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.

Renee Noy

Renee Noy

Attorney
WorkWise Law PC
renee@workwiselaw.com
(818) 591-6724
Home Group: Santa Barbara 1

New Members

34 New Members in the Los Angeles Area

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

Shant Andonian

Shant Andonian

Andonian & Ghazarian LLP
Accountant
(602) 538-0777
shant@agllpcpa.com
Accountant
Home Group: Studio City

Ovsep Akopchikyan

Ovsep Akopchikyan

Akopchikyan Law Firm
Tax Controversy Lawyer
(626) 514-0014
ovsep@oataxlaw.com
Attorney
Home Group: Pasadena 5

Bio: I am a former tax judge and Big Four-trained tax lawyer. I solve difficult tax problems for individuals, businesses & their accountants. As a tax attorney, I help with tax audits & appeals, tax debt, & tax advice involving the IRS and CA tax agencies.

Frank Costa

Frank Costa

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

Anet Drapalski

Anet Drapalski

Fisher Phillips
(213) 330-4476
adrapalski@fisherphillips.com
Attorney
Home Group: Downtown Los Angeles 3

Alan Fassonaki

Alan Fassonaki

Fassonaki Law Firm, P.C.
(323) 524-8994
alan@fassonakilaw.com
Attorney
Home Group: Los Angeles Valley 1

Bio: As a personal injury attorney, my passion lies in helping individuals regain their health and receive compensation for their injuries.

Don Favia

Don Favia

Realty Investment Advisors – Santa Monica
SVP
(818) 632-4660
dfavia@realtyinvadvisors.com
Real Estate
Home Group: Universal City

Bio: A commercial real estate sales specialist with over 17 years of commercial real estate sales experience, with emphasis in multifamily. Listing agent for private clients, receivers, fiduciaries, trustees. With transaction volume in excess of $500 million.

Alyssa Graf

Alyssa Graf

Fisher Phillips
Attorney
(818) 230-4263
agraf@fisherphillips.com
Attorney
Home Group: Studio City

Bio: I’m an attorney in the Woodland Hills office of national Labor & Employment Law Firm Fisher Phillips. I represent employers in labor and employment law, including employment discrimination, harassment, wage-hour matters and trade secret protection.

Adam Grant

Adam Grant

Stonewood Law Group P.C.
(818) 347-5800
adam@stonewoodlaw.com
Attorney
Home Group: Sherman Oaks 2

Bio: Estate Planning and Entertainment Law.

Amir Guerami

Amir Guerami

MCF Mortgage – Mortgage Intelligently ™
Mortgage Banker and Certified Divorce Lending Professional
(240) 372-5225
aguerami@mcfmortgage.com
Banking Finance
Home Group: Woodland Hills 4

Bio: My team and I lend to consumers that are BUYING or REFINANCNG residential and multi-family properties. I am a Certified Divorce Lending Professional helping attorneys navigate the financial landscape of divorces.

Gabriela Guerra

Gabriela Guerra

CREM Management
(855) 655-5544
gabriela@cremmgmt.com
Consultant Service
Home Group: Pasadena 5

Amanda Hiatt

Amanda Hiatt

J.P. Morgan Wealth Management
(626) 826-2932
amanda.m.hiatt@jpmorgan.com
Home Group: South Bay 4

Megan Husri

Megan Husri

The Seymour | Weinberger Group | KW
Executive Vice President | The Seymour | Weinberger Group
(661) 839-3032
megan@theseymourgroup.net
Real Estate
Home Group: Studio City

Bio: Providing Real Estate Solutions Exclusively for Fiduciaries In The Sale Of Real Estate Assets.

Aynur Jafar

Aynur Jafar

Ellenoff Grossman & Schole LLP
(510) 365-9455
aynur.m.jafar@gmail.com
Attorney
Home Group: Century City 1

Angel Jordan

Angel Jordan

(818) 456-0148
angeljordan@ajjordanlaw.com
Attorney
Home Group: Woodland Hills 1

Jimmy Kim

Jimmy Kim

JP Morgan Chase
Business Relationship Manager
(818) 461-6926
james.x4.kim@chase.com
Banking Finance
Home Group: Studio City

Bio: Marine Corps Veteran, Business Banker.

Kennon Klein-McCarthy

Kennon Klein-McCarthy

Bank of America
Senior Vice President
(310) 492-3535
kennon.klein-mccarthy@bofa.com
Banking Finance
Home Group: Entertainment 1

Bio: I provide full balance sheet solutions with a focus on Media and Entertainment.

David Kosineski

David Kosineski

New York Life
Life Insurance
(518) 813-2906
dkosineski@ft.newyorklife.com
Insurance
Home Group: Studio City

Thomas Jay Kowalchuk

Thomas Jay “TJay” Kowalchuk

Dynasty Financial Partners
SVP Business Development
(914) 329-2144
tkowalchuk@dynastyfp.com
Financial Service
Home Group: Pacific Business Corridor 1

Bio: Experienced Director of Operations with a demonstrated history of working in the financial services industry with a specialization in technology integration and FinTech related services.

Jeffrey Kravitz

Jeffrey Kravitz

ARC
Mediator & Arbitrator
(310) 474-0867
jkravitz@arc4adr.com
Attorney
Home Group: Culver City

Bio: Entertainment & Insurance mediation & arbitration.

Eric Levinrad

Eric Levinrad

Ervin Cohen Jessup
(310) 281-6370
elevinrad@ecjlaw.com
Attorney
Home Group: Studio City

Jennifer Lombardo

Jennifer Lombardo

CliftonLarsonAllen LLP
Principal
(310) 288-4225
jennifer.lombardo@claconnect.com
Accountant
Home Group: San Gabriel Valley

Bio: Jennifer Lombardo, CPA is a Principal in the Professional Services industry. She provides accounting, tax consulting, tax planning and compliance services.

Jennifer McNeil Lozano

Jennifer McNeil Lozano

McNeil Lozano Law, PC
(424) 276-7522
jennifer@mcneillozanolaw.com
Attorney
Home Group: Century City 7

Raymond Martinez

Raymond Martinez

Enenstein Pham Glass & Rabbat, LLP
Family Law Attorney
(310) 899-2070
rmartinez@epgrlawyers.com
Attorney
Home Group: Westside 3

Karen McClintock

Karen McClintock

Robertson Stevens
Managing Director & Principal
(626) 864-8667
karen.mcclintock@rscapital.com
Investment Advisor
Home Group: Glendale 1

Molly Meyer

Molly Meyer

Home Care Inc
(310) 902-3357
molly@completein-homecareinc.com
Consultant Service
Home Group: Rancho Park

Lauren Miller

Lauren Miller

Modern Art Services
(310) 650-5566
lauren@modernartservices.com
Consultant Service
Home Group: Century City 2

Bio: Modern and Contemporary Art Consultant.

Lisa Shields

Lisa Shields

Radius Commercial Real Estate
Vice President
(805) 879-9639
engel.lisa@gmail.com
Real Estate
Home Group: Ventura 2

Bio: Ventura County Commercial Real Estate Expert.

Jamie Stein

LightGabler
Employment Attorney
(805) 248-7139
jstein@lightgablerlaw.com
Attorney
Home Group: Westlake 1

Bio: I represent employers exclusively – big and small. I work to keep my clients out of litigation by ensuring they understand their ever-changing legal obligations. In litigation, I defend my clients in state and federal court, and administrative hearings.

Amy Sulahian

Amy Sulahian

Sulahian Law
Principal
(626) 584-9710 ext 102
amy@sulahianlaw.com
Attorney
Home Group: Glendale 2

Sean Topp

Sean Topp

Hill Farrer
Attorney
(213) 621-0814
stopp@hillfarrer.com
Attorney
Home Group: Downtown Los Angeles 1

Bill Threlkeld

Bill Threlkeld

Threlkeld Communications, Inc
President
(310) 913-8732
bill@threlkeldcomm.com
Marketing
Home Group: Culver City

Bio: Over three decades of public relations, SEO, content marketing, social media, and marketing communications experience and success in helping companies build their brand and raise awareness.

Tony Urfalyan

Tony Urfalyan

Wealthbridge Financial
Financial Advisor
(818) 331-4707
tony@wealthbridgefinancial.com
Investment Advisor
Home Group: Studio City

Bio: Tony assists individuals in establishing financial strategies to grow their assets by leveraging his extensive industry knowledge, ensuring they can retire on their own terms.

Daniel Weiss

Daniel Weiss

Reeves & Weiss LLP
Partner
(818) 554-7601
dweiss@reevesandweiss.com
Attorney
Home Group: Beverly Hills 2

Olga Zarney

Olga Zarney

CliftonLarsonAllen LLP
(310) 288-4218
olga.zarney@claconnect.com
Accountant
Home Group: Pasadena 2

Member News

Todd Carey
Jun 25, 2024

Abiel Acosta, chosen by Pacific Coast Business Times "Who's Who in Banking and Finance."

Abiel Acosta, was selected once again by Pacific Coast Business Times "Who's Who in Banking and Finance." Acosta earned his degree in economics from Dartmouth.
Todd Carey
Jun 21, 2024

Dianne Duva chosen by Pacific Coast Business Times, "Who's Who in Banking and Finance."

Dianne Duva, both managing and founding partner, Arlington Financial Advisors, was selected once again by Pacific Coast Business Times "Who's Who in Banking and Finance."
Todd Carey
Jun 05, 2024

Stephen Blaker Featured in Forbes

Stephen Blaker was recently quoted in Forbes magazine with his thoughts about using the H-1B visa to hire British talent in the United States. https://www.forbes.com/sites/jameshudson/2024/05/29/after-the-dotcom-era-american-businesses-wanted-british-talent/?sh=7d2d554a4243
Todd Carey
Jun 05, 2024

Melissa Estrada featured in LA Weekly

Melissa Estrada was featured in LA Weekly where she shares her insights on veteran entrepreneurs, following the launch of Fidela Wealth. Full article available at: https://www.laweekly.com/strength-in-service-how-veteran-leadership-is-shaping-entrepreneurship/
Todd Carey
Jun 05, 2024

Brenda Shorkend receives Aging Life Care Association's Excellence Award

Brenda Shorkend was awarded the Aging Life Care Association's Excellence Award for 2024 "A member who supports the mission and vision of the Aging Life Care Association, demonstrating dedication through their leadership, mentoring, innovation, collaboration, and inclusion."

Member Milestones

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

Celebrating 25 Years

George Kahn

Mortgage Capital Partners
Senior VP, Mortgage Lending
(310) 295-6233
george@georgekahn.com
Banking & Finance
Home Group: Century City 3

Bio: Mortgages by day, Jazz Music by night. Residential real estate financing, anywhere in California. Full doc, asset based and/or bank statement loans. Self employed borrowers, entertainment clients, retired people, people with challenging tax returns.

Steven Mindel

Feinberg Mindel Brandt & Klein LLP
Managing Partner
(310) 447-8675
smindel@fmbklaw.com
Attorney
Home Group: Brentwood

Bio: Certified Family Law Specialist and Managing Partner at FMBK, one of SoCal’s largest family law firms. He focuses on pre and post marital agreements, complex child custody disputes, business valuations and child and spousal support.

Celebrating 20 Years

Vikki Stone

Poms and Associates
Senior Vice President
(818) 449-9300
vstone@pomsassoc.com
Insurance
Home Group: Encino 1

Bio: With nearly 30 years of negotiating and placing Property & Casualty Insurance. Placing Commercial for middle mkt companies and Personal Lines for individuals and families.

Celebrating 15 Years

Frumi Barr

Frumi Barr

Scale Up Advisors
Scale Up Advisor/Team Coach – Fractional Chief Scaling Officer
(949) 394-9201
drfrumi@scaleupadvisors.biz
Consultant & Service
Home Group: Silicon Beach 2

Bio: When a company is experiencing rapid growth, I step in as a fractional Chief Scaling Officer. I specialize in fine-tuning people and processes during these critical phases. With my experience, I’m the steady hand guiding a team through the transition.

Danielle L. Brinkman-Mallare

Farber Hass Hurley LLP
Partner
(805) 485-7194
danielle.brinkman@fhhcpas.com
Accountant
Home Group: Ventura

Tony Marks

Bryan Cave Leighton Paisner LLP
Counsel
(310) 576-2162
anthony.marks@bclplaw.com
Attorney
Home Group: Silicon Beach

Bio: Tony’s franchise and corporate practice focuses on advising startup, growth and middle market companies in a broad range of industries, including technology, restaurants, retail, and e-commerce. I regularly advise on a range of transactional matters…

Gregg Martin

Gregg Martin

Greenberg Glusker
(310) 210-1479
gmartin@ggfirm.com
Attorney
Home Group: Rancho Park

Bio: I am a trial attorney specializing in business and real estate disputes.

Maureen O’Gara-Adford

gish SEIDEN LLP
Managing Partner
(818) 854-6100
mogara@gishseiden.com
Accountant
Home Group: Woodland Hills 2

Bio: The gish SEIDEN team thrives on working with closely held businesses and their key people to implement accounting, tax and practical business strategies that achieve the goals of the stakeholders. Globally capable – member of Nexia International.

Celebrating 10 Years

Mark Balaban

The Balaban Group
President/CEO
(310) 450-7575
mark@balaban.com
Insurance
Home Group: Beverly Hills 1

Bio: We are an independent life insurance brokerage.

Jesse Dougherty

Compass
Real Estate Advisor
(310) 995-4475
jesse@realtorjd.com
Real Estate
Home Group: South Bay 4

Bio: Real Estate Advisor with an expert focus in residential sales in the South Bay, annually ranked in the Top 1% of real estate advisors in the U.S. During my years of service, I’ve found a passion in being a fiduciary in achieving the goals of my clients.

Ronna Lubash

SMBC Manubank
Vice President
(818) 227-4515
rlubash@manubank.com
Banking & Finance
Home Group: Woodland Hills 1

Bio: I work with you and your clients to open deposit accounts that may require legal documentation, e.g, trust, estate, blocked, BKs, etc. Also 2-signatures required, out-of-state/area signers, FDIC insurance to $150 million.

Heather L. Poole

HEATHER L. POOLE, PC Immigration Lawyers
Immigration Attorney
(877) 486-2678
heather@humanrightsattorney.com
Attorney
Home Group: Glendale 1

Bio: Complex family & marriage immigration – Bringing back those stuck abroad, keeping families together, and guiding immigrants in trouble (undocumented, criminal & deportation issues, divorcing). Certified Specialist, CA Bar.

Celebrating 5 Years

John Bamford

John Bamford

Nevers Palazzo Packard Wildermuth & Wynner PC
(818) 879-9700
jbamford@npwlaw.com
Attorney
Home Group: Calabasas

Bio: I specialize in complex commercial litigation and representation of brokers and broker-dealers in FINRA arbitration and regulatory proceedings.

Eric Gharakanian

Eric Gharakanian

Framework Insurance & Financial Solutions
Principal
(424) 363-0300 x201
eric@framework.llc
Insurance
Home Group: Culver City

Bio: I work with clients and their advisors to audit/update and implement life, disability, and long-term care insurance strategies. Clients range from new families to HNW/UHNW individuals, athletes, entertainers, business owners, and entrepreneurs.

Daniel Gilbert

Daniel K. Gilbert

Framework Insurance & Financial Solutions
(303) 513-0083
daniel@framework.llc
Insurance
Home Group: Mid City

Bio: I work with clients and their advisors to audit/update and implement life, disability, and LTC insurance strategies. Clients range from new families to HNW/UHNW executives, athletes, entertainers, closely held business owners, tech entrepreneurs…

Krista Hollingsworth

Krista Hollingsworth

K. Hollingsworth Consulting
Fractional Chief Revenue Officer and Business Strategist
(888) 365-1085
krista@helpugrowcro.com
Consultant & Service
Home Group: Santa Monica 3

Bio: I have a proven process that helps small and medium-sized businesses ($1 million to $60 million in annual revenue) align their sales, marketing, and customer retention strategies to achieve sustainable revenue growth in their business.

Kelly Laffey

Kelly Laffey

Stubbs Alderton & Markiles, LLP
Attorney
(818) 444-4538
klaffey@stubbsalderton.com
Attorney
Home Group: Venice

Bio: Kelly’s practice focuses on advising emerging growth and middle market companies in the technology, digital, internet, interactive media, and entertainment industries in connection with venture capital financings, joint venture and M&A transactions.

Patti Mann

Law Offices of Patricia A. Mann
Attorney
(805) 371-4066
patti@westlakelaw.com
Attorney
Home Group: Moorpark

Bio: I am a Family Law Attorney, practicing in Ventura County for 30 years. I focus on assisting parties in making the right decisions in the most difficult time in their lives.

Christopher Ng

Gibbs Giden Locher Turner Senet & Wittbrodt LLP
Managing Partner
(310) 552-3400
cng@gibbsgiden.com
Attorney
Home Group: Westlake 2

Bio: Chris is the managing partner of Gibbs Giden LLP, a nationally recognized construction and real estate law firm. Chris is an avid speaker & author of several construction industry treatises for owners, contractors, suppliers & other industry professionals…

Natela Shenon

Natela Shenon

Grant | Shenon, APLC
Shareholder
(818) 881-5000
nshenon@grantshenon.com
Attorney
Home Group: Sherman Oaks 1

Bio: Natela Shenon, Esq. is a shareholder with Grant | Shenon and was the former principal attorney at The Shenon Law Group prior to the April 2021 merger of both firms. Natela prides herself on combining legal dexterity with entrepreneurial innovation.

Sarah Spector

Sarah Spector

Spector Wellman Accounting and Consulting, Inc.
Fractional CFO
(818) 850-6665
sarah@spectorwellman.com
Consultant & Service
Home Group: Sherman Oaks 1

Bio: Experienced CFO consultant who provides executive-level financial advice to companies, both large and small.

Todd Sternberg

Todd Sternberg

Sternberg Family Law, APC
Divorce and Family Law Attorney
(818) 907-9924
todd@sternbergfamilylaw.com
Attorney
Home Group: Westside 2

Bio: Providing effective and compassionate legal representation in all matters related to Divorce and Family Law.

Jacqueline Yu

Jacqueline Yu

The Law Offices of Jacqueline D. Yu, A.P.C.
Principal
(310) 313-1195
jyu@jacquelineyulaw.com
Attorney
Home Group: Westside 2

Bio: I specialize in Advanced Estate, Tax, and Business Succession Planning, including matters involving foreign persons and foreign assets. My approach is a combined application of technical skills, creativity, and interpersonal communication.

Events

Save-the-Date for our Fall PV@Night(s)!  LAC:  Tuesday, September 10th at Ozzy’s Pizza @ Glen Arden Club from 5:30-7:30pm.  LAW:  Wednesday, September 11th at the Luxe Hotel from 5:00-7:00pm.  LAV:  Tuesday, September 24th at Zin Bistro Americana from 5:00-7:00pm.  Details and Registration are on the Hub!

Accelerate Your Membership (AYM) on Monday, August 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

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

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

Tuesday, July 23, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, July 25, 2024  – 11:30a PT | 1:30p CT | 2:30p ET