May 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members9 New Members in the Los Angeles Area

Angela Berberyan

Angela Berberyan

Company: Moizesch Berberyan LLP
Title: Partner
Phone: (818) 536-7436
Email: angela@trustmblaw.com
Profession: Attorney
Home Group: Universal City
Bio: I make the process of estate planning positive, pain-free and help my clients realize that contemplating death can actually bring you happiness as you focus on what’s important in life and let go of insignificant matters.

Sean DeVore

Sean DeVore

Company: De Vore Recruiting
Title: President
Phone: (323) 864-3030
Email: sean@devorerecruiting.com
Profession: Consultant Service
Home Group: Encino 4
Bio: Sean DeVore is President and owner of De Vore Recruiting which is a boutique healthcare and hospitality staffing firm. We call it Healthy Hiring… because finding great talent shouldn’t be painful.

Natalie Elisha

Natalie Elisha

Company: Gold Legal Group LLP
Title: CEO of Gold Legal Group LLP
Phone: (855) 326-4653
Email: hello@goldlegalgroup.com
Profession: Attorney
Home Group: Santa Monica 3
Bio: Media Commentator, Global Estate Planning and Probate Attorney, Two Time Best Selling Author, Foremost Money Momma, Mom at Law.

Roy Guia

Roy W. Guia

Company: Armanino LLP
Title: Senior Tax Manager
Phone: (310) 745-5751
Email: roy.guia@armaninollp.com
Profession: Accountant
Home Group: South Bay Classic

Eric Harris

Eric J. Harris

Company: Hofer & Harris, APC
Phone: (310) 540-6877
Email: eric@hoferandharris.com
Profession: Attorney
Home Group: South Bay 4
Bio: Trust and estate attorney. Legal specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.

Greg Mohrman

Greg Mohrman

Company: The Wallace Firm
Title: Senior Trial Attorney
Phone: (818) 476-5998
Email: greg@wallacefirm.email
Profession: Attorney
Home Group: South Bay Classic

Neisha Pereira

Neisha Pereira

Company: 1st PMF Bancorp
Title: VP Operations
Phone: (310) 858-6696
Email: neisha@pmfbancorp.com
Profession: Banking Finance
Home Group: Sherman Oaks 2
Bio: VP Operations of 1st PMF Bancorp, a leading U.S. based commercial lender specializing in providing factoring and trade financing to small businesses for domestic and foreign business.

Scott Sanford

Scott Sanford

Company: City National Bank
Title: Director of Operations
Phone: (949) 500-0538
Email: scott.sanford@cnb.com
Profession: Banking Finance
Home Group: Santa Monica 5

Blair Slattery

Blair Slattery

Company: VWM Analytics
Phone: (213) 817-6600
Email: bslattery@vwmanalytics.com
Profession: Accountant
Home Group: Pasadena 1
Bio: Experienced CPA specializing in family law forensic accounting and business valuation. Provides consulting and expert witness testimony to attorneys and clients in litigation and collaborative matters.

Member News

Natalie Elisha

Natalie Elisha Gold on CBS Detailing her Free Wills for Healthcare Workers Program

Natalie Elisha Gold is a California attorney creating free wills for healthcare workers across the country. She joins CBSN’s Reena Ninan to explain why these documents are so important. See the video here.

Martin Pichinson featured on NPR

The ‘Undertaker Of Silicon Valley’ Stays Busy As Startups Lay Off Thousands. Read or listen to the article here.

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Martin Pichinson in CIO Drive
Martin Pichinson featured this week in CIO Drive.

Martin Pichinson | New York Times
Martin Pichinson featured in the New York times article titled Start-Ups Are Pummeled in the ‘Great Unwinding’ Read more here.

Angela Reddock

Angela Reddock-Wright Was a Guest on ABC 7 News

On Friday, April 10, 2020, Angela Reddock-Wright, an employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on ABC-7 Los Angeles News to discuss some of the many questions about COVID-19 Relief for employers and employees. Link to segment.

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Angela Reddock-Wright Was Guest on KTLA 5 News
On April 01, 2020, Attorney Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West and the Founding and Managing Partner of the Reddock Law Group, was a guest on KTLA 5 News to discuss, “The CARE Act (federal stimulus package) Benefits to Employers and Employees” and introducing her easy to remember acronym for understanding the benefits available – SULT. To view the segment here.

Angela Reddock-Wright Was a Guest on ABC 7 News

On Monday, March 30, 2020, Attorney Angela Reddock-Wright, employment mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, was a guest on ABC 7 News to discuss “COVID-19 – Federal Unemployment and Other Benefits Available to Employees.”  Link to segment.

Angela Reddock-Wright Named Among Los Angeles Business Journal’s Top Women Attorneys for 2020

Angela Reddock-Wright, employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group, has been named among the Los Angeles Business Journal’s Top Women Attorneys for 2020. This will be Reddock-Wright’s third year on the list! Reddock-Wright is one of only 75 women honored for exceptional legal skill and achievement.
Paula Cizek

Paula Cizek Featured in Women’s Wear Daily on How Leaders Can Survive COVID

As part of a series on crisis management, trade magazine Women’s Wear Daily interviewed Paula Cizek, Chief Research officer of NOBL, on how leaders could manage COVID-19 disruption. Key suggestions included acknowledging that change involves loss, and how to use the next few months to leapfrog competitors. See the full article.

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“From Complacency to Panic in a Nanosecond” – John Grace, Wave Publications Columnist
Look past COVID-19 to see that there is a financial malignancy that’s devouring the very foundations of capitalist prosperity in America. Read the article here.

Barry Cohn

Barry Cohn Featured in April Edition of CalBroker Magazine

Barry Cohn is featured in the April edition of California Broker magazine “Counting Employees Doesn’t Always Add Up” Read the story here.

Eric Erenstoft

Eric Erenstoft Launches Book – Conscious Intelligence

Conscious Intelligence elevates conscious leaders to personally connect what they do with who they are in order to perform optimally. It is for people like us that have the conviction to seek personal and professional development in an effort to elevate our game. The luminary tools are a guide to cultivating success and illumination in your life, at work, at home, and within your Self. You can read more here.

John Grace RT America News. Coronavirus Pandemic Prompts Unprecedented Measures

John Grace joinsRT America with Rick Sanchez for a special coverage report after President Trump releases his first announcement in response to the coronavirus. John offers investors his insight into what may be unleashed in the wake of this global financial crisis. View it here.

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John Grace on the News at TD Ameritrade

As describe in his news interview, math is a 4 letter word we can use, along with recession and depression. There is always a place to make money.

Dorothy Richardson

Dorothy Richardson’s Article on Music Licensing Appears in the April Issue of Valley Lawyer

Dorothy Richardson’s article on “Music Licensing: A Changing Landscape” appeared in the April issue of Valley Lawyer. Read it here.

Paul Menes

Paul Menes Awarded AV (Preeminent) Rating 15 Years In a Row

Paul was awarded the peer-rated AV rating by Martindale Hubbell for the 15th straight year. AV is the highest rating achievable, for which less than 10% of U.S. attorneys qualify. Martindale-Hubbell has been evaluating attorneys for their strong legal ability and high ethical standards through a peer review rating system for over 130 years).

Jennifer Goddard-Combs

Jennifer Goddard Combs publishes article titled, Careers Today Can Hinge on Online Reputation Management

Jennifer Goddard Combs recently published an article for the Pacific Coast Business Times about managing online reputations. For over the past 20 years Jennifer’s business, The Goddard Company, has been managing the reputations of a diverse roster of clients in Los Angeles, Ventura, Santa Barbara, the US and abroad. Link to the article here.

Barry Kurtz

Best Practices for Business Franchises During the Pandemic, in Los Angeles & San Francisco Daily Journal

Article by Barry Kurtz and Matt Soroky were published in an article featured in the LA and SF Daily Journals. The article focuses on the fact that franchising as we know it has changed, both in the short and long term. To best address these challenges, franchisors, franchisees, suppliers and vendors need to communicate, work together and be creative and adaptable, with the goal of coming out of this crisis as strong as they entered it.

Marisha Charbonnet

Marisha N. Charbonnet Guest on KEARTH 101FM to Discuss 3 Essential Legal Documents Needed During a Pandemic

Marisha N. Charbonnet, an estate planning attorney with Family Security Law Group, APC, was a radio guest on KEARTH 101 and discussed essential estate planning documents that can provide key protection and much-needed peace of mind during the Corona Virus pandemic.

Chris King

Chris King Featured on www.ExitCoachRadio.com

Chris King (Silicon Beach GLA) was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com on “Keeping Your Flow Going Strong”. To listen to Chris (and 100+ other ProVisors members) or schedule your own interview go to ExitCoachRadio.com.

Cynthia Flynn

Cynthia Flynn Featured on Exit Coach Radio

Cynthia Flynn, Managing Partner of Hackler, Flynn & Associates was interviewed by Bill Black on www.ExitCoachRadio.com on “COVID-19 and How it is Affecting Business Owners”. Listen to Cynthia anytime and over 100 other ProVisors members on demand (or schedule your interview) at  ExitCoachRadio.com.

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 20 Years

David Gribin

David Gribin

Company: Gribin Kapadia & Associates
Title: Principal
Phone: (818) 225-0097
Email: david.gribin@gmail.com
Profession: 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 Sagatelian

Julie E. Sagatelian

Company: Waddell & Reed Inc
Title: Financial Advisor
Phone: (626) 356-7556
Email: jsagatelian@wradvisors.com
Profession: 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 15 Years

Eric Erenstoft

Eric Erenstoft

Company: E3 Capital Partners
Title: CEO, Principal
Phone: (310) 402-2966
Email: eric@e3capitalpartners.com
Profession: Banking & Finance
Home Group: Santa Monica 4
Bio: REAL ESTATE- Loan Financing and Broker Rep for Clients Listing Property for Sale, Commercial/Residential, Strategy, Consulting | Provisor Real Estate Group Leader GL.

Adam McArthur

Adam McArthur

Company: Weaver
Title: Partner
Phone: (310) 725-8141
Email: adam.mcarthur@weaver.com
Profession: 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 10 Years

Mark Cook

Mark Cook

Company: SingerLewak LLP
Title: Partner – Tax
Phone: (949) 623-0478
Email: mcook@singerlewak.com
Profession: Accountant
Home Group: Mergers $ Acquisitions 3
Bio: Mark has 30 years of tax experience including more than 16 years with PwC as a tax partner, preceded by four years with E&Y. His clients have ranged in size from emerging small and mid-cap companies to Fortune 500 businesses.

Allan Dietrich

Allan Dietrich

Company: California Bank & Trust
Title: Senior Vice President
Phone: (310) 481-1015
Email: allan.dietrich@calbt.com
Profession: Banking & Finance
Home Group: Santa Monica 2
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.

Cliff Horwitz

Cliff Horwitz

Company: Paragon Resource Group, Inc.
Title: President
Phone: (949) 640-2249
Email: chorwitz@paragon-rg.com
Profession: Consultant Service
Home Group: Mergers $ Acquisitions 3
Bio: Paragon Resource Group, Inc. was founded in 2006 and is dedicated to assisting Businesses at all stages of their lifecycle with Strategic, Operational and Financial outcomes.

Trudi Lesser

Trudi Lesser

Company: Law Offices of Trudi J. Lesser
Title: Attorney
Phone: (310) 426-2607
Email: trudi@tjllawyer.com
Profession: Attorney
Home Group: South Bay 3
Bio: Commercial real property transactional attorney advising property owners, developers, landlords, tenants and financial institutions in purchase, sale, leasing, development and finance transactions and loan workouts.

Gaurav Malhotra

Gaurav Malhotra

Company: Lucas Horsfall Murphy & Pindroh LLP
Title: CPA
Phone: (626) 744-5100
Email: gm@lhmp.com
Profession: 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.

Dianna Simmons

Dianna Simmons

Company: Crown Benefits Inc
Title: Vice President
Phone: (310) 665-0578
Email: dianna@crownbenefits.com
Profession: Consultant Service
Home Group: South Bay Classic
Bio: Crown Benefits partners with advisors to provide all the required administrative services in the small to mid-sized retirement plan market.

Aaron Weiner

Aaron Weiner

Company: Weiner Property Services, Inc.
Title: President
Phone: (213) 258-6921
Email: aaron.weiner@weinerproperty.com
Profession: 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 commercial businesses.

Steven Werth

Steven Werth

Company: SulmeyerKupetz
Title: Senior Counsel
Phone: (213) 617-5210
Email: swerth@sulmeyerlaw.com
Profession: Attorney
Home Group: Century City 3
Bio: Steve Werth specializes in chapter 11 bankruptcy reorganization planning and execution for individual and corporate debtors in all industries.

Celebrating 5 Years

Tamara Berges

Tamara Berges

Company: Spectrum Financial Resources Inc.
Phone: (310) 963-4322
Email: tberges@spectrum-cpa.com
Profession: Accountant
Home Group: Westlake 1
Bio: Spectrum Financial Resources Inc. – Tamara is a CPA & CFP specializing in Complex Tax Planning and Compliance Services. Office Locations: Westlake Village, Sherman Oaks and Westwood.

Anita D'Aguilar

Anita D’Aguilar

Company: Oppenheimer & Co., Inc.
Title: Director-Investments
Phone: (310) 446-7166
Email: anita.daguilar@opco.com
Profession: Investment Advisor
Home Group: Century City 4
Bio: Retirement Planning Made Easy.

Vicki Greene

Vicki Greene

Company: Law Offices of Vicki J. Greene, APLC
Title: Attorney
Phone: (310) 282-8302
Email: vicki-vjgfamlaw@sbcglobal.net
Profession: 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

Armen Gregorian

Company: Gregorian Law, APC
Title: Attorney at Law
Phone: (310) 370-0740
Email: armen@gregorianlaw.com
Profession: 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

Paul Hargraves

Company: Trust Properties USA
Title: Founder, Realtor
Phone: (800) 579-4380
Email: paul@trustpropertiesusa.com
Profession: Real Estate
Home Group: Westlake 8
Bio: #1 Probate & Trust Realtors in Southern California. We have sold over 500 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.

Steve Henry

Steve Henry

Company: Advantage Telecom, Inc.
Title: Operations
Phone: (805) 642-2880
Email: shenry@advantagetelnet.com
Profession: Information Technology
Home Group: Westlake 4
Bio: Steve is a well qualified expert in internet and telecommunications. He specializes in providing companies with realistic solutions to support the high demand with faster internet & lower the costs of their telecommunications / ISP billing.

Isaac Kim

Isaac Kim

Company: LPL Financial
Title: Financial Advisor
Phone: (310) 806-4154
Email: isaac.kim@lpl.com
Profession: Investment Advisor
Home Group: South Bay 2
Bio: Financial advisor with experience on 3 continents incl public-company CFO. Offer strategies to eliminate capital gains tax. Create definitive plans to distribute estate and pass on your legacy. Provide structured settlements to contingency fee attorneys.

Sam Lamb

Sam Lamb

Company: State Farm Insurance
Title: State Farm Agent
Phone: (626) 500-1300
Email: sam@samlambinsurance.com
Profession: 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

Dori Lerner

Company: L/B/W Insurance & Financial Services Inc
Title: Vice President, Entertainment Division
Phone: (661) 702-6015
Email: doril@lbwinsurance.com
Profession: 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.

Robert McKay

Robert McKay

Company: Law Offices of Robert J. McKay
Phone: (626) 577-6181
Email: bob@rjmckaylaw.com
Profession: Attorney
Home Group: Glendale 1

Kim Plisky

Kim Plisky

Company: Aviara Real Estate
Title: Co-Owner/Realtor
Phone: (805) 370-3230
Email: kim@pliskyandassociates.com
Profession: 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. Founding partner with Aviara.

Patty Prange

Patty Prange

Company: Tender Hearts Home Care, LLC
Title: CEO/Founder
Phone: (818) 248-4278
Email: pattyp5@aol.com
Profession: Consultant Service
Home Group: Glendale 1
Bio: Tender Hearts provides care to Seniors in their home. Care that allows the senior to maintain their independence & stay at home safely! Voted “Finest in the Foothills” last 7 YEARS in a row! Let us be the difference maker in your loved ones life!

Derrick Talerico

Derrick Talerico

Company: Zolkin Talerico LLP
Title: Partner
Phone: (424) 500-8552
Email: dtalerico@ztlegal.com
Profession: Attorney
Home Group: Playa Vista
Bio: The two pillars of my practice are restructuring and commercial litigation.

Ivan Tjoe

Ivan Tjoe

Company: Ropers Majeski Kohn & Bentley
Title: Partner
Phone: (213) 447-2424
Email: ivan.tjoe@rmkb.com
Profession: Attorney
Home Group: Encino 2
Bio: You’ve held up your end of the bargain, but they stopped returning your calls and emails. So now what do you? I work with businesses and business owners in and outside of the US when disputes arise.

Peter Veregge

Peter Veregge

Company: Cislo & Thomas, LLP
Title: Intellectual Property Attorney (patent, trademark, copyright)
Phone: (805) 496-3364
Email: peter@cislo.com
Profession: Attorney
Home Group: Westlake 3
Bio: I protect your ideas. Intellectual property attorney specializing in patent, trademark, and copyright litigation, as well as procurement.

Upcoming Events

ProVisors Webinar #5

Leading Before, During, and After the Crisis

Date: Friday, May 8th
Time: 1:00pm PT (3:00pm CT, 4:00pm ET)