Join us in welcoming our new members! Reach out via their email below to make a connection.
Tepia.co
President
(714) 623-3501
abraham@tepia.co
Information Technology
Home Group: Costa Mesa
Bio: We build custom software like mobile apps for businesses and entrepreneurs.
Camaur Crampton Family Law
Attorney
(949) 234-8280
jaxelrod@divorce.legal
Attorney
Home Group: Long Beach
Bio: Family Law Attorney.
Burris Law
Principal Attorney
(714) 348-8457
ariana@burris-law.net
Attorney
Home Group: South Coast
Bio: I am a business owner, attorney, dog lover, mom and wife.
Paylocity
Human Capital Management Consultant
(714) 380-9974
jmiller3@paylocity.com
Consultant Service
Home Group: Newport Gateway 2
Bio: I partner with organizations in identifying and aligning Payroll and Human Capital Management solutions that improve operational inefficiencies, impact overall organizational health and help them transform into high performing organizations.
International Software Systems
Owner
(714) 379-0545
lep@intlsoftwaresystems.com
Consultant Service
Home Group: John Wayne Airport
Bio: Consulting and Bookkeeping Services, Needs Analysis, Software solutions with a focus on Distribution, Manufacturing, Supply Chain, Professional services, EDI, and Job Cost. Small to Medium Sized Business.
City National Bank
Senior Vice President
(949) 468-9988
brian.weber@cnb.com
Banking Finance
Home Group: Mergers $ Acquisitions 3
Bio: I am a middle market (>$25MM/yr. in revenue) commercial banker working with clients that have debt financing needs to fund working capital (ABL), internal growth initiatives, equipment, acquisitions, owner occupied RE, etc.
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!
Merrill Lynch
Vice President- Senior Financial Advisor
(714) 429-2830
steve_kwong@ml.com
Investment Advisor
Home Group: South Coast Metro
Bio: Please visit my profile on LinkedIn at https://www.linkedin.com/in/steve-kwong-a5b1b112/ or at the Merrill Lynch’s website https://fa.ml.com/steve_kwong
Robinson & Robinson LLP
Esq.
(949) 752-7007
ger@rrlawyers.com
Attorney
Home Group: South Coast Metro
Bio: Business Attorney. Significant experience in wide ranging business litigation and corporate counsel and transaction experience.
Smith Dickson, an Accountancy Corporation
President, CPA, CFF, MAFF
(949) 553-1020
debbie.dickson@smithdickson.com
Accountant
Home Group: Orange County Metro
Bio: CPA, CFF, MAFF, President, Smith Dickson, an Accountancy Corporation. Ms. Dickson provides forensic accounting, litigation support services and expert witness testimony with an emphasis on intellectual property, trust and estate, real estate…
Wu & Reddy LLP
Attorney
(949) 251-0111
vreddy@wclawyers.com
Attorney
Home Group: Newport-Irvine
Bio: We are an Irvine based law firm that specializes in intellectual property litigation (patents, trademarks, copyrights) and commercial litigation. We tailor our litigation strategy to meet each individual client’s needs and have achieved excellent results.
Independence Reverse Mortgage Solutions
Certified Reverse Mortgage Professional / Owner
(858) 999-1776
pete@reversemortgage1776.com
Banking & Finance
Home Group: Orange County Metro
Bio: I explain to attorneys, CFPs, CPAs, and Realtors, how a reverse mortgage can provide asset protection, cash flow, and home purchase financing with no mortgage payments. I am a broker with 25 years’ experience and loan amounts to $6MM. Expert witness.
Miller Miller Gerber
(714) 450-3800
jgerber@mmg-llp.com
Attorney
Home Group: Orange County Central
Bio: I am a partner of the Orange County based law firm of Miller Miller Gerber, LLP, and am a business litigator catering to small and medium -sized business.
Asset Protection & Elder Law Center foun
Estate & Probate Attorney
(714) 966-2646
shaffer@pslawyers.com
Attorney
Home Group: Orange County Metro
Bio: Shadi and the Asset Protection Team has been protecting Californians for over 15 years from probate. Shadi focuses on estate planning and creating a comprehensive trust to meet the needs of her clients, their families and businesses.
Beach Cities Properties Inc.
CEO, Broker
(562) 938-7653
jack@beachcitiesinfo.com
Real Estate
Home Group: Long Beach Airport
Bio: I was born and raised in Long Beach, understanding it’s many diverse neighborhoods. I currently own a brokerage with over 30 agents and an in house escrow division here in east Long Beach. I bring over 16 years of professional real estate experience.
NOW CFO
Business Development Manager
(949) 922-6247
dwallace@nowcfo.com
Accountant
Home Group: Newport Gateway 2
Bio: Specializing in providing premier outsourced CFO, controller, and accounting support to fix the accounting and finance problems all companies face. My team and I bring a “roll-up-your-sleeves” mentality with extensive experience in financial reporting an…
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.
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