|  Orange County

New Members

7 New Members in the Orange County Area

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

Gary Fitzpatrick

Gary Fitzpatrick

Brown & Streza
Attorney
(949) 316-1642
gary.fitzpatrick@brownandstreza.com
Attorney
Home Group: Irvine Spectrum

Peter Frenzel

Peter Frenzel

Nexa Mortgage, LLC
Mortgage Loan Officer
(949) 933-9245
pfrenzel@nexamortgage.com
Financial Service
Home Group: Newport Beach

Bio: My expertise in assessing financial needs, negotiating favorable terms, and ensuring seamless transactions has consistently resulted in satisfied clients and a strong track record of success in the lending industry.

Chip Hanlon

Chip Hanlon

KaufmanIT
Director of Sales & Marketing
(949) 485-4760
chip.hanlon@kaufmanit.com
Information Technology
Home Group: Newport-Irvine

Bio: When you need IT help, whom do you call? Big companies have IT departments. Businesses in CA with up to 250 employees call KaufmanIT for managed technology and cybersecurity services.

Randy Gerchick

Randy Gerchick

Kumar & Gerchick
Partner
(714) 734-5984
rgerchick@policyholderlaw.com
Attorney
Home Group: Irvine South

Bio: We help policyholders with insurance claims, such as seeking coverage for lawsuits, property damage, or other losses.

Blaise Patzokowski

Blaise Patzkowski

The Patzkowski Law Firm
Attorney
(949) 342-5120
blaise@patzlawfirm.com
Attorney
Home Group: Irvine OC

David Richards

David Richards

B2B CFO LLC
Partner B2B CFO
(949) 923-8550
davidrichards@b2bcfo.com
Consultant Service
Home Group: Ontario

Bio: “Hands-on” senior finance manager with 18 years of experience at the Chief Financial Officer (CFO) and VP Finance level as the “CEO’s confidant” leading private and public companies maximizing profits and sourcing capital for success.

John Wicker

John Wicker

Stradling Law
Attorney
(949) 725-4026
jwicker@stradlinglaw.com
Attorney
Home Group: Newport

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peek 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
Jun 23, 2023

Alan Herman & Associates Commissioned by National Trust and Estate Planning Organization

The 50+ year old marketing communications firm of Alan Herman & Associates was honored this month by being commissioned by the National Association of Estate Planners & Councils (NAEPC) for strategic planning and marketing communications. NAEPC has over 270 member estate planning councils and over 30,000 individual members throughout the U.S. Alan Herman is a 20 year member of ProVisors and is the GLA of Ontario 2.
Todd Carey
Jun 07, 2023

Stevens Promoted to Partner

We are thrilled to announce the promotion of Brian Stephens to partner of the firm. From early stage to exit, Brian counsels his clients on a variety of business transactions including stock and asset acquisitions, mergers and company reorganizations, real estate transactions, investment and loan transactions, and joint ventures. Brian advises companies and the people who run them and is known for his practical approach. Congratulations, Brian!

Member Milestones

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

Celebrating 15 Years

Jason Blonska

Jason Blonska

The Blonska Firm, P.C.
Attorney at Law
(714) 565-7800
jason@blonska.com
Attorney
Home Group: South Orange County

Bio: I am a Certified Family Law Specialist* in Orange County representing business professionals in all aspects of divorce, including asset division, custody and support. I maximize what my client is entitled to under California law, I protect my client’s…

Eric Little

Eric Little

Little & Tarzi LLP
Managing Partner
(949) 333-1699
elittle@landtllp.com
Attorney
Home Group: South Orange County

Bio: Policyholder Law Firm in Irvine, California representing businesses seeking insurance coverage for: (1) the defense of lawsuits; and (2) for other business losses. General Liability, Employment Practices, Multi-Media, Directors & Officers insurance.

Celebrating 10 Years

Kahni Bizub

Wright Ford Young & Co CPA’s
CPA – Senior Tax Partner
(949) 910-2727
kahni@cpa-wfy.com
Accountant
Home Group: Newport Center 2

Bio: Kahni is a Tax Partner with Wright Ford Young & Co, CPA’s. Kahni’s specialty is tax planning and compliance services for closely held and family-owned businesses and their key executives in the service, manufacturing and distribution industries.

Marc Garelick

Meyer, Olson, Lowy & Meyers, LLP
Partner
(949) 397-3977
mg@molfamlaw.com
Attorney
Home Group: Newport

Bio: Marc H. Garelick is a Partner in the Orange County office of Meyer, Olson, Lowy & Meyers, LLP, matrimonial law firm with offices in Irvine and Century City, Calif. An expert in matters pertaining to custody, child and spousal support, paternity and…

Yalda Noorzai

First Bank, Torrance Office
VP/Senior Branch Manager
(424) 282-2662
yalda.noorzai@fbol.com
Banking & Finance
Home Group: Long Beach

Bio: First Bank will create a complete Banking experience for each client, catering to Business and their specific banking needs, while accommodating our clients and providing them with high-quality, low stress, and personally tailored banking and financial…

Wendy Ross

Wendy Ross

Veracity Real Estate Co.
Broker Owner
(949) 870-2424
wendy@realveracity.com
Real Estate
Home Group: Irvine 2

Bio: Known as OC’s #1 residential Market Analyst, Wendy advises clients with traditional home sales as well as Trust, Probate, Divorce Marvin Actions and more.

Barry Ross

Barry Ross

Law Office of Barry Ross
Attorney
(949) 544-7585
barry@rossrealestatelaw.com
Attorney
Home Group: Orange County

Bio: Real estate litigation specializing in homeowner association and land use law matters. Primarily represent homeowners in disputes with their homeowner associations. Primarily represent property and business owners in disputes with government agencies.

Celebrating 5 Years

Dexter Allen

Dexter Allen

Home Smart
Residential Realtor
(657) 833-0000
dexter.allen@inspirationsrealty.com
Real Estate
Home Group: Irvine South

Bio: I’m a residential real estate agent in the Los Angeles and Orange County markets. My specialty is working with residential investors, buyers, and sellers by helping them achieve their real estate goals.

Genene Dunn

HUNSBERGER DUNN LLP
Probate Attorney
(714) 663-8000
genene@hunsbergerlaw.com
Attorney
Home Group: Newport Gateway 2

Bio: I help probate the everyday estate. When someone dies or becomes incapacitated, I handle the legal process required for the assets of that person, including: decedent’s estates, conservatorships,trust petitions, will contests, & trust disputes…

Dimitri Gross

Law Office of Dimitri Gross
Attorney
(949) 788-1007
dgross@dimitrigross.com
Attorney
Home Group: Newport Center

Bio: I represent individuals and businesses in disputes with other businesses, current and former employees, and competitors. While I handle many types of civil cases, my primary focus is on unfair competition, trade secret and intellectual property theft.

Joe Teleoglou

Joe Teleoglou

JT IP Law
Principal
(714) 329-5118
joe@jtiplaw.com
Attorney
Home Group: Costa Mesa

Bio: Intellectual Property Matters – Patents and Trademarks.

Robert Welbourn

HUB / The Wooditch Company
EVP / Broker
(949) 553-9800
rwelbourn@wooditch.com
Insurance
Home Group: Irvine Concourse

Bio: We steward contractors corp insurance programs.

Events

Accelerate Your Membership (AYM) on on July 10th (8:30a P / 10:30a C / 11:30a E) with Preston Howard and Tanya Patterson who will discuss the Influence of a Great Testimonial and How to use a Troika to Give Referrals.  This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

EC Workshop on July 25th (1:30p P / 3:30p C / 4:30p E) –  This is 45-60 minute quarterly workshop where designated chairs will review the primary roles of an Executive Committee member, explore best practices and establish camaraderie with EC members across the country.

Save-the-date for our OC Fall PV@Night on Thursday, September 21st at Twenty Eight.  Details and registration on the Hub.

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

Wednesday, July 5, 2023 – 9:30am-111:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT

Wednesday, July 5, 2023  – 11:30am-1:00pm ET | 12:30pm-2:00pm CT | 2:30pm-4:00pm PT

Thursday, July 6, 2023 – 8:30am-10:00am ET | 9:30am-11:00am CT | 11:30am-1:00pm PT

Thursday, July 6, 2023 – 9:30am-11:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT