California state and federal courts in real estate, land use (including CEQA) and…

Missy Stern

Fifth Third Bank
SVP, Senior Relationship Manager
(949) 412-1116
missy.stern@53.com
Banking & Finance
Home Group: Mergers $ Acquisitions 3

Bio: Client profile is a manufacturer, distributor, service company with revenues $25MM+ with strong management team and increased need for credit and ancillary banking services. Specialty niches include trucking/transportation, waste management and restaurant.

Alan Yockelson

Law Office of Alan S. Yockelson
Attorney
(949) 290-6515
yockelson@appellatelaw.net
Attorney
Home Group: Irvine 3

Bio: Certified Appellate Specialist, State Bar of California, Board of Legal Specialization. I represent both appellants and respondents in appeals, writs, and complex trial motions in civil, criminal, and family law cases. I have represented many corporate.

Upcoming Events

Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

Orange County Accelerator PV Zoom

Date: Friday, October 8, 2021
Time: 11:30am – 1:30pm