The
Accelerator
New Members | 14 New Members in the Orange County Area
Gay-Lynn Barnes
Phone: (562) 858-7065
Email: gbarnes@barnescre.com
Profession: Real Estate
Home Group: Cerritos
Eddie Darmawan
Company: D1 Networks, Inc.
Title: CEO/Principal Consultant
Phone: (714) 733-7130
Email: eddie@d1networks.net
Profession: Information Technology
Home Group: Ontario 2
Edward Farrell
Company: Cummins & White LLP
Title: Attorney
Phone: (949) 852-1800
Email: efarrell@cwlawyers.com
Profession: Attorney
Home Group: Newport
Bio: I am an attorney focused on representing individual and corporate clients in the construction industry on both private and public works.
Veronica Foster
Company: Trust Properties USA
Title: Realtor Associate
Phone: (951) 373-6335
Email: veronica@trustpropertiesusa.com
Profession: Real Estate
Home Group: Ontario 2
Bio: Hi I’m Veronica Foster. I’m a Realtor with Trust Properties USA. We’ve sold over 600 Probate and Trust Estates. We’re the Realtors who front the cost to fix and sell the home, so that the family can get the most net equity out of the sale.
Robert Hartmann
Company: Hartmann Law Firm
Title: Attorney
Phone: (714) 381-1366
Email: bob@hartmannlawfirm.net
Profession: Attorney
Home Group: Costa Mesa
Bio: Bob is a Certified Criminal Law Specialist who represents clients accused of all types of crimes in State and Federal Court, locally and nationally.
Tim Kowal
Company: Thomas Vogele & Associates, APC
Phone: (714) 641-1232
Email: tkowal@tvalaw.com
Profession: Attorney
Home Group: Costa Mesa
Bio: Appellate specialist working with trial attorneys at all stages of civil litigation through trial, post-trial matters, appeal, judgment enforcement, and post-appeal.
Sal Kureh
Company: CAPATA
Title: Audit Partner
Phone: (949) 364-0334
Email: sal@capatacpa.com
Profession: Accountant
Home Group: South Orange County
Ramon Lamelas
Company: Velasco Law Group, APC
Title: Attorney at Law
Phone: (562) 432-5541
Email: ramon@velascolawgroup.com
Profession: Attorney
Home Group: Irvine South
Bio: Ramon is a trusts and estates attorney with the Velasco Law Group. He is fluent in Spanish.
Amy Martinez
Company: RMO LLP
Title: Attorney
Phone: (949) 226-8509
Email: martineza@rmolawyers.com
Profession: Attorney
Home Group: Irvine OC
Bio: Litigation attorney with two practice areas: (1) probate, trust, and estate litigation (no planning); and
(2) representation of secured lenders or other real estate matters.
Mitch McDermott
Company: Artemis Search Partners
Title: Director
Phone: (949) 566-1914
Email: mitch@artemissp.com
Profession: Human Resources
Home Group: Newport-Irvine
Bio: A relationship-driven leader in Executive Search with a focus on Banking, Financial Services, and Technology/IT. His team has an emphasis on recruiting mid to senior-level positions.
Alton Moore
Company: Evolution Tax and Legal
Phone: (949) 229-6015
Email: alton@evolutiontaxlegal.com
Profession: Attorney
Home Group: Orange County Central
Bio: Dually licensed California attorney and CPA specializing in international tax for business and individuals.
Marcella Muller
Company: Salus Homecare
Title: Executive Director
Phone: (405) 740-2568
Email: mmuller@salushomecare.com
Profession: Consultant Service
Home Group: Long Beach Airport
Bio: I am an Elder problem solver. My 12+ years of experience in the senior healthcare industry and my background in many different care settings, I help families navigate the complexities of aging.
Donald Reid
Company: Law Office of Donald W. Reid
Phone: (949) 378-6805
Email: don@donreidlaw.com
Profession: Attorney
Home Group: Riverside
Bio: Bankruptcy attorney who represents individuals and small businesses in financial reorganizations, out- of-court workouts, and bankruptcy related litigation.
Paul Strain
Company: Designed Protection, Affiliate of Benefits America
Phone: (714) 337-5570
Email: paul@designedprotection.com
Profession: Insurance
Home Group: Corona
Bio: Experienced employee benefits consultant.
Member News
Lisa Anderson – How to Triumph and Grow in this Uncertain Time
“Businesses that master volatility will thrive as we emerge from the pandemic,” points out Lisa Anderson, president of Claremont, CA-based based LMA Consulting Group, Inc and manufacturing expert known for creating supply chain resiliency. For more information click here.
Read More
Lisa Anderson Interviewed on Craft of Consulting
Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. and Co-Executive Director of the Society for the Advancement of Consulting talks about “Advancing Your Consulting Business During Times of Crisis”. For more information click here.
Lisa Anderson Panelist on Insomnicat Media Inc
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was part of a panel of experts discussing “The Future of Manufacturing in the United States” For more information click here.
Sarita Jackson, PhD’s Article Published in The World Financial Review
Dr. Jackson discusses the role of digital technology in increasing the export of certain services in the current global economic climate in the UK-based magazine.
Leslie Groene Featured on Exit Coach Radio
Leslie 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.
Loreen Gilbert Yahoo Finance Appearance
Click here to watch Loreen’s latest appearance on Yahoo Finance where she speaks on recession-proof areas of the market.
Read More
Loreen Gilbert on CNBC’s Power Lunch
Click here to view Loreen’s latest appearance on CNBC’s Power Lunch.
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
Kathy Dawson Interviewed on Exit Coach Radio
Kathy 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.
KWSM’s Katie Wagner Quoted in Forbes on Agency Productivity
Katie Wagner, President of KWSM: a digital marketing agency, recently spoke to Forbes about time management tactics and keeping the agency on track. Read more click here.
Anthony Mulkern Interviewed on Exit Coach Radio
Anthony Mulkern was interviewed by Bill Black (IRV-2). Interview available for listening starting on 7/21 at ExitCoachRadio.com.
Richard Golubow quoted in Orange County Register
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, was recently quoted in the Orange County Register regarding the anticipated avalanche in business bankruptcies. The article can be found here.
Chris Kramer Interviewed on Business Growth Cafe Podcast
Chris Kramer, Managing Partner Strategic Equity Group joined me, Angelo Ponzi on the Business Growth Cafe podcast to discuss ESOP’s as an exit strategy. Learn more here.
Paul Wirth of CEO Axxess Guests on PROFIT With A Plan Podcast
Paul Wirth of CEO Axxess is a guest on Marcia Riner’s Podcast PROFIT With A Plan (www.PROFITWithAPlan.com) & they discuss the value of MASTERMINDING. Check it out! Click here.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 25 Years
Jennifer Byram
Company: Jennifer Byram Fund Raising Consultant
Title: Owner
Phone: (310) 213-6154
Email: jbyramconsult@aol.com
Profession: Consultant & Service
Home Group: Long Beach
Bio: Specializing in non-profit fundraising: board development, foundation/corporate proposal writing, special events and annual giving campaigns.
Celebrating 15 Years
Brad Cashion
Company: The Mentor Group Inc.
Title: CFA, ASA, Managing Director
Phone: (949) 297-4094
Email: bcashion@thementorgrp.com
Profession: Financial Service
Home Group: Irvine 2
Bio: Valuations and appraisals. Valuations for estate planning, litigation, financial reporting, transactions, stock options, and shareholder buyouts. Fractional interest discount valuations for asset holding entities.
Celebrating 10 Years
Kendall Kasper
Company: Patriot Risk & Insurance
Title: Vice President
Phone: (949) 486-7941
Email: kkasper@patrisk.com
Profession: Insurance
Home Group: Newport Center
Bio: After we’ve helped our clients with appropriate coverage, we fight claims and threats of claims on their behalf. Claims drive cost so fighting claims helps them control insurance costs.
Celebrating 5 Years
Erin Giglia
Company: Montage Legal Group
Title: Owner/Founder
Phone: (949) 400-0798
Email: erin@montagelegal.com
Profession: Attorney
Home Group: Newport Gateway 2
Bio: I am co-Founder/Owner of Montage Legal Group, a carefully curated nationwide network freelance attorneys, all with impressive credentials from top law schools and minimum 5 years prestigious law firm training. We assist law firms with substantive legal
Omar Morel
Company: American Business Bank
Title: VP, Sr. SBA Business Development Officer
Phone: (657) 207-5756
Email: omorel@americanbb.bank
Profession: Banking & Finance
Home Group: Newport Gateway 2
Bio: Financial Partner – Catalyzing Business Growth & Wealth Creation Through Common Sense Lending Solutions.
Brooke Pollard
Company: TLD Law
Title: Attorney
Phone: (949) 756-0684
Email: bpollard@tldlaw.com
Profession: Attorney
Home Group: Orange County Central
Bio: Mergers and Acquisitions attorney for closely held businesses in southern California.
Jason Salata
Company: Trust Properties USA
Title: Realtor
Phone: (800) 579-4380
Email: jason@trustpropertiesusa.com
Profession: Real Estate
Home Group: Irvine Spectrum
Bio: Probate & Trust Realtors. We have sold over 400 Estates. We offer a simple solution to sellers of Estates, At NO upfront cost we fix up the home so instead of the buyer making a profit the family get to maximize all the hidden equity.
Mei Tsang
Company: Umberg Zipser LLP
Title: Attorney
Phone: (949) 943-8313
Email: mtsang@umbergzipser.com
Profession: Attorney
Home Group: Irvine Metro
Bio: Mei is an Intellectual Property Partner at the firm of Umberg/Zipser LLP. Mei has developed an international IP practice focused on helping clients formulate their IP strategy, and shepherding their IP through various business cycles.
Upcoming Events
PV Webinar – How to Raise Your Firm’s Profile and Develop Business
Date: August 14, 2020
Time: 11:00am PT (1:00pm CT, 2:00pm ET)
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