Orange County 0320

New Members | 21 New Members in the Orange County Area

Jolynn Acrey

Company: Home Care Assistance
Title: Manager Of Business Development
Phone: (951) 901-0067
Email: jacrey@homecareassistance.com
Profession: Consultant Service
Home Group: Corona
Bio: Jo-Lynn brings over 25 years of professional health care experience to her role at Home Care Assistance. She is an experienced Elder Care Consultant with a degree in Business and Marketing.

Darren Aitken

Company: Aitken*Aitken*Cohn
Phone: (714) 434-1424
Email: darren@aitkenlaw.com
Profession: Attorney
Home Group: Irvine Metro
Bio: Darren is a partner at Aitken*Aitken*Cohn,one of California’s most respected personal injury and civil litigation law firms. Aitken * Aitken * Cohn is dedicated to serving the injured and aggrieved consumer in a variety of legal conflicts.

Timothy Alger

Company: Alger Law APC
Phone: (949) 936-2610
Email: tlalger@algerlawapc.com
Profession: Attorney
Home Group: Newport Beach
Bio: Litigation attorney focusing on intellectual property, cannabis, internet, media, and entertainment clients.

Adrian Francoz

Company: Zeta Sky
Title: CEO
Phone: (909) 212-0365
Email: adrian@zetasky.com
Profession: Information Technology
Home Group: Corona
Bio: Business IT & Security Professional. Adrian & his company help businesses leverage technology for growth, while maintaining strong security measures. He also assists high net-worth individuals with their own personal cyber-security needs.

Trey Harding

Company: Wood Gutmann & Bogart Insurance Brokers
Title: Insurance Broker
Phone: (714) 824-8363
Email: tharding@wgbib.com
Profession: Insurance
Home Group: Irvine North
Bio: I work with business owners or other key members of the business management team(e.g. CEO/Principal, CFO, COO, and HR Director). I work closely with these individuals to strategically build a risk management program suited for their company.

Don Ho

Company: SINC Legal
Phone: (888) 407-4704
Email: don@sinclegal.com
Profession: Attorney
Home Group: Irvine South

Katie Jaime

Company: Magnolia West Insurance Solutions, Inc.
Title: CEO
Phone: (714) 681-1230
Email: katie@magnoliais.com
Profession: Insurance
Home Group: South Coast Metro

Jenifer Kienle

Company: Kienle Law, PC
Title: Owner/Attorney
Phone: (949) 234-7444
Email: jenifer@kienlelaw.com
Profession: Attorney
Home Group: South Coast
Bio: Kienle Law focuses exclusively on partnering with employers to defend against and navigate through the complexities of a federal or Cal OSHA enforcement action, and civil personal injury litigation matter.

Rachelle Lee-Warner

Company: CunninghamLegal
Title: Attorney
Phone: (805) 465-6841
Email: rleewarner@cunninghamlegal.com
Profession: Attorney
Home Group: Seal Beach

Andrew Lujan

Company: Insperity
Phone: (949) 608-6803
Email: andrew.lujan@insperity.com
Profession: Consultant Service
Home Group: Newport Center

Teresa McNamara

Company: Law Office of Teresa McNamara
Phone: (949) 529-8088
Email: teresa@tmfamlaw.com
Profession: Attorney
Home Group: South Coast

Blake Miller

Company: Fragomen Worldwide
Title: Business Immigration Attorney
Phone: (949) 862-9492
Email: bmiller@fragomen.com
Profession: Attorney
Home Group: Newport Gateway
Bio: As a Partner with Fragomen, I work with individuals and small to large corporate clients to obtain US work visas.

Warren Morten

Company: Morten & Fairchild
Phone: (949) 246-0727
Email: warren@morfairlaw.com
Profession: Attorney
Home Group: Irvine Concourse
Bio: Outside General Counsel with an Entrepreneurial outlook trying to help business succeed.

Dustin E. Olson

Company: ISU Insurance-The Olson Duncan Agency
Title: Technology Advisor
Phone: (310) 373-6441 x 246
Email: dolson@olsonduncan.com
Profession: Insurance
Home Group: South Coast
Bio: Insurance Professional

Alex Pinedo

Company: Orange County Computer Inc.
Title: Cloud Solution Architect
Phone: (949) 699-6619
Email: alex@orangecountycomputer.com
Profession: Consultant Service
Home Group: South Coast Metro
Bio: Alex is the CEO and founder of Orange County Computer Inc. and OcCloud9, which is the Cloud Services Division. Skilled in both On-Premise Cloud and Off Premise Cloud Architecture, Alex utilizes his decades of experience when working with clients.

Angelo Ponzi

Company: The Ponzi Group
Phone: (949) 357-9547
Email: angelo@theponzigroup.com
Profession: Marketing
Home Group: South Coast Metro
Bio: I am a marketing and branding strategist that works with small to middle-market companies as their fractional Chief Marketing Officer.

Valerie Reif

Company: Talent Advisers
Title: Founder, Managing Consultant
Phone: (949) 357-6472
Email: vreif@talentadvisers.com
Profession: Human Resources
Home Group: Newport
Title: Talent Advisers is a human resources consulting firm providing project based and outsource solutions for small and medium-sized companies.

Matthew Ryan

Company: Workforce Consultants, LLC
Title: Partner, Talent Acquisition
Phone: (760) 583-0454
Email: matthew0712ryan@gmail.com
Profession: Human Resources
Home Group: Ontario 2

Shawn Swaroop

Company: One Touch Lending
Title: Mortgage Consultant
Phone: (949) 842-9217
Email: loanmn100@gmail.com
Profession: Real Estate
Home Group: Newport-Irvine

Nicholle Trugman

Company: OneDigital
Title: Benefit Advisor
Phone: (909) 631-6762
Email: ntrugman@onedigital.com
Profession: Insurance
Home Group: Ontario

Samin Zamanian

Company: Monarch Law Group APC
Title: President
Phone: (949) 338-0047
Email: samin@themonarchlawgroup.com
Profession: Attorney
Home Group: Irvine OC
Bio: Personal injury lawyer that does not take checks, but issues them.

Member News

Lisa Anderson Quoted in TechTarget

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Top 5 Inventory Management Techniques”. For more information click here.

Lisa Anderson featured in “Welcome to the Next Decade: Metalworking in Industry 4.0” for Fabricating and Metalworking Magazine
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. discusses how more fabricators will compete with sophisticated, connected networks that apply artificial intelligence to manage data. For more information click here.

Marla Noel (OCM), Woman of Greatness 2020

Marla Noel (OCM), Marla is being honored as the 2020 Woman of Greatness—a woman who is an outstanding leader in the community and has made a significant impact in the lives of our youth, inspiring them to pursue greatness. Marla is committed to philanthropy and investing in female leaders.

Kathleen McEntee Quoted by the Society for the Advancement of Consultants

Kathleen McEntee quoted by the Society for the Advancement of Consultants on preparing for new and emerging markets. For more information, click here.

Mike Brewer Makes the National News Twice in One Week

Criminal justice attorney Mike Brewer was in the national news twice in the same week, first for representation of a witness in a homicide, and later for saving a DACA recipient on a DUI charge. Both cases were on the front page of Fox News.

Garrick Hollander Selected as Top 50 Orange County Super Lawyers 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, has been selected by his peers as a 2020 Southern California Super Lawyer and for the 2nd year in a row a “Top 50” Orange County Super Lawyer for Bankruptcy Law.

Marc Brener Selected to Join Advisory Board for University of California, Riverside

Marc Brener, Director of Renewable & Energy Efficiency Services for the consulting firm, Energy Experts International, has been selected to join the University of California, Riverside Extension Design Thinking Advisory Board.

This Board is comprised of a diverse and innovative network of top-flight executives whose mission, amongst many things, is to preserve, enhance and promote The Design Thinking Executive Program at the University of California, Riverside.

Loreen Gilbert – Yahoo Finance Appearance

Loreen Gilbert appears on Yahoo Finance discussing why investors should avoid utilities. Click on the link to view.

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

Member Milestones

Celebrating 5 Years

Darleen Armour

Company: Marshall & Stevens, Inc.
Title: Managing Director, Financial Valuation
Phone: (213) 233-1516
Email: darmour@marshall-stevens.com
Profession: Financial Service
Home Group: Cerritos
Bio: I have over 25 years of experience in the valuation of business enterprises, securities, and intangible assets for a variety of purposes including financial reporting, tax reporting and compliance, dispute resolution, ESOPs, fairness and solvency opinions.

Erick Becker

Company: Cummins & White
Title: Attorney
Phone: (949) 852-1800
Email: ebecker@cwlawyers.com
Profession: Attorney
Home Group: Costa Mesa
Bio: Erick Becker leads the labor and employment practice group at Cummins & White. With more than 20 years of practical experience in labor and employee relations, his expertise centers on helping employers maintain compliance with the myriad of laws and regulations governing employment.

Corey Kroviak

Company: Bowermaster & Associates Insurance Agency
Title: Commercial Insurance Advisor
Phone: (714) 733-6213
Email: ckroviak@bowermaster.com
Profession: Insurance
Home Group: Seal Beach
Bio: Resource-driven insurance broker focusing on improving the profitability and earnings of middle market companies by implementing cost-reducing risk management programs. This includes insurance placement of workers compensation, general liability, and more.

Gregory B. Phillips

Company: Knobbe Martens
Title: Partner
Phone: (949) 721-2894
Email: gregory.phillips@knobbe.com
Profession: Attorney
Home Group: Irvine 2
Bio: My law practice focuses on trademark and copyright matters, including clearance, registration, licensing, due diligence, and enforcement through litigation, opposition or cancellation actions, and social media takedown notices.

Jeffrey Robinson

Company: Robinson & Robinson LLP
Title: Partner
Phone: (949) 752-7007
Email: jar@rrlawyers.com
Profession: Attorney
Home Group: Irvine 2
Bio: Our firm focus is providing high quality legal representation to mid-sized businesses, including commercial litigation, arbitration and mediation, contract and commercial transactions, and business operations.

Jackie Smart

Company: VWM Analytics
Title: Forensic Accounting & Economic Damages
Phone: (949) 202-0077
Email: jsmart@vwmanalytics.com
Profession: Accountant
Home Group: Newport Gateway 2
Bio: Provides financial and expert witness services to litigation attorneys in the areas of forensic accounting, economic damages, business valuation, and litigation support.

Todd Tillman

Company: Talley & Company
Title: Tax Attorney
Phone: (714) 867-2200
Email: ttillman@talleynco.com
Profession: Attorney
Home Group: Cerritos
Bio: Talley Law Group works with entrepreneurs, high-net-worth individuals and athletes to integrate creative international, domestic and multi-state income and estate tax planning with the preparation of the legal documents to set in motion their global tax planning.

Upcoming Events

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