|  Los Angeles

New Members

46 New Members in the Los Angeles Area

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

Albert Aguilar

Albert Aguilar

Citizens Business Bank
(424) 220-0894
aaguilar2@cbbank.com
Banking Finance
Home Group: Hollywood

Bio: Trusted Advisor | Commercial Banking | C&I Lending | CRE Lending | Cash Management | Mortgage Lending.

Deanna Ball

Deanna Ball

HPOpartners, LLC
Owner, HPOpartners, LLC
(818) 205-4838
deanna.ball@hpopartners.com
Consultant Service
Home Group: Westlake 7

Bio: Deanna Ball, PhD is a personal coach, advisor and management consultant dedicated to helping organizations, and the people in them, thrive. Focus Areas: Leader and Individual Development, Org Design, Change Leaderhip, Team performance and Facilitation.

Joshua Banks

Joshua Banks

WSI Smart Marketing
Sales Division Director
(424) 429-6366
jbanks@wsismartmarketing.com
Marketing
Home Group: Westwood

Bio: I am the Sales Division Director of WSI Smart Marketing, a digital marketing company based in California with the ability to serve nationwide clients. We specialize in Search Engine Optimization (SEO), Pay-per-click (PPC), Website Design, & Social Media.

Alyssa Van Breene

Alyssa Van Breene

Alyssa Van Breene | 3Leaf Realty
Residential Real Estate Agent
(310) 795-3992
alyssa@vanbreene.com
Real Estate
Home Group: Santa Monica 2

Bio: South Bay/LA residential realtor with a legal background in trust admin/probate and family law.

Gustavo Cardenas

Gustavo Cardenas

Berkshire Hathaway HomeServices California Properties
(310) 447-4771
gustavo@cardenashomes.com
Home Group: Santa Monica 3

Tom Compere

Tom Compere

SPRCHRGR
CFO
(310) 482-1301
tcompere@sprchrgr.com
Accountant
Home Group: Century City 3

Bio: Tom has over three decades of experience as a CFO, both full time and fractional, and 12 years of public accounting experience. He graduated from UCSB with a degree in Economics and Accounting and first went into public accounting.

Dustin Dahan

Dustin Dahan

Kenny Stevens Team
(310) 940-8749
dustin@kennystevensteam.com
Real Estate
Home Group: Beverly Hills 3

Alidad Damooei

Alidad Damooei

Stradling Yocca Carlson & Rauth
Shareholder
(805) 402-9999
adamooei@stradlinglaw.com
Attorney
Home Group: Mergers $ Acquisitions 2

Bio: Alidad is a corporate lawyer for middle market and lower middle market companies and investment funds. His practice focuses on M&A, corporate governance and other outside general counsel needs of his clients.

Jane Davidson

Jane Davidson

Munck Willson Mandala
(310) 855-3493
jdavidson@munckwilson.com
Attorney
Home Group: West Hollywood

Bio: Litigator specializing in IP, Privacy, and Business Disputes in Entertainment and Tech.

Andrew Devkar

Andrew Devkar

Morgan Lewis
Partner
(310) 255-9070
andrew.devkar@morganlewis.com
Attorney
Home Group: Silicon Beach

Bio: Andrew Devkar is a technology lawyer that focuses on intellectual property, litigation and counseling startup and technology companies of all sizes.

Justin Fautsch

Justin Fautsch

Vimvi
(310) 779-5868
justin@vimvi.com
Real Estate
Home Group: Burbank

Sarah Galarneau

Sarah Galarneau

New York Life Insurance Company
(818) 455-2362
sigalarneau@ft.newyorklife.com
Insurance
Home Group: Hollywood

Dave Gieselman

Dave Gieselman

Become Limitless LLC
(626) 825-0779
daveg@become-limitless.com
Consultant Service
Home Group: Downtown Los Angeles 1

Bio: I help business leaders, professionals, and creatives reduce stress, anxiety, and overwhelm while enhancing focus, communication, performance, and overall EQ.

Jonathan Golding

Jonathan Golding

Golding + Lamothe
Lawyer/Partner
(310) 591-0776
jonathan@goldinglamothe.com
Attorney
Home Group: Encino 1

Bio: I Help You Fix Your Design and Construction Problems.

Todd Goldsworthy

Todd Goldsworthy

Edward Jones
Financial Advisor
(626) 744-2740
todd.goldsworthy@edwardjones.com
Financial Service
Home Group: Burbank

Scott Greenberg

Scott Greenberg

Probate Junkies
(818) 635-3085
scott.greenberg@me.com
Real Estate
Home Group: Hollywood

Robel Gugsa

Robel Gugsa

ComForCare Home Care
(732) 425-6617
rgugsa@comforcare.com
Consultant Service
Home Group: Universal City

Bio: Senior Leader specializing in: Elder Care | In-Home Care | Client Success & Retention | Operations Excellence | Strategic Partnerships | Entrepreneurship.

Jason Haas

Jason Haas

Ervin Cohen & Jessup LLP
Of Counsel
(310) 281-6357
jhaas@ecjlaw.com
Attorney
Home Group: Rancho Park

Yair Haimoff

Yair Haimoff

Spectrum CRE ™
Executive Managing Director
(818) 252-9900
yhaimoff@spectrumcre.com
Real Estate
Home Group: Encino 3

Jeremy Herskovic

Jeremy Herskovic

California CPA Group Inc
Partner
(818) 966-6202
herskovicjeremy@yahoo.com
Accountant
Home Group: Culver City

Bio: Partner in boutique tax advisory and preparation firm serving clients all over the country and the world with their personal, business, and estate tax needs.

David Hitt

David Hitt

The HITT Home Team – Keller Williams Larchmont
Broker Associate, Senior Real Estate & Transition Specialist
(818) 422-1702
david@thehitthometeam.com
Real Estate
Home Group: Warner Center 1

Bio: Real estate problems solvers serving Baby Boomers, adult children & their aging parents.

Jeff Jagard

Jeff Jagard

Avalan
(310) 246-1243
jeff.jagard@avalanwealth.com
Investment Advisor
Home Group: Westlake 8

Jill James

Jill James

The Jill James
CEO / Founder
(415) 609-0465
jill@thejilljames.com
Consultant Service
Home Group: Hollywood

Bio: I help self-funded business owners build and run profitable, purpose-driven companies through strategic operations support.

Eric Kaufman

Eric Kaufman

Alliant Employee Benefits
Senior Vice President
(213) 689-2373
edkaufman@alliant.com
Insurance
Home Group: Hollywood

Shauna Kohanchi

Shauna Kohanchi

J.P. Morgan Private Bank
Banker
(310) 860-7218
shauna.kohanchi@jpmorgan.com
Banking Finance
Home Group: Mergers $ Acquisitions 2

Alon Lagstein

Alon Lagstein

Carllton Fields
Real estate transactional law
(310) 709-9152
alagstein@carltonfields.com
Attorney
Home Group: Century City 1

Brian Levine

Brian Levine

FINCHLOOM
COO & Founder
(805) 857-0901
blevine@finchloom.com
Other
Home Group: Downtown Los Angeles 4

John MacLean

John MacLean

Fidelity Mortgage Lenders, Inc.
Executive Vice President
(818) 590-7223
jmaclean@fidelitylenders.com
Banking Finance
Home Group: Century City 1

Michelle Maghsoudi

Michelle Maghsoudi

Aviram Law, APLC
Partner
(858) 952-8087
michelle@pitrial.com
Attorney
Home Group: Westlake 6

Bio: Michelle Maghsoudi is the partner and trial attorney at Aviram Law. Michelle comes with years of experience in Personal Injury handling all aspects of personal injury including car accidents, dog bites, slip and falls, and trip and falls.

Maria Melkonian-Maissian

Maria Melkonian-Maissian

Enove Agency
Founder/Chief Brand Officer
(818) 437-0553
maria@enoveagency.com
Marketing
Home Group: Westlake 8

Bio: Full service branding and digital marketing. I believe that the success of any business lies in its ability to connect with the right tools and strategies to elevate and grow. We’re not just a service provider, we’re a partner in your journey to success.

Alexander Miller

Alexander Miller

Greyhawk Premier Insurance Solutions
(310) 562-4624
amiller@greyhawkinsurance.com
Insurance
Home Group: Universal City

Talia Miravet

Talia Miravet

Casa Bella Real Estate Services
Owner
(818) 259-3304
taliamiravet@gmail.com
Real Estate
Home Group: Hollywood

Joseph Park

Joseph Park

Byrne & Nixon LLP
(323) 704-5319
josephsparklaw@gmail.com
Attorney
Home Group: Pasadena 1

Bio: White collar criminal defense, grand jury investigations, regulatory investigations and enforcement actions, local counsel; forensic review and analysis, discovery reviews.

Javed Peeran

Javed Peeran

Syed Javed Peeran CPA
(310) 980-3958
javedpeerancpa@gmail.com
Accountant
Home Group: Santa Clarita Valley

Bio: I am a full service CPA firm specializing in all tax issues, business litigation, audit support.

David Pollock

David Pollock

Propulsive Executive Services, Inc.
(805) 501-6182
david@propexecs.com
Consultant Service
Home Group: Camarillo 1

Bio: David has an extensive background in business development, local government, regional and statewide advocacy and non-profit organizations.

Miwako Reynolds

Miwako Reynolds

Crowe LLP
Audit Partner
(818) 325-8498
miwako.reynolds@crowe.com
Accountant
Home Group: Mergers $ Acquisitions 2

Bio: Miwako is an experienced audit partner specializes in consumer products and M&D in middle market space. She works with many of private equity group portfolio companies and private companies who are looking for exit strategy.

Pankaj Raval

Pankaj Raval

Carbon Law Group, P.C.
Founder/Managing Partner
(323) 543-4453
p@carbonlg.com
Attorney
Home Group: Downtown Los Angeles 4

Bio: Counsel for deal makers and risk takers Helping growing companies make sound decisions and clean up their house. Human-centered legal services. Superlawyer Rising Star. 100+ 5-Star Reviews on Yelp. Immersive GC services. Tech enthusiast.

Gisela Rodriguez

Gisela Rodriguez

Bartlett, Pringle & Wolf, LLP
(805) 963-7811
grodriguez@bpw.com
Home Group: Santa Barbara 1

Benjamin Sampson

Benjamin Sampson

Bordin Semmer LLP
Partner
(323) 457-2110
bsampson@bordinsemmer.com
Attorney
Home Group: Ventura 3

John Spurling

John Spurling

SCHUMENER ODSON OH LLP
Attorney
(213) 344-4204
jspurling@soollp.com
Attorney
Home Group: Downtown Los Angeles 1

Ari Stiller

Ari Stiller

Stiller Law Firm
ari@stillerlawfirm.com
Attorney
Home Group: Century City 6

Bio: I handle writs and appeals in California appellate courts and the Ninth Circuit.

Spencer Stone

Spencer Stone

USI Insurance Co.
Commercial Insurance Broker
(661) 904-0674
spencer.stone@usi.com
Insurance
Home Group: Hollywood

Bio: I’m a Commercial Insurance Broker with USI. I advise businesses on the best insurance program to cover their exposures and offer solutions for Property, General Liability, Workers Compensation, Employment Practices Liability, Cyber, and much more!

Paul Vargas

Paul Vargas

(310) 283-6942
polimvargas@gmail.com
Home Group: Pacific Business Corridor 1

Robert Weiss

Robert Weiss

Valensi Rose, PLC
(310) 601-7010
robert.weiss@vrmlaw.com
Attorney
Home Group: Beverly Hills 5

Bio: Commercial Real Estate Transactional and Finance Expert.

Nick Wolf

Nick Wolf

Manhattan West
Executive Director, Financial Advisor
(213) 909-9026
nwolf@manhattanwest.com
Financial Service
Home Group: Santa Clarita Valley

Bio: Financial Advisor focused on succession planning for business owners with company size of $5-75mm in EBITDA and individuals coming into sudden wealth including inheritance, legal settlement, stock options vesting, personal injury awards, divorce, etc.

Zach Wolkstein

Zach Wolkstein

The Balaban Group, LLC
Associate Broker
(973) 494-3840
zach@balaban.com
Insurance
Home Group: Century City 4

Bio: As an Associate Broker at The Balaban Group, LLC, I guide high-net-worth individuals, entertainers, athletes, and business owners through complex life insurance solutions, high-limit disability insurance, and business solutions.

Member News

Video Testimonial Campaign:  We invite you to submit a brief video testimonial on how ProVisors has had an impact on your business.  Select videos will be featured on our website.  Click HERE for details.

Todd Carey
Nov 28, 2023

Attorney Aaron Lee Arndt Recognized for Service to U.S. Thalidomide Survivors

SANTA BARBARA, Calif. – Aaron Lee Arndt has been recognized by the nonprofit organization US Thalidomide Survivors for his service on behalf of Americans disabled by the now-banned drug.
Todd Carey
Nov 15, 2023

Board of Regents of American College of Mortgage Attorneys

Linda Koffman has been elected to a 3-year term on the Board of Regents of the American College of Mortgage Attorneys (ACMA), an academic college comprised of more than 500 attorneys that specialize in mortgage law and real estate finance transactions across all 50 States, the District of Columbia, Mexico and Canada. Ms. Koffman is one of 25 Regents who represent the wide geographic reach of ACMA. She was formally elected to an initial 3-year term on September 30, 2023 at ACMA’s Annual Meeting.
Todd Carey
Nov 15, 2023

Personal Injury Attorney Logan Quirk chosen by Pacific Coast Business Times "Who's Who in Professional Services"

Logan Quirk chosen by Pacific Coast Business Times "Who's Who in Professional Services. Quirk specializes in personal injury....
Todd Carey
Nov 10, 2023

Juan Ros Quoted in Barron's Story on IRA Required Distributions

Juan Ros, CFP®, Financial Advisor with Forum Financial Management, was quoted in a November 2 article that appears in Barron's. The article, "Breaking Down the Confusing New Rules About Required Withdrawals from Retirement Accounts," goes into detail on the recent legislation that changed the rules for required minimum distributions from IRAs. The article can be accessed here (subscription required): https://www.barrons.com/articles/rmd-required-minimum-distribution-new-rules-explained-16fd5b8f?st=65t3h1h08mchxzr&reflink=desktopwebshare_permalink
Todd Carey
Nov 10, 2023

Class Action Attorney Robert A. Curtis chosen by Pacific Coast Business Times to "Who's Who in Professional Services"

Robert A. Curtis, group leader Ventura 2, chosen by Pacific Coast Business Times to "Who's Who in Professional Services." Curtis is the managing partner at Foley Bezek Behle & Curtis.
Todd Carey
Nov 10, 2023

Sterling Financial Group Names Kody Brown as New Equity Partner

Sterling Financial Group, Inc. (SFG) is proud to announce Kody Brown, CFP®, CRPS®, as a new equity partner. Founder Michael Hatch appoints Brown as an Officer and Director, expanding his responsibilities. Brown, a tenured financial planner, anticipates deeper client engagement and strategic contributions. SFG, led by Michael P. Hatch for 25 years, excels as an SEC Registered Investment Adviser, delivering comprehensive financial solutions to a diverse, intergenerational client base across multiple states.
Todd Carey
Nov 02, 2023

Attorney Thomas J. Hutchinson chosen by Pacific Coast Business Times to "Who's Who in Professional Services"

Thomas J. Hutchinson was chosen once again by Pacific Coast Business Times to "Who's Who in Professional Services." Hutchinson's practice focuses on family law.

Member Milestones

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

Celebrating 15 Years

Jonathan Fitzgarrald

Equinox Strategy Partners
Managing Partner
(424) 277-3200
jfitzgarrald@equinoxstrategy.com
Marketing
Home Group: Beverly Hills 2

Bio: Jonathan Fitzgarrald provides service professionals and firms with strategic counsel to drive revenue and increase market visibility.

Eliza Minassian

CliftonLarsonAllen LLP
CPA – Principal
(310) 288-4252
eliza.minassian@claconnect.com
Accountant
Home Group: Brentwood

Bio: I provide accounting, tax consulting, tax planning and compliance for high net worth individuals, closely-held companies, multi-generational family businesses, professional services firms, real estate entities, private foundations and nonprofit…

Celebrating 10 Years

Wanda Dorgan

Dorgan Legal Services, LLP
Managing Partner
(626) 784-4111
wdorgan@dorganlegalservices.com
Attorney
Home Group: Pasadena 1

Bio: We are the management-side labor and employment attorneys recognized as zealous advocates in the private and public sectors who get results in litigation, traditional union matters and navigation of the day-to-day challenges of California employment…

Ivan Estrada

Douglas Elliman / Ivan Estrada Propertie
Real Estate Broker & CPA
(323) 574-2317
ivan@ivanestradaproperties.com
Real Estate
Home Group: West Hollywood

Bio: Ivan represents residential real estate to SELLERS and BUYERS throughout LA and the Westside with Douglas Elliman, Beverly Hills. Ivan’s team has received the Top Producer Award in Los Angeles Real Estate.

Judith Fischer

RJ Associates-Executive Search
Partner
(818) 715-7121
judy@rjaexecutivesearch.com
Human Resources
Home Group: Woodland Hills 2

Bio: Since 1981 RJ Associates has provided executive search services for companies seeking mid-level through senior-level executives in the financial and accounting disciplines.

Edward Fixen

BusinessQuest
Business Appraiser – M&A Broker
(909) 636-9827
ed@businessquestbrokers.com
Financial Service
Home Group: South Bay 4

Bio: Ed is a certified business appraiser, highly experienced M&A business broker and the president of BusinessQuest, specializing in business valuations, appraisals, business brokerage and M&A advisor services to small and middle market companies since 2006.

Kathryn Gutierrez

Pacific Premier Bank
1st VP – Senior Relationship Manager
(951) 368-2136
kgutierrez@ppbi.com
Banking & Finance
Home Group: Riverside

Bio: Senior Relationship Manager at Pacific Premier’s Commercial Banking Department. We provide customized solutions for business owners which include lines of credit, term loans, commercial real estate loans, ESOP and M & A Financing and cash management…

Alison MacCracken

Sotheby’s International Realty
Seniors Real Estate Specialist
(310) 600-8590
alison@maccracken.com
Real Estate
Home Group: Beverly Hills 2

Bio: Ranked in the top 1% nationwide, Alison is a Certified Seniors Real Estate Specialist with an exclusive team of SRES Realtors specializing in assisting senior citizens, their family members and trusted advisors with their real estate needs in Los Angeles.

Brian Moskal

Greenberg Glusker
(310) 553-3610
bmoskal@greenbergglusker.com
Attorney
Home Group: West Hollywood

Bio: I help clients to assess, manage, minimize, and recover costs associated with environmental liabilities and to comply with environmental laws and regulations.

Matthew O’Hanlon

Barnes & Thornburg LLP
Partner, Insurance Recovery and Counseling
(310) 284-3878
matthew.ohanlon@btlaw.com
Attorney
Home Group: Entertainment 1

Bio: My practice focuses on representing corporate policyholders in disputes with their insurers under numerous types of insurance policies.

Danny Raffle

RPM Commercial Real Estate
President
(424) 281-3701
draffle@rpmres.com
Real Estate
Home Group: South Bay 2

Bio: Commercial Property Management, Investment Sales and Leasing.

Louie Sadd

Datastream IT
CEO
(818) 230-0341
louie@datastreamit.com
Information Technology
Home Group: Glendale 2

Bio: CEO of Datastream IT: A full-service technology/IT firm.

Mark Wald

Mark Wald

SPRCHRGR – “get there faster!”
Partner
(310) 625-6262
mwald@sprchrgr.com
Accountant
Home Group: Silicon Beach

Bio: We provide enterprise-level accounting and finance services to transform the way SMB’s operate and position them for optimized growth. We also specialize in business process streamlining, custom software development & implementation, APIs.

Jodie Weiss

Jodie Weiss

Flagstar Bank, N.A.
Group Director, Senior Vice President
(310) 595-1843
jodie.weiss@flagstar.com
Banking & Finance
Home Group: Santa Monica 1

Bio: Working out of the banks commercial and private banking office in Beverly Hills, Jodie is the point person for her client’s credit, banking, and investment needs with the highest customer service.

Celebrating 5 Years

Matthew Baker

Matthew Baker

Saul Ewing LLP
Partner
matthew.baker@saul.com
Attorney
Home Group: Beverly Hills 2

Bio: I am an attorney practicing in trust and estate litigation.

Michael Brody

Michael Brody

LightGabler
Attorney
(805) 248-7418
mbrody@lightgablerlaw.com
Attorney
Home Group: Ventura

Bio: Michael is a senior trial attorney at LightGabler. His focus is on providing employers with a zealous defense against claims of discrimination, harassment, retaliation, and wage and hour violations, among others.

Patrick Chylinski

Armanino LLP
Partner
(310) 403-8195
patrick.chylinski@armaninollp.com
Financial Service
Home Group: Downtown Los Angeles 1

Bio: Patrick Chylinski is a Partner at Armanino LLP. His focus areas include: 1.) Fraud and forensic investigations, 2.) Royalty/licensing inspections, and 3.) Economic damage analysis and expert witness testimony.

Andrew Cohen

Law Offices of Andrew Cohen
Trust & Estate Attorney
(661) 481-0100
andrew@andrewcohenlegal.com
Attorney
Home Group: Encino 3

Bio: I am a trust and estate attorney who works with clients to create plans so that when something happens (death or incapacity), there are plans in place to avoid the court system, protect children, and handle assets efficiently.

Ranell V. Facon

Foumberg, Juneja, Rocher & Company
Principal
(323) 556-9200
rfacon@foumbergco.com
Accountant
Home Group: West Hollywood

Bio: Experienced CPA with demonstrated history of working in tax and accounting.

Jenny Manocchio

Jenny Manocchio

CaliNetworks
VP of Sales and Marketing
(805) 409-7700 ‬ext 104
jenny@calinetworks.com
Marketing
Home Group: Moorpark

Bio: All-In-One Digital Marketing Agency, helping our clients develop and manage an online presence, specializing in ADA Assessments, ADA Compliant Website Design/Updates, ADA Training, and Monthly or Quarterly Monitoring.

Jennifer Millier

Jennifer Millier Law, Inc.
Partner
(310) 579-9550
jennifer@millierlaw.com
Attorney
Home Group: Santa Monica 5

Bio: My firm handles business, real estate and product liability litigation on behalf of businesses (from small solo shops to Fortune 500s) and individuals.

Stacy Molinari

Stacy Molinari

Eastern Insurance Group
Senior Vice President, Sales Director
(508) 654-5942
smolinari@easterninsurance.com
Insurance
Home Group: Boston 7

Bio: A risk advisor with a focus on helping companies in construction, real estate, & manufacturing with revenues of 5+million, plus high net-worth individuals and families hat want to get costs under control & manage risk.

Darren Le Montree

DBL Law Group
Principal
(818) 274-3080
dlemontree@dbllawgroup.com
Attorney
Home Group: Woodland Hills 4

Bio: I founded DBL Law Group to provide companies and individuals with experienced counsel and advocacy to resolve complex insurance disputes. I have over 20 years of experience focused on insurance coverage and litigation.

Carolina Morera

1st Century Bank
Vice President Relationship Manager
(310) 923-4069
cmorera@1cbank.com
Banking & Finance
Home Group: Santa Monica 5

Bio: Helping business owners, professionals and organizations elevate their banking expirience by working with a dedicated relationship manager that handles all thier financial tasks within the bank.

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