Join us in welcoming our new members! Reach out via their email below to make a connection.
Law Offices of Steven Giammichele
(949) 339-1845
ilian@giammichelelaw.com
Attorney
Home Group: Irvine Central
MGO CPA
(949) 242-0585
ealnaslah@mgocpa.com
Home Group: Orange County Metro
Law & Stein
Attorney, Trust & Probate Litigation, Inheritance Disputes, Trust Administration
(714) 875-6549
cbrandel@lawandsteinllp.com
Attorney
Home Group: Newport Gateway 2
Bio: I represent trustees and beneficiaries in probate and trust litigation, trust administration, probate court, inheritance disputes, undue influence, capacity and elder abuse claims.
HUB International Insurance Services, Inc
Senior Vice President
(949) 623-3980
sommer.chanady@hubinternational.com
Insurance
Home Group: Newport Gateway 2
Bio: Property and Casualty Insurance solutions for businesses in the food and beverage industry so that my clients are ready for tomorrow. You keep the world fed. I keep your business protected.
JD Merit & Company
Managing Director
(310) 612-5222
phillip.cooper@jdmerit.com
Banking Finance
Home Group: South Coast Metro
Bio: Managing Director with JD Merit & Company, an investment bank focused on M&A Advisory, Capital Raises, and Distressed Financings/Bankruptcies. Companies with revenue of $10 million and above or EBITDA of $2 million or more, with special exceptions.
Miller Farm Media
Chief Storyteller
(949) 288-3061
jayson@millerfarmmedia.com
Marketing
Home Group: Irvine Concourse
Bio: We simplify your sales process by create a series of videos to help you stay in front of clients and attract prospects. I create remote selling systems to aligning your company’s email campaigns, video, website design, and social media marketing.
Loving Homecare Inc
Director of Operations
(562) 448-3854
tanner.gish@lovinghomecareinc.com
Other
Home Group: Seal Beach
Bio: We provide in-home care and care management to seniors, helping them thrive in the comfort of their homes. We help families in the SGV, Long Beach and Orange County communities.
Gupta Consulting Group Inc.
Partner, Ph.D.
(714) 962-0190
sangeeta@guptaconsulting.com
Consultant Service
Home Group: Irvine Spectrum
Bio: Diversity, Equity, Inclusion, Gender, Unconscious Bias.
IMG Construction Management
(949) 378-4401
brett@img-cm.com
Home Group: South Coast Metro
Bio: Principal at IMG Construction Management. 25 years experience building large complex multifamily projects throughout SoCal. We represent developers and project owner from project concept to occupancy.
Prudent Investors
President
(760) 597-9255
jeremy@prudentinvestors.com
Investment Advisor
Home Group: Irvine South
Bio: President & CEO of independent registered investment advisor (RIA) that specializes in serving the financial and investment needs of private and public fiduciaries and households (family trustees and individuals).
StoneCreek Capital
Managing Director
(949) 825-5557
bruce@stonecreekcapital.com
Banking Finance
Home Group: Mergers $ Acquisitions 3
Bio: Founding principal and Managing Director of StoneCreek Capital LLC. Previous experience includes VP at Kelso and AVP at Bank of Boston.
Salisian | Lee LLP
(213) 622-9108
han.pai@salisianlee.com
Attorney
Home Group: Ontario 2
Bio: Han is a partner at Salisian | Lee LLP, practicing in the area of business litigation, with a focus on commercial loan disputes.
Law Office of Heena Patel
Attorney
(714) 455-9937
heena@heenapatellaw.com
Attorney
Home Group: Irvine OC
Bio: Heena Patel is a criminal defense attorney and advocate of truth for youth. She has over 13 years of experience representing adults and children that are either accused of crimes or the victim of crimes.
Cápita Works
Head of Client Relations
(619) 352-6140
epichardo@capitaworks.com
Consultant Service
Home Group: Cerritos
Bio: Are you feeling drained and overwhelmed with work? I provide bilingual virtual assistants that can help you delegate and elevate your game.
BBVA
SVP
(909) 827-1362
rick.plattner@bbva.com
Banking Finance
Home Group: Ontario
A & A Employer Services
COO
(714) 256-1320
scott@aaemployer.com
Consultant Service
Home Group: Costa Mesa
Saulino Tax Counsel
Partner
(310) 858-1270
ms@saulinotax.com
Attorney
Home Group: Mergers $ Acquisitions 3
CDF LABOR LAW, LLP
(949) 622-1661
tsong@cdflaborlaw.com
Attorney
Home Group: Ontario 2
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Jonathan Resnick CPA, An Acctcy Corp.
CPA – President
(949) 250-0852
jon@jresnickcpa.com
Accountant
Home Group: Newport Center
Bio: We advise manufacturers, distributors and service businesses on accounting and tax matters. Our clients are small businesses who value our quick responses and the personal touch that we provide.
Greenbaum Law Group LLP
Senior Partner
(949) 760-1400
mgreenbaum@collectionlaw.com
Attorney
Home Group: Irvine 3
Bio: Debt Collection Law Firm Attorney. Collections for sales of goods & services, loan collections, contracts, mechanics liens, unpaid Judgments including equalization judgments. B2B Minimum $10,000. Contingent, blended or hourly fees available.
Shoreline Partners LLC
Managing Partner
(858) 587-9800 x120
tmalott@shoreline.com
Financial Service
Home Group: Irvine Spectrum
Bio: I represent the owners of privately held companies in sale, merger, acquisition and complex financing transactions. I use my experience as an investment banker, former CPA and national bank president to obtain an unreasonable value for my clients.
White Space Advisors
President / Founder
(949) 721-8880
bill@whitespaceadvisors.com
Real Estate
Home Group: Newport Center
Bio: Bill is the founder and President of White Space Advisors, a commercial real estate firm that specializes in representing tenants in new leases, lease renewals, and building purchase transactions. Bill has exclusively represented tenants in Orange County.
Cambaliza McGee LLP
Managing Partner
(949) 484-8288
thanhc@cpa-cm.com
Accountant
Home Group: Newport Center 2
Bio: An experienced tax CPA currently serving numerous privately held companies (revenue 5M – 50M+) and their owners. My specialty is flow-through (LLC, S-corp) taxation, with a focus on real estate, manufacturing and distribution.
J2 Marketing Consultants
President
(949) 939-4986
garyj@j2marketingconsultants.com
Marketing
Home Group: Costa Mesa
Bio: Empowering attorneys with the most profitable business development and marketing strategies and techniques that increase the quality and quantity of new clients. My clients no longer have to ‘figure out’ what to do to bring in new, profitable business.
Union Bank
Commercial Banker
(951) 347-6668
steve.nosenchuck@unionbank.com
Banking & Finance
Home Group: Ontario
Bio: Having 15 years of banking experience in a variety of capacities I am able to help my business clients achieve their goals. Currently I am at an amazing top rated bank looking for top tier businesses with revenues between $20M-$100M.
Aitken Campbell Heikaus Weaver, LLP
Partner
(951) 824-8550
chris@achwlaw.com
Attorney
Home Group: Riverside
Bio: Chris focuses on helping employees in their workplace disputes. This includes representing them in court for claims of wrongful termination, discrimination, harassment, whistleblower retaliation, and failure to pay wages.
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.
Atlanta | Chicago | Dallas | Los Angeles | New England | New York | San Diego | San Francisco | Seattle | Silicon Valley