New Group Leaders

2 New Group Leaders 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.

James Bean

CRE | 1031 Expert | YouTube Host
SVN | Rich Investment RE Partners
(805) 779-1031
james.bean@svn.com
Home Group: Oxnard

Samantha Scherr

Vice President Mortgage Lending
Origin Point
(310) 968-4046
samantha.scherr@originpoint.com
Home Group: Calabasas 2

New Members

39 New Members in the Los Angeles Area

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

Brooke Barousse

brooke@lexingtonehstaffing.com
Home Group: Sherman Oaks 2

Andrew Browning

Fellner Law Group
Senior Associate
(415) 658-9253
abrowning@fellnerlawgroup.com
Home Group: Woodland Hills 3

Michelle Buckner

Pacific Partners Commercial
Vice President
(805) 823-3566
michelle@ppc-re.com
Real Estate
Home Group: Westlake 2

Bio: Commercial Real Estate. I assist business leaders with their office, medical and industrial space needs. I specialize in representing clients to optimize the leasing, sale, or purchase of commercial properties.

Linda Chou

Luca Horsfall
Partner
(626) 744-5100
lchou@lucashorsfall.com
Accountant
Home Group: Pasadena 1

Charles Clark

The Clark-Ito Group, Inc., Global Executive Recruitment
President/Founding Partner
(310) 405-2359
cac@clark-itogroup.com
Human Resources
Home Group: South Bay 4

Rachelle Cohen

Valensi Rose PLC
Partner
(310) 601-7034
rachelle.cohen@vrmlaw.com
Attorney
Home Group: Century City 7

Bio: I advise lawyers and law firms on legal ethics, professional responsibility, and firm structures. I also advise individuals and businesses in business transactions.

Robert Cooney

Assessment Counselling Services
(805) 374-9500, ext. 232
rcooney@acstax.com
Other
Home Group: Pasadena 5

Bio: Property Tax Specialist.

Sherli Frank

(818) 414-9480
sherlifrank@thrivingemployer.com
Attorney
Home Group: Westlake 4

Haera F Fronjian

Klinedinst
(213) 442-7351
hfronjian@klinedinstlaw.com
Attorney
Home Group: Glendale 1

David Garza

UBS
Wealth Advisor
(310) 734-2420
david.garza@ubs.com
Investment Advisor
Home Group: Culver City

Bio: Helping founders and their families navigate financial complexity.

Ryan Halfon

1st Century Bank
Relationship Manager
(310) 867-2114
rhalfon@1cbank.com
Banking Finance
Home Group: Calabasas

Bio: Private Banker providing white-glove service to high-net worth individuals, business owners and their organizations.

Matthew Heller

Willner Heller LLC
Partner
(818) 501-7590
matt@whria.com
Investment Advisor
Home Group: Sherman Oaks 3

Bio: Willner Heller is a fee-based, private wealth management firm that specializes in creating and managing customized portfolios for individuals, families and businesses.

Kaveh Imandoust

Imandoust Law Firm, APC
Founder & CEO
(877) 912-4915
kaveh@imandoustlaw.com
Attorney
Home Group: Manhattan Beach

Cynthia Juno

Juno Law Offices
(323) 466-4114
junolaw@gmail.com
Attorney
Home Group: Hollywood

Christine Kim

ckim@theagencyre.com
Real Estate
Home Group: Encino 4

Joshua Kushner

The Kushner Law Offices PC
Regional Director, LAV
(818) 850-2749
jkushner@thekushneroffices.com
Attorney
Home Group: Calabasas

Eric D. Miller

Mutual of Omaha
Reverse Mortgage Advisor
(805) 570-8885
emiller@mutualmortgage.com
Financial Service
Home Group: Santa Barbara 3

Bio: Reverse Mortgage Advisor assisting and guiding home equity solutions for those over the age of 55 using both the FHA Insured and our own proprietary Reverse Mortgage products thorough thoughtful analysis while including all trusted advisors.

Jeff Moorhouse

Moorhouse Financial Wealth Management Group / Raymond James
Founder, Branch Manager
(805) 684-2245
jeff.moorhouse@raymondjames.com
Investment Advisor
Home Group: Santa Clarita Valley

Bio: We are a team specializing in multi-generational Financial Planning and Wealth Preservation Strategies for Professionals, Business Owners and their Families.

Angel Naval

MGO CPAs
Business Advisory Services Partner
(213) 507-8553
anaval@mgocpa.com
Accountant
Home Group: Santa Clarita Valley

Ryan Nowicki

Jeffer Mangels Butler & Mitchell LLP
Tax and Nonprofit Attorney
(310) 201-3549
rnowicki@jmbm.com
Attorney
Home Group: Beverly Hills 3

Bio: Tax Attorney with a focus on Nonprofit Law (public charities, private foundations, etc.). Current Chairperson of the LA County Bar Association’s “Exempt Organizations Committee.” Named the Hermosa Beach 2017 “Man of the Year.”

Bromley Palamountain

Northwestern Mutual
Insurance Advisor
(510) 295-3562
bromley.palamountain@nm.com
Insurance
Home Group: Pacific Business Corridor 1

Terry Park

TSP Law, P.C.
(213) 725-7408
terry@tsplawpc.com
Attorney
Home Group: Burbank 2

Bio: Represent small business owners in employment law, business transactions, litigation, and landlord/tenant matters.

Chauthy Pham

Rathbun Sargent Insurance & Financial Services
Benefits & Advisory Services
(310) 650-8892
chauthy@rathbunsargent.com
Insurance
Home Group: Santa Monica 3

Adam Pontrelli

EOS Worldwide
(310) 749-5795
adam.pontrelli@eosworldwide.com
Consultant Service
Home Group: Studio City

Bio: I get entrepreneurial owners more of what they want out of their businesses. I do it with simple tools. It’s guaranteed. I found EOS in my own business; it saved my life. Now I’m passionate about helping other entrepreneurs achieve their full potential.

Michele Roberts

Total Accounting and Bookkeeping, Inc.
CEO, Total Accounting and Bookkeeping, Inc.
(310) 765-1931 x701
michele@totalaccountingandbookkeeping.com
Consultant Service
Home Group: Culver City

Bio: Total Accounting and Bookkeeping, Inc. helps service-based businesses scale by providing expert accounting, bookkeeping, and financial strategy. We handle the details, so you can focus on leadership, growth, and long-term success.

Tara Rose

Front Gate Real Estate
(818) 917-3929
tara@frontgaterealestate.com
Home Group: Calabasas 2

Len Rosenthal

WW Consulting For Good
(310) 899-6092
len@wwconsultingforgood.com
Marketing
Home Group: Beverly Hills 3

Bio: Fractional Chief Marketing Officer specializing in nonprofits, healthcare, and startups.

Chase Sandera

Wells Fargo Advisors
Financial Advisor
(310) 725-2286
chase.sandera@wellsfargoadvisors.com
Financial Service
Home Group: Pacific Business Corridor 1

Bio: I am a Certified Financial Planner and partner advisor at the Patman Wealth Management Group of Wells Fargo Advisors. We provide detailed financial plans and investment management to individuals, businesses, non-profits, and trusts.

Samantha Scherr

Origin Point
Vice President Mortgage Lending
(310) 968-4046
samantha.scherr@originpoint.com
Banking Finance
Home Group: Calabasas

Bio: Loan Officer specializing in first time homebuyers and buyers who need extra handholding.

Michelle Schwanhauser

Moving Mountains HR
CEO
(866) 474-3575
staff@movingmountainshr.com
Human Resources
Home Group: Studio City

Aaron Shechet

Shechet AI
Founder
(310) 339-1354
aaron@shechet.com
Consultant Service
Home Group: Rancho Park

Bio: Aaron builds custom AI agents and automation tools that help professionals and their clients work smarter, faster, and with less friction. He draws on years of real-world experience, including starting his own law firm straight out of law school in 2008.

Lisa Shirtliff

Pacific Partners Commercial, Inc.
Investment Sales & Commercial Leasing
(818) 878-8853
lisa@pacificpartnerscre.com
Real Estate
Home Group: Woodland Hills 3

Marty Smith

Capital Mortgage Services
Loan Officer, Manager
marty@mycmsloans.com
Banking Finance
Home Group: Westlake 8

Cheri Steelman

Coldwell Banker Realty
Realtor | Mentor | Team Leader
(818) 932-5300
cheri@cherihomes.com
Real Estate
Home Group: Santa Clarita Valley

Bio: Award winning agent with 20 years of experience in assisting sellers, buyers & investors navigate the real estate market. Founder of “The Steelman Group”, a multi-lingual team providing personalized & professional service to every client.

Ron Sukauskas

BBSI
Business Development Manager BBSI
(805) 744-5882
ron.sukauskas@bbsi.com
Consultant Service
Home Group: Westlake 8

Bio: Education, Business and Music.

Cameron Taylor

CriticalPoint Partners
(415) 497-0541
ctaylor@criticalpoint.com
Banking Finance
Home Group: Santa Clarita Valley

Angel N. Viera

Arcadia Settlements Group
Structured Settlement Consultant
(323) 887-9200
aviera@teamarcadia.com
Financial Service
Home Group: Pasadena 6

Bio: Bilingual structured settlement consultant with over 25 years in the industry.

Anita Yerevani

Prominent Financial Group
(818) 335-0787
anita@pfg365.com
Banking Finance
Home Group: Burbank 2

Bio: Mortgage broker specializing in residential and commercial financing for first-time clients, buyers, avid investors, and anyone in between.

Ernie Yeung

Gursey Schneider, LLP
Tax Manager
(310) 691-1741
eyeung@gursey.com
Accountant
Home Group: Westlake 8

Member News

Apr 22, 2025

Lindsey Carnett, Owner of Marketing Maven, Recognized by Inc. 2025 List of Fastest Growing Private Companies in the Pacific

“We are thrilled that Marketing Maven made the list of the fastest-growing private companies in the Pacific. To receive this award after 15 years in business is a testament to our team’s ability to meet the changing needs of the market, from traditional PR to a full suite of market research, digital advertising, SEO and web development services, all while maintaining our focus on delivering exceptional results for our clients,” said Lindsey Carnett, CEO and President of Marketing Maven. Read the full announcement here: https://www.prweb.com/releases/inc-names-marketing-maven-to-its-2025-list-of-the-fastest-growing-private-companies-in-the-pacific-302416643.html

Apr 17, 2025

Baker Named as a Banking and Finance Visionary of 2025

Last month, Gerber Kawasaki Wealth Manager, Michael Baker was named as a Banking and Finance Visionary of 2025 by LA Times Business.

Apr 14, 2025

Susan Pomerantz Inspiring Women of the Valley

Congratulations Susan Pomerantz. The United Chambers of Commerce’s (UCC) board of directors has announced its 2024 10th Annual Inspirational Women, and Susan, CEO of Concepts for Living, is one of this year's honorees. Full story here: https://valleynewsgroup.com/inspiring-women-of-the-valley-named/

Apr 11, 2025

Sarah Reznick of Sherfina Advisors Earns Certified Exit Planning Advisor Credential

Sarah Reznick, founder of the financial advisory firm Sherfina Advisors, has added Certified Exit Planning Advisor, CEPA™, to her extensive list of credentials.

Apr 08, 2025

Dr. Regina Lark Featured in HuffPost

In a recent interview with HuffPost, Regina Lark describes the art and practice of Swedish Death Cleaning." https://www.huffpost.com/entry/swedish-death-cleaning-might-be-the-key-to-ending-clutter-ano_l_67eeb408e4b0479c31ffee4d

Member Milestones

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

Celebrating 25 Years

David Gribin

Gribin Kapadia & Associates
Principal
(818) 225-0097
david.gribin@gmail.com
Real Estate
Home Group: Encino 1

Bio: David Gribin, an appraiser, has experience in providing real estate appraisals, cost segregation feasibility studies, consulting services and litigation testimony. We provide appraisals and portfolio valuation services to private and public entities.

Julie E. Sagatelian

Waddell & Reed
Financial Advisor
(626) 356-7556
jsagatelian@wradvisors.com
Investment Advisor
Home Group: Pasadena 1

Bio: Financial Planning, Investments, Insurance,Retirement Plans & Business Continuation for family owned businesses, 401k/403b rollovers,Foundations & Non-Profits.

Celebrating 20 Years

Adam McArthur

Arch Canyon Partners, LLC
Partner
(818) 449-6300
adam@archcanyon.com
Financial Service
Home Group: Woodland Hills 2

Bio: Adam M. McArthur, CFA, ASA is a business valuation and economic damages expert. He has significant experience providing valuation and litigation support services in relation to business, business interest and intangible assets.

Celebrating 15 Years

Allan Dietrich

California Bank & Trust
Senior Vice President
(310) 481-1015
allan.dietrich@calbt.com
Banking & Finance
Home Group: Century City 4

Bio: Allan is a results-oriented Commercial Banker who focuses on distribution, high-net worth, professional businesses, and real estate with emphasis on middle market.

Gaurav Malhotra

Lucas Horsfall Murphy & Pindroh LLP
CPA
(626) 744-5100 x 167
gm@lhmp.com
Accountant
Home Group: Mergers $ Acquisitions 2

Bio: Gaurav is assurance partner with Lucas Horsfall and leads the firms audit department. Lucas Horsfall primarily works with middle market companies and the families which own them. Gaurav specializes in dealing with businesses that have international operations…

Aaron Weiner

Weiner Property Services, Inc.
President
(213) 258-6921
aaron.weiner@weinerproperty.com
Real Estate
Home Group: Downtown Los Angeles 3

Bio: Tenants need an advocate. As a tenant representation specialist, I act as an outside real estate department for companies using office, medical office, industrial, manufacturing, retail and hospitality real estate.

Celebrating 10 Years

Anita D’Aguilar

Oppenheimer & Co., Inc.
Director-Investments
(310) 446-7166
anita.daguilar@opco.com
Investment Advisor
Home Group: Century City 4

Bio: Retirement Planning Made Easy.

Vicki Greene

Law Offices of Vicki J. Greene, APLC
Attorney
(310) 282-8302
vicki-vjgfamlaw@sbcglobal.net
Attorney
Home Group: West Los Angeles

Bio: Ms. Greene practices exclusively in family law, focusing her 40-years of experience handling high net worth and complex valuation and estate issues, spousal and child support and custody issues and the preparation of prenuptial agreements.

Armen Gregorian

Gregorian Law, APC
Attorney at Law
(310) 370-0740
armen@gregorianlaw.com
Attorney
Home Group: South Bay 3

Bio: My practice focuses on estate planning, trust administration, probate and conservatorships. I guide clients in identifying and implementing their estate planning goals. I also counsel clients in fiduciary roles such as trustee, executor or conservator.

Paul Hargraves

Trust Properties USA
Founder, Realtor
(800) 579-4380
paul@trustpropertiesusa.com
Real Estate
Home Group: Westlake 8

Bio: #1 Probate & Trust Realtors in Southern California. We have sold over 1,000 estates. At NO upfront cost we fix up the home so that instead of the buyer making a profit, the family keeps all the equity their parents worked a lifetime for.

Isaac Kim

LPL Financial
Financial Advisor
(310) 806-4154
isaac.kim@lpl.com
Investment Advisor
Home Group: South Bay 2

Bio: Financial advisor with high-level experience on 3 continents. Offer strategies to mitigate capital gains tax. Create plans to manage your wealth, estate and legacy. Life insurance and retirement plans (401k, DB plan, etc).

Sam Lamb

State Farm Insurance
State Farm Agent
(626) 500-1300
sam@samlambinsurance.com
Insurance
Home Group: Pasadena 6

Bio: Sam is a Pasadena area native, growing up in Sierra Madre and graduating from LaSalle High School. He is a third generation State Farm Agent with a family history that spans 50+ years with the company.

Dori Lerner

L/B/W Insurance & Financial Services Inc
Vice President, Entertainment Division
(818) 267-4031
doril@lbwinsurance.com
Insurance
Home Group: Entertainment 1

Bio: I have been in the insurance industry since 1983. I specialize in Commercial Lines coverages for Shell Corporations, high profile clientele, touring entertainers, Rental Houses, Studios and Film and Television Production.

Kim Plisky-Pydde

The ONE – Luxury Propetries
Realtor
(805) 432-9454
kim@realestatebykim.com
Real Estate
Home Group: Westlake 3

Bio: Why I Am Right for You: 25+ years as a licensed Realtor® Hundreds of homes sold. Listings sell at 98% of list price, on average. Professional staging; 360° marketing: print and online media.

Peter Veregge

Cislo & Thomas, LLP
Intellectual Property Attorney (patent, trademark, copyright)
(805) 496-3364
peter@cislo.com
Attorney
Home Group: Westlake 3

Bio: I protect your ideas. Intellectual property attorney specializing in patent, trademark, and copyright litigation, as well as procurement.

Celebrating 5 Years

Michael Castiglione

Sandler Training
Owner
(424) 209-7144
michael.castiglione@sandler.com
Consultant & Service
Home Group: South Bay Classic

Bio: I teach business professionals to sell without sounding like a salesperson.We do: Sales Training, Business Development, Leadership Training, Sales Coaching, Business Coaching, Leadership Development, Customer Service, Sales Management, Sales Development.

Frank Costa

Sunbelt Business Brokers of Pasadena
VP of Sales
(818) 653-3480
frank.costa@sunbeltnetwork.com
Consultant & Service
Home Group: Pasadena 3

Omar Garcia

Withum
Supervisor
(626) 274-1804
ogarcia@withum.com
Accountant
Home Group: Pasadena 6

Bio: Omar Garcia is a Supervisor with Withum Smith Brown. He specializes in assurance to mid-market companies. Omar has worked on a variety of clients, with an emphasis on manufacturers, professional services and benefit plans.

Christopher Heck

Ervin Cohen & Jessup LLP
Partner
(310) 292-0515
check@ecjlaw.com
Attorney
Home Group: Beverly Hills 4

Bio: Litigation Partner at Ervin Cohen & Jessup LLP. Formerly a partner at Kirkland & Ellis LLP with focus on complex business and fiduciary liability litigation, insurance recovery and trust and estate litigation.

Eric Rockwell

Inovo InfoSec, Inc.
CEO
(619) 514-7350
erockwell@inovois.com
Information Technology
Home Group: Downtown Los Angeles 5

Rochelle Schultz

Weinstock Manion, ALC
(310) 553-8844
rschultz@weinstocklaw.com
Attorney
Home Group: Century City 1

Bio: Rochelle designs and implements multi-generational estate planning strategies for families to achieve their personal and business objectives while minimizing estate taxes. Rochelle also helps individuals administer an estate when someone passes away.

Deborah (Debbie) Schwartz

Morgan Stanley
Financial Advisor
(310) 285-4803
debbie.schwartz@morganstanley.com
Investment Advisor
Home Group: West Hollywood

Bio: Debbie provides full service, financial planning, investment advice and implementation. She brings a background of significant legal and investment banking work experience to her practice.

Christina Yon

Gateway Legacy Insurance Services
Principal
(818) 418-3088
christina@gatewaylegacyinsurance.com
Insurance
Home Group: Downtown Los Angeles 5

Bio: Christina works with international and domestic clients on insurance solutions for their personal and business planning. Structuring insurance solutions for executive benefits, wealth transfer, estate tax liquidity planning.