|  Los Angeles

New Members

33 New Members in the Los Angeles Area

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

Dave Alton

Dave Alton

Strategic Information Resources
CTO
(818) 346-7795
dave@sirinc.com
Information Technology
Home Group: Woodland Hills 3

Bio: I help Protect People and Profits from Hackers.

David Artunyan

David Artunyan

Anex Consulting Inc
Senior Consultant
(818) 457-6766
david@anexconsulting.com
Accountant
Home Group: Studio City

Rich Barsumian

Rich Barsumian

Barsumian
Fiduciary
(424) 261-1917
rich@barsumian.com
Financial Service
Home Group: Pacific Business Corridor 1

Bio: As a licensed professional fiduciary, I manage trusts, estates, and conservatorships for deceased, elderly, and special needs beneficiaries.

Mary Bekerian

Mary Bekerian

Prosperity Brokerage
Business Group Health Brokerage CEO
(818) 818-3813
mary@prosperitybrokerage.com
Insurance
Home Group: Studio City

Bio: Experienced Group Health Specialist/Broker dedicated to optimizing employee benefits for organizations, ensuring both businesses and employees prosper with their employee benefits.

Sina Bolour

Sina Bolour

United Force LLC
(424) 248-3329
sbolour@unitedforce.net
Information Technology
Home Group: West Los Angeles 2

Eve Brosnahan

Eve Brosnahan

CBIZ Employee Benefits
(410) 962-6713
eve.brosnahan@cbiz.com
Insurance
Home Group: Burbank

Tony Carnesi

Tony Carnesi

Carnesi Consulting LLC
The CFO for the C-Suite!
(917) 716-5913
tony@carnesiconsulting.com
Financial Service
Home Group: Downtown Los Angeles 4

Bio: I help facilitate the growth and success of SMB’s. For the leadership of an organization, I provide Clarity, Communication, Structure and Accountability.

Teri Craft

Teri Craft

Craft Business Sales-Berkshire Hathaway
Business Broker
(626) 864-4446
tericraft@bhhscal.com
Consultant Service
Home Group: Pasadena 5

Dan Delinko

Dan Delinko

VC3
(310) 627-0150
dan.delinko@vc3.com
Information Technology
Home Group: Pacific Business Corridor 1

Samuel Devorris

Samuel Devorris

NAI Capital
Senior Vice President
(310) 564-6525
sam.devorris@naicapital.com
Real Estate
Home Group: Santa Monica 3

Bio: Commercial Real Estate Advisor – tenant / buyer – office / industrial / retail / land – SoCal and Worldwide!

Jane Eagle

Jane Eagle

Jane Eagle Consulting
Founder, Principal
(510) 919-6030
jane@janeeagleconsulting.com
Consultant Service
Home Group: Venice

Bio: CFO Advisor to high-growth companies looking to exit or get funding.

Xavier Figueroa

Xavier Figueroa

(562) 262-9978
xavier@latrashjunkers.com
Home Group: San Gabriel Valley

William Grismer

William Grismer

Einstein Investigations
Chief Investigation Officer
(626) 386-3607
wgrismer@eiinv.com
Home Group: Pasadena 2

Dan Gross

Dan Gross

Rock Solid Technology
President
(800) 608-4693
dan.gross@rstechnology.net
Information Technology
Home Group: Ventura 2

Bio: At Rock Solid Technology Solutions, we deliver personalized and robust IT support, ensuring operational efficiency and security for clients.

Tom Hanson

Tom Hanson

Channel Architect
International Trade Advisor
(858) 248-6054
thanson@channelarchitect.world
Consultant Service
Home Group: Westside

Bio: Global Trade Advisory for Industry and Governments Worldwide.

Josh Martin

Josh Martin

360 Business Management
Co-Founder, 360 Business Management
(818) 577-0029
josh@360mgmt.com
Consultant Service
Home Group: West Hollywood

Bio: CPA and business manager to actors, athletes, online content creators, and high net worth individuals.

Ali McCarty

Ali McCarty

Farr Johnen & Associates
Employee Benefits Broker
(805) 644-3500
amccarty@fjinsure.com
Insurance
Home Group: Westlake 5

Bio: Insurance Broker helping small businesses and individuals find health and life insurance solutions.

Leticia Leti Martinez

Leticia Leti Martinez

Ambrecht & Martinez, LLP
Managing Partner
(805) 574-7305
leti@ambrechtmartinez.com
Attorney
Home Group: Santa Barbara 2

Bio: Estate Planning; Family Business Succession Planning; and Trust Administration.

Jasmine Megrabyan

Jasmine Megrabyan

Keller Williams Realty, Inc.
REALTOR®, Director of Relocation
(818) 919-0052
jasminekwestates@gmail.com
Real Estate
Home Group: Santa Clarita Valley

Bio: REALTOR® & Certified Relocation Specialist, catering to corporate transfers, seniors, and military families. Passionate about finding the perfect homes for those in transition. Committed to providing seamless moves and personalized service.

Shelley Nelbert

Shelley Nelbert

Beitler Commercial Realty Services
Senior Vice-President
(818) 516-0520
shelleynelbert@gmail.com
Real Estate
Home Group: Studio City

Bio: Shelley Nelbert is a Tenant Representative with over 20 years experience in the acquisition of office space through lease ,purchase, joint venture or development. She solves clients’ space acquisition problems, ongoing occupancy issues and executes comp.

Tatiana Pavlova-Coleman

Tatiana Pavlova-Coleman

Pavlova-Coleman Law, Inc.
(310) 405-7551
tatiana@pavlovacolemanlaw.com
Attorney
Home Group: Westside 3

Bio: : I am an an estate planning attorney. The goal of my practice is to assist people from all walks of life to protect their hard earned assets and plan for the future of their families.

Praveen Rajasekhar

Praveen Rajasekhar

Bank of America Private Bank
Senior Vice President, Private Client Advisor
(213) 861-5088
praveen.rajasekhar@bofa.com
Investment Advisor
Home Group: Downtown Los Angeles 2

Bio: I deliver sophisticated solutions to successful clients around Credit and Banking, Investment Management and Wealth Structuring.

Nick Ravden

Nick Ravden

Bessemer Trust Company
Principal, Sr. Client Advisor
nravden1@gmail.com
Investment Advisor
Home Group: Westside 2

Stephen Rischall

Stephen Rischall

Navalign
Partner
(818) 728-4500
stephen@navalign.com
Financial Service
Home Group: Studio City

David Seery

David Seery

Forum Financial Management, LP
Financial Advisor – CFP®
(805) 409-3291
dseery@forumfinancial.com
Investment Advisor
Home Group: Westlake 3

Bio: I work with individuals to help them determine what their financial goals are and then collaborate with them on charting a course to their financial success. We provide custom relationship management and strive to assist with improving people’s lives.

Laurie Selkowitz

Laurie Selkowitz

Wargo French Singer
Partner
(310) 853-6605
lselkowitz@wfslaw.com
Attorney
Home Group: West Hollywood

Bio: Laurie’s practice focuses on advising national and international clients (start-ups to Fortune 500 companies) on technology-related transactions and commercial contracts, with a focus on privacy and data security issues and intellectual property matters.

Donald Stevens

Donald Stevens

Oaks Strategic Advisors
Managing Principal
(805) 551-4120
don.stevens@oaks-strategic.com
Consultant Service
Home Group: Westlake 1

Bio: As Managing Principal of Oaks Strategic Advisors, I provide strategic, operational, and financial advisory services to the owners of privately held businesses and nonprofits.

Bryan Swaim

Bryan Swaim

Bordin Semmer LLP
(661) 900-1028
bswaim@bordinsemmer.com
Attorney
Home Group: Brentwood

Bio: Partner and Trial Attorney who represents clients in high-exposure personal injury matters.

Cara Tas

Cara Tas

(310) 773-7307
cara@caratasdesign.com
Home Group: West Los Angeles 2

James Tedford

James Tedford

Tedford & Associates
Trial Lawyer
(626) 793-7270
ted@tedfordlaw.com
Attorney
Home Group: Pasadena 5

Bio: James “Ted” Tedford is a Trial Lawyer. Mr. Tedford has successfully litigated cases through jury trial involving Catastrophic Personal Injury, State and Federal Criminal Defense and Police Misconduct cases.

Adriana Torresan

Adriana Torresan

Adriana.TT Consulting
Strategic Product Consultant
(818) 521-4174
adriana@adrianatt.com
Consultant Service
Home Group: Burbank

Bio: I’m a digital product consultant for early stage startups with a focus on social impact.

Lucy Vartanian

Lucy Vartanian

Hahn & Hahn LLP
Partner
(626) 796-9123
lvartanian@hahnlawyers.com
Attorney
Home Group: Burbank

Alan Wright

Alan Wright

Western Alliance Bank
Senior Vice President – Commercial & Industrial Lending
(213) 986-2647
alan.wright@westernalliancebank.com
Banking Finance
Home Group: Downtown Los Angeles 3

Bio: Senior banking executive with over 30 years of experience in middle market finance across product and industry lines.

Member News

Todd Carey
May 23, 2024

L.A. Business Journal's Women's Leadership Awards Nominee

Marty Stevens-Heebner, CEO of Clear Home Solutions and Group Leader of the Seniors & Special Needs Affinity Group, is nominated for the Los Angeles Business Journal's Women's Leadership Awards. These awards honor "outstanding achievements by women who make a difference throughout Los Angeles."
Todd Carey
May 23, 2024

Pat Kramer Receives Two Awards from the Sierra Club

On May 18, 2024, Pat Kramer (aka "Writer For Hire") received a Special Service Award for organizing numerous volunteer Tree Care events in the L.A. area to water, weed and spread mulch around the City's trees. Additionally, Pat received the lauded Phil Bernays Public Education and Community Service Award for bringing in environmentally-oriented speakers on such topics as: "Hiking Safely, Hiking Smartly," "Will the Redwoods Survive Climate Change?" and "Understanding Animal Behavior By Reading Animal's Tracks."
Todd Carey
May 16, 2024

Ramon Lamelas certified as a specialist in Estate Planning, Trust & Probate Law

On May 1, 2024, the State Bar of California certified Ramon Lamelas as a specialist in Estate Planning, Trust & Probate Law--a designation held by approximately one half of one percent (0.5%) of all attorneys in California. Additionally, Ramon became only the 12th currently active Spanish-speaking attorney in Los Angeles County to receive this designation.
Todd Carey
May 13, 2024

Abiel Acosta featured in Pacific Coast Business Times' Spring Economic Forecast

Abiel Acosta, wealth manager at Acosta Wealth Management was featured on the panel in the Pacific Coast Business Times' Spring Economic Forecast discussing ways women build wealth, as well as common challenges and issues that present themselves along the way.
Todd Carey
May 03, 2024

Dr. Regina Lark Featured in HuffPost

Regina Lark was featured in HuffPost with her thoughts on the art and practice of Swedish Death Cleaning: https://www.huffpost.com/entry/swedish-death-cleaning-what-to-know_l_66216092e4b01006be160334

Member Milestones

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

Celebrating 20 Years

Michael Farrand

Higgins Marcus & Lovett Inc.
Principal
(213) 617-7775
mfarrand@hmlinc.com
Financial Service
Home Group: Pasadena 1

Bio: I have been appraising closely-held businesses for over 20 years. Our firm conducts valuation studies for a variety of purposes, including federal estate and gift tax, ESOP transactions and annual updates, eminent domain, and litigation.

David Ficksman

TroyGould PC
Partner
(310) 789-1290
dficksman@troygould.com
Attorney
Home Group: Mergers & Acquisitions 2

Bio: My practice focuses on securities, corporate governance, mergers and acquisitions, and domestic and international corporate finance. I have been active for many years in taking public in the U.S. a number of companies whose principal operations are in.

Howard Gould

Gould Law
Attorney, Corporate Director, Mediator, Arbitrator
(310) 481-6789
hgould@hgouldlaw.com
Attorney
Home Group: Santa Monica 3

Bio: I serve as provisional director or partner, elected director, trustee, referee, arbitrator or mediator. Contingent fee or hybrid fee agreements in appropriate real estate and business disputes. Corporate and partnership, HOA, and construction fights.

Robert Leonard

Law Offices of Robert T. Leonard
Attorney at Law – CPA
(818) 587-3333
rleonard@leonardtaxlaw.com
Attorney
Home Group: Westlake 2

Bio: Specializes in federal and state civil tax litigation and tax controversy matters before the IRS, FTB, EDD and SBE. Tax practice includes a wide array of substantive areas including income taxes, employment taxes, and sales taxes.

Celebrating 15 Years

Polina Bernstein

Bernstein & Friedland, P.C.
Mediator and Attorney at Law
(818) 817-7570
polina@laemploymentcounsel.com
Attorney
Home Group: Encino 3

Bio: Over 20 years experience as an employment attorney and more recently mediator who focuses on employment law disputes. Represent individuals and companies in employment litigation and advise companies on employment law compliance.

Richard Clayman

Cloudwalker Videoworks
Principal
(310) 251-0434
richard@cloudwalkerfilms.com
Marketing
Home Group: Camarillo 1

Bio: A filmmaker in a sea of videographers. Network quality live-action and animated video for websites, corporations, non-profits, and product, written, directed, produced, and edited by a multiple award-winning producer/director.

Ilan Heimanson

Heimanson & Wolf LLP
Attorney at Law
(310) 446-1522
iheimanson@hwllplaw.com
Attorney
Home Group: Santa Monica 5

Bio: I am a trial attorney providing contingency fee based representation to plaintiffs in matters involving personal injury, automobile accidents, cases, premises liability, products liability, and professional malpractice/negligence.

Joseph Lutz

Seyfarth Shaw LLP
IP Senior Counsel
(310) 277-7200
surflawry@yahoo.com
Attorney
Home Group: Century City 6

Bio: We work with with emerging companies, as well as more established high technology companies, to protect their concepts, ideas, and new means of application. We secure IP protection to safeguard ideas that contribute to economic development, cultural.

Michael Patrick O’Connor

Thon Beck Vanni Callahan & Powell
Attorney at Law
(626) 795-8333
moconnor@thonbeck.com
Attorney
Home Group: Pasadena 1

Bio: Plaintiff personal injury attorney: I represent people injured or killed in accidents: auto, truck, motorcycle, bike, bus, pedestrian, defective products, slip/trip & falls, TBI, medical malpractice.

Christopher Passmore

Christopher Passmore

Withum
Partner in Charge – Los Angeles
(818) 789-1179
cpassmore@withum.com
Accountant
Home Group: Westlake 2

Bio: Chris serves as a partner of Withum. Withum provides tax, assurance and business consulting to mid-market companies. Chris is regarded as an expert in working with technology, professional services, healthcare and consumer products companies.

Michael Raichelson

Michael Raichelson

(818) 426-5267
attorneyraichelson@gmail.com
Attorney
Home Group: Westlake 5

Bio: An effective and efficient bankruptcy and complex litigation attorney.

David Schlueter

David Schlueter

NS Mediation Group
Mediator/ Arbitrator
(818) 730-3127
david@nsmediationgroup.com
Attorney
Home Group: Westlake 2

Bio: After practicing law for over 35 years, I am now a full time mediator /arbitrator, and have joined with AMCC Center as a neutral with that firm. My expertise lies in the fields of Construction Law, Construction Defect, Real Estate, Business Litigation.

Leslie Sobol

Lucas, Horsfall Murphy & Pindroh LLP
CPA
(626) 744-5100
lsobol@lhmp.com
Accountant
Home Group: Pasadena 3

Bio: Review and/or prepare tax returns for a wide variety of business and individual clients, including corporations, partnership, LLC, and high net worth individuals. Suggest, research and implement tax planning and compliance strategies to bring value.

Celebrating 10 Years

Joy Brannan

Edward Jones
Financial Advisor
(818) 727-7062
joy.brannan@edwardjones.com
Investment Advisor
Home Group: Encino 2

Bio: When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develp specific strategies to help you achieve them.

Wade Hansen

Cabrillo Advisors, Inc.& Intrepid Investment Bankers
Chairman & CEO
(619) 204-9449
whansen@cabrilloadvisors.com
Financial Service
Home Group: Beverly Hills 1

Bio: Wade has extensive experience executing M&A, financings and business valuations for public and private clients.

Bob Jenner

The Network Doctor Inc
President/CEO
(661) 259-6787
bjenner@tndi.net
Consultant & Service
Home Group: Santa Clarita Valley

Bio: Would you sleep better at night knowing that even if one of your employees clicked on one of those bad emails, you know, the ones with a link that could encrypt all your files, your company would be safe? That’s what we do.

Chris M. King

Status Flow
Facilitator, Coach, Speaker
(323) 977-8766
chris@chrismking.com
Consultant & Service
Home Group: Silicon Beach 2

Bio: Clients call us when they have big dreams and little time. Executive coach, facilitator, speaker, and executive witch doctor Chris M. King quickly makes the seemingly impossible a reality for business teams and professional individuals.

Lee Kleinman

Business Finance Capital CDC
SVP, Bus. Dev. Officer
(818) 438-0828
lee@bfcfunding.com
Banking & Finance
Home Group: Encino 2

Bio: 35+ years industry experience. Commercial real estate financing for business owners through the SBA 504 program. The program allows for just 10% down and offers a 25-year fully amortizing below market fixed rate.

April M. Lavigne

Law Offices of April M. Lavigne
Attorney
(805) 881-1230
april@lawaml.com
Attorney
Home Group: Santa Barbara 2

Bio: My practice focuses on Estate Planning, Probate and Trust Administration/Litigation; Property Law, including reassessment and exemption issues; and Business and Corporate law. I am known for exceptional client care and straightforward legal advice.

Celebrating 5 Years

Aisha Shelton Adam

Adam Law
Partner
(562) 731-2411
aisha@investigationscounsel.com
Attorney
Home Group: Downtown Los Angeles 4

Bio: Aisha Shelton Adam investigates complex allegations of discrimination (race, gender, gender identity, and political viewpoint), whistleblower retaliation, harassment, and abusive conduct against high-level managers and executives.

Sanaz Sarah Bereliani

Bereliani Law Firm, PC
Managing Attorney
(818) 920-8352
sanaz@berelianilaw.com
Attorney
Home Group: Beverly Hills 3

Bio: 12 year Solo Bankruptcy Lawyer representing debtors and creditors throughout California, based out of West Los Angeles.

Kirk Cole

Kirk Cole

Simple Accounting Solutions
CEO
kirk@kirkcolecpa.com
Accountant
Home Group: South Bay 2

Bio: I offer effective accounting solutions to business owners that desire a low stress answer for their accounting and finance needs.

Becky Happach Detrick

Becky Happach Detrick

New Wave Home Care
Business Development Manager
(626) 989-3027
becky@newwavehomecare.com
Consultant & Service
Home Group: Pasadena 4

Bio: As the Director of Business Development for New Wave Home Care, Becky Happach Detrick assists clients and their families with many years of experience in care management for home care, hospice, and continuing care retirement communities (CCRCs).

Brett Hitchman

Hitchman Fiduciaries
(949) 200-9712
brett@hitchmanfiduciaries.com
Other
Home Group: South Bay 4

Bio: Professional Trustee. Trust and probate estate administration.

Steven Edrington

Steven Edrington

Edrington & Associates
President, Edrington and Associates
(510) 749-4880 x 4
steve@edringtonandassociates.com
Consultant & Service
Home Group: San Francisco 12

Bio: I solve real estate challenges for landlords and attorneys as a consultant, expert witness, and broker. Specialties: wrongful eviction, warranty of habitability, standard of care, damages, code enforcement, illegal units, condo conversions, and ADUs.

Andrew Gradman

Andrew Gradman

Falcon Rappaport Berkman
(310) 710-6636
agradman@frblaw.com
Attorney
Home Group: Beverly Hills 2

Bio: Business income tax planning: I advise corporate lawyers, do research for CPAs, and (as a hobby) find the weak points in nutty tax-saving schemes.

Angela Klenk

Beach Cities Estate Law
Trusts & Estates Attorney and Founder
(424) 400-2125
angela@beachcitiesestatelaw.com
Attorney
Home Group: Pacific Business Corridor 1

Bio: Specialist in Estate Planning Trust & Probate Law Certified by Calif Bar Board of Legal Specialization connects with clients on a personal level to help them overcome the emotional barriers associated with the dreaded topics of death, taxes & family.

Ben N Levine

Ben N. Levine

DST Advisors, Inc
President / COO
(818) 225-1091
ben@dstadvisorsinc.com
Consultant & Service
Home Group: Westlake 3

Bio: We are trustees for The Deferred Sales Trust, a proprietary trust that allows you to defer capital gains tax for as long as you want. It is an alternative to a 1031 or Delaware Statutory Trust.

Peter Malick

Peter Malick

Inbound AV
CEO
(323) 719-8110
peter@inboundav.com
Marketing
Home Group: Silicon Beach

Bio: InboundAV specializes in business growth through marketing technology. We help our clients surpass their goals by melding Strategy, Creativity, and Technology.

Kevin Manahan

CMC Pension Professionals
Actuary
(818) 247-7900
kevinm@cmcpenpro.com
Consultant & Service
Home Group: Sherman Oaks 2

Bio: We help advisors and businesses convert tax dollars into effective retirement benefits through customized plan design and administration of all types of retirement plans.

Bahaa Mikhail

PayrollCentric
Owner
(310) 258-9703
bmikhail@payrollcentric.com
Human Resources
Home Group: Rancho Park

Bio: Bahaa has been servicing the payroll needs of Southern California businesses since 1995! He enjoys working with his clients to solve payroll compliance issues and implement operational efficiencies related to payroll, labor management and HR systems.

Krista Richardson

LHMP Accountants
Manager – Client Accounting Services
(626) 744-5100 ext 103
krichardson@lhmp.com
Accountant
Home Group: Silicon Beach 2

Bio: Outsourced Controller who strengthens the financial reporting process and helps clients create effective internal controls so they can focus on building their business with the confidence that their accounting is accurate and clear to relevant parties.

Jennifer Richmond

Film & Ink Law Group PC
(310) 689-7291
jennifer.richmond@filmandink.com
Attorney
Home Group: Mid City

Bio: I am a transactional entertainment attorney for studios, independent producers, writers, and performers in film, TV, and digital media. I handle a wide range of matters and agreements related to production, acquisitions, distribution, and marketing.

Rob Schwenker

Rob Schwenker

803 Media
Founder
(310) 923-0124
rob@803.media
Marketing
Home Group: Santa Monica 1

Bio: I help real estate agents build neighborhood equity through bespoke micro media products.

Zach Siegel

American Business
(347) 742-2267
zsiegel@americanbusiness.com
Insurance
Home Group: Santa Barbara 1

Bio: Zach provides personalized life, disability, and LTC insurance design and estate planning services to the affluent.

Brian Watnick

Law Offices of Brian D. Watnick & Associates
Workers’ Compensation Attorney
(805) 477-0110
brian@lawofficesbdw.com
Attorney
Home Group: Ventura

Bio: Brian is a Certified Specialist in Workers’ Compensation Law with 30 years of experience in aggressively defending employers and insurance companies regarding work related injuries.

Events

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