February 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members28 New Members in the Orange County Area

Matt Ardoin

Matt Ardoin

Company: Schilling Law Group, PC
Phone: (949) 408-3725
Email: matt.ardoin@schillinglawgroup.com
Profession: Attorney
Home Group: Irvine South

Shanda Beach

Shanda Beach

Company: Beach Law Group
Phone: (949) 903-0844
Email: shanda@beachlawoc.com
Profession: Attorney
Home Group: Newport Center

Jordan Bennett

Jordan Bennett

Company: Keller Williams Realty
Title: Residential Real Estate Guru
Phone: (949) 829-7484
Email: jordan@jordanbennettonline.com
Profession: Real Estate
Home Group: Orange County Metro
Bio: Jordan Bennett has been a residential real estate broker for over a decade and is one of the top half of 1% of producing agent teams in the county with over $1/4 billion of real estate sold. He is also a licensed CPA and active real estate investor.

Edward Bernabeo

Edward Bernabeo

Company: Bank of America
Title: VP. Sr. Relationship Manager
Phone: (949) 287-0559
Email: edward.bernabeo@bofa.com
Profession: Banking Finance
Home Group: South Coast Metro

Jesse Bolling

Jesse Bolling

Company: Enenstein, Pham & Glass LLP
Title: Senior Counsel
Phone: (714) 656-3193
Email: jbolling@enensteinlaw.com
Profession: Attorney
Home Group: Irvine Concourse
Bio: Attorney who specializes in appellate law, among other areas.

Thomas Busch

Thomas Busch

Company: The ProfitPoint Group, Inc.
Phone: (949) 467-9308
Email: tbusch@theprofitpointgroup.com
Profession: Information Technology
Home Group: Irvine South

Joseph Emanuele

Joseph Emanuele

Company: Emanuele Forensic and Valuation Services
Title: Forensic Accountant/Valuation Analyst
Phone: (949) 750-2400
Email: joe@emanuele-fvs.com
Profession: Accountant
Home Group: Newport Center 2

David Faulds

David Faulds

Company: B2B CFO
Title: Partner
Phone: (714) 488-2785
Email: davidjohnfaulds@gmail.com
Profession: Consultant Service
Home Group: Irvine Central
Bio: I am a strategic CFO helping businesses with their cash flow, infrastructure, profitability, growth and valuation. I allow owners to focus on what they do best.

Mitch Garcia

Mitch Garcia

Company: Bank of America
Title: Banker-Senior Relationship Manager
Phone: (949) 292-6138
Email: mitch.garcia@bofa.com
Profession: Banking Finance
Home Group: Newport Beach

Wendy Garcia

Wendy Garcia

Company: CalWorkSafety, LLC.
Phone: (714) 504-8055
Email: wendygarciaehrs@gmail.com
Profession: Human Resources
Home Group: John Wayne Airport

Farah Ghaibi

Farah Ghaibi

Company: Cohn & Swartzon, P.C.
Phone: (714) 547-5100
Email: farah@legalhelp123.com
Profession: Attorney
Home Group: Irvine Concourse

Bibiana Grajales

Bibiana Grajales

Company: BbVA USA
Title: Corporate Relationship Manager
Phone: (909) 285-3946
Email: bibiana.grajales@bbva.com
Profession: Banking Finance
Home Group: Ontario 2
Bio: Spanish speaking banking professional with over 20 years of experience at BBVA USA in many roles, most notably as Global Synergies Coordinator and Relationship Manager in International Commercial Banking.

Mickey Gubman

Mickey Gubman

Company: Gubman Business Coaching
Title: Business and Executive Coach
Phone: (949) 394-6394
Email: mickey@gubmancoaching.com
Profession: Consultant Service
Home Group: Irvine South

Shantae Hansen

Shantae’ Hansen

Company: Accent Computer Solutions
Title: Technology Advisor
Phone: (909) 481-4375
Email: shantaeh@teamaccent.com
Profession: Information Technology
Home Group: Ontario
Bio: Fast, Friendly, Frustration-Free Business IT Support & Consulting

Marc Heller

Marc Heller

Company: Heller Law A.P.C.
Title: Fractional General Counsel/Fashion, Wine and Real Estate Attorney
Phone: (949) 374-2469
Email: marc@hellerlawapc.com
Profession: Attorney
Home Group: Irvine OC

Michael Krengel

Michael Krengel

Company: Paylocity Corporation
Title: Senior Consultant
Phone: (714) 474-4590
Email: mkrengel@paylocity.com
Profession: Consultant Service
Home Group: Irvine North
Bio: The best client for me is a client that cares as much about their employees as they do about the future of their briskness.

Kevin Krusiewicz

Kevin Krusiewicz

Company: Marketing Trail Guide
Title: Founder & vCMO
Phone: (949) 639-9525
Email: kevin@marketingtrailguide.com
Profession: Marketing
Home Group: Orange County Central
Title: StoryBrand Certified Guide, Content Creator, Podcast Producer, HubSpotter, Virtual Chief Marketing Officer.

Maryam Malek

Maryam Malek

Company: Vistage International Inc
Title: Vistage Chair
Phone: (949) 295-4326
Email: maryam.malek@vistagechair.com
Profession: Consultant Service
Home Group: Newport Center
Bio: As a CEO, business owner or senior executive you’re driven to succeed. Simplify and accelerate your journey. Gain perspective, insight and guidance from people who have already faced and overcome similar challenges.

Mark Muto

Mark Muto

Company: Benefit Synergy Insurance Services
Title: President
Phone: (949) 445-4780
Email: mark.muto@benesyn.com
Profession: Insurance
Home Group: Orange County Metro
Bio: Health insurance may seem like a Rubik’s Cube to many small business owners. My goal is to help them solve it. Benefit Synergy Insurance Services is a full service group health insurance agency that helps small businesses with less than 20 employees.

David Plotnik

David Plotnik

Company: Wood Gutmann & Bogart Insurance Brokers
Title: Vice President
Phone: (714) 824-8390
Email: davidp@wgbib.com
Profession: Insurance
Home Group: Newport Center 2
Bio: David provides Business Insurance and Workers’ Compensation services to middle market industrial companies.

Joseph Preis

Joseph (Joe) Preis

Company: Godes & Preis, LLP
Title: Managing Partner
Phone: (949) 468-0098
Email: jpreis@gaplegal.com
Profession: Attorney
Home Group: Newport
Bio: Litigation Trial Counsel – highs stakes business litigation, employment defense.

Jared Price

Jared Price

Company: Price Mortgage
Title: Founder / Senior Mortgage Advisor
Phone: (949) 627-0772
Email: jared@pricemortgagecorp.com
Profession: Banking Finance
Home Group: Irvine South

Cheryl Prout

Cheryl Prout

Company: Cordial Family Lawyers, LLP
Title: Divorce Mediator & Lawyer
Phone: (949) 705-4391
Email: info@cordiallaw.com
Profession: Attorney
Home Group: Irvine OC
Bio: Non-adversarial family lawyer.

Guy Shurki

Guy Shurki

Company: Shur-Net Solutions INC
Title: Owner
Phone: (714) 206-6118
Email: gshurki@shur-netsolutions.net
Profession: Consultant Service
Home Group: Irvine Central
Bio: Shur-Net Solutions is a technology company that functions as a highly efficient, cost effective Outsource IT department for small and mid-sized companies throughout Southern California.

Cisca Stellhorn

Cisca Stellhorn

Company: Cisca Stellhorn Attorney
Title: Attorney
Phone: (949) 752-4060
Email: stellhornc@hotmail.com
Profession: Attorney
Home Group: Newport Center 2

Kevin Tetley

Kevin Tetley

Company: Tetley Wealth Group
Title: Financial Advisor
Phone: (951) 782-0280
Email: kevin.tetley@raymondjames.com
Profession: Investment Advisor
Home Group: Ontario 2
Bio: SO, WHAT’S IN YOUR MOVIE? When you think about retirement, what do you want in your ‘movie?’ Let us direct your movie and help make sure you can reach all of your goals without running out of money.

Eric Tomchik

Eric Tomchik

Company: Newmark Knight Frank
Title: Associate Director
Phone: (949) 608-2048
Email: etomchik@ngkf.com
Home Group: Irvine OC

John Wheels

John Wheels

Company: Network Consulting Group
Title: Sales and Business Development
Phone: (714) 508-7145
Email: jwheels@ncgtelecom.com
Profession: Consultant Service
Home Group: Irvine Central

Member News

Richard Golubow

Richard Golubow selected as Top 50 Orange County Super Lawyer® for Bankruptcy

Richard H. Golubow, a founder and the managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency and financial restructuring law firm located in Newport Beach, California, has been selected by his peers as a 2020 Southern California Super Lawyer and for the 4th year in a row a “Top 50” Orange County Super Lawyer for Bankruptcy Law

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Richard Golubow Top Rated Bankruptcy Attorney by Martindale- Hubbell ® for 16th Year in a row
Richard H. Golubow, a founder and the managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency and financial restructuring law firm located in Newport Beach, California, was rated “AV Preeminent” (5.0 out of 5.0) by Martindale-Hubbell® for the 16th year in a row.

Katie Wagner

Katie Wagner of KWSM quoted in INC Magazine on workplace culture

KWSM President Katie Wagner was interviewed by INC Magazine on ways to publicly praise employees without making others jealous. Read the article here.

Lisa Anderson

Lisa Anderson quoted in “Focusing on Your Best Employees is an ART worth Developing”

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in Focusing on Your Best Employees is an ART worth Developing. For more information click here.

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Lisa Anderson featured in “Supply Chain Strategy: Modernization Tips from Lisa Anderson” for RateLinx.
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. discusses supply chain trends and how to prepare your team for the what is to come. For more information click here.

Marcia Campbell

Marica Campbell, CPA Featured in The Journal of Accountancy

Marcia Campbell, CPA was recently featured in an article on the notable publisher Journal of Accountancy. The article discusses ways in which her firm helps safeguard her client’s finances against dementia. Read the full story.

Loreen Gilbert

Loreen Gilbert quoted in CNBC.com Article

Loreen was interviewed by CNBC.com reporter, Fred Imbert and quoted in his article. Read the entire article.

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Loreen Gilbert Appears on CNBC’s Power Lunch
Loreen Gilbert appears on CNBC’s Power lunch speaking on the topic of the Markets and Investing. See the entire segment by clicking on the link.

Loreen Gilbert Appears on Yahoo Finance’s “On the Move”
Loreen appeared on Yahoo Finance’s On the Move” segment today. Click on the link to view the appearance.

Garrick Hollander

Garrick Hollander Selected for Best Lawyers in America 2020 and Orange County Lawyer of the Year for Bankruptcy

Garrick A. Hollander, a founding partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency, and financial restructuring law firm located in Newport Beach, California,

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has received the prestigious Best Lawyers in America® “Lawyer of the Year” accolade in Orange County in the fields of Bankruptcy and Creditor Debtor Rights/Insolvency and Reorganization Law, and has also been selected by his peers for inclusion in the 26th Edition of The Best Lawyers in America®.

CJ Pearl

Employment Defense Lawyer C.J. Pearl Named a 2020 Southern California Super Lawyer.

CJ Pearl, the founder and principal of Pearl Legal, APC, a boutique litigation firm in Irvine, California, was recently named a Southern California Super Lawyer in the area of Employment Litigation – Defense.

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

Member Milestones

Celebrating 10 Years

Susan Keenbergjpg

Susan Keenberg

Company: Susan Keenberg, Attorney at Law
Title: Attorney at Law
Phone: (310) 783-0999
Email: susan@susankeenberg.com
Profession: Attorney
Home Group: Long Beach
Bio: I’m a general practitioner and act as outside general counsel for my clients, which are all small businesses and the wonderful people who own those businesses. I advise my clients on the full range of legal opportunities and issues facing their business.

Thierry Montoya

Thierry Montoya

Company: AlvaradoSmith APC
Title: Equity Shareholder
Phone: (714) 852-6800
Email: tmontoya@alvaradosmith.com
Profession: Attorney
Home Group: Irvine 3
Bio: Environmental, land use, eminent domain/inverse condemnation attorney; representation on legal matters involving air, water, and soil. Contamination, CEQA, zoning, permitting, and takings matters: eminent domain and inverse condemnation.

George Shewchuk

George A. Shewchuk

Company: Raimondo Pettit Group
Title: Certified Public Accountant, MST
Phone: (562) 494-1121
Email: gshewchuk@rpgcpa.com
Profession: Accountant
Home Group: Newport Center
Bio: A CPA providing structured Tax Planning, Tax Consultation, and Tax Audit Representation, ultimately telling the story in their tax returns. Additionally with my Mergers & Acquisition background seizing profit opportunities for business, and their owners.

Celebrating 5 Years

Jim Conner

Jim Conner

Company: Talley & Company
Title: Audit Partner
Phone: (714) 867-2200
Email: jconner@talleynco.com
Profession: Accountant
Home Group: South Coast Metro
Bio: Highly skilled certified public accountant and former “Big four” partner with a proven track record in providing advice and consultation on financial reporting and accounting matters to the Board of Directors and Audit Committee’s of companies.

Leslie Groene

Leslie Groene

Company: Groene Consulting
Title: President
Phone: (657) 464-9199
Email: leslie@groeneconsulting.com
Profession: Consultant & Service
Home Group: Newport-Irvine
Bio: As an outsourced sales manager and sales trainer, Leslie’s programs focus on organic revenue growth coupled with strategies for attracting new customers. She provides the tools to enhance sales team skills and effectiveness.

Damien Holcomb

Damien Holcomb

Company: Lurie Zepeda Schmalz Hogan & Martin APC
Title: Attorney
Phone: (310) 274-8700
Email: dholcomb@lurie-zepeda.com
Profession: Attorney
Home Group: Ontario 2
Bio: Mr. Holcomb is a shareholder at Lurie Zepeda. As an experienced litigator, Mr. Holcomb resolves Business and Trust and Estate disputes with focused and reasonable settlement and litigation strategies.

Jay McDowell

Jay McDowell

Company: Performance Strategies, Inc.
Title: MBA
Phone: (714) 643-8124
Email: coachjay@ps-mcg.com
Profession: Consultant & Service
Home Group: Irvine Concourse
Bio: I work with your Clients as a Business Coach that looks at all aspects of their business to drive the results they deserve. Many of my Clients are “Legacy” Clients, in that they are preparing to pass their business from one generation to the next.

Tom Willingham

Tom Willingham

Company: The Hampton Group
Title: President
Phone: (562) 673-9950
Email: tomw@thampton.com
Profession: Consultant & Service
Home Group: Long Beach Airport
Bio: Tom Willingham is an expert in strategy execution and operations management and often functions as “CXO” or Chief Execution Officer for clients by addressing issues facing the CFO and COO suites.

Upcoming Events

Accelerator Workshop – Location TBD

Date: February 11, 2020
Time: 11:30am to 1:30pm

Accelerator Workshop – Santa Ana

Date: March 11, 2020
Time: 11:30am to 1:30pm

Accelerator Workshop – Orange County

Date: April 9, 2020
Time: 11:30am to 1:30pm

Accelerator Workshop – Inland Empire

Date: April 9, 2020
Time: 11:30am to 1:30pm