| 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.
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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.
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David Artunyan
Anex Consulting Inc
Senior Consultant
(818) 457-6766
david@anexconsulting.com
Accountant
Home Group: Studio City
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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.
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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.
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Sina Bolour
United Force LLC
(424) 248-3329
sbolour@unitedforce.net
Information Technology
Home Group: West Los Angeles 2
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Eve Brosnahan
CBIZ Employee Benefits
(410) 962-6713
eve.brosnahan@cbiz.com
Insurance
Home Group: Burbank
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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.
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Teri Craft
Craft Business Sales-Berkshire Hathaway
Business Broker
(626) 864-4446
tericraft@bhhscal.com
Consultant Service
Home Group: Pasadena 5
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Dan Delinko
VC3
(310) 627-0150
dan.delinko@vc3.com
Information Technology
Home Group: Pacific Business Corridor 1
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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!
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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.
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Xavier Figueroa
(562) 262-9978
xavier@latrashjunkers.com
Home Group: San Gabriel Valley
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William Grismer
Einstein Investigations
Chief Investigation Officer
(626) 386-3607
wgrismer@eiinv.com
Home Group: Pasadena 2
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Nick Ravden
Bessemer Trust Company
Principal, Sr. Client Advisor
nravden1@gmail.com
Investment Advisor
Home Group: Westside 2
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Stephen Rischall
Navalign
Partner
(818) 728-4500
stephen@navalign.com
Financial Service
Home Group: Studio City
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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.
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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.
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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.
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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.
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Cara Tas
(310) 773-7307
cara@caratasdesign.com
Home Group: West Los Angeles 2
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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.
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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.
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Lucy Vartanian
Hahn & Hahn LLP
Partner
(626) 796-9123
lvartanian@hahnlawyers.com
Attorney
Home Group: Burbank
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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
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Pat Kramer Receives Two Awards from the Sierra Club
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Ramon Lamelas certified as a specialist in Estate Planning, Trust & Probate Law
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Abiel Acosta featured in Pacific Coast Business Times' Spring Economic Forecast
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Dr. Regina Lark Featured in HuffPost
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 20 Years
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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Michael Raichelson
(818) 426-5267
attorneyraichelson@gmail.com
Attorney
Home Group: Westlake 5
Bio: An effective and efficient bankruptcy and complex litigation attorney.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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).
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Brett Hitchman
Hitchman Fiduciaries
(949) 200-9712
brett@hitchmanfiduciaries.com
Other
Home Group: South Bay 4
Bio: Professional Trustee. Trust and probate estate administration.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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