New Members | 29 New Members in the Los Angeles Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
John Belcher
Law Offices of John A. Belcher
Principal
(626) 577-5771
j@earthlink.net
Attorney
Home Group: Pasadena 2
Bio: 40th year of quality litigation and appellate work.
Mara Berke
Berke Family Law
Principal
(310) 488-9605
mara@berkefamilylaw.com
Attorney
Home Group: Santa Monica 4
Bio: Experienced family lawyer for consulting, collaborative law and litigation. Personalized, solution focused representation tailored to client’s needs, goals and interests to reach fair and amicable settlements. I am Of Counsel to Jaffe Family Law Group.
Kathryn Clunen
Clunen and Oakman Law, LLP
(805) 273-4200
katie@clunenandoakman.com
Attorney
Home Group: Ventura
Bio: Family law: mediation, litigation, and collaboration.
Courtney Cunniff
Douglas Elliman
Real Estate Agent
(847) 641-0868
courtney.cunniff@elliman.com
Real Estate
Home Group: Beverly Hills 3
Bio: Courtney works with both home buyers and sellers throughout Los Angeles to cater to their residential real estate needs.
Michelle Fonseca-Kamana
West Coast Lemons
Founder and Principal Attorney
(714) 804-5546
mfkamana@westcoastlemons.com
Attorney
Home Group: Westside 2
Bio: California lemon law lawyer passionate about consumer education, advocacy, and an unparalleled client experience. Handling car, truck, motor home, and travel trailer lemon law cases in California.
Scott Gillespie
Northwestern Mutual
Financial Representative
(989) 954-5652
scott.a.gillespie@nm.com
Insurance
Home Group: Downtown Los Angeles 4
Bio: I help address business owner’s four D’s: Death, Disability, Departure, and Divorce. I work with CPA’s and lawyers to fund various business planning.
Danielle Gotcher
Global Immigration Partners
Managing Partner
(818) 914-6482
dhg@gip-us.com
Attorney
Home Group: Camarillo 1
Bio: Providing immigration solutions, experienced legal advice & hands-on support to employers, HRs, business owners and foreign students | Family-Based Immigration | Compliance (I-9 Audits & E-Verify).
Arsalan Hayatdavoodi
Hayat Family Law and Mediation Offices
(310) 210-6163
info@hayatfamilylaw.com
Attorney
Home Group: Westlake 4
Bio: Family Law Attorney experienced in high asset, complex divorce cases.
Livia Jenvey
Jenvey Consulting
CEO/Business Consultant
(949) 423-3574
livia@jenveyconsulting.com
Consultant Service
Home Group: Westside
Bio: Provides Operations Improvement Consulting, Fractional COO, and Exit Planning Advisory services for companies in the manufacturing industry looking to improve how they operate today.
Ben Karakunnel
Home Instead Senior Care – Los Angeles
Owner/Managing Director
(818) 235-3849
ben.karakunnel@homeinstead.com
Consultant Service
Home Group: Mid City
Bio: Senior Care/Advocate Professional & Entrepreneur.
Brien Kelley
Sklar Kirsh LLP
Partner
(310) 845-6416
brkesq26@yahoo.com
Attorney
Home Group: Sherman Oaks 1
Bio: Partner at Sklar Kirsh LLP focusing on complex real estate transactions, including commercial and multi-family residential acquisitions, dispositions, joint venture formation, financing and syndications.
Ray Kim
Simplified IT Consulting
Principal / Director of IT Strategy
(818) 280-4434
ray@sicons.net
Information Technology
Home Group: Westlake 5
Bio: 24+ years of experience in IT services, management and consulting with a love for technology and a focus on simplicity. Specializing in IT infrastructure including networks, servers, cloud systems and technical support.
Andrew Kiefer
CBIZ MHM
Managing Director
(805) 988-3222
akiefer@cbiz.com
Accountant
Home Group: Camarillo 1
Bio: Tax planning and tax return preparation, and attest services including audits to my family-owned business clients.
Blake Kreutz
Citizens Business Bank
Vice President
(805) 288-5920
bkkreutz@cbbank.com
Banking Finance
Home Group: Ventura
Bio: Commercial Banker specializing in small to midsize companies headquartered in Ventura County. Additional emphasis includes commercial real estate financing.
Vivian Lum
Caliber Home Loans
(310) 433-7898
vivian.lum@caliberhomeloans.com
Financial Service
Home Group: Westside 2
Bio: Helping people create wealth through mortgages.
Edward Markaryan
Armannino LLP
Senior Tax Manager
(213) 334-7263
edward.markaryan@armaninollp.com
Accountant
Home Group: Pasadena 5
Bio: My specialty is a combination of my love of real estate and my knowledge in partnership tax where I exercise good judgement to develop creative strategies to help my clients reduce their tax liability.
Jocelyn Maynes
Primary Bookeeping, LLC
(818) 722-3028
jocelyn@primarybk.com
Accountant
Home Group: Downtown Los Angeles 1
Bio: Primary Bookkeeping is a boutique virtual bookkeeping company. We focus on working closely with small businesses to ensure accurate financials and strategic growth.
Remy Meraz
CFO Hub
Regional Director
(619) 977-9626
rmeraz@cfohub.com
Consultant Service
Home Group: Century City 8
Derek Phillips
Downstream Exchange Company
1031 Exchange Accommodator
(626) 796-1031
dphillips@downstreamexchange.com
Attorney
Home Group: Pasadena 3
Bio: Derek works with clients, brokers, escrow officers and attorneys in coordinating the 1031 delayed, reverse and built to suit exchanges. He is also reviews, edits and drafts tax deferred exchange documents to insure that they conform to any new rulings.
Drew Pomerance
Roxborough, Pomerance, Nye & Adreani
(310) 429-2621
dep@rpnalaw.com
Attorney
Home Group: Westside 2
Bio: For more than 3 decades, I have represented numerous small and medium sized businesses in every aspect of complex business litigation, emphasizing insurance bad faith and employment matters. I have tried numerous cases and handled many appeals as well.
Michael Preiss
rsfLA Inc
President
(310) 526-0910
michael@rsfla.com
Real Estate
Home Group: Mid City
Bio: Since 1990, Truly listening. Straight talk. 100% transparency. Digging deep to understand your needs. And then actually doing what’s best for you, whether you’re a tenant or commercial property owner.
Linda Rasheed
Wells Fargo Private Bank
Senior Vice President
(310) 285-5909
linda.s.rasheed@wellsfargo.com
Banking Finance
Home Group: South Bay Classic
Bio: I act in the capacity of the RM of the Private Bank and build the team of specialists as well as work with clients advisors to coordinate for my clients.
Samantha Scherr
Movement Mortgage
Mortgage Loan Officer
(310) 968-4046
samantha.scherr@movement.com
Banking Finance
Home Group: Westlake 4
Bio: Loan Officer specializing in first time homebuyers and buyers who need extra handholding.
Michelle Schwabe
BBSI
Business Partner
(805) 422-2421
michelle.schwabe@bbsi.com
Consultant Service
Home Group: Ventura
Bio: BBSI provides a comprehensive suite of Workers Comp Ins, HR & Safety Services and infrastructure to help clients increase profitability, maximize employee productivity, save time performing transactional HR duties, reduce employment related liabilities.
Jordan Susman
Nolan Heimann, LLP
(818) 574-5710
jsusman@nolanheimann.com
Attorney
Home Group: Century City 6
Bio: Entertainment litigator; defamation, rights of privacy and reputation management.
Jeff Tanenbaum
ThreeSixty Asset Advisors, LLC
(805) 496-8087, ext. 117
jeff@360assetadvisors.com
Consultant Service
Home Group: Encino 1
Bio: Providing strategies and solutions for healthy and distressed companies to identify and extract value from excess and end-of-life inventories and industrial assets.
Kyle Todd
Kyle Todd PC
(323) 312-4890
kyle@kyletodd.com
Attorney
Home Group: Pasadena 4
Bio: I represent employees in employment lawsuits, including for: workplace discrimination and harassment, retaliation, and unpaid wage violations.
Doug Waldman
PCL Financial Group
Mortgage Consultant
(818) 595-4032
doug@pclfg.com
Banking Finance
Home Group: Warner Center 1
Matthew Wallin
Gibbs Giden Locher Turner Senet & Wittbrodt
(310) 552-3400
mwallin@gibbsgiden.com
Attorney
Home Group: Westside 2
Member News
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Juan Ros, CFP®, Presents to Financial Planners on Philanthropy
Angela Reddock-Wright Named 2021 Southern California Super Lawyer
Carisa Ferrer Named Managing Partner at Kirsch Kohn & Bridge CPAs
Super Lawyer
Janice Miller SuperLawyer 2021
Juan Ros, CFP®, Quoted in MarketWatch.com Article on GameStop Frenzy
Angela Reddock-Wright/Reddock Law Group Featured in Los Angeles Sentinel (01/21/21)
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Debra Gentz
Signature Bank
Senior Vice Pres.-Group Director
(818) 456-8045
dgentz@signatureny.com
Banking & Finance
Home Group: Calabasas
Bio: Our practice services: the banking needs of privately-held firms with revenues $15 million and above. We also serve the depository needs of bankruptcy professionals.
Eric Hawes
Law Office of Eric Everett Hawes
Owner
(818) 564-4500
eeh@eehlawoffice.com
Attorney
Home Group: Woodland Hills 2
Bio: I work proactively with real estate owners, lessors, developers and investors to apply the perspective I have developed over the last 28 years to develop and deliberately implement solutions in transactional and litigation matters, including sales and pu.
Celebrating 10 Years
Lynda Chung
Valensi Rose PLC
Partner
(310) 277-8011
lic@vrmlaw.com
Attorney
Home Group: Century City 2
Bio: Probate and trust litigator who handles will contests, trust contests, financial elder abuse, trust administration disputes, and post-mortem debt issues with tenacity, insights and empathy. A lawyers’ lawyer.
Scott T. Davis
RPM Mortgage
Sr. Loan Advisor
(310) 968-6850
sdavis@rpm-mtg.com
Banking & Finance
Home Group: South Bay 2
Bio: I specialize in residential real estate financing to 1 to 4 units in all of California. What I do is invest my time consulting, negotiating and organizing the details of your transaction.
Sharon Day
Raimondo Pettit Group
Audit Partner
(310) 540-5990
sday@rpgcpa.com
Accountant
Home Group: South Bay 2
Bio: A CPA who enjoys helping her clients succeed. Sharon specializes in accounting and auditing services for middle-market companies and nonprofit organizations.
Stephen Holzer
Lewitt Hackman
Los Angeles Environmental Lawyer
(818) 990-2120
sholzer@lewitthackman.com
Attorney
Home Group: Warner Center 1
Bio: Steve Holzer is the Chair of the Environmental Practice Group at Lewitt Hackman, and a business litigation attorney. He has extensive experience representing contractors, commercial property owners, medical practitioners and waste management companies.
Katherine Hren
Ballard Rosenberg Golper & Savitt LLP
Attorney
(818) 508-3700
khren@brgslaw.com
Attorney
Home Group: Warner Center 1
Bio: I represent management and employers with respect to labor and employment law matters.
Matthew Kaplan
Tucker Ellis LLP
Partner
(213) 430-3400
matthew.kaplan@tuckerellis.com
Attorney
Home Group: Mid City
Bio: Defend and counsel food, nutritional supplement, cosmetic, beverage and other companies in regulatory matters (FDA, USDA, FTC, NAD, etc.), consumer class actions, business disputes, and environmental matters including Proposition 65.
Michael J. Landau
Landau Swartz & McCarty LLP
CPA Partner
(818) 705-4300
mike@lsmcpa.com
Accountant
Home Group: Warner Center 1
Bio: We are experienced business people in a CPA firm who provide individuals and companies with the financial, tax and accounting guidance and planning to help them profitably grow their businesses and their personal/family net worth.
Dominic LoBuglio
Dominic LoBuglio CPA, Inc.
(310) 553-8458
dominic@lscpa.net
Accountant
Home Group: Pasadena 3
Bio: Dominic LoBuglio received his MBA from USC and his BS in business from Cal State LA. He has been a CPA since 1977 and is Certified in Financial Forensics. He is a member of the American Institute of CPAs and the California Society of CPAs.
Karen Martin
Strategies for Human Resources
President
(805) 389-0310
kmartin@strategies4hr.com
Human Resources
Home Group: Westlake 8
Bio: Strategies for Human Resources provides professional, cost-effective HR solutions to small and mid-sized employers. Our services are structured in any configuration to meet a client’s needs.
Veronika Melamed
Melamed Law Group
Attorney at Law
(310) 278-8488
veronika@melamedlawgroup.com
Attorney
Home Group: Brentwood
Bio: The Melamed Law Group represents clients in family law matters, especially complex cases involving high net-worth assets, property distribution and high-conflict custody disputes.
Chip Meyer
The Chip
President
(661) 260-3000
chip@thechip.com
Consultant & Service
Home Group: Encino 2
Bio: Providing IT Services since 1979. Clients include Law Firms, CPAs, Small Businesses, and the Entertainment Industry. Amicus Certified Consultants. Virus removal and protection. Server backups. VOIP phone system installation and support. Microsoft
Kim Millman
Kim Millman, Esq
Attorney at Law
(818) 340-5765
kim@kimmillmanlaw.com
Attorney
Home Group: Woodland Hills 1
Bio: Helping you with Life, Love and Loss. Practice dedicated to trust and estate planning and administration.
Rachel Sunday
Playa Vista Insurance Services, Inc.
President/CEO
(800) 834-2310
sunday@playavistains.com
Insurance
Home Group: Playa Vista
Bio: Employers continue to struggle with all things health insurance. PVIS is a full service employee benefits consulting firm focusing on cost containment, compliance and wellness.
Haze Walker
Lawrence Financial Group/FSW Funding
Partner/Director of Sales
(310) 391-5050
haze@hazegwalker.com
Financial Service
Home Group: Mergers $ Acquisitions 2
Bio: We provide financing solutions for small to mid-size companies servicing all industries nationally. Our goal is to provide creative attractive funding options based on our clients specific needs. Specializing in asset based lending, accounts receivable.
Fred Warga
Armanino LLP
Manager
(310) 478-4148
fred.warga@armaninollp.com
Accountant
Home Group: West Los Angeles
Bio: Certified Public Accountant with over 15 years of experience in financial management and public accounting. I am a Manager in the Assurance (Audit) Department of Armanino, LLP, the largest public accounting firms based in California.
Celebrating 5 Years
Winton Berci
Mazirow Commercial, Inc.
Senior Vice President
(805) 449-1945
wberci@tenantadvisory.com
Real Estate
Home Group: Encino 4
Bio: Winton has owned and operated his own businesses and held senior executive positions in a public and private health care companies. He fully understands the needs of both small and large organizations and can represent your firm’s interests…
Samuel R. Biggs
SLBiggs Division of SingerLewak
Lead Partner
(310) 314-8818
sbiggs@slbiggs.com
Accountant
Home Group: Century City 7
Bio: Samuel R Biggs (Sam) is the Lead Partner in the SLBiggs division of SingerLewak. The SLBiggs division handles Litigation Support, Forensic Accounting, Bankruptcy, Insolvency, Trust & Probate Accounting, and Consulting services.
Jennifer Bolding
Bold Consulting
HR Consultant
(310) 490-4814
jennifer@boldconsulting.net
Human Resources
Home Group: Santa Monica 1
Bio: My clients call me the “HR Queen”.
Ryan Cadry
Cadry Law Group
Executive Vice President
(818) 849-5962
ryan@cadrylaw.com
Attorney
Home Group: Beverly Hills 3
Bio: I am a Business Litigation, Transactions and Employment Law attorney. I have successfully represented both individuals and businesses in business disputes, contractual issues, business transactions, and employment law matters.
Adam Dombchik
Gordon Edelstein Krepack Grant Felton &
Attorney at Law
(213) 739-7000
adam@geklaw.com
Attorney
Home Group: Beverly Hills 5
Bio: Adam Dombchik is a Certified Specialist in Workers’ Compensation by the California State Bar. He is a Past President California Applicants’ Attorneys Association (CAAA), a 1,000-member statewide organization that advocates for injured workers’ rights.
Keith Ellis
Banc of California
Vice President, Business Banking Relationship / Manager
(909) 240-9540
keith.ellis@bancofcal.com
Banking & Finance
Home Group: Pasadena 6
Bio: Extensive experience in Commercial Banking, Business Management and Financial structuring. I specialize in providing insight into complex financial transactions for the small to medium sized business.
Steven Griswold
Griswold & Griswold Insurance Agency Inc
President & CEO
(310) 377-7172
steven@gxg.ai
Insurance
Home Group: South Bay 2
Bio: Insuring the weird, the wacky, and the wonderful, and making the world a better place while doing so.
Regina Lark
A Clear Path, LLC
CEO
(310) 710-3379
regina@aclearpath.net
Consultant & Service
Home Group: Pacific Business Corridor 1
Bio: Specialist in estate and hoarding clear-outs, ADHD, chronic disorganization. Expert services to help families and individuals un-clutter and organize their physical spaces (home, storage unit, garage). Accredited senior move manager. Vistage speaker.
Carrie Nebens
Equis Staffing
President
(818) 444-0100
cnebens@equisdifference.com
Human Resources
Home Group: Encino 2
Bio: Equis Staffing goal isn’t simply to make a match but to make the right match. Established in 2006, Equis Staffing specializes in providing IT, accounting and finance professionals to most industries in LA and Ventura Counties.
Courtney Puritsky
Grodsky, Olecki & Puritsky LLP
Business Litigation Attorney
(310) 315-3009
courtney@thegolawfirm.com
Attorney
Home Group: Santa Monica 6
Bio: I am a business litigator handing business disputes – business divorces, breaches of contract, fiduciary duties, fraud, unfair competition, and variety of other business disputes.
Daniel Reiss
Levene, Neale, Bender, Yoo & Brill LLP
Esq.
(310) 229-3338
dhr@lnbyb.com
Attorney
Home Group: Beverly Hills 4
Bio: I have specialized in the corporate bankruptcy and insolvency space for over 30 years, and am a partner of Levene, Neale, Bender, Yoo & Brill L.L.P., a 25- lawyer Century City bankruptcy boutique. Prior to practicing law, I was a certified public accountant.
Anish Vashistha
Law Firm of Anish Vashistha, APLC
Immigration Attorney
(323) 592-9980
consult@lawfirmav.com
Attorney
Home Group: Westwood
Bio: Anish specializes in all aspects of U.S. Immigration Law, e.g., employment-based & family-based visas & Green Cards, naturalization & citizenship, helping businesses & investors (incl. EB-5), work permits, deportation defense, waivers, & similar filings.
Debi Vasques
Edward Jones
Financial Advisor
(818) 788-4408
debi.vasques@edwardjones.com
Investment Advisor
Home Group: Encino 4
Bio: I have built a successful advisory practice through a time-tested, client-first strategy. The three pillars of discipline that I leverage in my practice are transparency, tenacity and tenure.I am a financial advocate for my clients.
Rob Wong
Atomic Technology Solutions
CEO
(980) 321-9800
roberto.wong@atomicts.com
Information Technology
Home Group: Silicon Beach 2
Bio: Atomic Group provides local outsourced IT Dept and Managed services. We provide both remote and onsite support with local engineers. Atomic Group is one of top Microsoft Office 365 Cloud partners in So Cal area.
Andrew Ziskin
Pacific Coast Wealth Strategies
Managing Partner
(818) 587-4219
andrew.ziskin@pacificcoastwealth.com
Financial Service
Home Group: Encino 2
Bio: Financial professional focusing on comprehensive financial and estate planning strategies for closely held business owners, professionals and retirees.
Upcoming Events
Join an Accelerator Workshop 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.
Los Angeles Westside Accelerator Workshop
Date: Wednesday, March 3rd, 2021
Time: 12:00pm – 1:30pm
Los Angeles Core Accelerator Workshop
Date: Thursday, March 25, 2021
Time: 12:00pm – 1:30pm
Los Angeles Valley Accelerator Workshop
Date: Wednesday, March 31, 2021
Time: 11:30am – 1:00pm
Atlanta | Chicago | Dallas | New England | New York | Orange County | San Diego | San Francisco | Seattle | Silicon Valley