|  Los Angeles

New Members

28 New Members in the Los Angeles Area

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

Mattison Behr

Mattison Behr

Lee & Associates- Downtown LA
Industrial Real Estate Agent- Lee & Associates
(818) 434-9116
mbehr@lee-associates.com
Real Estate
Home Group: Downtown Los Angeles 1

Bio: Mattison Behr is an Industrial Real Estate Agent with Lee & Associates. Mattison specializes in the Sales, Leasing, and Acquisition of Industrial properties, representing Owner/Users, Tenants, & Investors in the Greater Los Angeles Markets.

Rita Bojalian

Rita Bojalian

Ashington Law, P.C.
(818) 632-9366
rbojalian@ashingtonlawpc.com
Attorney
Home Group: San Gabriel Valley

Sandy Bui

Sandy Bui

Union Bank
Vice President, Business Banking Relationship Manager
(818) 620-9300
sandyebui@gmail.com
Banking Finance
Home Group: Rancho Park

Bio: Business Lender with focus on owner user commercial real estate loans (SBA and conventional options) and C&I loans.

Linda Cheresh

Linda Cheresh

Citizens Business Bank
Relationship Manager, Vice President
(805) 324-5922
llcheresh@cbbank.com
Banking Finance
Home Group: Santa Barbara 3

Bio: Strategic-thinking business leader with a successful history of developing and supporting the growth and retention of Business and Wealth Management Clients for a leading financial institution.

DeShaunté Freeman

DeShaunté Freeman

Freeman Human Resource Management
(657) 204-5754
deshaunte@thefhrm.com
Human Resources
Home Group: Downtown Los Angeles 4

David Gharakhanian

David Gharakhanian

GP Law Group, Inc.
Personal injury attorney
(310) 860-0600
david@gplitigation.com
Attorney
Home Group: Encino 1

Bio: I am the co-founding partner of a personal injury litigation firm based out of Los Angeles. We handle a wide variety of cases, including automobile, motorcycle, cycling, and pedestrian accidents, as well as premises liability matters.

Matt Hahne

Matt Hahne

EOS
matt.hahne@eosworldwide.com
Home Group: Ventura

Frank Hakim

Frank Hakim

Davis*Gavsie & Hakim, LLP
Partner
(310) 789-2240
frank@dghlawyers.com
Attorney
Home Group: Silicon Beach

Bio: I have been exclusively practicing Employment Law for 28 years. I represent Employees and Employers in Sexual Harassment, Discrimination, Wrongful Termination, Retaliation, and Wage & Hour disputes, among other matters. I also mediate Employment disputes.

Melinda Hallinan

Melinda Hallinan

CBIZ MHM, LLC
(805) 405-9892
mhallinan@cbiz.com
Accountant
Home Group: Ventura 3

Bio: Local CPA with 14 years of experience providing tax planning, tax preparation, and attest services to our family- owned businesses.

Nikki Hashemi

Nikki Hashemi

Interplay Legal Solutions, Inc.
Attorney
(805) 424-3131
nikki@interplaylegal.com
Attorney
Home Group: Westlake 8

Bio: With empathy, patience, and 12+ years of experience, I eagerly represent Bankruptcy Debtors: Chapter 7 & Chapter 13 (lien strip/loan modification); and Estate Plans for Young Families: Trust, Will, POA, Health Care Directives, and Guardianship Nomination.

Ashkaan Hassan

Ashkaan Hassan

We Solve Problems
(310) 695-5670
a@wesolve.tech
Information Technology
Home Group: Sherman Oaks 2

Bio: Attorney, Tech Guru, & Moral Philosopher.

Adrienne Hillas

Adrienne Hillas

Hillas Nocera
Partner
aahillas@hillasnocera.com
Accountant
Home Group: Los Angeles Valley 1

Spencer Horak

Spencer Horak

Lee & Associates – Los Angeles West
Principal
(310) 899-2728
shorak@leewestla.com
Real Estate
Home Group: Entertainment 2

Bio: Spencer represent tenants and owners of commercial property across Los Angeles, guiding clients through complex transactions with his deep rooted market knowledge & analysis, strategic planning and negotiation expertise.

Carlos Jimenez

Carlos Jimenez

1st Century Bank
VP/Relationship Manager
(310) 270-9543
cjimenez@1cbank.com
Banking Finance
Home Group: Commerical/Personal Banker at 1st Century Bank, focused on complex lending and unrivaled personal service.

Dena Klotz

Dena Klotz

(818) 564-5978
dklotz@lagerlof.com
Home Group: Sherman Oaks 3

Alexis Langer

Alexis Langer

Law Office of Alexis M. Langer, APC
(424) 341-2118
alexis@alexislangerlaw.com
Attorney
Home Group: South Bay 4

Bio: In 2014, I began doing Plaintiff’s civil litigation and in 2020 began my practice in estate planning after a direct experience. I focus on comprehensive plans, kids protection, asset protection, small business planning, and legacy planning.

Jeff Lewis

Jeff Lewis

Jeff Lewis Law, APC
Appellate Attorney
(310) 395-4001
jeff@jefflewislaw.com
Attorney
Home Group: Pacific Business Corridor 1

Bio: I have been practicing law in Southern California since 1996. I am a certified appellate specialist by the California State Bar. My practice focuses on four areas: Appellate Law, First Amendment Litigation (anti- SLAPP), General Litigation and Land Use.

Stephanie McGowan

Stephanie McGowan

CommonWealth Land Title
National Account Manager
(213) 330-3030
stephanie.mcgowan@cltic.com
Consultant Service
Home Group: Downtown Los Angeles 2

Tim Neal

Tim Neal

Farmers Insurance
(805) 273-7124
tneal@farmersagent.com
Insurance
Home Group: Westlake 8

Megan Petti

Megan Petti

Mission Bank
Business Banker Lead
pettim@missionbank.com
Banking Finance
Home Group: Camarillo 1

Brett Ralston

Brett Ralston

Rodnunsky & Associates
Attorney
(818) 737-1090
brett.ralston@rodnunskylaw.com
Attorney
Home Group: Woodland Hills 2

Bio: Brett is an associate attorney with Rodnunsky & Associates. His practice includes Estate Planning, Tax Planning, Probate & Trust Administration, and litigation specific to Probate and Trust disputes.

Shannon Ryan

Shannon Ryan

Well Fargo Financial Advisors
Financial Advisor, Managing Director-Investments
(310) 725-2268
shannon.t.ryan@wellsfargoadvisors.com
Banking Finance
Home Group: South Bay 2

Bio: For more that two decades, I have been helping people create financial strategies for their most important financial decisions. Financial planning with an emphasis on the behavioral side of money is my passion.

Ron Sentchuk

Ron Sentchuk

Logan Investments
President
(818) 755-0880
ron@loganinvestments.com
Banking Finance
Home Group: Downtown Los Angeles 5

Bio: Ron is the founding owner of Logan Investments which was founded in 1991. Logan Investments is a successful mortgage company based in Studio City, California. Ron is the CEO and President of Logan Investments and has been a Real Estate Broker.

Andrew Smith

Andrew Smith

Signature Bank
(818) 431-4226
asmith@signatureny.com
Home Group: Culver City

Jonny Soleimani

Jonny Soleimani

Pacific Southwest Realty Services
(310) 740-0641
soleimani.jonny@gmail.com
Real Estate
Home Group: Beverly Hills 1

Luis Tipacti

Luis Tipacti

Pacific Integrated Capital
Mortgage Broker
(818) 266-1194
luis@picmtg.com
Financial Service
Home Group: Sherman Oaks 1

Bio: Residential Mortgage Specialist.

Lucy Viado

Lucy Viado

Edward Jones
(818) 415-2356
lucy.viado@edwardjones.com
Investment Advisor
Home Group: Ventura 3

Bio: I specialize in creating strategies to help achieve wealth and financial goals so come partner with me and enjoy the journey.

Gary Zhang

Gary Zhang

Citrin Cooperman
(626) 400-0500
gzhang@citrincooperman.com
Accountant
Home Group: Santa Clarita Valley

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peak at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills.  Watch all the videos in the series HERE.

Todd Carey
Nov 29, 2022

Pam Tanase is published in Pacific Coast Business Times

Pam Tanase, co-founder of Workzones Santa Barbara, published an opinion editorial in Pacific Coast Business Times titled, "The pandemic changed how people work, and they’re not going back." Read the article: https://www.pacbiztimes.com/2022/10/21/opinion-the-pandemic-changed-how-people-work-and-theyre-not-going-back/
Todd Carey
Nov 29, 2022

Juan Ros, CFP®, Quoted in CNBC.com On Charitable Giving Tax Breaks

Juan Ros, CFP®, financial advisor with Forum Financial Management, LP in Thousand Oaks, California, was quoted in a CNBC.com article discussing charitable giving tax breaks, in anticipation of Giving Tuesday on November 29. The article can be accessed here: https://www.cnbc.com/2022/11/22/heres-how-to-score-a-charitable-tax-break-on-giving-tuesday-.html In Juan's advisory practice, he specializes in advanced charitable strategies for his clients, particularly business owners and high-net-worth families, who place a value on giving back to causes they hold dear.
Todd Carey
Nov 17, 2022

Saida Pagan Nominated for Two Journalism Awards

Los Angeles-based media professional and journalist, Saida Pagán has been nominated for two National Arts & Entertainment Journalism Awards. The awards are sponsored by the Los Angeles Press Club and this is Saida’s seventh L.A. Press Club nomination in 2022.
Todd Carey
Nov 17, 2022

Brenda Allison chosen by Pacific Coast Business Times to "Who's Who in Health Care, Insurance & Life Sciences"

Brenda Allison, CEO, Coast General Insurance Brokers, was selected by Pacific Coast Business Times to "Who's Who in Health Care, Insurance & Life Sciences." Coast General Insurance Brokers specializes in business, property, health and medical insurance.
Todd Carey
Nov 17, 2022

Mitch Rosenberg chosen by Pacific Coast Business Times to "Who's Who in Health Care, Insurance & Life Sciences"

Mitch Rosenberg, CEO, MDR Insurance & Financial Services, was selected by Pacific Coast Business Times to "Who's Who in Health Care, Insurance & Life Sciences." MDR Insurance & Financial Services works with business owners and individuals in insurance and employee benefits, retirement funding, estate, legacy and business exit planning.
Todd Carey
Nov 09, 2022

Michael Bell's book hit #3 on the Wall Street Journal Best-Seller List

Michael Bell's book hit #3 on the Wall Street Journal best-seller list. The book is called Seller Mistakes, What you were never told about selling your home and why it should matter to you. Reviews are on Amazon, and it is available in all formats. Email Michael for a free hard-copy.
Todd Carey
Nov 09, 2022

Terri Hilliard chosen by Pacific Coast Business Times to "Who's Who in Professional Services"

Terri Hilliard, was selected by Pacific Coast Business Times to "Who's Who in Professional Services." 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
Nov 08, 2022

U.S. News - Best Lawyers® Names Reddock Law Group a 2023 "Best Law Firm®"

Congratulations to the Reddock Law Group and to Angela Reddock-Wright! The 2023 U.S. News - Best Lawyers® "Best Law Firms" list is out and Reddock Law Group is included on this prestigious list! U.S. News & World Report and Best Lawyers® joined to rank more than 14,000 firms across the United States. Firms included in the 2023 "Best Law Firms" list are recognized for professional excellence with persistently impressive ratings from clients and peers. Angela Reddock-Wright is an employment law mediator and arbitrator with Judicate West and the Founding Partner of the Reddock Law Group.

Member Milestones

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

Celebrating 25 Years

Rosalinda ONeill

Gr8ness Building
Your Wonderful Life Gr8ness Building LMFT
(310) 277-1908
rosalinda@ceolifementor.com
Consultant & Service
Home Group: Encino 1

Bio: Live Stronger, Happier and more Loved, Loving and Successful with Rosalinda O’Neill’s confident communication, leadership, relationship and success building wisdom for You, Your Talent, Shareholders and Adult Children via InPerson, Online & Tele consults.

Celebrating 15 Years

Gary Kohn

Gary P. Kohn Esq
Attorney at Law
(310) 670-7311
gkohn@gkohnlaw.com
Attorney
Home Group: Century City 7

Bio: Gary handles NFT/Metaverse/DAO transactions; entertainment, music, film and TV contracts; marketing and licensing contracts; employment contracts; LLC and corporate formation; business structuring; business contracts; and corporate maintenance.

Celebrating 10 Years

Mindy Gassman

Actuaries Unlimited Inc.
President
(818) 325-8800
mgassman@actuariesunlimited.com
Consultant & Service
Home Group: Century City 3

Bio: Mindy Gassman is an actuary and the president of Actuaries Unlimited, Inc., a Los Angeles based firm specializing in the design, implementation, compliance and administration of Defined Benefit, 401(k), Profit Sharing and other qualified retirement plans…

Mark Gross

Mark Gross

BROT GROSS FISHBEIN LLP
Managing Partner
(818) 594-0800
gross@bgfllp.com
Attorney
Home Group: Downtown Los Angeles 4

Bio: We aggressively negotiate and litigate family law matters. We are result oriented and mostly handle complex cases.

Dana Mayhew

TDCConsults
Human Resources Consultant, Speaker, Management Trainer, Employment Investigator
(626) 296-9141
dana@tdcconsults.com
Human Resources
Home Group: Pasadena 1

Bio: Dana Mayhew is a human resources consultant with an outstanding record in conflict resolution, employee relations, compliance training, performance management and HR management. She is a public speaker and teaches at UCLA Extension.

Gail Roque, CFP®, ChFC®, APMA®

Roque & Assoc., Ameriprise Financial, Inc
Certified Financial Planner
(626) 744-9766
gail.r.roque@ampf.com
Investment Advisor
Home Group: Glendale 1

Bio: I work with busy, hard-working professionals who value sound financial planning. I help my clients manage multiple goals and handle complex financial situations. I follow a process that involves getting to the heart of their goals and thoughts, and then…

Eric Schirding

United Western Insurance Brokers
President, Southwest Territory
(626) 204-6985
eschirding@uwib.com
Insurance
Home Group: Glendale 2

Bio: I enjoy giving businesses an edge by helping them manage their risks and assisting them to buy their business insurance. I strive to be a trust provider of resources and solutions.

Matt Stadelman

Navalign Wealth Partners
Financial Adviser
(818) 728-4500
matt@navalign.com
Investment Advisor
Home Group: Woodland Hills 2

Bio: Navalign is an independent financial company built from the ground up, with a focus on helping clients navigate their financial decisions while being aligned with their best interests. This holistic approach, combined with transparency and fiduciary.

Joel Volk

Joel Volk

Hot Dog Business Growth
Business Growth Counselor
(818) 624-0100
jv@jovopro.com
Consultant & Service
Home Group: Westlake 5

Bio: Counseling Business Leaders to grow their business. Working with individuals and teams to succeed at higher levels at a faster pace. Teaching best practices to yield higher productivity and profits.

Christopher Woo

Christopher Woo

C2 Technology Partners, Inc.
Owner
(818) 584-6021
chris.woo@c2techs.net
Consultant & Service
Home Group: Calabasas

Bio: C2 Technology Partners, Inc. provides technology consulting, implementation and support services for businesses. Companies looking to maximize existing technology investments will find that C2 is ready to act as your trusted advisor with over 20 years of…

Pejman “PJ” Yedidsion

Concept IP LLP
Partner; Patent Attorney
(805) 579-2500
pyedidsion@conceptip.com
Attorney
Home Group: Brentwood

Bio: Our clients are technology and manufacturing companies that create, innovate, and build. We protect their IP rights and together monetize their products and ideas using our expertise in intellectual property. Providing legal & tech advice is our passion.

Celebrating 5 Years

John Clough

John Clough

Buchalter
Partner
(213) 891-5255
jclough@buchalter.com
Attorney
Home Group: Pacific Business Corridor 1

Bio: John Clough practices business and commercial litigation, with a focus on corporate governance, shareholder, member, and partnership disputes.

Konrad Gatien

Keats Gatien, LLP
Partner
(424) 302-0717
kg@keatsgatien.com
Attorney
Home Group: Westside 3

Bio: Keats Gatien, LLP is an intellectual property law firm handling matters involving trademarks, trade dress, copyrights, unfair competition, rights of publicity, the Internet, and anti-counterfeiting. The firm specializes in worldwide trademark registration…

Gabriel Green

Buchalter Nemer, A Prof Corp
Shareholder
(213) 891-5029
ggreen@buchalter.com
Attorney
Home Group: Century City 4

Bio: Intellectual Property and Commercial Trial Attorney, whose practice focuses on protecting valuable intellectual property rights, resolving complex business disputes, and handling franchise litigation matters.

David Jockisch

Liden, Nestle, Soled & Associates
Regional Vice President
(805) 217-1356
david@lnstpa.com
Consultant & Service
Home Group: Camarillo 1

Bio: David has a passion for helping retirement-focused financial professionals provide business owners with uniquely designed retirement plan solutions. Over the years he has consulted with businesses of all sizes and industries that required a special eye.

Susan Richman

Richman Accountancy Corporation
Owner
(818) 703-7660 ext 312
sue@richman-acct.com
Accountant
Home Group: Westlake 2

Bio: Sue has been a CPA for over 30 years. She specializes in accounting, tax planning and business management in the entertainment industry.

Donald Stevens

B2B CFO
Partner
(805) 551-4120
donaldstevens@b2bcfo.com
Consultant & Service
Home Group: Westlake 6

Bio: I am a B2B CFO Partner, helping business owners achieve their goals, both personal and business. I provide the tools and insights that will allow business owners to make informed decisions in addressing significant challenges or to accelerate growth.

Michael Whitmarsh

WHITMARSH FAMILY LAW, PC
Partner
(310) 552-3505
michael@whitmarshfamilylaw.com
Attorney
Home Group: Venice

Bio: Michael L. Whitmarsh completed his undergraduate studies at U.C.L.A. in 2002. He then taught children with autism and trained and competed in triathlons for two years before attending Southwestern University School of Law’s evening program. Michael…

Scott Zimmerman

CorpStrat – Corporate Strategies Inc.
Principal
(818) 377-7260
scott@corpstrat.com
Insurance
Home Group: Westlake 6

Bio: Life Insurance, Long Term Care Insurance and Disability Insurance Specialist.

Events

Los Angeles 2022 Holiday Parties:  

LAV:  Tuesday, December 6th at Zin Bistro Americana (32131 Lindero Canyon Rd., Westlake Village)

LAW:  Wednesday, December 14th at the Luxe Hotel (11461 Sunset Blvd., Los Angeles)

 

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 6, 2022 12:30pm-2:00pm ET | 11:30am-1:00pm CT | 9:30am-11am PT     

Wednesday, December 7, 2022  11:30am-1:00pm ET | 10:30am-12:00pm CT | 8:30am-10am PT

Wednesday, December 7, 2022 2:30pm-4:00pm ET | 1:30pm-3:00pm CT | 11:30am-1:00pm PT

Tuesday, January 10, 2023 12:30pm-2:00pm ET | 11:30am-1:00pm CT | 9:30am-11am PT  Â