New Members |Â 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
Law Office of Diane C. Bass
Attorney
(949) 494-7011
diane@dbasslaw.com
Attorney
Home Group:Â Newport Center
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
Miller, Morton, Caillat & Nevis, LLP
Attorney
(949) 870-3301
ref@millermorton.com
Attorney
Home Group: Newport-Irvine
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
WestPac Wealth Partners
Financial Advisor
(415) 999-1082
laura.king@westpacwealth.com
Financial Service
Home Group:Â Irvine Central
Ebitari Larsen
Delta Data Services LLC
President
(562) 243-6552
elarsen@dds-llc.com
Home Group: Long Beach
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
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
Monarch Law Group
Attorney
(951) 432-8289
sara@themonarchlawgroup.com
Attorney
Home Group:Â Irvine South
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
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.
Loreen Gilbert: ThinkAdvisor Luminaries Class of 2021
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:Â Friday, October 8, 2021
Time: 11:30am – 1:30pm
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