New Members | 12 New Members in the Orange County Area
Teresa Alarcon
Company: Mortenson Taggart LLP
Title: Criminal Defense & Business Litigation Attorney
Phone: (949) 774-2477
Email: talarcon@mortensontaggart.com
Profession: Attorney
Home Group: Newport Gateway 2
Bio: I am a white collar criminal defense attorney representing businesses and individuals in connection with state and federal investigations and prosecutions for fraud, environmental and employment related matters.
Bradd Donovan
Company: Catalina Capital Group
Title: Managing Director, Corporate Retirement Plans
Phone: (949) 275-3008
Email: bdonovan@catalinacap.com
Profession: Financial Service
Home Group: Irvine OC
Bio: I’m a corporate 401(k) and pension plan specialist, working with business owners to manage their company retirement plans. I also help them establish fiduciary best practices and I act as a Named Fiduciary for their plans.
Chanel Dunn
Company: Heffernan Insurance Brokers
Title: Insurance Advisor
Phone: (949) 531-3332
Email: cdunn@heffins.com
Profession: Insurance
Home Group: Cerritos
Bio: I am a Commercial Insurance Broker specializing in Property & Casualty Insurance coverages. I specialize in designing comprehensive commercial insurance programs for middle-market businesses.
Melinda Gomez
Company: Law Office of Melinda Gomez, APC
Title: Family Law Attorney
Phone: (949) 873-2930
Email: elinda@gomezfamilylaw.com
Profession: Attorney
Home Group: Irvine OC
Bio: Certified Family Law Specialist focused on simplifying the legal process from prenuptial agreements to mediation and litigation with an emphasis on Domestic Violence matters.
Cindy Hanson
Company: CH Global Luxury Homes
Title: Principal
Phone: (714) 425-1127
Email: cindy@luxuryhomechoice.com
Profession: Real Estate
Home Group: South Coast Metro
Bio: Assisting International CEOs, immigrant families, professional athletes selling and purchasing their properties around the globe. CH Global Luxury Home Group understands the challenge and difficulty for high profile clients moving around the globe.
John King
Company: Coastal Payroll
Title: Human Capital Management Consultant
Phone: (714) 747-8309
Email: jking@coastalpayroll.com
Profession: Consultant Service
Home Group: Orange County Central
Bio: I provide employers with a local alternative to national payroll providers, focus on world class customer service, and always strive to bring value to my clients.
Angela Knarr
Company: Knarr Law Group, A Professional Corporation
Title: Owner
Phone: (714) 798-9108
Email: angie@knarrlawgroup.com
Profession: Attorney
Home Group: Newport Gateway 2
Shannon Lamb
Company: Shannon C. Lamb, APC
Title: President
Phone: (949) 622-5565
Email: shannon@sclesq.com
Profession: Attorney
Home Group: South Orange County
Bio: I have successfully negotiated and resolved more than 1000 matters on behalf of individuals, companies, and boards of directors. I am as adept at litigating complex lawsuits with billions of dollars at stake as I am with straight forward matters.
Blake Maxwell
Phone: (949) 298-6746 x101
Email: blake@maxwellagency.com
Profession: Insurance
Home Group: South Orange County
Chandra Moss
Company: Holstrom, Block & Parke, APLC
Title: Senior Trial Attorney
Phone: (951) 734-6371
Email: cmoss@hbplaw.com
Profession: Attorney
Home Group: Ontario
Bio: Holstrom, Block & Parke, APLC is a full-service family law firm, assisting clients throughout Southern California.
Yuko Tsuchida
Company: Hito, LLC
Title: Managing Director
Phone: (949) 531-9358
Email: ytsuchida@hitollc.com
Profession: Accountant
Home Group: South Orange County
Kate Vescera
Company: The Amin Law Group, Ltd.
Title: Partner, California Office
Phone: (949) 502-7715
Email: kvescera@talglaw.com
Profession: Attorney
Home Group: Long Beach
Bio: I represent businesses and individuals in a variety of business litigaion matters, specializing in partnership disputes and trade secret theft. I assist business with drafting transactional documents to effectuate deals and protect intellectual property.
Member News
Cristina Espiritu Interviewed Fabrice Paracuellos on Mental Health & Wellness
Cristina Espiritu interviewed Fabrice Paracuellos on mental health & wellness in light of confinement and COVID-19. View the video here.
Danny Chen immigration attorney as Presenter on Taiwanese Junior Chamber of Commerce North America (TJCCNA) online Law Forum regarding COVID-19 legal impacts
Attorney Danny Chen presented on immigration law and its impact due to COVID-19. The online forum covered additional topics, including landlord-tenant matters, business disruption, employment, and medical power of attorney, from TJCCNA attorneys in Seattle, Atlanta and New York. News link, YouTube, Facebook.
Loreen Gilbert on Bloomberg Radio About the Latest in the Market
Listen to Loreen’s Bloomberg Radio interview about the latest in the stock market.
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Loreen Gilbert’s Bloomberg TV Appearance on the Stock Market
Loreen Gilbert gives her thoughts on the markets and sees recovery on the long side. Watch Loreen’s Interview here.
Media Appearance by Loreen Gilbert
Loreen was featured on Yahoo Finance’s “The Final Round” on Monday May 18th as well as Reuters’s TV.
Fred Thiagarajah Recognized by Super Lawyers and the National Trial
Fred Thiagarajah, of Right Choice Law, has been selected to be a Super Lawyer for criminal defense for the 5th year in a row. Fred has also been selected by the National Trial Lawyers as one of the top 100 criminal trial lawyers in California for the 6th year in a row. As a former Deputy District Attorney who has been practicing criminal law exclusively for 20 years. Learn more here.
Richard Golubow authors article about How Businesses can Survive and Thrive Post-Covid-19
Richard 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, authored an article entitled Plan Don’t Panic! How Your Business Can Survive and Thrive Post-Covid-19, published in the Orange County Business Journal on April 27, 2020. The article can be found here.
Harry Barth Featured on Exit Coach Radio
Harry Barth was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com.
Ryan Smith Featured on Exit Coach Radio
Ryan Smith was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Joe Seetoo Interviewed on Exit Coach Radio
Joe Seetoo was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Nicole Nuzzo featured on Exit Coach Radio
Nicole Nuzzo was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Rodney Hatley featured on Exit Coach Radio
Rodney Hatley was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com
Alan Herman & Associates celebrates 50 years in business
On June 1st, 2020, the branding and marketing communications firm of Alan Herman & Associates will have reached the half century milestone. The award-winning firm does business in Southern California and around the world and has offices in the Inland Empire and Orange County.
Lisa Anderson featured in Birmingham News/AL.com
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. discusses “When will hand sanitizer return to store shelves?”. For more information click here.
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Supply Chain Chats – How COVID-19 impacts supply chains, with Lisa Anderson
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. share her views as she is interviewed on Netstock by Russ Graf. For more information click here.
Lisa Anderson interviewed by 10 News Tampa Bay: Retailers slowly catching up on the demand for everyday necessities
Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., said “companies are starting to produce more products than average to keep up with the demand”. See the full story here.
Listen to Marcia Riner’s interview on the Business Growth Cafe Podcast
Marcia Riner, CEO of Bella Financial and fellow podcaster and host of Profit with a Plan joins me at the Business Growth Cafe to discuss why businesses need to gain clarity, control, and confidence in order to make the best financial and marketing decisions to compete in the post-COVID world. Listen on your favorite podcast platform or at click here.
KWSM’s Katie Wagner Speaks to Forbes About the Importance of the Morning Huddle
Katie Wagner, President of KWSM: a digital marketing agency, recently spoke to Forbes about using a Morning Huddle method to hold her team accountable and keep them on track. Read the full article here.
Angelo Ponzi writes about Working from Home, Tips from a Sweatpants Pro
We have all settled into a new way of working, or have we? Check out a recent blog for tips to working at home.
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Lessons Learned: Navigating Business Challenges During the COVID-19 Crisis
Angelo Ponzi’s latest blog: Lessons Learned, Navigating business challenges during the COVID-19 crisis. In this article, “Lessons Learned,” we’ll examine the impact of recessions and pandemics on businesses and offer insights on potential strategies to implement to impact the growth and success of your business when we turn the corner on the current crisis. Read here.
Forbes Article: Written by Member Michael Ashley
Forbes Columnist Michael Ashley wrote a new piece: “When the Economy Reopens, Let’s Create Our Best Future Yet.” Offering insights from fellow members Jason Lee and Jim Downes, Michael Ashley offers tips about how companies can employ strategy, along with big data, to generate a winning strategy for reopening their business. View article here.
Jim Downes Authors Article – The 90 Day Plan
Check out Jim Downes’ article regarding the importance of the next 90 days for all businesses.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 20 Years
Chris Kramer
Company: Strategic Equity Group
Title: Managing Director
Phone: (714) 380-3300
Email: ckramer@segco.com
Profession: Financial Service
Home Group: South Coast Metro
Bio: SEG provides merger and acquisition and valuation advisory services to companies that are undergoing various types of ownership transition. Our clients range from established middle market private companies to publicly-traded industry leaders.
Celebrating 10 Years
Greg Haack
Company: IntelliBenefits Insurance Services, Inc.
Title: President
Phone: (949) 441-5144
Email: gregh@intellibenefitsins.com
Profession: Insurance
Home Group: Irvine 2
Bio: Intelligence + Benefits = IntelliBenefits. We are part Health Care Reform geeks, part Compliance nerds and completely obsessed with Customer Service. In a sea of generalists, we are Employee Benefits Experts.
Michael Rosen
Company: Michael D. Rosen, CPA, Ph.D., ABV
Title: Litigation Consultant
Phone: (562) 256-7052
Email: mrosencpa@verizon.net
Profession: Attorney
Home Group: Long Beach
Celebrating 5 Years
Paras Bengco
Company: Asure Software
Title: Key Account Sales Executive
Phone: (800) 442-4988
Email: paras.bengco@asuresoftware.com
Profession: Human Resources
Home Group: John Wayne Airport
Craig Doty
Company: PrimeLending
Title: Sr. Loan Originator
Phone: (951) 273-8501
Email: cdoty@primelending.com
Profession: Banking & Finance
Home Group: Corona
Bio: 34 years experience funding home loans for the C-suite and people they lead. As a trusted advisor I partner with home buyers, home owners and investors and their ProVisors to deliver the right loan to fit the budget and overall financial plan. Call me
Sandra Iocona
Company: Iocona, an Accountancy Corporation
Title: Tax Executive
Phone: (714) 235-6585
Email: siocona0909@gmail.com
Profession: Accountant
Home Group: Newport Gateway 2
Bio: Sandra is a CPA. She has multiple years of professional experience in public accounting and has served clients in a broad range of industries, including retail, financial institutions, health care, entertainment ,manufacturing, construction and others.
David Kantar
Company: Financial Partners Credit Union
Title: Director Government Affairs
Phone: (800) 950-7328
Email: dkantar@fpcu.org
Profession: Banking & Finance
Home Group: Newport Gateway 2
Bio: Federally Insured, billion dollar credit union open to residents and people who work in Orange County and most of Los Angeles County. We offer private banking to our depositors with far lower loan rates and less fees than banks.
Nicole Lahmani
Company: Lahmani Law, APC
Title: Attorney
Phone: (949) 202-1111
Email: nicole@lahmanilaw.com
Profession: Attorney
Home Group: Orange County Central
Bio: I represent injured victims from all walks of life, aggressively pursuing just compensation while always keeping in mind the personal, human aspects of my cases. Keeping clients happy is my number one objective.
Claudia Kihano Parker
Company: Parker Law Group, Inc.
Title: Esq.
Phone: (949) 916-9910
Email: cparker@parkerlawgroup.com
Profession: Attorney
Home Group: Irvine 2
Bio: To avoid costly and disruptive litigation later, businesses come to me first to negotiate and document comprehensive contracts to protect them and get business working.
Amy Tzagournis
Company: CriticalPoint Partners
Title: Vice President
Phone: (310) 321-4485
Email: atzagournis@criticalpointpartners.com
Profession: Financial Service
Home Group: Long Beach
Bio: CriticalPoint Partners is an M&A Advisory Firm focused on sourcing, negotiating and executing a range of outsourced corporate finance solutions to enhance shareholder value. Amy is responsible for building and managing long-term relationships with clients.
Upcoming Events
There are no June Member Events for this region.
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