| Orange County
New Members
9 New Members in the Orange County Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Damon Colaluca
C&A: Social Impact Consulting
Principal Consultant
(562) 509-9202
damon@colaluca.associates
Consultant Service
Home Group: Long Beach Airport
Bio: Student of Change, Social Impact Consultant, Board Whisperer, Reinventionist.
Robert Donahue
Bank of America
Vice President / Relationship Manager
(949) 287-0594
rdonahue@bofa.com
Banking Finance
Home Group: Orange County Metro
Bio: Advisor to businesses and organizations in fostering cash flow efficiency, fraud protection, and commercial real estate, lending, cash management services, FX, and liquidity needs.
Jeffrey Hopkins
Arrowhead Partners, Inc
CEO/Founder
(949) 632-0686
jeff@arrowhead-partners.com
Information Technology
Home Group: Irvine Spectrum
Bio: Executive Recruiter – VC/PE Start Ups – High Tech/Med Tech.
Nitya Kirat
(310) 612-0787
nitya@yosdconsulting.com
Consultant Service
Home Group: Newport Beach
Bio: Our clients are looking to increase revenue and improve sales team performance but not exactly sure how. We help them achieve those goals through customized training and coaching programs.
Jared Lucas
Comerica Bank
(323) 309-5110
jaredlucas98@gmail.com
Banking Finance
Home Group: Long Beach Airport
Dhruvi Patel
Resource Extension
Founder & CVO
(949) 877-8765
dpatel@resourceextension.com
Human Resources
Home Group: Newport Center 2
Sage Major
BBL Outsourcing
CTO
(714) 791-8421
sage@bbloutsourcing.com
Consultant Service
Home Group: Orange County Central
Bio: BBL Outsourcing helps find remote employees for Customer Service, Billing or Virtual Assistants.
Reid Winthrop
Winthrop Law Group, P.C.
Attorney
(310) 486-7705
reid@winthroplawgroup.com
Attorney
Home Group: Irvine Metro
Bio: Winthrop Law Group, P.C. specializes in litigating denied insurance claims and bad faith on behalf of individual and business policyholders.
David Wood
Marshack Hays LLP
Partner
(949) 333-7777
dwood@marshackhays.com
Attorney
Home Group: Newport-Irvine
Member News
As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 25 Years
John Stephens
Stephens Friedland LLP
Partner
(949) 468-3200
john@sf-lawyers.com
Attorney
Home Group: Orange County Metro
Bio: I advocate for businesses ranging from small start-ups to multi-national corporations. I have experience successfully resolving disputes in many subject matter areas, including real estate, trade secrets, trademark infringement, unfair competition…
Celebrating 15 Years
Todd Friedland
Stephens Friedland LLP and HarmoniX ADR
Attorney at Law
(949) 468-3200
todd@sf-lawyers.com
Attorney
Home Group: Irvine Metro
Bio: Business on business crime. Stephens Friedland LLP resolves business disputes with strategy, skill and discerning business judgment. We are problem solvers and advocates recognized by US News, Best Lawyers, Super Lawyers, and rated AV Preeminent.
Celebrating 10 Years
Justin Bonestroo
CBIZ Retirement Plan Services
Senior Vice President, Consulting Actuary
(909) 362-0028
justin.bonestroo@cbiz.com
Consultant & Service
Home Group: Corona
Bio: Enrolled Actuary providing outstanding retirement plan design and administration for: 401(k), profit sharing, defined benefit & cash balance plans. CBIZ consults to provide a successful retirement for you and your employees.
Kevin Dykes
Capstone Partners
Wealth Advisor
(949) 225-9388
kdykes@financialguide.com
Financial Service
Home Group: Irvine OC
Bio: I work with private business owners to help them plan for the future.
Bijan Noori
Baypoint Insurance Services
Broker
(949) 227-2050
bijan@baypointins.com
Insurance
Home Group: Long Beach Airport
Bio: I act as the insurance wing for financial advisors, family offices, and business advisors. My team and I help their clients find, underwrite, and fund life insurance policies that are intended to mitigate or offset estate and other taxes.
Dean Sperling
The Law Office of Dean P Sperling
Attorney
(949) 333-6540
dean@sperlinglaw.com
Attorney
Home Group: Irvine Concourse
Bio: I have 43 years of experience representing small, medium and large size clients regarding their business litigation needs in State, Federal & Bankruptcy Courts. My emphasis is on contractural disputes with a sub-specialty regarding landlord-tenant issues.
Matthew Stein
LAW & STEIN LLP
Partner and Co-Founder
(949) 501-4800
mstein@lawandsteinllp.com
Attorney
Home Group: South Coast
Bio: Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. When your inheritance is at issue, trust Matthew.
Paul Vann
Sagemark Consulting
Holistic comprehensive financial planning
(949) 474-6828
paul.vann@lfg.com
Financial Service
Home Group: Irvine 2
Bio: Create personalized comprehensive plans utilizing a team approach. Assist clients with business succession, retirement, insurance, investment and estate planning. Working with the client’s other advisors we make sure that there are no unpleasant surprises…
Mitch Wexler
Fragomen, Del Rey Bernsen & Loewy LLP
Attorney
(949) 660-3531
mwexler@fragomen.com
Attorney
Home Group: Irvine Metro
Bio: I’m a State Bar Certified Specialist in immigration law & Partner with Fragomen, a firm specializing in immigration/visa/green card & related compliance law for individuals, families, small & large companies. .
Celebrating 5 Years
David Brownstein
Haskell & White
Principal
(949) 450-6276
dbrownstein@hwcpa.com
Accountant
Home Group: Newport
Bio: I help make financial reporting simple for my clients. I have over 12 years experience working with clients in the life science and medical device, technology, real estate, manufacturing and non-profit industries.
Thomas McEachern
Viktory – A Real Estate Company
Realtor
(949) 940-8704
thomas@viktoryre.com
Real Estate
Home Group: Newport Gateway 2
Bio: Former collegiate baseball player. Husband and father of three boys (batting a 1,000). South Orange County Realtor specializing in Coto de Caza, Ladera Ranch and Rancho Mission Viejo. Thursday night softball player and a weekly golfer.
Scott Miller
Scott Miller Mediation
Mediator for intellectual property and business disputes
(562) 618-7771
scottrmillerpc@gmail.com
Attorney
Home Group: Cerritos
Bio: I help clients win peace in IP or business disputes based on my 39+ years as a trial lawyer and M&A lawyer handing such matters. Named the 2020 “Lawyer of the Year” in LA by Best Lawyers in America for Patent Litigation.
Joe Van Tassel
Integress
Managing Principal
(949) 315-1099
jvantassel@integressinc.com
Consultant & Service
Home Group: Ontario
Bio: Integress is a boutique search firm that specializes in recruiting technical resources (IT & Mechanical/Electrical/Manufacturing Engineers, Distribution) for our clients nationwide. We do both permanent and temporary placements for our clients.
Events
Accelerate Your Membership (AYM) on Monday, February 12, 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.
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, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, January 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
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