New Group Leaders

2 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.

Garry Gekht

Garry Gekht

Family Law Attorney
Law Offices of Kaplan & Gehkt
(310) 473-0798
garry@kaplangekht.com
Home Group: West Hollywood

Griffen Lee

Griffin Lee

Attorney
Griffin Lee Law
(424) 353-2226
griffin@griffinleelaw.com
Home Group: Burbank

New Members

38 New Members in the Los Angeles Area

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

Chris Adishian

Chris Adishian

Adishian Law Group, P.C.
Founder, Attorney
(310) 726-0888
cadishian@adishianlaw.com
Attorney
Home Group: Santa Monica 3

Bio: https://adishianlaw.com/the-practice/chris-adishian/.

Aren Avaness

Aren Avaness

Avaness Law
Injury Attorney
(818) 724-7222
aa@avanesslaw.com
Attorney
Home Group: Hollywood

Bio: Aren Mark Avaness is the founding attorney at Avaness Law; a new and leading firm that represents plaintiffs in all facets of personal injury; specializing in car accidents, trip and falls, and negligent security cases.

Meghan Behrens

Meghan Behrens

Law Office of Meghan Behrens
Attorney
(805) 770-5460
meghan@behrenslawsb.com
Attorney
Home Group: Santa Barbara 3

Bio: I am a criminal defense attorney handling any type of criminal charge regardless of severity. All criminal matters including post-conviction expungements, appeals, and record-sealing.

Gene Bleecker

Gene Bleecker

Park Hill Capital Group
National Marketing Director
(661) 510-5628
gbleecker@parkhillcapitalgroup.com
Consultant Service
Home Group: Universal City

Cally Carroll

Cally Carroll

MAP Retirement
Regional Vice President
(213) 866-9131
cally.carroll@map401k.com
Other
Home Group: Hollywood

Bio: I’m Cally Carroll from MAP Retirement, a leading, national TPA specializing in retirement plans. I’m passionate about providing tailored solutions for clients. As a Provisors member, I’m eager to connect with you!

Sid Chitnis

Sid Chitnis

HCVT
Partner
(917) 881-2245
sid.chitnis@hcvt.com
Consultant Service
Home Group: Mergers $ Acquisitions 2

Bio: Sid guides clients through the intricacies of sell-side and buy-side transactions to achieve optimal outcomes. His experience in valuations, modeling, financial due diligence, tax, accounting and CFO services helps add value across the deal continuum.

Thomas Cook

Thomas Cook

Baker Tilly US
(818) 981 2600
thomas.cook@bakertilly.com
Home Group: Encino 2

Oliver Darwich

Oliver Darwich

Trust Properties USA
(818) 602-6949
oliver@trustpropertiesusa.com
Home Group: Encino 4

Cameron Dayne

Cameron Dayne

Fifth Third Bank
Managing Director & Capital Markets Executive
(704) 808-5094
cameron.dayne@53.com
Banking Finance
Home Group: South Bay 4

Michelle Evans

Michelle Evans

Donnelly & Evans, LLP
(805) 962-0988
michelle@adoptionlawfirm.com
Attorney
Home Group: Conejo

Bio: Specialize in Adoption, representing adopting parents, litigation surrounding terminating parental rights.

Stephen Fahlsing

Stephen Fahlsing

Bonfire
Managing Director
(310) 403-1877
sfahlsing@bonfirela.com
Home Group: Venice

Cheryl Frank

Cheryl Frank

Brager Tax Law
(310) 208-6200
cfrank@bragertaxlaw.com
Attorney
Home Group: West Hollywood

Holly St Germain

Holly St. Germain

Trust Properties USA
Realtor Associate
(805) 667-7021
holly@trustpropertiesusa.com
Real Estate
Home Group: Santa Clarita Valley

Bio: #1 Probate & Trust Realtors in California. We have sold over 800 estates. At NO upfront cost we fix up the home so that instead of the buyer making a profit, the family keeps all the equity their parents worked a lifetime for.

Sally Ghasemi

Sally Ghasemi

Rose, Snyder & Jacobs LLP
(818) 461-0600
sghasemi@rsjcpa.com
Home Group: Mergers $ Acquisitions 2

Michaela Hurtienne

Michaela Hurtienne

Signature Estate & Investment Advisors, LLC
Financial Advisor at SEIA, LLC
(310) 712-2362
mhurtienne@seia.com
Investment Advisor
Home Group: Brentwood

Bio: Michaela Hurtienne, CFP® , is an Associate Advisor at SEIA’s Century City office and plays an integral role within the Taghibagi, Macauley, and Lev team. She engages clients in the financial planning and investment management process to help them work.

Michael Jack

Michael Jack

Soundpoint Valuations, LLC
Partner
(415) 595-5225
mike@soundpointconsulting.com
Consultant Service
Home Group: Westlake 5

Bio: A certified business valuation consultant who combines top tier education/certifications and real world experience buying and selling businesses.

Eric Jensen

Eric Jensen

Janas Corp
Managing Director
(626) 432-7000
edj@janascorp.com
Consultant Service
Home Group: Pasadena 5

Bio: From 20 years’ experience as an executive at manufacturing companies, I facilitate selecting, and implementing strategies including financing, and Buy/Sell side M&A, increasing profitability and enterprise value for owners of small to medium-sized firms.

Miriam Kaplan

Miriam Kaplan

Windes, Inc.
(562) 304-1341
mkaplan@windes.com
Accountant
Home Group: Mergers $ Acquisitions 2

Bio: As a partner in Windes’ Client Advisory Services, Miriam works with sell-side businesses during all phases of an M&A transaction to ensure accurate and timely financial reporting.

Reema Kapoor

Reema Kapoor

Nevers, Palazzo, Packard, Wildermuth & Wynner, PC
Corporate Partner
(818) 879-9700
rkapoor@npwlaw.com
Home Group: Moorpark

Wendy Luttrell

Wendy Luttrell

C Suite Goals – Leaders Lifting Leaders
CEO
(626) 482-6414
wendy@csuitegoals.com
Consultant Service
Home Group: South Bay 2

Bio: Wendy is an executive coach. Her mission is to support leaders. She helps business owners find balance and achieve their goals through 1-2-1 coaching and peer support groups.

Rob Mitchell

Rob Mitchell

Bolton
Associate Producer
(323) 806-3038
rmitchell@boltonco.com
Consultant Service
Home Group: Culver City

Bio: Employee Benefits Consultant with Self-Funding Backgound.

Quincy Newell

Quincy Newell

Newell Law Firm PC
(310) 556-9663
quincy@newellpc.com
Attorney
Home Group: Entertainment 2

Allen Ngo

Allen Ngo

Alliant Insurance Services, Inc.
Senior Vice President
allen.ngo@alliant.com
Insurance
Home Group: Mergers $ Acquisitions 2

Bio: Insurance advisor for the M&A community.

Brandon Pritzl

Brandon Pritzl

Beta Bookkeeper
Owner & Founder
(424) 426-3058
brandon@betabookkeeper.com
Accountant
Home Group: Pacific Business Corridor 1

Amy Ramsey

Amy Ramsey

Advantage Advocates
(626) 310-0101
aramsey@advantage-law.com
Attorney
Home Group: Pasadena 4

Krystal De Sangre

Krystal De Sangre

Weaver & Associates, Inc.
Personal Lines Account Manager
(626) 566-8414
krystal@weaverinsurance.com
Insurance
Home Group: San Gabriel Valley

Bio: I’m a personal lines insurance broker with a focus on tailored coverage solutions. I educate clients, conduct risk assessments, and offer dedicated claims advocacy. Through continuous review and adaptation, I provide confidence and peace of mind.

Erika Ramos

Erika Ramos

Beach Freeman Lim & Cleland, LLP
(805) 598-2538
eramos@bflc.com
Accountant
Home Group: Pacific Business Corridor 1

Gary Saposnik

Gary Saposnik

TMNetLaw
(408) 402-2002
gsaposnik@tmnetlaw.com
Attorney
Home Group: Calabasas

Bio: IP Attorney focused on trademarks, domain names, copyrights, brand protection, and emerging IP issues.

Beverly Scott

Beverly Scott

Get Curious, Inc.
Human Resources/People Operations Consultant
(323) 868-2944
beverly.anne.scott@gmail.com
Human Resources
Home Group: Venice

Bio: Beverly is an expert in all areas of people operations and leadership development. She provides a unique combo of industry experience that graces across business coaching, sales, operations, resource planning, process improvement, and systems optimization.

Warren Shiell

Warren Shiell

Law Offices of Warren R. Shiell
Divorce and Family Law
(310) 247-9913
wshiell@la-familylaw.com
Attorney
Home Group: Entertainment 2

Bio: Practicing in the UK, New York and California since 1988. A California certified family law specialist specializing in divorces, prenups & domestic violence et al.

Shannon Shue

Shannon Shue

Keller Williams Advisors Realty
(310) 853-0335
shannonshue@kw.com
Home Group: Santa Monica 1

Erika Silverman

Erika Silverman

Hill Farrer
(213) 621-0844
esilverman@hillfarrer.com
Attorney
Home Group: Universal City

Bio: Employment Defense Attorney.

Kevin Striepe

Kevin Striepe

kstriepe@intrepidib.com
Home Group: Mergers $ Acquisitions 2

Wiiliam Thomsen

William Thomsen

Grobstein Teeple LLP
(818) 532-1020
wthomsen@gtllp.com
Consultant Service
Home Group: Westlake 6

Bio: I help attorneys, advisors, and their clients achieve favorable outcomes in shareholder and contract disputes, eminent domain litigation, and other situations that call for a credible, persuasive opinion of value.

Paul Tokar

Paul Tokar

Beitchman & Zekian, PC
(818) 986-9100
ptokar@bzlegal.com
Attorney
Home Group: Sherman Oaks 3

Staci Tomita

Staci Tomita

SHUMENER | ODSON | OH LLP
Attorney – Real Estate Litigator
(213) 344-4206
stomita@soollp.com
Attorney
Home Group: Downtown Los Angeles 2

Bio: Staci M. Tomita is a real estate litigator who represents private equity funds, financial institutions, opportunity funds, developers/owners, corporations, and high net worth individuals in all disputes involving real property.

Diane Wagner

Diane Wagner

Agency One Insurance Services, Inc
Broker
(661) 723-0404
dwagner@agencyoneins.com
Insurance
Home Group: Pasadena 2

Bio: I am your insurance specialist.

Will Wall

Will Wall

Thomas James Homes
Private Client Group
(424) 501-4983
wwall@tjh.com
Real Estate
Home Group: West Los Angeles

Member News

Announcing our Referral Contest Winners!  

We had three people who referred 3 members each – a three-way tie!  A big CONGRATULATIONS and thank you to:

Stewart Wessel – North Dallas 2, Group Leader

Rob Hinckley – Denver 3, Member

Bernard Williams Philadelphia 6, Group Leader

Each have won a $100 Gift Card to our ProVisors store and a $300 Dinner on ProVisors.

We also had the drawing for a free membership (for those who selected this prize). The winner of the free membership is… Mike Lazar of Denver 4!  Congratulations Mike and a big thank you to all who participated.

Todd Carey
Oct 27, 2023

Ramon Lamelas Becomes President-Elect of the Santa Monica Bar Association

After previously serving on the Board of Trustees, Spanish-speaking Trusts & Estates attorney Ramon Lamelas, was sworn in as the President-Elect of the Santa Monica Bar Association at the organization's Installation Dinner on October 12. He will serve as President-Elect for the next year and will be installed as the President of the SMBA at the Installation Dinner in October 2024. Ramon is excited to assist the new President this year and he looks forward to building on that effort as President in 2024.
Todd Carey
Oct 19, 2023

Mitch Rosenberg named to Forbes America’s Top Financial Security Professionals List of 2023

THOUSAND OAKS, Calif. – Mitch Rosenberg, CFP®, CLU®, MSFS, AEP®, from the San Fernando Valley Office of New York Life has been named to the 2023 Forbes America’s Top Financial Security Professionals list. https://www.forbes.com/profile/mitch-rosenberg/?list=best-in-state-financial-security-professionals&sh=3bb750ec34c4
Todd Carey
Oct 13, 2023

Nourafchan Recognized By Scotsman Guide As The Top Jumbo Loan Originator Nationwide

Romy Nourafchan has been featured as the Number One Jumbo Originator in the Scotsman Guide's rankings for "2023 Top Jumbo Originators" in the country. This recognition is a great reminder of the incredible work that the entire Insignia Mortgage team performs for its clients. Access the 2023 list, read the full article, or watch my interview with Scotsman Guide at the link below. https://www.insigniamortgage.com/scotsman-guide-profiles-romy-nourafchan-as-featured-top-originator/ Best, Romy Nourafchan M: 310-266-2161 E: romy@insigniamortgage.com insigniamortgage.com 9665 Wilshire Blvd.
Todd Carey
Oct 11, 2023

Regina Lark Featured in Forbes on 3 Traits Successful Career Changers Share

Dr. Regina Lark was featured in this Forbes article describing her journey from laid-off to creating a 7-figure business. https://www.forbes.com/sites/carolinecenizalevine/2023/09/26/in-late-career-pivots-3-traits-successful-career-changers-share/?sh=2119d27a2db0
Todd Carey
Oct 05, 2023

Juan Ros Presents to Charitable Planners in Houston

Juan Ros, CFP®, financial advisor with Forum Financial Management, gave a presentation in-person on September 28 to a gathering of the Charitable Gift Planners of Houston. Juan's presentation, "Maximizing Impact: Year-End (and Year-Round) Giving Strategies for Charitable Planners," explored major and planned giving strategies that donors/clients can consider, as well as the impact of current tax law and the pending sunset of the Tax Cuts and Jobs Act. In his practice, Juan specializes in working with charitable individuals, particularly business owners.
Todd Carey
Sep 08, 2023

Class Action Attorney Robert A. Curtis Named Among Best Lawyers in America for 2024

SANTA BARBARA, Calif. - Robert Curtis, group leader Ventura 2, managing partner at the Santa Barbara-based law firm Foley Bezek Behle & Curtis, has been recognized as one of The Best Lawyers in America(r) for exceptional work representing plaintiffs in mass tort litigation and class action lawsuits.
Todd Carey
Aug 31, 2023

Regina Lark's TEDx Talk is Now Live!

"Emotional labor and the myth of "women's work" is the title of Dr. Regina Lark's recent talk at TEDxFolsom, and can be viewed here: https://www.youtube.com/watch?v=bJLawgDbn_E

Member Milestones

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

Celebrating 30 Years

Michael Narvid

Narvid Scott LLP
Managing Partner
(818) 907-8986
mnarvid@narvidscott.com
Attorney
Home Group: Encino 1

Bio: Managing partner of full service law firm specializing in real estate, corporate, and financial matters.

Celebrating 25 Years

Lisa Allison

Allison & Gibb LLP
Partner
(818) 394-6689
lisa@allisonandgibb.com
Accountant
Home Group: Westlake 1

Bio: Full service firm providing accounting, audit, tax consulting and compliance as well as outsourced accounting services to corporations, partnerships, nonprofit organizations and individuals.

Ken Berke

Berke Law Group, A.P.C.
(844) 909-9600
kberke@berkelaw.com
Attorney
Home Group: Woodland Hills 3

Bio: Corporate, real estate, securities, environmental and cannabis/hemp/CBD transactional-only practice. With extensive in-house and company-ownership experience, Ken brings a “business person’s” perspective to practicing law.

Celebrating 20 Years

Chris Carter

Navalign Wealth Partners
Partner
(805) 728-4500
chris@navalign.com
Investment Advisor
Home Group: Pasadena 3

Bio: Fee-only advisor providing independent investment advice to our private wealth management clients and retirement plan accounts.

Celebrating 15 Years

Melisa Silverman

Avenue M Advisors, Inc.
President
(818) 758-8457
melisa@avemadvisors.com
Financial Service
Home Group: Santa Monica 4

Bio: Avenue M Advisors, Inc. is a national company specializing in business valuation and exit & succession planning services. Services include: investment, tax and wealth transfer business valuations as well as business exit & succession planning.

Celebrating 10 Years

Phillip Cook

Mogul Wealth Management, Inc.
President
(310) 545-6700 best number)
phil@cookandassoc.com
Investment Advisor
Home Group: South Bay 4

Bio: Building and managing investment portfolios for over 35 years.

Jonathan Johnen

Farr Johnen & Associates
Partner
(805) 644-3500
jjohnen@fjinsure.com
Insurance
Home Group: Santa Barbara 2

Bio: Jonathan is a partner and co-owner of Farr Johnen & Associates. He is a CFP(R) with extensive experience helping clients find comprehensive solutions for their life, disability, and long-term care insurance needs.

Sally Forster Jones

SFJ Group – Compass
Executive Director, Luxury Estates
(310) 579-2200
sally@sfjgroup.com
Real Estate
Home Group: Beverly Hills 1

Bio: Sally’s professional progression over the past forty plus years has resulted in her becoming one of the top real estate brokers in Southern California and beyond. Sally is Executive Director of Luxury Estates for Compass.

Peter Muffoletto

Peter S. Muffoletto, CPA
CPA
(818) 346-2160
pete@petemcpa.com
Accountant
Home Group: Conejo

Bio: Managing partner of a local CPA firm with 45 years experience starting with a national CPA firm which is now part of the Big 4. Audit experience in handling large international and national business clients, we handle tax planning and compliance matters

Kevin Shaw

Nevers, Palazzo, Packard, Wildermuth & Wynner
(818) 879-9700
kshaw@npwlaw.com
Attorney
Home Group: Westlake 4

Bio: Kevin Shaw counsels businesses in the areas of corporate governance, mergers and acquisitions, financings and general business matters. He is particularly experienced at negotiating and structuring licensing and distribution agreements.

Neil Sokoler

Fidelity Mortgage Lenders
Loan Manager
(310) 820-4300
nsokoler@fidelityca.com
Banking & Finance
Home Group: Woodland Hills 2

Bio: Direct First Trust Deed Lender offering commercial loans. Interest-only or fully amortized. No prepayment penalty and fixed rates. Approvals are based on equity. Quick funding. Hard Money made easier.

Celebrating 5 Years

Hilary Bendon

HXB LLC
Peace Partner: Mediator, Coach and Facilitator
(626) 202-1633
hilary@hxbllc.com
Consultant & Service
Home Group: Westside

Bio: HXB is the business’ Peace Partner. We help resolve conflicts in the workplace to create effective communication, increase a sense of safety and stability, and enhance business success.

Eric Bergman

Eric Bergman

Elkins Kalt Weintraub Reuben Gartside LLP
Attorney
(310) 746-4489
ebergman@elkinskalt.com
Attorney
Home Group: Brentwood

Bio: Eric is an estate planning attorney at Elkins Kalt Weintraub Reuben Gartside LLP.

Matt Crowley

Crowley Corporate Legal Strategy
Principal
(818) 703-7372, ext. 1
matt@crowleystrategy.com
Attorney
Home Group: Mergers & Acquisitions 2

Bio: Matthew Crowley is a venture lawyer, with a practice focused on assisting entrepreneurs in creating new businesses and achieving their goals for growth. Crowley regularly represents startups, with startup clients representing at least 70% of his practice.

Mike DiLisio

Robert Hall & Associates
Business Development
(818) 242-4888
mdilisio@roberthalltaxes.com
Marketing
Home Group: Pasadena 6

Bio: Specializing in Real Estate, small business and entertainment since 1971 Robert Hall & Associates helps clients minimize their tax obligations across the country. We help high net worth individuals keep more of their money without billable hours.

Jonathan Friedman

Stubbs Alderton & Markiles, LLP
Partner
(818) 444-4514
jfriedman@stubbsalderton.com
Attorney
Home Group: South Bay Classic

Janine Gershon

Janine Gershon

Douglas Elliman
Realtor
(310) 804-4607
janinege@gmail.com
Real Estate
Home Group: Santa Monica 3

Bio: After graduating Stanford University in economics with honors and Phi Beta Kappa and attending the Stanford Graduate School of Business, Janine, a Los Angeles native, has been firmly entrenched in the Los Angeles real estate community for over 35 years…

Rob Henderson

Windes, Inc.
Tax Partner, Exit Planning Practice Leader
(949) 271-2629
rhenderson@windes.com
Accountant
Home Group: Mergers & Acquisitions 3

Bio: I provide tax, business and M&A advisory services to lower middle market business owners. My goal is to help clients prepare to exit their business.

Diana Iketani Iorlano

Iketani Law Corporation
Data Privacy Attorney/Outside General Counsel
(310) 627-2752
diana@iketanilaw.com
Attorney
Home Group: Santa Monica 3

Bio: Privacy Lawyer (CIPP/US/E/A, CIPM), former BigLaw (Manatt), privacy & data security compliance, including GDPR & CCPA, data breach, 20+ yrs exp. business litigator, outside General Counsel.

Mark Kaplan

Law Office of Kaplan & Gekht
(310) 277-9009
mark@kaplangekht.com
Attorney
Home Group: Westside

Bio: Mark Vincent Kaplan is a Certified Family Law Specialist (State Bar of California Board of Legal Specialization) and a founding partner of the Law Offices of Schuchman, Kaplan, & Gekht. His storied career has spanned 44 years of practice in California.

Kristy Melton

Heritage Commercial Funding Corp
Commercial Finance Broker
(805) 231-0562
kmelton@heritagecommercialfunding.com
Banking & Finance
Home Group: Camarillo 1

Bio: Finance Broker with over 20 years experience specializing in Alternative Funding options for Businesses (50k-20M): Factoring, Asset Based Lending, Purchase Order Financing, Revenue Based Financing, Bridge Loans or Lines of credit.

Raphy Timour

PT Business Solutions
Partner
(626) 463-1496
rtimour@ptbusinesssolutions.com
Insurance
Home Group: Pasadena 3

Bio: Over 19 years ago I co-founded PT Business Solutions, a premier business solutions provider for the small to midsize market.

Events

Join us for our Los Angeles Holiday Parties – LAC:  Figueroa Hotel – La Casita on Tuesday, December 5th from 5-7pm.  LAW:  Luxe Hotel on Wednesday, December 6th from 6-8pm.  LAV:  Zin Bistro Americana on Thursday, December 14th from 6-7pm.  Registration and details on the Hub.

Accelerate Your Membership (AYM) on Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch.  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.

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, December 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023  – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET