May 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members7 New Members in the Orange County Area

Kelli Amy

Kelli Amy

Company: TriNet
Title: Business Consultant
Phone: (562) 221-7060
Email: kelli.amy@trinet.com
Profession: Consultant Service
Home Group: Newport
Bio: I help to control costs through strategic HR solutions- Helping companies minimize risk & relieve them of the complexities of HR. Tailored by industry, we provide payroll, benefits, risk mitigation, employment law compliance support & HR expertise.

Jason Brooks

Jason Brooks

Company: RELAW, APC
Title: Attorney
Phone: (818) 292-3323
Email: jason@relawapc.com
Profession: Attorney
Home Group: Newport Beach

Mike Burns

Mike Burns

Phone: (949) 453-2900
Email: mike.burns@brownandstreza.com
Home Group: Newport Irvine

John Gonzalez

John Gonzalez

Company: Gonzalez CPA
Phone: (949) 333-0161
Email: john@gonzalezcpa.com
Profession: Accountant
Home Group: Newport

Griff Griffith

Griff Griffith

Company: GMGS
Title: CPA, CIC, CRM
Phone: (949) 559-3370
Email: griffg@gmgs.com
Profession: Insurance
Home Group: Irvine Spectrum
Bio: Griff Griffith is known as an innovative Risk Manager providing clients with a unique combination of risk management services and traditional insurance tools. Griff’s firm, GMGS Risk management is focused on protecting the assets, employees and net worth.

Kasia Hargrave

Kasia Hargrave

Company: New York Life
Phone: (206) 617-6337
Email: khargrave@ft.newyorklife.com
Profession: Insurance
Home Group: Irvine Concourse
Bio: I work with small business owners and professionals providing financial advice. Areas of my expertise: Life Insurance, Long Term Care, Non-qualified plans, Business and Estate Planning.

Deanny Lungu

Deanny Lungu

Company: Lungu Law Group
Phone: (562) 533-2022
Email: deanny@lungulawgroup.com
Profession: Attorney
Home Group: Long Beach

Member News

Loreen Gilbert on CNBC

Loreen appeared on CNBC’s Special: “Markets in Turmoil” on Thursday, March 19th. View the video.

Read More

Loreen Gilbert Appears on TD Ameritrade
See Loreen Gilbert on TD Ameritrade

CNB’s Power LunchLurey
Watch Loreen Gilbert’s appearance on CNBC’s Power Lunch.

Loreen Gilbert makes TD Ameritrade Appearance

View Loreen’s interview by clicking here.

Loreen Gilbert Interview on KX93.5
Listen to the interview.

LeiLani E Quiray

Member Achievements LeiLani Quiray Interviewed on ExitCoachRadio.com

LeiLani Quiray, (SiliconBeach2), CEO of bethechangeHR.org was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com on “Being a Compassionate Leader during Covid-19”. To listen to Leilani (and 100+ other Provisors members) or schedule your own interview go to ExitCoachRadio.com.

Marc Garelick

Marc Garelick Interviewed on Exit Coach Radio.com

Marc Garelick (NB) Partner at Meyer, Olson, Lowy & Meyers, LLP was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com on “Divorce options during COVID-19”. To listen to Marc (and 100+ other ProVisors members) or schedule your own interview go to ExitCoachRadio.com.

Kandy Williams

Kandy Williams Featured on Exit Coach Radio

Kandy Williams of Forward Counsel was interviewed by Bill Black on www.ExitCoachRadio.com on “How does Covid-19 Affect Your Business Transactions?”. Listen to Kandy anytime and over 100 other ProVisors members on demand (or schedule your interview) at  ExitCoachRadio.com.

Mahyar Ghassemian

Mahyar Ghassemian Featured on Exit Coach Radio

Mahyar Ghassemian of Ghassemian Law Group was interviewed by Bill Black on www.ExitCoachRadio.com on “Contract Provisions Can Help You Deal with COVID-19”. Listen to Mahyar’s interview anytime and over 100 other ProVisors members on demand (or schedule your own interview) at  ExitCoachRadio.com.

John Stephens

John Stephens Interviewed Fabrice Paracuellos on KOCI on COVID-19

John Stephens interviewed Fabrice Paracuellos on KOCI on COVID-19 mental health issues. View it here.

Katie Wagner

KWSM’s Katie Wagner Interviewed on Assessing New Hires

Katie Wagner, President of KWSM: a digital marketing agency, was recently quoted in an article in allBusiness, discussing the importance of a strong onboarding process for new hires. Read the full article here.

Kathleen McEntee

Kathleen McEntee Contributes Marketing Insights to ebook: Navigating the Coronavirus COVID-19 Pandemic

It’s critical to communicate. That means communication to everyone who touches your firm.” For more information click here.

Lisa Anderson

Lisa Anderson, LMA Consulting Group Shares Advice in Society for the Advancement of Consulting eBook: Successfully Navigating the Coronavirus COVID-19 Pandemic

Your business won’t succeed without your end-to-end supply chain.” For more information read this article.

Read More

Lisa Anderson Interviewed by NBC Sports NW/Rip City Radio in Portland
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was interviewed by Rip City and discusses how the supply chain works. For more information click here.

Lisa Anderson featured in Coronavirus Cinema Collection Videos: Covid-19 and Changes for the Future & New Lawsuits
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. share her views on “The Economy & Where It Is Headed”. For more information click here.

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

Member Milestones

Celebrating 10 Years

Carrie Block

Carrie Block

Company: Holstrom, Block & Parke
Title: Partner
Phone: (949) 274-4595
Email: cblock@hbplaw.com
Profession: Attorney
Home Group: Irvine North
Bio: Holstrom, Block & Parke, APLC has a comprehensive understanding and background in all aspects of family law including trial litigation, custody, child and spousal support, paternity, mediation, and post-divorce issues.

Norman Rodich

Norman Rodich

Company: Palmieri Tyler
Title: Attorney
Phone: (949) 851-7235
Email: nrodich@ptwww.com
Profession: Attorney
Home Group: Irvine 3
Bio: Real estate/business litigation attorney.

Celebrating 5 Years

Nina Ameri

Nina Ameri

Company: Ameri Law PC
Title: Founder
Phone: (310) 849-1713
Email: nina@ameri.law
Profession: Attorney
Home Group: Irvine North
Bio: My practice is almost exclusively transactional with a focus on entertainment, IP and business transactions and clearing, filing and protecting trademarks and copyrights.

Greg Hill

Greg Hill

Company: BrandBirth
Title: President
Phone: (949) 637-5001
Email: greg@brand-birth.com
Profession: Marketing
Home Group: Newport Center
Bio: I bring brands to life. I uncover a brand’s true points of differentiation and show them how to tell a clear and compelling story that enables everyone inside and outside the company to understand and embrace who you are and why you exist.

Phuong Jennings

Phuong Jennings

Company: EGPS, Inc.
Title: Regional Vice President – Sales & Consulting
Phone: (949) 220-1005
Email: pjennings@egps.com
Profession: Consultant Service
Home Group: Newport Center 2
Bio: With over 15 years in the 401(k) and Pension industry, Phuong helps business owners and companies design and create the “right” retirement plan to maximize tax-deductible contributions, while providing retirement benefits for their employees.

Brian Savala

Brian Savala

Company: Nova Home Loans
Title: Mortgage Broker
Phone: (858) 349-0535
Email: briansavala@gmail.com
Profession: Real Estate
Home Group: Cerritos
Bio: Brian Savala has been a Residential Mortgage Broker and Banker for the past 16 years, with offices in Coronado and Long Beach Ca. He prides himself on providing sound and accurate mortgage qualifying advice and following through until close of escrow….

Toby Turko

Toby Turko

Company: All Covered
Title: Sales- Hosted Phone Systems
Email: tturko@allcovered.com
Profession: Consultant Service
Home Group: Newport Beach
Bio: Business Phone Systems.

Elena Viera

Elena Viera

Company: Wood Gutmann & Bogart Insurance Brokers
Title: Vice President, Director of Client Innovation
Phone: (714) 338-3938
Email: eviera@wgbib.com
Profession: Insurance
Home Group: Long Beach
Bio: For the last 29 years I have helped employers of all size and industry design, implement and manage employee benefits.

Michael Wagner

Michael Wagner

Company: THE W GROUP, INC.
Title: Managing Director, Co-founder
Phone: (562) 433-4361
Email: michaelwagner721@gmail.com
Profession: Consultant Service
Home Group: Irvine 2
Bio: Principal and co-founder of The W Group, Inc., an international investigative consultancy founded in January 2000, with offices in San Francisco and Los Angeles.

Upcoming Events

ProVisors Webinar #5

Leading Before, During, and After the Crisis

Date: Friday, May 8th
Time: 1:00pm PT (3:00pm CT, 4:00pm ET)