New Members | 9 New Members in the Orange County Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
David Bailey
MAC Incorporated
Vice President
(951)543-6088
dbailey@macttn.com
Consultant Service
Home Group: Corona
Bio: Connecting Manufacturing companies with qualified talent. Executive, Technical and Operational Recruiting.
Joseph Boufadel
Salvato Boufadel LLP
Partner
(213) 423-0931
jboufadel@salvatoboufadel.com
Attorney
Home Group: Irvine 2
Bio: I am a Certified Specialist in Bankruptcy Law by the State Bar of California, Board of Legal Specialization. I am a business and insolvency litigator who focuses on business and partnership disputes, contract disputes, debtor-creditor issues, and appeals.
Valerie Dufix
Dufix Business Capital
Principal
(661) 402-1249
brandon@mywingmananytime.com
Home Group: Newport
Bio: Ex-Corporate Banker, I’m bringing 18yrs in Commercial Lending. As a Broker, I finance Commercial Real Estate, SBA 7a & 504, Equipment. Our Loan Agency has direct access to 85 local banks, our sources of funding include Banks & Private lending.
Dennis Figueroa
SingerLewak LLP
Manager, Assurance and Advisory
(310) 783-5815
dfigueroa@singerlewak.com
Accountant
Home Group: Cerritos
Siri Herzog
Accident Lawyers Firm
Personal Injury Attorney
(949) 764-3402
siri@accidentlawyersfirm.com
Attorney
Home Group: Irvine Central
Bio: Siri Whitney Herzog, Esq., associate for Accident Lawyers Firm specializes in Personal Injury cases from vehicle accidents to slip and falls and wrongful death cases. I love working in this community and serving its injured people.
Ryan Oriza
Nexustek
(949) 375-1303
ryan.oriza@nexustek.com
Consultant Service
Home Group: South Coast
Bio: I specialize in Cyber Security, Disaster Recover, Cloud Hosting (public and private) and Communication Services.
Rudy Pacheco
Law Office of Steven D. Hillyard
(949) 502-5215
rpacheco@sdhlawoffices.com
Attorney
Home Group: South Coast
Martha Patterson
Geisler Patterson Law
(866) 452-9657
mjplawmom@gmail.com
Attorney
Home Group: Irvine Concourse
Lucia Valenzuela
MGO CPA
Senior Manager, R&D Tax Services
(503) 369-3639
lvalenzuela@mgocpa.com
Attorney
Home Group: Irvine Metro
Bio: R&D Tax Services Consultant.
Member News
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
New Appellate Podcast Episode on Bonds and Stays
Lisa Anderson quoted in SelectHub
Loreen recognized on the Forbes 2021 Best-In-State Wealth Advisors list
Lisa Anderson quoted in SAP Insights
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Paul Velasco
Velasco Law Group APC
Attorney at Law
(562) 432-5541
paul@velascolawgroup.com
Attorney
Home Group: Seal Beach
Bio: Paul works exclusively in the area of Estate Planning, Probate and Trust Administration, as well as Probate and Trust Litigation. He is a Certified Specialist in Estate Planning, Probate and Trust (The State Bar of CA).
George Walker
Vistage International
Group Chair
(310) 990-9003
george@walker-g.com
Consultant & Service
Home Group: Long Beach
Bio: As a Vistage Chair, I work with a group of local business owners to improve their business results and enhance their personal lives. This is accomplished through monthly group meetings and individual coaching sessions.
Celebrating 10 Years
Sanaz Farkhad
Farkhad & Wang, APLC
Attorney
(949) 391-3118
sanaz@farkhadwang.com
Attorney
Home Group: Irvine Concourse
Bio: Sanaz Farkhad is a Certified Specialist in Family Law. Her belief is “even though you don’t live together, you still have to live with each other.” She mediates and litigates divorce, custody, child/spousal support and property division.
Celebrating 5 Years
Anthony Di Bernardo
FIP, Inc.
CEO/Sales
(562) 983-9811
tony@fipndx.com
Investment Advisor
Home Group: Long Beach
Bio: I live in Huntington Beach with my triplet boys. My practice entails working closely with CPA’s and tax attorneys to meet the financial and tax goals of small business owners and executives…30 years in the business.
Cinda Carbone
Active Captive Management
Executive Vice President of Sales
(949) 727-0155
ccarbone@activecaptive.com
Consultant & Service
Home Group: Newport Gateway 2
Bio: After an organization’s insurance broker provides all the commercial insurance they can find, afford, feel they need or are required to carry a captive insurance company can step in to fill the gaps in coverage that still exist.
Pete Connoy
ECS Debt Advisory
Managing Partner
(657) 600-7517
connoyp@ecsadvisory.com
Financial Service
Home Group: Mergers $ Acquisitions 3
Bio: Debt capital expert focusing on borrowers that don’t fully fit into the regulated lenders underwriting guidelines. Leveraging my experience as both a leveraged lender & corporate borrower, my clients get more flexibility and pay less…
Alison S. Gokal
Gokal Law Group, Inc.
Attorney
(949) 753-9100
alison@gokallaw.com
Attorney
Home Group: Orange County Metro
Bio: Our law practice is focused on representing injured victims of product defects and catastrophic accidents as well as beneficiaries in trust litigation. We have successfully recovered millions of dollars in settlements and trial verdicts.
Gene Heino
Gene Heino Inc
President
(714) 734-8899
gene@kfico.com
Insurance
Home Group: Costa Mesa
Bio: When you hear–Group Health-GH…please think of…GH-Gene Heino. Employee benefits-5-100 employees, health insurance, individual health plans, life insurance, Medicare supplements, dental, vision, long term care, voluntary options, COBRA, ERISA.
Evangelo Karantonis
WindWater Real Estate
Commercial Building Sales & Leasing
(949) 444-1716
ekarantonis@windwater.com
Real Estate
Home Group: Costa Mesa
Bio: Commercial Real Estate: Commercial building sales and leasing, tenant representation, lease negotiation, owner/user buying and selling.
Marc Koehler
Lead With Purpose Inc.
President
(760) 473-8329
marc@leadwithpurpose.com
Consultant & Service
Home Group: Irvine Spectrum
Bio: We have a set of tools that helps any person lead a more purposeful and inspiring life. A One Page Alignment Plan (for business) and a One Page Family Plan help you to determine what is most important and focus on what matters most.
Mathew Owens
OCG Properties, LLC
CEO, CPA
(424) 757-4680
mpo@ocgproperties.com
Real Estate
Home Group: Cerritos
Bio: Mathew is the founder of OCG Properties, LLC, a company that specializes in value add cash flowing residential and multifamily real estate investments.
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.
Orange County Accelerator Workshop
Date: Wednesday, March 10, 2021
Time: 11:30am – 1:30pm
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