New Group Leaders

1 New Group Leader in the Los Angeles Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection.  If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Adam Walker

Adam Walker

Full Circle Business Law, PC
adam@fullcirclebl.com
Home Group: Glendale 1

New Members

57 New Members in the Los Angeles Area

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

David G Adishian

David G. Adishian

Merrill Lynch Pierce Fenner Smith Inc.
Managing Director
(310) 536-1670
david_g_adishian@ml.com
Investment Advisor
Home Group: Culver City

Charles Averhart-Collins

Charles Averhart-Collins

Robert Hall & Associates
Business Development Representative
(818) 303-1293
charles@roberthalltaxes.com
Home Group: Burbank

Alex Babalian

Alex Babalian

(818) 913-2539
alexbabalian@gmail.com
Insurance
Home Group: Burbank

Patrick Babcock

Patrick Babcock

Amada Senior Care
(719) 649-7257
patrick.b@amadaseniorcare.com
Consultant Service
Home Group: Hollywood

Bio: We specialize in long term care insurance claims advocacy and home care. We are a family business that has been providing in-home supports across the West and Southwest for over 50 years. We are committed to finding the right solution for each family.

Brian Blatz

Brian Blatz

Brian Blatz
Attorney at Law
(805) 341-0634
brianwblatz@me.com
Attorney
Home Group: Westlake 3

Bio: Brian W. Blatz is a seasoned executive, general counsel and senior-level attorney with extensive experience in the live event, social media, music, and entertainment industries along with organizing and sitting on the board of various new business venture.

Robyn Calvin

Robyn Calvin

Compass
Broker Associate
(310) 751-8850
robyn.calvin@compass.com
Real Estate
Home Group: Beverly Hills 3

Bio: I specialize in Los Angeles Residential Real Estate. I typically represent Buyers, Sellers, and Investors. Knowledge and strategy are my secret sauce. You can trust me with your referrals because I take great care of my clients.

Claudia Castro

Claudia Castro

Gottesman Company
Sr. Merger & Acquisitions Business Broker
claudia@claudianicole.com
Consultant Service
Home Group: Hollywood

Bio: Sr. M&A Business Broker matching well-established businesses with Buyers. (M&A) I also educate business owners on the process of selling their business.

Trevor Damyan

Trevor Damyan

California Loan Servicing
Founder / CEO
(805) 455-0051
trevor@clscre.com
Banking Finance
Home Group: Hollywood

Bio: Commercial Mortgage Broker connecting the middle market space with perm and construction financing between 2-100MM serving SoCal and beyond!

Michele D'Amico

Michele D’Amico

Vetta Consultants
Dr.
(818) 621-9129
michele@micheledamico.com
Consultant Service
Home Group: Burbank

Bio: I am an executive/leadership coach.

James Doyle

James Doyle

Doyle Attorneys
(626) 737-0036
contact@doyleattorneys.com
Attorney
Home Group: Burbank

RJ Dreiling

R.J. Dreiling

(310) 893-1903
rj@dreilinglawapc.com
Home Group: South Bay Classic

Sarah Engelbert

Sarah Engelbert

Howe Engelbert LLP
Family Law Attorney – Partner
(310) 207-8228
sarah@howeengelbert.com
Attorney
Home Group: Sherman Oaks 3

Bio: I handle all aspects of divorce and custody matters including, but not limited to, child custody and visitation, child support, spousal support, and domestic violence restraining orders.

Amanda Ford

Amanda Ford

J.R. Berry Search Group, Inc.
(917) 636-9415
amanda@jrberrysearchgroup.com
Human Resources
Home Group: Burbank

Cynthia Fuentes

Cynthia Fuentes

Pronto Income Tax
Tax Accountant
(310) 577-7530
cynthia@pronto4tax.com
Accountant
Home Group: South Bay 3

Eden Gillott

Eden Gillott

Gillott Communications
President
(212) 300-3963
eden@gillottcommunications.com
Consultant Service
Home Group: Westside

Bio: I’m called the Dumpster Fire Fixer™. I partner with law firms, business owners, and non-profits worldwide. If you believe “There’s no such thing as bad press!” or “I just need a statement.” we are NOT the agency for you.

Kimberly Goldman

Kimberly Goldman

Estate Planning
(310) 553-8844
kgoldman@weinstocklaw.com
Attorney
Home Group: LA Westside

Michael Goldman

Michael Goldman

Janas Associates
Managing Director
(310) 245-0202
mig@janascorp.com
Banking Finance
Home Group: Entertainment 1

Bio: Michael is a Managing Director of Janas Associates and is also an accomplished Fractional CFO with over three decades of diverse industry expertise spanning entertainment, consumer products, retail, and restaurants.

Monte Grix

Monte Grix

Hirschfield Kraemer
(415) 835-9016
mgrix@hkemploymentlaw.com
Civil Litigation
Home Group: Pacific Business Corridor 1

Bio: Monte Grix is a management side employment lawyer and a partner with Hirschfeld Kraemer in its San Francisco office. He defends a variety of employers (higher ed institutions, tech companies, restaurants, hotels, and manufacturers, to name a few).

Jacey Hayes

Jacey Hayes

jh@hayes-estateplanning.com
Home Group: Encino 4

Eric Hutchings

Eric Hutchings

eric@pinnaclepath.co
Home Group: Ventura 3

Amanda Jaggard

Amanda Jaggard

Novus
(913) 205-6921
amanda@novus.global
Consultant Service
Home Group: Burbank

Alexandra Kaplan

Alexandra Kaplan

alexandracarolinakaplan@gmail.com
Home Group: Venice

Rosa Lee

Rosa Lee

JP Morgan Private Bank
(626) 400-0248
rosalee9585@gmail.com
Investment Advisor
Home Group: Burbank

Brian Litman

Brian Litman

Flagstar Bank
(818) 268-6507
brian.litman@flagstar.com
Banking Finance
Home Group: South Bay 4

Bio: Private Banker/Lender offering highly customized banking, lending, & wealth management solutions to high net worth individuals and businesses.

Karla Luna

Karla Luna

(310) 593-8959
kluna@bpm.com
Home Group: Venice

Hripsime Mahtesyan

Hripsime Mahtesyan

Nazareth Accounting
CPA
(213) 280-2862
hripsime@nazarethaccounting.com
Accountant
Home Group: Century City 3

Bio: Tax CPA, income tax, bookkeeping etc.

Jordan Mannisto

Jordan Mannisto

Raise Commercial Real Estate
Director
(818) 312-1489
jjmannisto@gmail.com
Real Estate
Home Group: Westlake 2

Edward Markaryan

Edward Markaryan

Armanino LLP
The Real Estate Syndication CPA
(213) 334-7263
edward@7edgecapital.com
Accountant
Home Group: Pasadena 5

Bio: If you’re syndicating commercial real estate partnerships, I’m your CPA. I help my clients organize their structures, maximize their depreciation deductions, deliver K-1s to their investors, and facilitate their sales or 1031 exchanges.

John McCartney

John McCartney

Jmac PR
Principal
(646) 280-8573
john@jmacpr.com
Marketing
Home Group: Silicon Beach 2

Bio: John McCartney, APR, brings over 20 years of PR and marketing experience to his role as the Founder of Jmac PR, specializing in technology and media brands.

Tim McLain

Tim McLain

New Day Business Finance LLC
SVP
(818) 519-2914
tmclain@newdaybf.com
Banking Finance
Home Group: Westlake 5

Bio: Nationwide commercial real estate lending.

Jack McMorrow

Jack McMorrow

Harris Ginsberg
Partner
(310) 444-6333
jmcmorrow@harris-ginsberg.com
Attorney
Home Group: Hollywood

Todd Mitmesser

Todd Mitmesser

tmitmesser@myclass101.com
Home Group: Conejo

Edward Morales

Edward Morales

Schumener Odson Oh LLP
(213) 344-4205
emorales@soollp.com
Attorney
Home Group: Pasadena 6

Ari Nadelman

Ari Nadelman

Diamond Capital Advisors
President
(310) 396-8000
ari.nadelman@gmail.com
Financial Service
Home Group: LA Core

Bio: Ari Nadelman provides investment banking services to lower middle-market companies with valuations below $50 million. I execute Sell-Side, Buy-Side and Capital Raising services for businesses that have limited access to institutional private equity.

Ashley Norkunas

Ashley Norkunas

Accountix
Integrator
(805) 966-0885
ashley.norkunas@accountix.co
Consultant Service
Home Group: Los Angeles Valley 1

Bio: Passionate CMA-certified financial expert and business advisor. Dedicated to empowering businesses with CFO-level insights, analysis, and operational efficiency enhancements. Committed to fostering goal- driven growth for my clients.

Gianluca Paci

Gianluca Paci

BMO Private Bank
Private Wealth Advisor, Vice President
(424) 249-0427
gianluca.paci@bmo.com
Banking Finance
Home Group: Downtown Los Angeles 5

Bio: As a Wealth Advisor, I specialize in business owners, especially doctors and lawyers, with over $2 million in investable assets. Through personalized wealth planning, I optimize financial portfolios with tailored investments and custom lending solutions.

Annemarie Penny

Annemarie Penny

Dreamore
(310) 383-1145
annemarie@dreamore.io
Human Resources
Home Group: Beverly Hills 4

Bio: Founder, recruiter, and advisor for startups and high growth firms, mostly California.

Troy Perry

Troy Perry

Bank of America
Senior Vice President, Sr. Relationship Manager
(818) 421-8219
troy.perry@bofa.com
Banking Finance
Home Group: Mergers $ Acquisitions 2

Bio: Experienced Commercial Banker with a proven track record in cultivating and managing client relationships. Skilled in Lending, Risk Assessment and fostering long term partnerships with business between $10 million to $100 million in annual sales.

Angie Pizano

Angie Pizano

NWHC
(626) 684-2027
angie@nwhc.care
Consultant Service
Home Group: Burbank

Ari Rashti

Ari Rashti

Fair Legal Funding
Principal
(310) 954-9555
ari@fairlegalfunding.com
Financial Service
Home Group: West Los Angeles 2

Bio: Providing advance funding on plaintiffs’ cases, enabling them to fight for justice without financial stress.

Roger Rosen

Roger Rosen

Attorney Lawyer Partner
(310) 899-9008
rrosen@rmrlaw.com
Home Group: West Los Angeles 2

Randye Saunders

Randye Saunders

randyesaunders@gmail.com
Home Group: Woodland Hills 4

Matthew Shayefar

Matthew Shayefar

Law Office of Matthew Shayefar, PC
(323) 948-8101
matt@shayefar.com
Attorney
Home Group: West Los Angeles 2

Bio: Business, Internet, and IP Lawyer.

George Sherf

George Sherf

Expert Realty & Loan, Inc. | George Sherf Real Estate
Realtor/Broker
(818) 522-2479
georgesherf@gmail.com
Real Estate
Home Group: West Los Angeles 2

Bio: Residential & Commercial Real Estate, Syndications & Development.

Elan Shpigel

Elan Shpigel

Stradling Yocca Carlson & Rauth
Attorney
(805) 730-6806
eshpigel@stradlinglaw.com
Attorney
Home Group: Ventura 2

Bio: Experienced corporate attorney based out of Santa Barbara, with a focus on advising companies and investors on general corporate matters, commercial contracts, and M&A. Elan’s practice includes companies of all stages.

Erik Smithweiss

Erik Smithweiss

Grunfeld Desiderio Lebowitz
Partner
(917) 992-0898
esmithweiss@gdlsk.com
Attorney
Home Group: Downtown Los Angeles 5

Renee Spieckermann

Renee Spieckermann

Law Offices of Renee L. Spieckermann
Owner & Principal Attorney
(661) 255-5411
renee@rlsestatelaw.com
Attorney
Home Group: Burbank

Joseph Spinella

Joseph Spinella

California Bank and Trust
Commercial Banker
(310) 481 1004
joseph.spinella@calbt.com
Banking Finance
Home Group: Beverly Hills 2

Bio: Commercial Banker.

Kimberly Stepp

Kimberly Stepp

krstepp@steppcommercial.com
Home Group: Westside 2

David Russell

David Russell

Law Offices of David V. Russell
(626) 399-7193
david@davidvrussell.law
Attorney
Home Group: Burbank

Daniel Van Slyke

Daniel Van Slyke

Daniel Van Slyke Attorney at Law
Attorney
(323) 639-0710
daniel@iplanlaw.com
Attorney
Home Group: Burbank

Bio: I provide personalized legal services in the areas of trust and trust and estate planning, business planning, and asset protection to mitigate taxes, preserve wealth for future generations, and keep clients’ estates out of court.

Steven Taber

Steven Taber

Leech Tishman Fuscaldo & Lampl
Environmental Law Attorney
(626) 395-7300
staber@leechtishman.com
Attorney
Home Group: Pasadena 6

Bio: Skilled in explaining legal risks and strategy to business professionals. Practiced in assessing a company’s exposure to legal risks and analyzing facts and the law to resolve issues. Focused on achieving the client’s goals. Experienced in environmental.

Gabriela Pinto Vega

Gabriela Pinto Vega

GPV Immigration Law, APC
Immigration Law Attorney
(818) 724-8386 office
gabriela@gpvimmigration.com
Attorney
Home Group: Encino 3

Bio: Immigration Law Attorney/Owner.

Mark Widawer

Mark Widawer

West Hills Web / Web Compliance Pro
President
(818) 592-6370
mw@westhillsweb.com
Other
Home Group: Westlake 6

Bio: Specialist in Website ADA compliance to help companies avoid being the target of malicious lawsuits. Also with a 22 year track record as a Website Developer for SMB, Online Marketer, SEO specialist and more.

Norma J Williams

Norma J. Williams

Williams & Associates
Owner
(213) 996-8464
njwilliams@willassoc.com
Attorney
Home Group: Downtown Los Angeles 1

Bio: I am an attorney who has practiced in commercial real estate transactions for my entire career. I represent parties to agreements to purchase and sell, lease and finance commercial real estate (office, retail, industrial, hospitality, health care, enter.

Bryan Wittlin

Bryan Wittlin

Sheppard Mullin Richter & Hampton LLP
(310) 228-2254
bwittlin@sheppardmullin.com
Attorney
Home Group: Santa Monica 2

Bio: Trust and Estates Litigator.

David Young

David Young

NAI Capital Commercial Real Estate
Executive Vice President
(818) 742-1651
dyoung@naicapital.com
Real Estate
Home Group: Encino 1

Bio: Industrial properties real estate brokerage of warehouses, distribution and manufacturing facilities. For the past 33 years specializing in the selling and leasing of industrial properties for landlords, tenants, sellers and buyers in the greater 5 count.

Member News

As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.

Todd Carey
Dec 21, 2023

New Product Development Recertification for Eric Rose

Eric P. Rose has been recertified as a New Product Development Professional (NPDP) by the Product Development and Management Association (PDMA). This certification provides Eric an independent credential for his clients that he can provide them the expertise to move new products from early-stage opportunity identification, through product development, and ultimately into manufacturing launch. Eric has held this certification since 2008. More about the NPDP certification at, https://www.credly.com/badges/93b1b904-20d1-418f-b6f4-07f7c0d85aa1/linked_in_profile
Todd Carey
Dec 06, 2023

Regina Lark Featured in USA Today

'Good enough, not perfect': How to manage the emotional labor of being 'Mama Claus' https://www.usatoday.com/story/life/health-wellness/2023/12/06/how-relieve-emotional-labor-burden-holidays-women/71793652007/
Todd Carey
Dec 05, 2023

Kevin Berson honored by Los Angeles Business Journal as an Investment Banking Leader of Influence

Kevin Berson and Kinected Advisors featured in the Los Angeles Business Journal as an Investment Banking Leader of Influence for the third year in a row. It’s an honor to be recognized for our commitment to helping entrepreneurs maximize their business value and secure their legacies. https://labusinessjournal.com/custom-content/leaders-of-influence-investment-bankers-2023-kevin-berson/

Member Milestones

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

Celebrating 30 Years

Robert Klein

Robert Klein

Deldar Legal
Lawyer / Attorney at Law
(424) 652-5511
rklein@deldarlegal.com
Attorney
Home Group: Sherman Oaks 1

Bio: Personal injury lawyer representing a person hurt in a car accident, motorcycle, or bicycle accident, a pedestrian hit by a car; a dog bite, a slip and fall, or a wrongful death case.

Celebrating 25 Years

Kevin Farrell

Farrell Financial, Inc.
President
(818) 874-4005
kevinfarrell@farrellfinancialinc.com
Investment Advisor
Home Group: Beverly Hills 2

Bio: I identify and implement the most suitable qualified and non-qualified plans for small-medium size companies. I am a certified financial planner and an independent registered investment advisor. I provide complete/thorough plans to business owners.

James Hinds

The Hinds Law Group, APC
Esq.
(310) 617-1877
jhinds@hindslawgroup.com
Attorney
Home Group: South Bay 3

Bio: I handle all manner of business disputes through mediation, arbitration, and litigation throughout the State of California. Our business bankruptcy practice includes secured and unsecured creditors, committees, and landlords.

Amy Jacobs

Webster Kaplan, LLP
Partner
(310) 282-9494
ajacobs@wksllp.com
Attorney
Home Group: Beverly Hills 2

Bio: Practice devoted to all aspects of estate planning, trust administration matters and probate matters.

John Jacobson

John Jacobson

John Jacobson
Esq.
(818) 502-5661
johnjacobson@currently.com
Attorney
Home Group: East Valley Lawyers Affinity Group

Bio: Advice on estate planning; probate; trust administration; state and federal income, gift and estate taxation.

Barry MacNaughton

Ervin Cohen & Jessup LLP
Partner
(310) 281-6342
bmacnaughton@ecjlaw.com
Attorney
Home Group: Beverly Hills 2

Bio: Barry is a tenacious business litigator who relentlessly and cost-effectively pursues client goals, achieving effective results in a broad range of real estate and business litigation. He regularly uses ADR techniques to resolve business disputes.

Richard Marcus

Citrin Cooperman Advisors LLC
CPA – CFP
(818) 314-6130
rmarcus@citrincooperman.com
Accountant
Home Group: Century City 1

Bio: Rick’s practice focuses on tax planning and compliance for high net worth individuals and closely held businesses with a specialization in the real estate industry and other service providers…

Celebrating 20 Years

LaVonne Lawson

LaVonne Lawson

Leech Tishman Fuscaldo & Lampl, INC.
Attorney at Law
(424) 502-5100
llawson@leechtishman.com
Attorney
Home Group: Silicon Beach 2

Bio: LaVonne Lawson is a resource for tax compliance and controversy matters and she is a resource for estate planning.

Elliot Matloff

The Matloff Company
President
(310) 858-5970
elliot@matloffcompany.com
Insurance
Home Group: Santa Monica 4

Bio: Provides Life, Health, Disability & Long Term Care Insurance & Annuities to individuals and Firms throughout Southern California & 20 other states.

Marlo Van Oorschot

Van Oorschot Law Group, PC
Attorney at Law
(310) 820-3414
mvo@mvolaw.com
Attorney
Home Group: Century City 6

Bio: Marlo Van Oorschot, an AV rated attorney, with a background in finance concentrates her practice on those family law cases which are financially complex. With more than 20 years of experience in family law, Marlo’s divorce cases often involve…

Meredith Sesser

Sesser Law
Attorney
(310) 954-2181
msesser@sesserlaw.com
Attorney
Home Group: Encino 1

Bio: Meredith is an employee benefits/ERISA attorney with Sesser Law. The Firm’s exclusive practice is to prevent/solve federal tax and labor problems involving 401k, Pension & Profit Sharing Plans and non-qualified plans.

Celebrating 15 Years

Robert Elvine

Robert Elvine, CPA
(805) 987-7835
relvinecpa@gmail.com
Accountant
Home Group: Camarillo 1

Bio: Robert Elvine, CPA provides creative and responsive accounting, consulting and tax services to closely held businesses and their owners.

David J. Glass

David J. Glass

Enenstein Pham Glass & Rabbat LLP
Family Law Attorney
(310) 899-2070
glass@epgrlawyers.com
Attorney
Home Group: Encino 1

Bio: David J. Glass is your high-stakes family law litigator (CFLS) who holds a PhD in Clinical Psychology in addition to his law degree. He concentrates his practice on high-conflict custody disputes, complex property division, and premarital agreements.

Tom Grace

Lucas, Horsfall, Murphy & Pindroh, LLP
Marketing Director
(626) 744-5100
tomgrace@lhmp.com
Accountant
Home Group: Downtown Los Angeles 1

Bio: Lucas Horsfall is an accounting and consulting firm devoted to serving the needs of business owners and their families as partners on the journey of business and life.

Zeev Haskal

Mega Group Private Investigations, Inc.
Partner
(818) 392-5740
zeev@megagroupinvestigations.com
Consultant & Service
Home Group: Santa Monica 2

Bio: Zeev Haskal is the CEO of Mega Group Inc, a specialized firm that provides a full range of investigative and security services to clients in virtually all areas of industry and business.

Celebrating 10 Years

Jacqueline Benyamini

J.S. Held LLC
Vice President – Forensic Accounting & Economic Damages
(213) 223-0401
jbenyamini@jsheld.com
Accountant
Home Group: Century City 3

Bio: Forensic accounting, economic damages and expert witness testimony related to complex business litigation, lost profits, shareholder disputes, employment matters and fraud.

Edward Fixen

BusinessQuest
Business Appraiser – M&A Broker
(909) 636-9827
ed@businessquestbrokers.com
Financial Service
Home Group: South Bay 4

Bio: Ed is a certified business appraiser, highly experienced M&A business broker and the president of BusinessQuest, specializing in business valuations, appraisals, business brokerage and M&A advisor services to small and middle market companies since 2006.

Gary Krausz

Gursey | Schneider LLP
Partner
(310) 552-0960
gk@gursey.com
Accountant
Home Group: Century City 6

Bio: Gary provides audit, accounting and consulting services to middle-market businesses and not-for-profit organizations. He also serves as expert witness in forensic accounting assignments and testifies as an expert witness.

Nathan Rogers

Rogers Sheffield & Campbell LLP
Of Counsel
(805) 963-9721
nathan@rogerssheffield.com
Attorney
Home Group: Santa Barbara 3

Bio: Business and Trust and Estate Litigation Attorney.

Karen Sheaffer-Gordon

Oya Brand Associates
Fractional CMO | Marketing Strategist
(408) 398-5151
karen@oyagroup.com
Marketing
Home Group: Westside

Bio: Fractional CMO: With 20 years experience as an agency owner I now offer that expertise as a part-time member of a company’s executive management team or for strategic projects and coaching services.

Joseph Spierer

Joseph Spierer

Joseph Spierer Architects, Inc.
Architect
(310) 876-8761
joe@calarchitect.com
Consultant & Service
Home Group: South Bay 4

Bio: Joseph Spierer Architects is an architecture firm specializing in the design of Residential, and Commercial Architecture.

Eszylfie Taylor

Taylor Insurance and Financial Services
President
(626) 356-7637
etaylor@taylorinsfin.com
Insurance
Home Group: Pasadena 3

Bio: Taylor Insurance and Financial Services is an insurance and financial planning firm that focuses on building relationships with your clients and solving problems rather than selling products.

Bridget Trumpet

Trumpet Financial Group Inc
President & CEO
(310) 855-3598
bridget@trumpetfinancialgroup.com
Accountant
Home Group: Century City 6

Bio: Trumpet Financial Group, Inc., is a boutique financial and accounting firm that provides tax planning and compliance, business consulting and personal financial planning to a variety of clients from individuals to sole proprietors, partnerships,…

Jae Wu

Heyler Realty
Co-Owner
(310) 997-4323
jae@heyler.com
Real Estate
Home Group: Santa Monica 5

Bio: Providing full residential real estate and strategic advisory service to homeowners and home buyers and have a certification in probate real estate and able to help attorneys who work with probate and trustee sales.

Celebrating 5 Years

Courtney Abrams

Courtney Abrams, PC
(310) 601-4448
courtney@courtneyabramslaw.com
Attorney
Home Group: Century City 2

Bio: I represent employees in all aspects of employment-related litigation including individual discrimination, harassment and retaliation cases. I also counsel employees in the negotiation of all types of employment agreements.

David Berrent

Pais Montgomery Fiduciary
Fiduciary
(310) 739-0500
david@paismontgomery.com
Financial Service
Home Group: Century City 4

Bio: David Berrent is a California licensed professional fiduciary and partner at Pais Montgomery Fiduciary. He’s a specialist in probate matters for families and attorneys who need someone to serve as: Trustee, Successor Trustee, Estate Executor, Probate Ad…

Chet Bhavsar

Law Office of Chet R. Bhavsar, APC
(310) 751-7461
chetbhavsar@yahoo.com
Attorney
Home Group: Beverly Hills 3

Bio: Since 1994, I have been focused on injury law and representing indviduals injured in motor vehicle accidents, trucking accidents, motorcycle accidents, pedestrian accidents, premises liability claims, product liability claims, catestrophic injury…

Christopher Cox

Atlas Indicators Investment Advisors, Inc.
(877) 543-5979 ext. 102
christopher@atlasindicators.com
Investment Advisor
Home Group: Glendale 1

Seta Keshishian

JSF Financial LLC
Financial Planner
(323) 866-0833
seta@jsffinancial.com
Investment Advisor
Home Group: Santa Monica 2

Bio: I provide holistic financial planning and wealth management for women and couples facing complexity in their financial lives, from contemplating retirement, to dealing with death, divorce, inheritance

Jeff J. Kim

Jeff J. Kim

Gerber Kawasaki
Corporate Retirement Plan Specialist
jkim@gerberkawasaki.com
Financial Service
Home Group: Santa Monica 3

Bio: All things 401(k) & Corporate Retirement Plans.

Ann Lee

Ann Lee

Greenberg Glusker LLP
Partner
(310) 201-7555
alee@greenbergglusker.com
Attorney
Home Group: Century City 6

Bio: Real Estate and Business Litigation

Vanessa Nellis

Lewitt Hackman
Family law attorney
(818) 907-3274
vnellis@lewitthackman.com
Attorney
Home Group: Woodland Hills 4

Bio: I am a family law attorney, and Certified Family Law Specialist, with over 15 years of experience handling divorces, prenuptial agreements, custody disputes, support issues, and paternity matters.

Alice Pearl

Alice Pearl

Law Offices of Michael K. Lanning, APLC
Attorney at Law
(310) 820-1600
alice@mkl-law.com
Attorney
Home Group: Westwood

Bio: Alice Pearl provides transactional Estate Planning services to individuals and families. Her services include: the creation of estate planning documents, estate tax reduction, creditor protection, probate, and trust administration.

Tina Quinn

Tina Quinn Coaching
President
(310) 213-9555
tina@tinaquinn.com
Consultant & Service
Home Group: Westside

Bio: Tina Quinn is a certified professional life & leadership coach. Together with her clients, they create a road map and execution strategy to improve their business and their life. She is a thinking partner and inspired advisor.

Devin Rauchwerger

Devin Rauchwerger

Domb & Rauchwerger LLP
Partner
(949) 683-7413
devin@dombrauchwerger.com
Attorney
Home Group: Downtown Los Angeles 5

Bio: I am a Partner representing employees in all employment-related claims including, but not limited to, single plaintiff wrongful termination, discrimination, harassment, retaliation, and wage and hour issues, as well as class action and PAGA matters.

John Shenk

Mancini Shenk LLP
Founding Partner
(424) 652-4012
jshenk@mancinishenk.com
Attorney
Home Group: Century City 6

Bio: John specializes in partnership disputes, or what he calls “business divorce.” John’s clients are typically partners, shareholders, or members of an LLC who are in dispute about ownership, fiduciary duties, or other business relationship fights.

Shyla Springmeyer

R&D Incentives Group
Tax Incentives Consultant
(213) 340-8929
sspringmeyer@rdincentivesgroup.com
Consultant & Service
Home Group: Mid City

Bio: As a Tax Credit Consultant, I help companies unlock the full potential of two specialized tax credits, the R&D tax credit and the Employee Retention Tax Credit (ERTC). I provide comprehensive support to determine eligibility and maximize the benefits.

Events

Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics.

Register Now!

Join a New Member Orientation 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.

New Member Orientations

Tuesday, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024  – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET