Jeff Eggleston

Syn-Mar Associates
Vice President
(714) 473-1255
jeff@syn-mar.com
Real Estate
Home Group: Irvine Spectrum

Bio: Commercial Real Estate Appraiser – Estate Planning. My mission is to provide credible and defensible appraisals that can stand up to IRS scrutiny.

Dominique Lee

BBL Outsourcing
COO
(714) 338-8865
dom@bbloutsourcing.com
Human Resources
Home Group: Costa Mesa

Bio: With 15 years of experience in the call center industry, Dominique’s company helps SMBs utilize outsourcing to staff bilingual (Spanish) virtual assistants, admins, and intake specialists to reduce turnover and increase employee productivity.

Angel Modestov

United AMG Partners
President & CEO
(213) 447-7051
angel@unitedamgpartners.com
Insurance
Home Group: Irvine Metro

Jessica Munk

Wiechert, Munk & Goldstein, PC
(949) 361-2822
jessica@wmgattorneys.com
Attorney
Home Group: Irvine North

Grant Passmore

Libra I.T. Inc.
CEO
(949) 284-8310
grant@librait.com
Information Technology
Home Group: Costa Mesa

Rich Woo

Catalyst Planning Partners
Private Wealth Advisor and Partner
richard.woo@nm.com
Investment Advisor
Home Group: Irvine Central

Bio: Our firm provides financial planning and traditional investment management services as a fiduciary. We also provide access to alternative investment management (PE, hedge funds). We offer complex life insurance planning.

Fritz Strehlow

The Mentor Group, Inc.
(714) 220-1200
fritzst@sbcglobal.net
Financial Service
Home Group: Irvine Concourse

Bio: We provide appraisals of businesses, real restate, equipment, all industries and purposes, we represent sellers & buyers of companies. In 35 years, I personally appraised 2000 companies and sold 35 companies.

Bill Torres

Bill Torres & Company, Inc.
Managing Partner
(323) 890-8180
billt@btcocpa.com
Accountant
Home Group: Cerritos

Bio: We are CPA advisors providing a unique set of professional accounting, tax preparation, consulting and advisory services in Spanish as we do in English to a segment of our clients conducting cross-border business both in Latin America and elsewhere.

Peggy Hosking

Buchalter
Shareholder
(213) 891-5393
phosking@buchalter.com
Attorney
Home Group: Corona

Bio: Business and Commercial Real Estate Attorney.

Alek Henka

Merrill Lynch- Global Institutional Consulting
Managing Director
(949) 721-7268
a.henka@ml.com
Financial Service
Home Group: Newport

Bio: I am a financial professional who helps institutions oversee the management of their investments. I work with non-profits, foundations, family offices, corporations and healthcare organizations.

Mary Makler

Mary Makler Private Fiduciary
Professional Trustee
(562) 810-8341
mary@privatefiduciary.services
Consultant & Service
Home Group: Irvine Central

Bio: I am a California Licensed Professional Fiduciary. I work on estates primarily as Successor Trustee. I am a neutral party who can be appointed to carry out instructions expressed in a trust document.

Maryam Malek

Vistage International Inc
Vistage Chair
(949) 295-4326
maryam.malek@vistagechair.com
Consultant & Service
Home Group: Newport Center

Bio: As a CEO, business owner or senior executive you’re driven to succeed. Simplify and accelerate your journey. Gain perspective, insight and guidance from people who have already faced and overcome similar challenges. As a Vistage CEO Coach (Chair)…

Troy Wooton

Newmark Knight Frank
Senior Managing Director
(949) 608-2020
troy.wooton@nmrk.com
Real Estate
Home Group: John Wayne Airport

Bio: Commercial Real Estate expert advising business who use or investors who own industrial and office real estate in Southern California. Troy joined Newmark in 2019 with 17 years of prior CRE experience in Orange County. Global reach – Local expert!