New Group Leaders

1 New Group Leader in the Los Angeles Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection.  If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Anthony Behar

Anthony Behar

Executive Vice President/Partner
Major Properties
anthony@majorproperties.com
(213) 747-8426
Home Group: Studio City

New Members

31 New Members in the Los Angeles Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Christina Armstrong

Christina Armstrong

Armstrong Xcel Advisors Inc (AXA)
CEO
(805) 509-0792
christina@axainc.solutions
Consultant Service
Home Group: Ventura 2

Bio: Human Resources Consultant providing bilingual HR solutions tailored to the unique needs of small and medium-sized businesses. From recruitment and talent management to employee development and HR compliance, I’ve got you covered.

Josh Banerje

Josh Banerje

Scale LLP
(213) 840-0634
jbanerje@scalefirm.com
Attorney
Home Group: Century City 6

Monica Carrera

Monica Carrera

WRKEDUP
HR
(310) 756-5236
monicacarrerahr@gmail.com
Human Resources
Home Group: Hollywood

Marc Cesarec

Marc Cesarec

Marcus Millichap Capital Corporation
Vice President
(323) 493-8600
marc.cesarec@marcusmillichap.com
Real Estate
Home Group: Burbank

Bio: Assisting clients with commercial real estate and business financing needs nationwide. Marc’s firm closed 1,076 financing transactions with 352 lenders in 2023.

Dennis Chapham

Dennis Chapham

Satellite Teams
Director, Client Services
(323) 382-4757
d.chapham@satelliteteams.com
Human Resources
Home Group: Burbank

Bio: I help businesses curate and manage remote talent, ensuring seamless collaboration and optimal performance.

Youssef Chmait

Youssef Chmait

Tri Counties Bank
VP, Senior Relationship Manager – Team Leader
(805) 405-7021
youssefchmait@tcbk.com
Banking Finance
Home Group: Pasadena 2

Christina Cho

Christina Cho

Lock and Key Loans
CEO/HR Director
(949) 812-9602
christina@lockandkeyloans.com
Home Group: Burbank

Jeryll S. Cohen

Jeryll Cohen

Saul Ewing LLP
Partner
(310) 255-6120
jeryll.cohen@saul.com
Attorney
Home Group: West Los Angeles

Hormazd Dalal

Hormazd Dalal

Castellan Inc
hormazd@castellan.net
Information Technology
Home Group: Woodland Hills 1

Renee Delgado

Renee Delgado

Aviara Real Estate
(818) 606-1735
renee@yourcaliforniahome.com
Real Estate
Home Group: Camarillo 1

David Dressler

David Dressler

Dressler Holistic Advisory
Executive Coach
(310) 689-8963
david@daviddressler.co
Consultant Service
Home Group: Santa Monica 5

Bio: Holistic executive coach and strategic advisor to founders, CEOs and their teams. Competency and EQ-based leadership development, team (re)alignment, 360 assessments, conflict resolution, transition plans.

Kellianne Fedio

Kellianne Fedio

Satellite Teams
Extraordinary Life Architect / Transformational Coaching & Global Talent Expert
(916) 505-6383
k.fedio@satelliteteams.com
Consultant Service
Home Group: West Los Angeles 2

Bio: Hi, I’m Kellianne Fedio. I’m a 1) Dream Life Strategist / Transformation Coach and 2) Global Talent Acquisition Expert.

Marina Fraigun

Marina Fraigun

Fraigun Law Group
Attorney At Law
(818) 981-1800
mfraigun@fraigunlaw.com
Attorney
Home Group: Westwood

Bio: Employee Side Employment Attorney.

Stephanie Gavin

Stephanie Gavin

The Stephanie Gavin Group – Keller Williams Westlake Village
Realtor
(818) 317-7599
steph@stephaniegavin.com
Real Estate
Home Group: Westlake 1

Bio: Ranked in the top 1.5% of real estate professionals nationwide. Specializes in luxury, probate, divorce, 1st time homebuyer & senior sales. Our team offers exceptional local market knowledge, experience & a hands-on approach that delivers superior results.

Suzanne Gonzalez

Suzanne Gonzalez

My Attorney LA
Attorney at Law
(323) 573-4592
suzanne.myattorneyla@gmail.com
Attorney
Home Group: Downtown Los Angeles 1

Bio: Law practice in the areas of Estate Planning, Trust Administration and Probate Law.

Kevin Hoang

Kevin Hoang

Law Office of Kevin A. Hoang, APC
(661) 733-5621
kevin@khoanglaw.com
Attorney
Home Group: Burbank

Drew Jackson

Drew Jackson

Jackson Media Law LLP
(818) 523-3408
drew.jackson1990@gmail.com
Home Group: Culver City

Bio: Co-Founder and Partner at Jackson Media Law LLP: bringing film and TV projects to life with my full- service entertainment Business & Legal Affairs firm. Formerly Vice President at Sony Pictures Television.

Galina Liss

Galina Liss

Visionary Genius Marketing & Productions
Award-Winning Marketing Expert
(424) 248-9798
galina@visionarygenius.com
Marketing
Home Group: Century City 3

Lauren Morrison

Lauren Morrison

Kesluk, Silverstein, Jacob & Morrison P.C.
(805) 320-0894
lmorrison@californialaborlawattorney.com
Attorney
Home Group: Hollywood

Kresimir Peharda

Kresimir Peharda

KP, APC
Attorney
(424) 258-0643
kresimir@kpehardalaw.com
Attorney
Home Group: Woodland Hills 1

Bio: Kresimir is a corporate and M&A attorney who helps lower middle market businesses grow intelligently.

Jeff Selick

Jeff Selick

Oakmore Inc
Managing Partner
(310) 498-8820
js@oakmore.inc
Real Estate
Home Group: West Los Angeles

Bio: Top commercial real estate broker, with over 30 years of experience, specializing in Multi Family and Retail property sales, and 1031 tax deferred exchanges. Successfully closed hundreds of transactions at 95% of list price, on average.

Terry Steen

Terry Steen

Steen Family Law
Principal
(213) 674-9926
terry@steenlegal.com
Attorney
Home Group: Venice

Bio: Terry has practiced solely family law for 15 years and has extensive experience handling complex financial and custody matters.

Rich Sweet

Rich Sweet

Greenberg Glusker
(310) 785-6825
rsweet@greenbergglusker.com
Attorney
Home Group: Mergers $ Acquisitions 2

Amy Russell

Amy Russell

Ervin Cohen & Jessup LLP
(310) 281-6340
arussell@ecjlaw.com
Attorney
Home Group: Century City 7

Josiah Salser

Josiah Salser

One Stop Telecom
President
(626) 765-7526
josiah@onestop.expert
Consultant Service
Home Group: San Gabriel Valley

Bio: 20 year Telecommunications Consultant helping businesses make sense of their technology for Internet, Phone, Wiring, Network Setup and Cameras.

Len Thomas

Len Thomas

Real HR Hero
DEI Practitioner
(832) 236-7473
lthomas@realhrhero.com
Human Resources
Home Group: Westside

Bio: Human Resources (HR) Consulting – DEI (DEIB), Fractional HR, Recruiting Services, Talent Mgmt, Team Building Strategies, Employee Relations, Payroll.

Tatevik Torossian

Tatevik Torossian

Grobstein Teeple LLP
Senior Manager / Forensic Accounting
(818) 640-7736
ttorossian@gtllp.com
Accountant
Home Group: Pasadena 6

Bio: I am a Forensic CPA, specializing in the analysis and measurement of economic damages resulting from business interruption losses, commercial litigation disputes, loss of earnings, lost profits, employee theft, and expert witness testimony.

Angelique Tribelhorn

Angelique Tribelhorn

Blue Pacific Escrow
(949) 771-BLUE (2583)
angelique@bluepacificescrow.com
Other
Home Group: Beverly Hills 5

Theresa Troupson

Theresa Troupson

Freedman Taitelman + Cooley, LLP
Counsel
(310) 201-0005
ttroupson@ftllp.com
Attorney
Home Group: Entertainment 2

Bio: The legal bulldog for creative workers. I provide tenacious and creative advocacy in employment and civil litigation, arbitration, mediation and negotiations for all kinds of employees and workers in the creative and entertainment world.

Gene Williams

Gene Williams

Paduano Weintraub
Partner
(424) 352-5155
gw@pwlawyers.com
Attorney
Home Group: Beverly Hills 5

Bio: I represent both employers and employees in employment-related litigation. With extensive experience on both the plaintiff’s and the defense side of employment litigation, I have a unique perspective that allows me to identify strengths in my clients.

Karen Yu

Karen Yu

Astute Advisors
(310) 819-0949
karen@astuteadvisors.co
Home Group: South Bay Classic

Member News

Todd Carey
Apr 25, 2024

Pam Tanase to co-chair Santa Barbara Human Resources Association

Pam Tanase, co-founder of the coworking space Workzones, has been named co-chair of the Santa Barbara Human Resources Association (SBHRA) for the 2024 to 2025 fiscal year.
Todd Carey
Apr 17, 2024

Seetoo recognized as 2024 LABJ Leaders of Influence: Wealth Managers

Joe Seetoo was recognized by the Los Angeles Business Journal as a 2024 Leader of Influence for Wealth Managers. A full copy of the press release is available at: https://labusinessjournal.com/custom-content/leaders-of-influence-wealth-managers-2024-joe-seeto
Todd Carey
Apr 15, 2024

Withum Celebrates 50 Years: A Legacy of Excellence 

Withum commemorated 50 years of delivering world-class accounting, tax and advisory services on March 21, 2024 with cake and a private viewing of Ghostbusters: Frozen Empire at Regal Movie Theaters, Sherman Oaks Galleria. This significant milestone is attributed to the Firm’s unwavering commitment to building strong relationships with clients, team members, and the communities it serves. The Los Angeles team is an integral part of the local business community, serving businesses in a wide range of industries including Consumer Products, Financial Services, Not-For-Profit, Real Estate, Technolo
Todd Carey
Apr 05, 2024

Barry Kurtz, chosen Leaders to Know: Trusted Advisors 2024 by Los Angeles Business Journal.

Barry Kurtz, Esq., leading franchise attorney, chosen Trusted Advisor by Los Angeles Business Journal Inside The Valley.
Todd Carey
Apr 05, 2024

Terri E. Hilliard, chosen Leaders to Know: Trusted Advisors 2024 by Los Angeles Business Journal.

Terri E. Hilliard, PC, Estate, Elder and Special Needs Law. Hilliard's practice focuses on estate, business succession, elder, and special needs law. She is dedicated to providing an exceptional level of care and planning for every stage of life.
Todd Carey
Apr 03, 2024

Kleinman Named in Los Angeles Business Journal Leaders To Know - Finance

Lee Kleinman was designated as a leader to know within the finance industry in the Feb/March 2024 edition of the Los Angeles Business Journal.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 25 Years

Ken Luer

Ervin Cohen & Jessup LLP
Partner
(310) 281-6329
kluer@ecjlaw.com
Attorney
Home Group: Westwood

Bio: Ken Luer is a business attorney representing entrepreneurs and their companies, including family-owned businesses. He handles company structure, debt & equity finance, contracts, M & A, trademarks, licensing & general business law.

Celebrating 15 Years

Thomas Daly

Lewis Roca Rothgerber Christie LLP
Partner
(626) 795-9900
tjd@cph.com
Attorney
Home Group: Glendale 1

Bio: I am an intellectual property attorney with over 25 years of experience. Early in my carreer I focused on litigation. Now, I use that experience to help my clients get the strongest possible IP.

Marija Decker

Laquer Urban Clifford & Hodge LLP
Partner
(626) 449-1882
decker@luch.com
Attorney
Home Group: Pasadena 2

Bio: Labor / Employment / ERISA / Litigator / Counselor.

Heath Goldman

ICON Wealth & Legacy Partners
President/CEO
(818) 981-7184
heathg@iconwlp.com
Financial Service
Home Group: Transactions & Transitions

Bio: Our unique 6 step planning process which includes estate, succession, income tax and asset protection, retirement, charitable and legacy planning used in collaboration with a client’s key advisors, helps with the creation of an ideal financial plan…

Steven Jackson

Steven Jackson

D.A. Davidson & Co., member SIPC
Senior Vice President, Financial Advisor
(626) 773-4233
sjackson@dadco.com
Investment Advisor
Home Group: Glendale 1

Bio: We focus on providing wealth management solutions to successful families and professionals. We help our clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets…

Kevin J. Moore

KJM|LAW Partners, PLC
President
(626) 568-9300
kmoore@kjmlaw.com
Attorney
Home Group: Pasadena 2

Bio: Founder of KJMLAW Partners, handling sophisticated estate and tax planning for high net worth individuals/families and business owners. Expertise extends to international estate and tax planning also.

Barbara Nielsen

Barbara L. Nielsen CPA
CPA
(818) 957-2208
barbara@bnielsencpa.com
Accountant
Home Group: Glendale 2

Bio: Tax services for privately owned businesses and business owners. Industries served include retail, manufacturing, service businesses, investors and professionals. Services include tax planning, preparing income tax returns and representing companies…

Kurt Obermeyer

Legal Management Solutions, Inc.
President / CEO
(424) 350-8882
kobermeyer@legalmanagementsolutions.com
Consultant & Service
Home Group: Century City 4

Bio: With over 26 years experience in general and financial operations for professional service firms, Mr. Obermeyer brings that experience to his law firm clients to not only oversee the financial picture of the firm in its current state but to strategically…

Howard Raff

Diversified Securities Inc.
Personal Financial Consultant
(626) 712-4920
hraff@divsecs.com
Investment Advisor
Home Group: Pasadena 2

Bio: Howard works with individuals and families to devise, implement and oversee a plan to accumulate wealth over time to provide reliable income in retirement.Small business retirement plans and Trust Asset management are also focus areas.

Mark Reader

Mark Reader

Mark D. Reader, CPA an Accountancy Corporation
CPA
(805) 574-7911
mark@readercpa.com
Accountant
Home Group: Westlake 1

Bio: Full Service tax and accounting firm. Specializing in small business consulting.

Celebrating 10 Years

Beth Bergman

Bergman and Allderdice
Principal
(213) 736-5101
bbergman@b-alaw.com
Attorney
Home Group: West Hollywood

Bio: We are experts in nonprofit law, community and economic development. Our commitment is to work with organizations dedicated to making a difference in our community. We specialize in corporate formation, board advice/guidance, tax-exempt qualification…

Sheri Bonstelle

Jeffer Mangels Butler & Mitchell LLP
Attorney at Law
(310) 712-6847
sbonstelle@jmbm.com
Attorney
Home Group: West Hollywood

Bio: I am a real estate development attorney, and my practice focuses on land use, zoning, environmental, litigation and construction matters.

Eric Garfield

Eric Garfield

Cushman & Wakefield
Executive Managing Director
(213) 955-6477
eric.garfield@cushwake.com
Real Estate
Home Group: Beverly Hills 1

Bio: Eric B. Garfield, MAI is a Managing Director at Cushman & Wakefied and leads the estate planning valuation practice. He has qualified as an expert in matters of non-cash charitable donation (“Qualified Appraiser/Appraisal”) and with estate tax valuation…

Joseph Hough

Hough & Hough, L.C.
Partner
(626) 578-0614
jhough@injurylawyerspasadena.com
Attorney
Home Group: Pasadena 2

Bio: I am a personal injury attorney assisting clients involved in non-work related accidents such as car accidents and slip and falls resulting in injuries.

John Kennedy

DA Davidson & Co.
CFA, Portfolio Manager, Senior Financial Advisor
(213) 244-9331
jkennedy@dadco.com
Investment Advisor
Home Group: Downtown Los Angeles 2

Bio: John is a Chartered Financial Analyst (CFA) charterholder with 20 years experience in the financial services industry. He provides customized investment advice, wealth strategies, and value added services to businesses, institutions, executives and their…

JR Lanis

JR Lanis

BakerHostetler
Partner at BakerHostetler
(310) 442-8828
jrlanis@bakerlaw.com
Attorney
Home Group: Transactions & Transitions

Bio: I represent New York Stock Exchange (NYSE), NASDAQ, over-the-counter (OTC), and sophisticated private companies with their securities offerings, SEC compliance, and mergers & acquisitions.

Michelle C Lerman

Michelle C. Lerman

CunninghamLegal/formerly Lerman Law Partners, LLP
(415) 308-3640
mlerman@cunninghamlegal.com
Attorney
Home Group: San Francisco 11

Bio: Experienced Trust and probate attorney for nearly 30 years, SuperLawyers 2009, 2010, 2017 – 2023 Author “Create Your Best Legacy”, “A wise attorney with a heart” UCLA BA, USC JD.

Narayan Pallavur

Narayan Pallavur

UBS Financial Services
Financial Advisor
(805) 367-3646
narayan.pallavur@ubs.com
Investment Advisor
Home Group: Encino 2

Bio: I work with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services.

Brenda Shorkend

Shorkend Care Management
Owner, Certified Aging Life Care Manager®/Geriatric Care Manager
(626) 437-5530
brenda@shorkendcare.com
Consultant & Service
Home Group: Pasadena 1

Bio: I advocate for older people and people with disabilities. In contested situations, I provide assessments for the court, attorneys, fiduciaries. Elder Care, Senior Care, Dementia, Alzheimer’s, caregiver support, in-home care, end of life.

Michael Simon

Michael Simon -The MB Group Insurance Advisory
Partner
(818) 879-8600
msimon@mbgroup.net
Insurance
Home Group: Encino 1

Bio: Michael is a senior partner at the MB group. His specialty is to serve as an expert counsel and provide proper guidance to his clients. Michael presents a true assessment of his client’s life and disability insurance needs and offers superior products…

Arden Silverman

Capital Asset Protection
(818) 404-9800
abs@capcollect4u.com
Other
Home Group: Beverly Hills 3

Bio: 40+ years of experience in debt collection and judgment enforcement.

Gerri Weiner

Gee-Wiz Bookkeeping
Owner and CEO
(310) 892-8245
gerri@geewizbookkeeping.com
Financial Service
Home Group: South Bay 2

Bio: Gee Wiz Bookkeeping is a team of Certified QB Pro Advisors who are devoted to supporting the financial management of small and mid-sized businesses. We offer accounting and bookkeeping solutions designed to deliver time and cost savings.

Thaddeus Wojcik

Wojcik Law Firm, P.C.
Owner
(310) 567-5966
twojcik@wojciklawfirm.com
Attorney
Home Group: Los Angeles Valley 1

Bio: New York & California corporate attorney representing startups, entrepreneurs, small businesses, & investors. I advise clients starting, buying, selling, operating, financing, and investing in businesses. Flat fee, hourly & other billing models available.

Celebrating 5 Years

George Avants

George Avants

FK Capital Fund INC
VP Mortgage Lending
(310) 210-2429
avants777@yahoo.com
Banking & Finance
Home Group: Beverly Hills 5

Bio: specializing in Jumbo and super Jumbo Mortgages in the Beverly Hills and surrounding areas including Santa Monica & Malibu.

Brent Dorian Brehm

Kantor & Kantor, LLP
ERISA life, health, and disability insurance lawyer for claimants
(818) 886-2525
bbrehm@kantorlaw.net
Attorney
Home Group: Encino 3

Bio: ERISA attorney representing claimants for disability, life, AD&D, and health benefits.

Kyle Casserino

Fidelity Charitable
Vice President, Charitable Planning Consultant
(860) 628-1129
kyle.casserino@fmr.com
Consultant & Service
Home Group: Beverly Hills 4

Bio: I work collaboratively with financial professionals to provide expertise and guidance on leveraging donor advised funds as a powerful tool for their clients’ philanthropic endeavors and financial planning.

Joel Goings

Bank of America
Vice President, Sr Relationship Manager
(213) 200-3274
joel.goings@bofa.com
Banking & Finance
Home Group: Encino 2

Bio: Real Estate Finance, Credit Facilities, Banking Relationships.

Louis Hamel

HW LLP
Partner
(818) 921-3988
louis.hamel@hwllpadvisors.com
Accountant
Home Group: Downtown Los Angeles 4

Bio: Louis specializes in advisory services for closely held businesses, from start-up enterprises to large privately owned firms. Areas of expertise include consulting for tax issues, business formation, and succession and estate planning.

Yishai Kabaker

Gursey Schneider LLP
Partner
(310) 552-0960
ykabaker@gursey.com
Accountant
Home Group: Century City 4

Bio: I believe your tax accountant can be your most dynamic adviser. I work in the high net worth taxation space focusing on income and estate tax planning, international taxation, and holistic planning to help clients achieve their goals.

Daniel Kuo

Rose Valley Assisted Living Homes
Managing Member
(626) 272-9058
danielnakuo@gmail.com
Consultant & Service
Home Group: Pasadena 3

Jill Levy

Ghozland Law Firm
Esq.
(213) 334-4570 ext 7
jill@ghozlandlawfirm.com
Attorney
Home Group: Westside 2

Bio: Personal injury attorney at boutique DTLA firm specializing in all types of cases from auto accidents to wrongful deaths. I have 14 years of experience as defense counsel with unique perspective on case evaluation and how to maximize recovery.

Kazim A. Naqvi

Sheppard Mullin Richter & Hampton LLP
(310) 310-5353
knaqvi@sheppardmullin.com
Attorney
Home Group: Westside 2

Bio: Intellectual Property and Litigation attorney, with an emphasis on Trade Secret Law. I help companies protect their most valuable assets.

Henry Root

Henry Root

Counsel LLP
Senior Partner
(415) 227-0555
hroot@counselllp.com
Attorney
Home Group: Entertainment 1

Bio: Music and Entertainment Law

Stephanie Trice

Stephanie Trice

K&L Gates LLP
Intellectual Property Attorney
(310) 552-5023
stephanie.trice@klgates.com
Attorney
Home Group: Beverly Hills 2

Bio: Stephanie is an IP attorney who handles a wide variety of trademark, copyright, trade secret, and patent issues.

Events

On April 18th, ProVisors hosted our annual Group Leader Awards and put a spotlight on some of our finest GLs. With over 450 amazing Home Group and Affinity Group Leaders, it’s nearly impossible to pick winners within this esteemed group. We had over 27 finalist in five categories.  Congratulations to all of you and especially this years’ winners – Maria Castillo Dominguez, Christopher Cazares, Deb Danger, Kelly Fischer, Nicola Gelormino, Steven Glick, Josh Glikin, Neil Forester, David Oates, Tom Means, Krystalynn Schlegel, Michael Shockley and Dinia Takacs.  We thank all of our Group Leaders for their passion, service and dedication to our amazing community and members.

Accelerate Your Membership (AYM) on Monday, June 10, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

Join a New Member Orientation 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.

New Member Orientations

Tuesday, June 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, June 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET