New Members

14 New Members in the Orange County Area

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

Michael Borba

Borba Property Group
(562) 924-3858 x105
michael@borbaproperty.com
Real Estate
Home Group: Seal Beach

Rick Goodman

Citizens Business Bank
SVP & Center Manager
(949) 691-1275
rsgoodman@cbbank.com
Banking Finance
Home Group: South Orange County

Todd Harman

Pennant Cyber Solutions
President
(714) 642-3677
todd@pennantcyber.com
Information Technology
Home Group: Costa Mesa

Bio: Protecting businesses with 24/7 Cybersecurity Monitoring, Cyber Insurance Solutions, Employee Training, Compliance Guidance, and IT Support.

Ken High

USI Insurance Services
(951) 231-5181
khigh144@gmail.com
Insurance
Home Group: Ontario 2

Claire Hunn

Citizens Business Bank
Assistant Vice President, Relationship Manager
(949) 988-1306
cehunn@cbbank.com
Banking Finance
Home Group: Irvine North

Bio: Skilled at developing and fostering both new & existing relationships to help individuals & businesses achieve their goals by being a trust advisor.

Ashley Laiken

Laiken Law Group
Attorney
(562) 382-6393
ashley@laikenlaw.com
Attorney
Home Group: Cerritos

Bio: Plaintiff’s personal injury and employment attorney.

LaJoi McClendon

StoneTapert Insurance Services, Inc.
Insurance Broker – Employee Benefits
(626) 243-1304
lajoi@stonetapert.com
Insurance
Home Group: Ontario

Bio: LaJoi serves as an Employee Benefits Specialist at StoneTapert Insurance Services, one of the largest employee benefits consulting firms in So CA. LaJoi acts as an intermediary between insurance companies, commercial businesses and organizations.

Bijan Roboubi

ABAR LAW, APC
Attorney
(562) 480-2905
bijan@abarlaw.com
Attorney
Home Group: Cerritos

Bio: I am an estate planning attorney and the founder of Abar Law, a boutique legal services firm. I love what I do and due to the nature of my service delivery processes, I create strong bonds with my clients.

Jen Rodriguez

Fraud, Forensics, and Litigation Consulting at Armanino LLP
Forensic Accountant/Digital Forensic Analyst
(949) 742-2772
jen.rodriguez@armanino.com
Consultant Service
Home Group: Irvine OC

Bio: Fraud and forensic investigations, conduct interviews, and provide litigation support. With expertise in financial and legal cases, helping to uncover and present critical evidence. Provide litigation support in complex business matters.

John Rogers

Law Offices of John D. Rogers
Attorney
(949) 625-4487
john@johndrogerslaw.com
Attorney
Home Group: Newport

Bio: A criminal defense attorney and Certified Criminal Law Specialist with extensive experience in representing clients for all state and federal crimes.

Allen Secretov

Kinsella Holley Iser Kump Steinsapir LLP
Litigation Partner
(818) 631-8447
asecretov@khiks.com
Attorney
Home Group: South Coast

Bio: An entertainment and IP litigator known for representing high-profile clients. His insights are featured in top media, and he has taught at UCLA Law.

Sheree Tallerman

PlanPerfect, Inc.
CEO
(949) 223-8397
sheree@planperf.com
Consultant Service
Home Group: Orange County Virtual 1

Bio: Actuaries & Plan Admin (TPA) for Corporate Retirement Plans.

Drew Teicheira

Harcourts Place
Realtor
(949) 244-7438
drew@teicheirateam.com
Real Estate
Home Group: Orange County Metro

Jonathan Wheat

EPIC Insurance Brokers
Senior Vice President
(510) 691-8994
jonathan.wheat@epicbrokers.com
Insurance
Home Group: Irvine Concourse

Bio: Not your grandads insurance agent.

Member News

Jun 20, 2024

Richard Golubow Moderator for American Bankruptcy Institute Distressed Real Estate Symposium

Richard H. Golubow, founder and managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency and financial restructuring law firm headquartered in Newport Beach, California, with offices in New York, acted as moderator at the American Bankruptcy Institute’s Distressed Real Estate Symposium, on May 2, 2024, for the program entitled Investor Perspectives and Panel Discussions. The panel discussed perspectives on the current market, as well as prospects for investment opportunities in the distressed real estate sector. https://www.abi.org/hybrid/conference/re24/page

Member Milestones

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

Celebrating 15 Years

Lydia Chiu

Jub Jub Interactive
Partner
(714) 586-8502
lydia@jubjub.com
Consultant & Service
Home Group: Newport Gateway 2

Bio: Jub Jub has been a trusted web development expert since 1997 with over 700 successful projects. Our mission is to provide our clients with tactical digital solutions that meet their requirements, adhere to budgets, and grow their businesses.

Merry Neitlich

EM Consulting
Managing Partner
(949) 260-0936
merry@emconsults.org
Marketing
Home Group: Orange County Metro

Bio: From brand development to websites to social media success, Merry is an award-winning biz dev consultant driving revenue with unique and sustained client and potential client interactions. “Our business is developing yours.”

Celebrating 10 Years

Gregory Clement

Burkhalter Kessler Clement & George LLP
Partner
(949) 975-7586
gclement@bkcglaw.com
Attorney
Home Group: Cerritos

Bio: I am an experienced and pragmatic business attorney whose practice areas include: (1) Forming and structuring corporations, LLCs and other entities; (2) Drafting/reviewing business contracts such as commercial leases, independent contractor, separation

Tony Craig

Farmers & Merchants Bank
Vice President
(949) 648-7093
tony.craig@fmb.com
Banking & Finance
Home Group: Irvine Concourse

Bio: I provide real estate loans and MASTER LOAN AGREEMENTS with NO PREPAYMENT penalties. My emphasis is to provide CRE solutions to acquire, develop, cash-out, or restructure a single property or portfolio of properties for owners, investors, and developers.

Dana Smith

Exalt Resources
President
(562) 920-2853
dsmith@exaltresources.com
Human Resources
Home Group: Cerritos

Bio: Dana Smith is Founder & President of Exalt Resources. We are a full-service, HR outsourcing firm providing HR management, benefits & workers comp administration, onboarding/offboarding, leaves, payroll administration, handbooks…

Michael Waks

Law Office of Michael D Waks
Attorney
(562) 326-5002
mdw@michaelwaks.com
Attorney
Home Group: Seal Beach

Bio: I have been representing seriously injured individuals for over 30 years. I am one of the attorneys on the L.A. County Bar Select Panel who represents children who have been injured/abused in the Foster Care System…

Celebrating 5 Years

Dwight Brown

Home Helpers of Orange Coast
Owner
(818) 968-0992
dwight@homehelpershomecare.com
Consultant & Service
Home Group: Irvine South

Bio: For over a twenty years, Home Helpers has provided caregivers for seniors that need help to continue living safely at home.

Michael Goldberger

Northern Trust Wealth Management
Senior Wealth Strategist
(949) 717-5520
mg345@ntrs.com
Financial Service
Home Group: Irvine Spectrum

Bio: My passion is focused on helping individuals and families. We provide holistic wealth management advice in an environment that is free of conflict of interest, while exceeding our client’s needs and expectations in a comprehensive way.

Andre Julian

Merrill Lynch
Senior Vice President, CIMA®, CRPC®
(949) 456-8124
andre.julian@ml.com
Investment Advisor
Home Group: Newport Center

Bio: Years serving as a financial analyst on CNBC, Fox Business and Bloomberg Television, attending UCI and Yale, and having run an private investment firm all give Andre Julian a very unique skillset to offer to his clients.

Robert Shishino

Masthead Financial & Capital Advisors LLC
Consulting CFO
(714) 272-3969
rshishino@mastheadfca.com
Consultant & Service
Home Group: Irvine Spectrum

Bio: I provide fractional CFO services to owners of privately held businesses. I provide strategic financial advisory guidance to owners who need cash, improved profits and improved valuation when they are ready to exit the business.

Events

Save-the-Date for our Fall PV@Night – Thursday, September 12th at The Turnip Rose Promenade 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