July 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members14 New Members in the Orange County Area

Aashi Arora

Aashi Arora

Company: iRISE Executive Coaching
Title: Executive Coach-Healthcare
Phone: (916) 292-8862
Email: aashi@iriseexecutivecoaching.com
Profession: Consultant Service
Home Group: Irvine South
Bio: I am a certified executive coach working with healthcare professionals on leadership development, career transitions, and emotional intelligence. I work with both individuals and teams, and can coach in person and virtually.

Robert Benavente

Robert Benavente

Company: Stegmeier, Gelbart, Schwartz & Benavente, LLP
Phone: (949) 337-4050
Email: rbenavente@sgsblaw.com
Profession: Attorney
Home Group: Newport Beach
Bio: Rob Benavente is a divorce/family law attorney whose 13-attorney firm devoted exclusively to the practice of family law is one of the largest such firms in Orange County. Rob is a Past President of the Family Law Section of the Orange County Bar Association.

Jay Bettinger

Jay Bettinger

Company: Holland & Knight LLP
Title: Partner
Phone: (213) 896-2400
Email: jay.bettinger@hklaw.com
Profession: Attorney
Home Group: South Coast Metro
Bio: General Counsel to Privately-Owned Companies and Owners.

Dan Chambers

Dan Chambers

Phone: (714) 760-4088
Email: dchambers@clfca.com
Profession: Attorney
Home Group: Newport Beach

Chris Collins

Chris Collins

Company: Global Capital Markets
Title: Principal
Phone: (714) 235-6819
Email: cc@globalcapitalmarkets.com
Profession: Financial Service
Home Group: Mergers $ Acquisitions 3
Bio: Senior Investment Banker / M&A Advisor / Corporate Development Professional.

Maya Dunne

Maya Dunne

Company: Maya Dunne and Associates
Title: Philanthropy Advisor/Non Profit Advisor
Phone: (714) 292-7380
Email: mayakdunne@gmail.com
Profession: Consultant Service
Home Group: South Orange County
Bio: Maya establishes personal giving plans and foundations, working with individuals/families to build a legacy of giving back. Clients can expect increased connection across generations, and life-changing experiences through intentional aligned grant-making.

David Hamilton

David Hamilton

Company: Holstrom Block & Parke
Phone: (951) 787-7711
Email: david@protect-your-wealth.com
Profession: Attorney
Home Group: Ontario 2

Farin Khosravi

Farin Khosravi

Company: clarusHR
Title: Mrs.
Phone: (214) 418-5274
Email: farin@clarushr.net
Profession: Human Resources
Home Group: Newport
Bio: Former employment law litigator leverageing her knowledge and expertise in employment law and litigation to advise employers on their pressing HR issues as an HR consultant

Dawn Knepper

Dawn Knepper

Company: Buchalter
Title: Employment Attorney, Representing Employers and Employees
Phone: (949) 224-6258
Email: dknepper@buchalter.com
Profession: Attorney
Home Group: South Coast
Bio: Dawn represents employers in all aspects of employment law, including employment litigation and counsel. She also represents individuals in working through issues with their employers, from contract review to evaluating legal options.

Laura Morrison

Laura Morrison

Company: Birch Valuation LLC
Title: Principal
Phone: (949) 274–7800 EXT. 102
Email: lmorrison@birchvaluation.com
Profession: Financial Service
Home Group: South Orange County
Bio: Birch Valuation is a business valuation provides a range of financial valuation services including financial and tax reporting, estate and gift planning, and general corporate planning purposes.

Dennis Sandoval

Dennis Sandoval

Company: Sandoval Legacy Group
Title: Managing Partner – Sandoval Legacy Group
Phone: (951) 787-7711
Email: dennis@protect-your-wealth.com
Profession: Attorney
Home Group: Riverside
Bio: Estate Planning, Elder Law, Tax and Probate Attorney

Oriana Shea

Oriana Shea

Company: Nationwide Real Estate Executives
Title: Realtor & Owner of The Oriana Shea Group
Phone: (562) 270-1775 Ext #2
Email: oriana4u@gmail.com
Profession: Real Estate
Home Group: Cerritos
Bio: Oriana Shea has been in business over 15 years, she has closed more than 200 million in sales and received numerous accolades and awards. What sets her team apart is the ability to offer a wider range of services and options to their clients.

Traci Shirachi

Traci Shirachi

Company: The Mark
Phone: (949) 396-6053
Email: tshirachi@themarkusa.com
Profession: Consultant Service
Home Group: South Orange County

David Showalter

David Showalter

Company: Eide Bailly, LLP
Title: Partner
Phone: (951) 323-8168
Email: dshowalter@eidebailly.com
Profession: Accountant
Home Group: Ontario

Member News

Ivana Sifuentes

Ivana Sifuentes (OCC) Promoted – CONGRATULATIONS

Ivana Sifuentes has been promoted to Vice President, Ethos Human Capital Solutions. Ivana joined Ethos in 2015, bringing her diverse experience and deep understanding of how to bring the Magic of the Human Connection® to all the organizations and people she works with.

Loreen Gilbert Featured on Exit Coach Radio

Loreen was interviewed by Bill Black (IRV-2) on ExitCoachRadio.com. To listen to a recording of this interview (and 100+ other Provisors members) go to ExitCoachRadio.com

Read More

Loreen Gilbert CNBC Appearance
View Loreen’s most recent appearance on CNBC’s “The Power Lunch”

Loreen Gilbert TD Ameritrade Appearance
You can view Loreen’s recent appearance on TD Ameritrade by clicking here.

Shafiel Karim

IRC Labor & Employment Attorney Shafiel A. Karim Selected As SuperLawyers Southern California Rising Star

Shafiel A. Karim, a member of Irvine Central, was selected as a SuperLawyers® Rising Star in Southern California. Shafiel was previously selected as a SuperLawyers® Rising Star in 2017 and 2019. Shafiel is a solo practice labor and employment attorney based in Signal Hill, California. He represents employers and employees in employment counseling and litigation matters. Shafiel appears before administrative agencies and courts, and is licensed to practice law in California, Minnesota and the District of Columbia.

Merry Neitlich Interviewed on Exit Coach Radio

Merry was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com and to listen to a recording of this interview (and 100+ other ProVisors members) go to ExitCoachRadio.com

Lauren Mullee featured on Exit Coach Radio

Lauren was interviewed by Bill Black (IRV-2) on www.ExitCoachRadio.com and to listen to a recording of this interview (and 100+ other ProVisors members) go to ExitCoachRadio.com

Brad Leggett

Brad Leggett featured on Exit Coach Radio

Brad was interviewed by Bill Black (IRV-2). Interview available for listening starting on 6/20 at ExitCoachRadio.com.

Sarita Jackson

Sarita Jackson’s Article Published in Global Trade Magazine

Sarita Jackson, PhD’s featured commentary discusses: 1) how the current health pandemic further shows how certain agricultural trade policies harm producers and contribute to food insecurity and 2) what reform efforts should entail. Read the article here.

Alison Gokal

Alison Gokal Featured on Exit Coach Radio

Alison was interviewed by Bill Black (IRV-2). Interview available for listening on 6/15 at ExitCoachRadio.com.

Lisa Anderson Interviewed by Bloomberg TV – WDYM

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., discusses Supply Chain Disruptions Amid Pandemic. Full story here.

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Lisa Anderson Quoted by Ralph Layton

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Always-On Influence: 5 Examples of Ongoing B2B Influencer Marketing In Action”. For more information click here.

Lisa Anderson Quoted in Washington Manufacturing Alert

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Manufacturing Experts Assess What Will Be Different After COVID-19”. For more information click here.

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

Member Milestones

Celebrating 15 Years

Paul Shankman

Paul Shankman

Company: Fortis LLP
Title: Of Counsel
Phone: (714) 839-3800
Email: pshankman@fortislaw.com
Profession: Attorney
Home Group: Newport Beach
Bio: We service the bankruptcy and litigation needs of middle-market banks, secured and unsecured creditors, high net worth individuals, corporations and partnerships, creditors and debtors, throughout the nation in business litigation and bankruptcy matters.

Celebrating 10 Years

John Hinson

John Hinson

Company: Raymond James Financial Services, Inc.
Title: Registered Principal | CFP
Phone: (949) 851-4751
Email: john.hinson@raymondjames.com
Profession: Investment Advisor
Home Group: Irvine Concourse
Bio: Wealth manager for over 30 years providing financial and retirement planning, investment management for families, business owners and non-profits.

Celebrating 5 Years

Joseph Naddour

Joseph Naddour

Company: Larsen & Naddour LLP
Title: Attorney
Phone: (949) 428-8414
Email: jnaddour@larsennaddour.com
Profession: Attorney
Home Group: Irvine 2
Bio: I advocate on behalf of California employers. Our firm has successfully represented employers before government agencies and courts on issues ranging from wage and hour, wrongful termination, discrimination, harassment, and more.

Upcoming Events

ProVisors Webinar

Courageous Conversations – Unpolarizing the Workplace

Date: Friday, July 10th
Time: 11:00am PT (1:00pm CT, 2:00pm ET)