| Los Angeles
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.

Sasha Elkins
President
SweeterHR | DopeHR
(909) 552-0559
sasha.elkins@sweeterhr.com
Home Group: Downtown Los Angeles 1
New Members
29 New Members in the Los Angeles Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.

Carmen Alvarado
Closed Escrow, Inc
Escrow Officer
(818) 853-2283
carmen.alvarado@closedescrowinc.com
Consultant Service
Home Group: Hollywood
Bio: Carmen handles a variety of escrow transactions at Closed Escrow and is bilingual in Spanish and English.

Karine Akopchikyan
Allen Matkins
(213) 955-5674
kakopchikyan@allenmatkins.com
Attorney
Home Group: Glendale 1

Anastasia Atamanchuk
Gursey Schneider LLP
Partner
(818) 331-4901
aatamanchuk@gursey.com
Accountant
Home Group: Entertainment 2

Margot Black
Black Ink PR
(323) 376-6787
margot@blackinkpr.com
Consultant Service
Home Group: Universal City
Bio: Publicity Expert, Communications Specialist, Award-Winning Brand Champion/Storyteller.

Scott Boutilier
Mission Bank
Relationship Manager
(406) 899-7251
boutiliers@missionbank.bank
Banking Finance
Home Group: Westlake 8
Bio: Experienced Banker and Loan Originator with over 18 years of Commercial Banking Experience. Strong background in customer expansion / retention, customer relations, and product development with a focus on establishing business relationships through CRE.

Alex Burgess
The Burgess Group
Principal
(801) 323-1101 x108
aburgess@tbgroup.org
Insurance
Home Group: West Los Angeles 2
Bio: Alex specializes in sophisticated insurance strategies for high-net-worth families, businesses, and non- profits. With expertise in estate planning, retirement analysis, employee benefits, business continuation, and charitable giving.

Elliot Chen
ERVIN COHEN & JESSUP LLP
Partner
(310) 281-6366
echen@ecjlaw.com
Attorney
Home Group: Westwood Village

Jose Corona
Armanino Advisory LLC
(213) 334-7338
jose.corona@armanino.com
Consultant Service
Home Group: Glendale 1

Erin Dinan
Clear and Inspired
(323) 302-7056
erin.dinan@clearandinspired.com
Consultant Service
Home Group: Venice

April Godales
Assisted Living Locators
Senior Living Advisor
(818) 437-7143
agodales@assistedlivinglocators.com
Consultant Service
Home Group: Rancho Park
Bio: Our team of highly respected Senior Care Advisors specialize in the Los Angeles area.

Jennifer Goldstein
Salisian | Lee LLP
Associate
(213) 622-9115
jennifer.goldstein@salisianlee.com
Attorney
Home Group: Venice

Elizabeth Green
Green Health Law
Attorney
(818) 722-1237
egreen@greenhealthlaw.com
Attorney
Home Group: Glendale 1
Bio: Elizabeth K. Green is an Attorney and Founder of Green Health Law, APC, a California law firm representing patients whose health benefits have been denied under ERISA governed health plans. Elizabeth represents patients in administrative appeals and litigator.

Pejman Javaheri
Juris Law Group, P.C.
Managing Partner, Juris Law Group, P.C.
(310) 694-3084
pjavaheri@jurislawgroup.com
Attorney
Home Group: West Los Angeles 2

Lucas Johnston
SMBC MANUBANK
(213) 767-4843
ljohnston@manubank.com
Banking Finance
Home Group: Ventura 3

Elliot Kermani
EK/LAW
Corporate and Commercial Transactional Attorney
(310) 749-0099
ekermani@ekesqlaw.com
Attorney
Home Group: Entertainment 2

Anthony Lai
Feinberg Mindel Brandt & Klein LLP
Family Law Attorney
(310) 447-8675
alai@fmbklaw.com
Attorney
Home Group: Pasadena 7
Bio: Certified Specialist in Family Law. Handling complex cases involving dissolution of marriage, child custody, visitation, spousal and child support, prenuptial / postnuptial agreements, domestic violence restraining orders from commencement through trial.

Steve Lavaeddin
City National Bank, an RBC Co.
Vice President / Branch Manager III
(310) 264-2941
steve.lavaeddin@cnb.com
Banking Finance
Home Group: Silicon Beach 2
Bio: Banking Professional and Trusted Advisor with over 32-years experience solving complex personal and business banking issues, helping clients fill-in financial gaps.

Jeffrey Lewis II
Bernstein Private Wealth Management
Wealth Advisor
(262) 501-3902
jeffrey.lewis1@bernstein.com
Investment Advisor
Home Group: West Los Angeles 2
Bio: At Bernstein, we’re known for our world-class research. We use our research to manage investments for wealthy families and individuals.

Nancy Martinez
Lewitt Lackman
(818) 990-2120
nmartinez@lewitthackman.com
Attorney
Home Group: Santa Clarita Valley
Bio: Family Law Attorney that works on the following matters – divorce, child custody, spousal support, child support, parentage, prenuptial agreements, postnuptial agreements, and name change applications.

James Pacitti
Pacitti Law Firm
Owner/Managing Attorney
(323) 230-6200
james@pacittilawfirm.com
Attorney
Home Group: Entertainment 2
Bio: Pacitti Law Firm (PLF) provides legal services to clients in the entertainment industry, specifically in the areas of TV and film development, finance, production, and distribution.

Tim Peters
Union Rescue Mission
Director of Planned Giving
(213) 316-2742
tpeters@urm.org
Consultant Service
Home Group: Pasadena 5
Bio: Tim helps donors do the most good with the least taxes, leaving a legacy of life transformation through Estate planning and planned gift tools to disinherit the government and leave the most to family and charity.

Ira Ravitz
Beverly Hills Private Wealth
Co-Founder and Managing Director
(310) 388-3800
iravitz@bhpw.com
Financial Service
Home Group: Entertainment 1
Bio: key words/terms about me as professional.

Christina So
Southwestern National Bank
EVP & Market President
(213) 820-6874
christina.so@swnbk.com
Banking Finance
Home Group: Rancho Park
Bio: Commercial Banker with experience in all commercial lending and private client management.

Jordan Shapiro
Wells Fargo Advisors
(818) 226-2222
jordan.shapiro@wellsfargoadvisors.com
Financial Service
Home Group: Woodland Hills 1
Bio: I specialize in goals based financial planning for high net worth families.

Rose Sorensen
Snell & Wilmer L.L.P.
Attorney
(213) 929-2549
rsorensen@swlaw.com
Attorney
Home Group: Studio City
Bio: Rose has handled a range of large-scale mergers and acquisitions, project and corporate financings and restructurings in the technology, retail, manufacturing, healthcare, business services, software, construction and building materials industries.

Jayant Tripathy
Schorr Law, A Professional Corporation
(310) 954-1877
jtripathy@schorr-law.com
Attorney
Home Group: West Los Angeles 2
Bio: Jayant Tripathy is an experienced attorney and civil litigator with a focus on real estate. He handles a variety of cases including those involving purchase and sale disputes, boundary issues, fraud, leases, partition, and construction defects.

Emin Vartanian
AXOS Bank
VP – Sr. Relationship Manager || Specialty Deposits
(818) 800-4423
emin.vartanian@axosbank.com
Banking Finance
Home Group: Glendale 2
Bio: AXOS Bank specializes in Banking for the legal industry (Fiduciary, Probate and Estate Attorneys). We provide Personalized Banking products for clients that need accounts with court order requirements, ALL Trusts, and expanded FDIC insurance.

Brian Whittaker
brian@bkenterprises.com
Marketing
Home Group: Westlake 8

Jon Wingent
Morton Wealth
Wealth Advisor
(818) 206-2905
jwingent@mortonwealth.com
Investment Advisor
Home Group: Ventura 3
Bio: 20 year career in the investment industry, advising and partnering with high net-worth individuals, business owners and next gen wealth on investments and financial planning with an emphasis on alternative investments.
Member News


Duran Launches Prospera Succession Partners to Help Families and Business Owners Build Wealth

Eric P. Rose Featured on Expert Witness Podcast

Barry Kurtz, Alumni, Highlighted in Southwestern Law School's "Bison Brief."

Regina Lark Featured in Fast Company
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 30 Years

Cam Davis
Wells Fargo Advisors
Managing Director – Investments
(310) 552-5645
cam.davis@wfadvisors.com
Investment Advisor
Home Group: Century City 4
Bio: I provide tailored investment advice to assist my clients in achiving their financial goals.

Judyth Jernudd
The Jernudd Group
Founder, The Jernudd Group, Co-founder, COBE
(310) 215-9975
judy@judyjernudd.com
Consultant & Service
Home Group: Century City 1
Bio: We work with, C-Suite executives, managers, sales teams and service professionals to improve performance. Clients are in a position of influence who need transformational leadership, style development and effective communication.

Richard Pumilia
Pumilia & Rosenberger LLP
Esq.
(626) 899-4600
rpumilia@pumilia.com
Attorney
Home Group: Burbank
Bio: Corporate/business transactional law: capital-raising transactions; mergers and acquisitions; asset and stock purchases and sales; buy-sell agreements; contract preparation/review; “business divorces”; securities; software licensing; noncompetiton.

Myer J. Sankary
Advanced Mediation & Arbitration Services.
Mediator – Arbitrator – Facilitator
(818) 231-2965
myersankary@gmail.com
Attorney
Home Group: Emeritus Members
Bio: Independent Mediator, Arbitrator, Facilitator and Trainer since 1996. Advises business owners how to resolve complex disputes; over 50 years legal experience in business transactions, real estate, estate planning, probate, and litigation.
Celebrating 25 Years

Barry Kurtz
Lewitt Hackman
Chair, Franchise & Distribution Law Group
(818) 990-2120
bkurtz@lewitthackman.com
Attorney
Home Group: Century City 7
Bio: Certified Specialist in Franchise and Distribution Law by The State Bar of California Board of Specialization representing franchisors and franchisees in franchise regulatory, franchise transactional and franchise litigation matters.

Christine A. McDougall
KM Management, Inc.
President
(818) 881-9262
christine@kmmanagement.com
Consultant & Service
Home Group: Westlake 1
Bio: Since 1997, our family office has specialized in serving the unique needs of family offices, individuals, and estates. We provide tailored services, including estate management, financial oversight, patient advocacy, and AI business strategy consulting.

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…
Celebrating 20 Years

Dawn Kaplan Lister
Kaplan HR
President
(310) 489-2430
dawn@kaplanhr.com
Human Resources
Home Group: Westlake 2
Bio: Provides a range of human resource management services including audits, compliance, on-boarding, performance management, benefits, recruiting, employee relations, advisory support and more for small to mid-sized companies.

Judith Perez
Perez Estate Law, P.C.
Attorney at Law
(818) 884-3991
jperez@perezestatelaw.com
Attorney
Home Group: Westlake 4
Bio: Accredited Estate Planner providing estate planning, trust administration, Special Needs Trusts, Medi-Cal Planning representing families, individuals, same sex couples and the elderly.
Celebrating 15 Years

Sally Aubury
SingerLewak, LLP
Partner
(818) 999-3924
saubury@singerlewak.com
Accountant
Home Group: Mergers $ Acquisitions 2
Bio: Sally Aubury has extensive experience in performing audits, reviews, and mergers and acquisitions for both public and private companies.

Kenneth Fields
Greenberg Glusker Fields Claman & Machti
Partner
(310) 553-3610
kfields@greenbergglusker.com
Attorney
Home Group: Mid City
Bio: My practice involves all aspects of real estate transactions, including buying and selling individual properties and multi-property portfolios, construction and development and leasing of industrial, retail and office properties…

Stephen Fineman
Stephen T. Fineman, CPA, A Professional Corporation
President
(818) 735-0100
stephen@stfinemancpa.com
Accountant
Home Group: Westlake 3
Bio: I specializes in working with high net worth clients and their businesses in the areas of income tax compliance and planning. I work closely with my clients to plan for, rather than simply react to, their needs.

E. Mark Fishman
Actuaries Unlimited, Inc.
Shareholder/Partner
(818) 235-1620
mfishman@actuariesunlimited.com
Consultant & Service
Home Group: Encino 2
Bio: Practicing in Los Angeles since 1982 specializing in the creative design, implementation & administration of Defined Benefit, Cash Balance, 401k) & Profit Sharing Plans. Mark is a licensed Enrolled Actuary & Shareholder-Partner of Actuaries Unlimited.

Laura Gilman
Wealth Enhancement Group
Senior Vice President, Financial Advisor
(310) 734-4740
lgilman@wealthenhancement.com
Investment Advisor
Home Group: Century City 6
Bio: Wealth Enhancement Group is a fee-based RIA providing hands-on comprehensive financial planning, investment and wealth management services to those individuals looking to gain control over their financial lives.

Tal Grinblat
Lewitt Hackman
Franchise and IP Attorney: Shareholder
(818) 907-3284
tgrinblat@lewitthackman.com
Attorney
Home Group: Encino 4
Bio: Franchise and trademark attorney. I am the Chair of my firm’s Intellectual Property Practice Group, a Franchise and Distribution Law Specialist certified by the California State Bar Board of Legal Specialization and an IFA Certified Franchise Executive.

Channing Hamlet
Objective Capital Partners
Managing Director, Partner
(858) 342-4939
channing.hamlet@objectivecp.com
Financial Service
Home Group: Mergers $ Acquisitions 2
Bio: Objective Capital Partners, LLC is an M&A firm focused on transactions for privately held companies with enterprise values up to $200 million.

Esther Hopkins
Law Offices of Esther Hopkins, P.C.
Esq
(818) 206-8711
ehopkins@hopkinslawgroup.com
Attorney
Home Group: Westlake 6
Bio: Esther Hopkins, founder and principal of the Law Offices of Esther Hopkins, P.C., provides personalized legal counsel to individuals and families in the areas of estate planning, business planning, business succession planning, probate and trust…

Kevin P. McCarthy
Flagstar Bank, N.A.
Group Director | Senior Vice President
(424) 512-7402
kevin.mccarthy@flagstar.com
Banking & Finance
Home Group: Century City 3
Bio: Commercial and Private Banker to middle market companies and professional firms.

Thomas Simpson
Simpson Law Group
Attorney at Law
(818) 500-0511
tsimpson@fmbklaw.com
Attorney
Home Group: Pasadena 2
Bio: Full service family law practice. Three (3) attorneys, two (2) paralegals. All are dedicated to achieving excellent results through trial, negotiation and/or mediation in whatever combination is best suited to meet clients goal.

Debra Ravden
Klopert & Ravden LLP
Attorney at Law
(818) 380-1300
debbie@krfamilylaw.com
Attorney
Home Group: Encino 2
Bio: Ms. Ravden is a Certified Family Law Specialist who specializes in complex family law matters including divorce, property division, division of businesses, child custody and visitation, child support and spousal support, paternity issues, pre-marital…

Sarena Warner
Corporate Strategies Inc.
Vice President, Employee Benefits
(818) 377-7260
sarena@corpstrat.com
Insurance
Home Group: Encino 2
Bio: **Health Care Reform Specialist** I assist small and medium sized business owners navigate through the complexities of Employee Benefit Programs such as group Medical, Dental, Vision, Life, LTD, and LTC insurance.
Celebrating 10 Years

Carla Buigues
THE AGENCY
Director of Probate and Trust Estates Sales
(626) 664-4444
carla.b@theagencyre.com
Real Estate
Home Group: Pasadena 6
Bio: Ranked in the top 1% in the nation, Carla Buigues represents luxury Real Estate sales, is Director of Trust & Probate transactions, and thrives on complex negotiations including divorce and litigation sales.

Joseph Chora
Chora Young & Manasserian
Judgment Enforcement Collections
(626) 744-1838
joseph@cym.law
Attorney
Home Group: Pasadena 1
Bio: Attorney Judgment Appeal Sister State Judgment Collection Judgment Collections Arbitration Award Collection Federal Judgment Collection Creditor Creditors Rights Bankruptcy Judgment Enforcement Levy Debt Debtor Examination Claim Exemption Collector.

Dana Dattola
Weaver & Associates, Inc.
Account Executive
(626) 446-6161
danaw@weaverinsurance.com
Insurance
Home Group: Pasadena 1
Bio: Risk Management and Insurance Broker. Workers Compensation, General Liability, Professional Liability, Employment Practices, Commercial Automobile Insurance, Commercial Property Insurance, Crime, Directors & Officers, Cyber Liability.

Paul M. Diaz
Paul Diaz Insurance Agency, Inc.
President/Broker
(323) 255-3700
paul@pauldiazins.com
Insurance
Home Group: Pasadena 3
Bio: Specializing in the insurance needs of business owners and property owners. We provide business owners policies, worker’s comp, commercial property coverage, general liability and much more.

Zachary Dresben
Dresben + Associates
Attorney at Law
(323) 843-7100
zsd@dresbenlaw.com
Attorney
Home Group: Downtown Los Angeles 3
Bio: Certified Specialist in estate planning, trust administration and probate. Dedicated to estate and tax planning and advising trustees and beneficiaries in post-death administration.

Tarun (Tj) Juneja
Foumberg, Juneja, Rocher & Co., P.C.
Principal / Owner
(818) 981-6100
tj@foumbergco.com
Accountant
Home Group: Beverly Hills 2
Bio: I am the Principal Accountant of Foumberg, Juneja, Rocher & Co., P.C. We are a full-service accounting and tax firm in Encino, CA.

Raffi Ohanian
Thon Beck Vanni Callahan & Powell
Personal Injury Attorney
(626) 795-8333
rohanian@thonbeck.com
Attorney
Home Group: Glendale 1
Bio: I represent injured victims in personal injury matters including car accidents, bike accidents, pedestrian accidents, uber/lyft accidents, defective products, slip/trip & falls, and medical malpractice.

Michael B. Scott
Narvid Scott LLP
Partner
(818) 907-8986 ext 144
mscott@narvidscott.com
Attorney
Home Group: Century City 7
Bio: Michael has spent a great deal of time in court so his clients don’t have to. with over 35 years of experience and originally trained as a litigator, Michael’s practice concentrates on business and real estate transactions and branded licensing.

Larry Steinberg
Financial Architects
Chief Investment Officer
(626) 844-1190
larry@financialarchitects.com
Investment Advisor
Home Group: Pasadena 4
Bio: Larry helps turn income to networth by reducing his client’s taxes on the front end and using Endowment Model of Investing on the back end.

Marty Stevens-Heebner
Clear Home Solutions
Founder & CEO
(818) 376-0125
marty@clearhomesolutions.com
Consultant & Service
Home Group: Beverly Hills 2
Bio: 1st nationally accredited senior move managers in L.A., focusing on estate clear outs, hoarding situations, move to assisted living and online estate sales. We help older adults and their families with compassion and know-how.
Celebrating 5 Years

Marisha Charbonnet
Family Security Law Group, APC
Estate Planning Attorney
(805) 496-4681
mcharbonnet@fslgapc.com
Attorney
Home Group: Woodland Hills 4
Bio: Marisha is an estate planning attorney whose practice focuses on strategic planning-including planning for blended families as well as special needs beneficiaries. She also represents clients in probate and trust administration in LA and Ventura county.

Susanne B. Cohen
Hahn & Hahn LLP
(626) 796-9123
scohen@hahnlawyers.com
Attorney
Home Group: Pasadena 4
Bio: Susanne B. Cohen works with clients on estate and special needs planning, conservatorships and trust administration, and elder and dependent adult financial abuse litigation cases.

Christina Djordjevich
Djordjevich Law and Mediation
Family Law Attorney
(310) 556-9631
christina@cdjfamilylaw.com
Attorney
Home Group: Sherman Oaks 4
Bio: Christina is an experienced family law attorney. She represents clients in a wide range of family law matters, including those with complex financial and child custody issues. She also drafts and negotiates premarital agreements.

Julie Hoffman
Allen Matkins
(310) 788-2403
jhoffman@allenmatkins.com
Attorney
Home Group: West Hollywood
Bio: Attorney specializing in commercial real estate transactions, including purchases, sales, leases and developments of a variety of asset classes.

Gary Tenzer
Tenzer Consulting Group, LLC
Principal / Co-Founder
(310) 867-2903
gtenzer@gtenzer.com
Real Estate
Home Group: Century City 3
Bio: I am an expert in commercial real estate transactions & finance. I have served as an expert witness on over 350 matters, given deposition testimony over 150 times, and trial testimony approx. 100x in Fed, State trials and ADR hearings.

Nathan Zerbib-Berda
The Law Office of Nathan Zerbib-Berda
(818) 724-9798
nathan@nzblegal.com
Attorney
Home Group: Glendale 2
Bio: Personal Injury Lawyer specializing in Auto Accidents, Slip and Fall, and Dog Bite Cases.
Events
Save-the-date for our LAC Spring PV@Night – Thursday, February 27th from 5:30-7:30pm at El Cholo Pasadena. Details and registration are on the Hub.
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, February 4, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, February 12, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Thursday, February 20, 2025 – 11:30a PT | 1:30p CT | 2:30p ET
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