March 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members9 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

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

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

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

Dennis Figueroa

SingerLewak LLP
Manager, Assurance and Advisory
(310) 783-5815
dfigueroa@singerlewak.com
Accountant
Home Group: Cerritos

Siri Herzog

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

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

Rudy Pacheco

Law Office of Steven D. Hillyard
(949) 502-5215
rpacheco@sdhlawoffices.com
Attorney
Home Group: South Coast

Martha Patterson

Martha Patterson

Geisler Patterson Law
(866) 452-9657
mjplawmom@gmail.com
Attorney
Home Group: Irvine Concourse

Lucia Valenzuela

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.

Todd Carey
Feb 25, 2021

RICHARD GOLUBOW TOP RATED BANKRUPTCY ATTORNEY BY MARTINDALE-HUBBELL FOR 17th 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 17th year in a row.
Todd Carey
Feb 22, 2021

New Appellate Podcast Episode on Bonds and Stays

Appellate attorney Tim Kowal (CSM) and co-host Jeff Lewis talk about appellate bonds and stays and other recent news from the California courts. The new episode of the California Appellate Law Podcast is out now at https://tvalaw.com/publication/appellate-bonds-and-stays-the-cal-appellate-law-podcast-ep-7. All episodes of the California Appellate Law Podcast are available at www.CALPodcast.com.
Todd Carey
Feb 22, 2021

Lisa Anderson quoted in SelectHub

Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. specializing in the supply chain, ERP and S&OP was quoted in “ERP Justification: How to Help Stakeholders Understand ERP System Benefits”. Full Story… ERP Justification | How To Help Others Understand ERP System Benefits (selecthub.com)
Todd Carey
Feb 17, 2021

Loreen recognized on the Forbes 2021 Best-In-State Wealth Advisors list

Read more about how Loreen was nominated, interviewed, and assigned a ranking on the Forbes 2021 Best-In-State Wealth Advisors list: https://www.forbes.com/best-in-state-wealth-advisors/#5ce24acb291d
Todd Carey
Feb 12, 2021

Lisa Anderson quoted in SAP Insights

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, President of LMA Consulting Group Inc., was quoted in “For Resilient Supply Chains, Think Local.” Full Story… https://insights.sap.com/for-resilient-supply-chains-think-local/

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 15 Years

Paul Velasco

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

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

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

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

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

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 Gokal

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

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

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

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

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