Join us in welcoming our new members! Reach out via their email below to make a connection.
Miller Ward Aziz
CPA
(818) 385-4999
layrikyan@millerward.com
Accountant
Home Group: Glendale 1
Bio: Extensive experience in business management, taxation and consulting with the entertainment industry, creative artist, entrepreneurs and other professionals. Key insight into complex financial and tax matters and wealth management.
Voppell, Inc
CEO
(818) 294-6854
qbcpa@voppell.com
Accountant
Home Group: Santa Monica 2
Bio: Licensed CPA, Master’s In Business Taxation, CEO of Voppell, Inc.
Nolan Heimann, LLP
Partner
(818) 629-2474
bbergman@nolanheimann.com
Attorney
Home Group: Encino 3
Bio: Cannabis, Business Transactions, Corporate Law, Real Estate, Pre-Litigation Dispute Resolution.
CBRE
Senior Associate
(805) 288-4712
caroline.bigelow@cbre.com
Real Estate
Home Group: Westlake 8
Bio: Over 25 years commercial real estate experience. Currently focused on office space from Calabasas to Camarillo. Renegotiating leases; assisting tenants with relocation, downsize and expansion of their office space.
Mortgage Capital Partners, Inc.
(310) 701-0642
rcraig@mortgcap.com
Banking Finance
Home Group: Westside 3
Bio: Mortgages, Home Buying, Refinancing, Purchase.
Zen Wealth Consultant Services LLC
Investment Professional
(805) 708-4389
john@zenwcs.com
Financial Service
Home Group: Westlake 7
Bio: Financial advisor, planner, and Certified Divorce Financial Analyst® professional.
Kennedy Wilson
(310) 887-6216
kfishburn@kennedywilson.com
Real Estate
Home Group: Beverly Hills 3
Bio: Commercial real estate broker that specializes in retail leasing representing both Landlords and Tenants.
Werksman Jackson
(310) 339-4503
mfreedman@werksmanjackson.com
Attorney
Home Group: Entertainment 2
Bio: Michael G. Freedman is an experienced trial attorney and former federal prosecutor who represents individuals and companies against all types of criminal charges and government investigations and in high- stakes civil litigation and appeals.
Genga & Associates
Owner/Managing Attorney
(818) 444-4581
jgenga@gengalaw.com
Attorney
Home Group: Santa Monica 3
Bio: We do business litigation in state and federal courts and local and international ADR forums, with expertise in intellectual property and in the entertainment and tech industries.
Sorenson Business Consulting, Inc.
Accountant
(805) 491-4419 ext 202
dawn@sorensonbusiness.com
Accountant
Home Group: Ventura
Bio: SBC is a small boutique CPA firm that specializes in working with small to mid-size businesses and their owners. We provide QUickBooks Consulting, Growth Adivsory Services, Full Service Bookkeeping, Compliance work, and Tax Services.
City National Bank
Senior Vice President
(213) 800-2084
daniel.hong@cnb.com
Banking Finance
Home Group: Downtown Los Angeles 1
Get Benefits Insurance Services Inc
President
(805) 273-7117
timk@getbenefitsinsurance.com
Insurance
Home Group: Westlake 5
Bio: Tim has worked in the insurance industry for over 25 years. As the owner of Get Benefits, he works hard to find answers and products that will work best for his clients. With a service an underwriting background, he knows the ins and outs of insurance.
CollinsKim LLP
Partner and Co-Founder
(213) 341-0238
tkim@collinskim.com
Home Group: Century City 8
J.P.Morgan Private Bank
(310) 860-7232
allison.t.krause@jpmorgan.com
Banking Finance
Home Group: Beverly Hills 2
Bio: I work with high net worth clients to develop and implement long-term wealth planning strategies through various banking, investment, and lending vehicles. My clients range from corporate executives, to entrepreneurs, to artists/entertainers.
SingerLewak
(310) 481-7419
blandau@slbiggs.com
Accountant
Home Group: Entertainment 2
First Foundation Bank
Commercial Banker
(626) 639-5428
amagallon@ff-inc.com
Banking Finance
Home Group: Glendale 2
Bio: I am a Commercial Banker at First Foundation Bank. My primary focus is assisting business owners with lending facilities to help their company grow and improve their cash flow.
Fox Rothschild
(310) 589-4132
kowens@foxrothschild.com
Attorney
Home Group: Beverly Hills 1
Bio: Partner, Financial Restructuring and Bankruptcy
KROST
Tax Director
(310) 846-5768
brad.pauley@krostcpas.com
Accountant
Home Group: Rancho Park
Bio: Director – Tax; Sports & Entertainment Industry Leader.
Downstream Exchange Company
President
(626) 796-1031
caphillips@downstreamexchange.com
Accountant
Home Group: Pasadena 4
Bio: President of Downstream Exchange Company, which has acted as an accommodator in tens of thousands of tax deferred exchanges.
Chief Outsiders
Fractional Chief Marketing Officer
jrindlaub@chiefoutsiders.com
Marketing
Home Group: Playa Vista
Bio: Transformational Chief Marketer guiding mid-cap CEO’s to accelerate growth. Proven success in Healthcare (Centene, Express Scripts), E-comm (Barnes&Noble.com/Blockbuster OnLine), Consumer (Pepsi, J&J, Citi) and start ups.
Rivera Employment Law
Counsel to Employers
(323) 407-6122
kevin@riveraemploymentlaw.com
Attorney
Home Group: Counsel to Employers; employee handbooks; employment agreements; NDAs/proprietary rights agreements; arbitration agreements; wage and hour laws; employee discipline and termination; leaves of absence, reasonable accommodation, severance agreements.
DivergeIT
Business Development Manager
(424) 254-3115
surens@divergeit.com
Information Technology
Home Group: Playa Vista
Bio: We manage your IT, so you can manage your business. Should you migrate to the cloud? Need reliable helpdesk support? Concerned your business might be vulnerable to cybersecurity threats? Need help with a disaster recovery plan? We can help.
Plus Delta Consulting
Managing Director
(310) 292-3235
mscherer@plusdelta.net
Consultant Service
Home Group: South Bay 2
Bio: Michael Scherer, Managing Director of Plus Delta Consulting, Management Consultant and Certified Exit Planning Advisor with over 20 years experience building, fixing, growing, and preparing businesses for success.
Schnaus Law Group
(310) 982-2020
jschnaus@schnauslaw.com
Attorney
Home Group: Glendale 2
Bio: Jerry is dedicated exclusively to tax planning & compliance; business succession planning; and international tax. He provides entrepreneurs and business owners results-driven legal counsel in a manner that meets the needs of the busy entrepreneur.
Allred, Maroko & Goldberg
Attorney
(323) 653-6530
mspiegel@amglaw.com
Attorney
Home Group: Entertainment 2
Bio: Marcus Spiegel is a litigation partner with Allred, Maroko & Goldberg. He specializes in representing employees who have suffered wrongful termination, sexual harassment, discrimination, and/or retaliation in the workplace.
UBER Search Partners
Founder & CEO
(310) 995-9467
misha@ubersearchpartners.com
Home Group: Santa Monica 5
Mr. Thrive Media
Producer & Founder
(805) 451-9797
chaz@mrthrive.com
Marketing
Home Group: Santa Monica 3
Bio: Podcast Producer that helps businesses that struggle to stand out using a unique marketing tool.
Full Circle Business Law, PC
(818) 247-2036
adam@fullcirclebl.com
Attorney
Home Group: Glendale 1
Bio: I’m a business attorney who focuses on contracts, entity formations (corporations and LLCs), shareholder and owner issues, purchases and sales of businesses, business litigation, and other related corporate matters.
Wingman Marketing
(661) 402-1249
brandon@mywingmananytime.com
Marketing
Home Group: Moorpark
Law Offices of Rosaline L. Zukerman APC
Family law attorney
(310) 277-5277
rzukerman@aol.com
Attorney
Home Group: Downtown Los Angeles 2
Bio: Having been a family law attorney for forty years, I have, “seen it all!” and am happy to deal with any family issue, whether property related or emotionally charged.
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Reach out to congratulate your fellow members on their anniversary with ProVisors!
Marilyn Rico, CPA
Owner
(818) 501-3580
marilyn@mricocpa.com
Accountant
Home Group: Sherman Oaks 2
Bio: Marilyn Rico, CPA, CFP(R) specializes in working with closely held businesses and individuals in the area of tax, accounting, business advisory, and business and personal financial planning
Law Offices of Max J. Sprecher
Owner
(818) 996-2255
max@sprecherlaw.com
Attorney
Home Group: Entertainment 1
Bio: Max is an experienced litigator with more than 25 years of experience resolving, litigating and arbitrating complex business disputes, and in particular, disputes arising in the entertainment industry. Max provides guidance and advocacy to clients…
Carmandalian Financial Group
Principal, Senior Portfolio Manager
(805) 366-3484
steve@cfgclients.com
Investment Advisor
Home Group: Westlake 1
Bio: Steve provides private wealth management services and investment management solutions to affluent families, executives and business owners.
HCR Wealth Advisors
Wealth Manager
(310) 473-5445
gheller@hcrwealth.com
Investment Advisor
Home Group: West Hollywood
Bio: Our mission at Heller Capital Resources is to establish lifelong relationships with our clients through education, trust, and communication. My team and I provide personalized financial advice and services to help each individual reach their lifetime goals.
Griepp & McRee, Attorneys at Law
Senior Partner
(626) 584-8900
estateplanners@aol.com
Attorney
Home Group: Pasadena 1
Bio: Galen Griepp is a State Bar Board Certified Specialist in Estate Planning, Trust, and Probate Law, offering planning and administration services to both the “millionaire next door,” and the successful business owner seeking to reduce or eliminate estate.
B & B Premier Insurance Solutions, Inc.
Broker
(818) 223-8383
garyg@bbpremierins.com
Insurance
Home Group: Woodland Hills 2
Bio: B&B Premier Insurance Solutions is an Independent Insurance Agency that offers all lines of Commercial/Personal lines of insurance. Our emphasis is to provide our customers with the best protection at the most competitive price.
Created Wealth Advisory
Managing Director, Wealth Advisor
(310) 424-4011
aj@createdwealth.com
Investment Advisor
Home Group: Santa Monica 5
Bio: Created is a boutique wealth advisory. Fiduciary & fee-only. We guide clients who have received a larger sum of money than they’ve managed in the past–through loss of a parent, spouse, gift, sale of a company or project, etc – to organize, plan & invest.
Lewitt Hackman
Attorney / Shareholder
(818) 990-2120
jmarshall@lewitthackman.com
Attorney
Home Group: Woodland Hills 1
Bio: John is an experienced transaction and litigation attorney, specializing in complex business and real estate deals, relations among owners, formation of entities, sales and mergers, leasing, financing, hotels, restaurants, doctors and hospitals.
Stan Morris Associates
CFO/MBA
(310) 977-2257
stanmorrisassociates@gmail.com
Consultant & Service
Home Group: Emeritus Members, Non-Profit Affinity Group
Bio: Providing hands-on CFO, financial management and consultation services on an interim, part-time or project basis to a wide range of clients. Financial modeling for budgeting, planning, projections for private companies and non-profit organizations.
Arroyo Insurance Services
Principal
(626) 243-9611
jims@arroyoins.com
Insurance
Home Group: Downtown Los Angeles 1
Bio: James W. Simonds, CRIS,CHRS has served as the President and Chief Executive Oficer of Arroyo Insurance Services since Co-founding the firm in 1986. He holds the International Risk Management Institute’s Construction Risk and Insurance Speciallist.
Riverbrook Capital LLC
Managing Partner
(310) 826-9606
tturpin@riverbrookcap.com
Financial Service
Home Group: Mergers $ Acquisitions 2
Bio: Provide full range of investment banking services throughout the Western USA to private companies, including sell-side M&A, buy-side M&A, private placements and fairness opinion services.
Andrade Gonzalez LLP
Attorney
(213) 986-3951
sandrade@andradefirm.com
Attorney
Home Group: Pasadena 6
Bio: An experienced, creative, and aggressive litigator, Sean has achieved many victories for his clients in business disputes involving breach of contract, fraud, insurance coverage disputes, catastrophic personal injuries, employment and wage & hour issues.
Allred Maroko & Goldberg
Partner
(323) 556-3449
ccheung@amglaw.com
Attorney
Home Group: Mid City
Bio: Employee-rights champion- I fight against employers on behalf of employees who experience harassment, discrimination, or retaliation in the workplace.
Equitable Advisors
Retirement Planning Specialist, MBA, RICP®
(818) 587-4271
joanne.crowley@equitable.com
Investment Advisor
Home Group: Westlake 1
Bio: I am a Retirement Income Certified Professional®. I specialize in identifying and simplifying complex and often irrevocable retirement decisions made during the critical “decumulation” phase. I provide advice for maximizing Social Security benefits.
Lubka & White LLP
Attorney
(626) 301-0700
epstein@lubkawhite.com
Attorney
Home Group: Pasadena 3
Bio: Mr. Epstein has extensive experience with more than 25 years of practice representing companies in the areas of employment law and business law. Mr. Epstein has advised and represented small size to very large international businesses.
CommuniTax
Partner
martin.gamez@communitax.com
Accountant
Home Group: Glendale 2
Bio: As a State and Local Tax (“SALT”) professional, I assist clients manage state and local tax burdens by recommending solutions that are consistent with the business’s overall objectives.
Kaye Capital Management
Principal, Vice President
(310) 207-5293
dhilton@kayecapital.com
Investment Advisor
Home Group: Mid City
Bio: David’s work focuses around working with for-profit and non-profit business to create retirement plans to fit their needs.
Risk Strategies Company
National Resource, Management Liability Insurance;
(650) 227-7240
bholden@risk-strategies.com
Insurance
Home Group: Calabasas
Bio: Insurance and risk management consulting, insurance brokerage services (P&C and Employee Benefits/Life) for businesses and individuals. Create solutions for clients that manage risks and drive profitability.
Rosenberg & Koffman
Partner
(310) 553-1400
greg@randklaw.com
Attorney
Home Group: Century City 6
Bio: With more than 35 years of legal experience, I represent Buyers, Sellers, Landlords, Tenants, Owners, Neighbors, Contractors and others involved in Real Estate related matters. Our representation includes all facets of real estate acquisition.
Weinstock Manion, A Law Corporation
Shareholder
(310) 553-8844
mmouradian@weinstocklaw.com
Attorney
Home Group: Westside
Bio: As an estate planning attorney, I focus on estate and gift tax planning for high net worth individuals and the post-death administration of trusts. I also teach an Estate Planning course at UCLA Extension.
Sailor Business Advisory Services
CEO/President
(626) 676-9890
lee@sailoradvisory.com
Consultant & Service
Home Group: Pasadena 5
Bio: I meet the ongoing needs among CEO’s and boards of directors of early stage and middle-market companies for proven, high level expertise on an as-needed basis. I collaborate with client management teams in identifying and implementing solutions around.
Light Gabler
Attorney
(805) 248-7427
bsetlur@lightgablerlaw.com
Attorney
Home Group: Simi Valley 2
Bio: I am an attorney focused on employment litigation on behalf of the employer.
Law Offices of Mitra Torabi
Attorney
(310) 246-2322
mt@torabigroup.com
Attorney
Home Group: Westside 3
Bio: The boutique law offices of Mitra Torabi provides experienced and effective representation in all aspects of family law, including marital dissolutions, child custody, child support, spousal support (alimony), property characterization and valuation.
a la carte solutions
President
(310) 658-4543
shirley@alacarte-solutions.com
Consultant & Service
Home Group: Playa Vista
Bio: Shirley is Founder and President of a la carte solutions, an outsourced accounting services firm specializing in service-based industries through the US.
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