Preston Barnes

Watermark Wealth Strategies
Financial Advisor
(480) 620-7479
preston@watermarkwealth.com
Financial Service
Home Group: Orange County Virtual 1

Bio: For more than 24 years, I have worked with Plan Sponsors and their employees, to create successful retirement strategies and solutions.

Ivan Gonzalez

IG1 Communications
CEO
(949) 754-3088
ivan@ig1communications.com
Marketing
Home Group: Costa Mesa

Andrew Greber

Greber Tax Advisors
President
(949) 379-6480
andrew@grebertaxadvisors.com
Accountant
Home Group: Newport-Irvine

Bio: At Greber Tax Advisors, our Certified Public Accountant, Andrew Greber, and experienced team of professionals, are very passionate about assisting clients in resolving their tax issues, through competent representation in audit, and collection.

Derek Guizado

Buchalter
Senior Counsel
(562) 708-8804
dguizado@buchalter.com
Attorney
Home Group: Newport Beach

Bio: Transactional Real Estate Attorney.

William Keith

Klein & Wilson
Attorney
(949) 631-3300
wkeith@kleinandwilson.com
Attorney
Home Group: Orange County Virtual 1

Trevor Lattin

Signature Analytics
Vice President
(949) 306-5617
tlattin@signatureanalytics.com
Accountant
Home Group: South Coast Metro

Bio: Signature Analytics is a fractional/outsourced accounting firm providing ongoing accounting support and financial analysis to small and mid-size businesses, generally in the $5M to $50M sales range. We can act as your entire accounting department.

Scott Lieberman

Finlayson Toffer Roosevelt & Lilly LLP
Partner
(949) 759-3810
slieberman@ftrlfirm.com
Attorney
Home Group: Newport

Steven Mirsky

Mirsky Corporate Advisors, APC
President
(949) 521-0506
smirsky@mirskycorporateadvisors.com
Attorney
Home Group: Newport Center

Bio: I help lenders and mid-size companies finance equipment, mitigate risk, and maximize profitability.

Lauren Osborne

LHO & Co
Marketing & Business Development Professional
(562) 232-4375
lauren@lhoandco.com
Marketing
Home Group: Seal Beach

Bio: I work with professional services firms (attorneys, CPAs & financial advisors) as a fractional marketing & business development professional. In that role I help business owners to develop and implement their strategic business plan to increase revenue.

Hallie Packard

Glen Oaks Escrow
Business Development
(949) 607-7665
hpackard@glenoaksescrow.com
Real Estate
Home Group: Costa Mesa

Mathieu Putterman

Putterman Law
Attorney
(949) 705-4094
matt@putterman-law.com
Attorney
Home Group: Irvine Spectrum

Jason Schneider

KWSM: a digital marketing agency
Marketing Solutions Manager
(949) 436-5175
jschneider@kwsmdigital.com
Marketing
Home Group: Newport Center 2

Bio: I help companies tell their story through websites, social media and video. KWSM is a full-service digital marketing agency made up of journalists. Offices in Orange County, San Diego, Atlanta & Las Vegas.

Hogan Song

Song Family Law, APLC
Attorney
(714) 317-9590
hogan@songfamilylaw.com
Attorney
Home Group: Orange County Virtual 1

Bio: My firm provides exceptional cost-effective strategies through their family law, divorce, or custody matter.

Cardon Smith

Smith Trial Group
Attorney
(949) 929-9079
csmith@smithtrialgroup.com
Attorney
Home Group: Newport Gateway 2

Melissa Wong

Wells Fargo
Vice President
(949) 251-6049
melissa.wong@wellsfargo.com
Banking Finance
Home Group: Newport Beach

Brad Yochum

QB Cure
(714) 467-2500
brad@qbcure.com
Accountant
Home Group: Newport Gateway 2

Bio: We focus on QuickBooks online services.

Zen Ziejewski

Keller Williams Realty
CEO Zen & The Art of Real Estate Inc.
(949) 391-3141
zen@zteamocrealestate.com
Real Estate
Home Group: Orange County Virtual 1

Bio: With over 33 years of experience, the ZEN of Real Estate advises buyers, sellers, and investors to maximize their wealth through residential properties in Orange County. California native, USC Marshall Business School Graduate, and proud Father.

Michael Brewer

The Brewer Law Firm
Attorney
(949) 863-9682
mbrewer@thebrewerlawfirm.com
Attorney
Home Group: Irvine Metro

Bio: Criminal defense attorney and former prosecutor, defending clients in DUI and other selective criminal law cases, and representing victims of violent crimes.

Brian Fleming

Coastal Payroll Services
Owner/Partner
(949) 648-7882
bfleming@coastalpayroll.com
Human Resources
Home Group: Irvine 2

Bio: Coastal Payroll is a full service, payroll service bureau. The mission of Coastal Payroll is to be regarded as our clients #1 business vendor by providing the best customer service, greatest ROI, and most robust technology in the mid-market.

Jeff Myers

Wright Ford Young & Co
Managing Partner
(949) 910-2727
jmyers@cpa-wfy.com
Accountant
Home Group: Orange County Central

Bio: I provide audit, review, compilation, tax and estate & trust services to privately held companies and high net worth individuals. I also perform audits of 401(k) and ESOP plans.

Jibit Cinar

Cepkinian-Cinar Law, Inc.
Employment Attorney- Plaintiff side
(949) 694-1455
jibit@cclawinc.com
Attorney
Home Group: Irvine North

Bio: Jibit is an employment attorney who strategically and compassionately fights for fairness and equity on behalf of employees who have been wronged in their work environment.

Duane DuPree

Singer Lewak
Partner Tax
(949) 261-8600
ddupree@singerlewak.com
Accountant
Home Group: Irvine Concourse

Bio: I am a CPA who can assist with tax planning, prepare tax returns, international tax planning and multi-state tax experience, and mergers and acquisitions.

Chase Hoover

Acuity Advisors
Vice President
(714) 380-3305
choover@acuityadvisors.com
Financial Service
Home Group: Newport Gateway

Bio: I work closely with business owners, executives, trustees, and other adjacent professionals in the structuring and negotiation of ESOP and M&A transactions, and the delivery of financial opinions addressing valuation and fairness.

Philip Lang

OC CFO
President
(714) 343-2954
philip.lang@oc-cfo.com
Consultant & Service
Home Group: South Orange County

Bio: Philip provides fractional CFO service to business owners of growing companies. His mission is to help clients achieve their business goals by increasing profits and improving cash flow.

David Miller

B2B CFO
Partner
davidmiller@b2bcfo.com
Consultant & Service
Home Group: Costa Mesa

Bio: Partner at B2B CFO, providing strategic management advisory services to business owners and their privately held companies.

Nicole Nouhra

Chivaroli Premier Insurance Services
Managing Director
nicolen@chivaroli.com
Insurance
Home Group: Newport Beach

Bio: My expertise is primarily focused on insuring multi-million dollar estates, luxury automobiles, rare collections and protecting the assets of high-net-worth and affluent families.

Alex Pinedo

Orange County Computer Inc.
Cloud Solution Architect
(949) 699-6619
alex@orangecountycomputer.com
Information Technology
Home Group: South Coast Metro

Bio: Alex is the CEO and founder of Orange County Computer Inc. and OcCloud9, which is the Cloud Services Division. Skilled in both On-Premise Cloud and Off Premise Cloud Architecture, Alex utilizes his decades of experience.

Scott Sage

Sage Financial Innovations
President
(949) 466-2066
scott@sage-fi.com
Financial Service
Home Group: Irvine Spectrum

Bio: With over 25 years of experience and over 700 clients, we have developed a toolkit of solutions and systems to help guide clients towards their goals. Each process is entirely customizable based on your individual needs and implemented to fill in the gap.

Linda Zamora

ILS Interpreting
President & CEO
(714) 394-0005
linda@ilsinterpreting.com
Consultant & Service
Home Group: Orange County Virtual 1

Bio: Whether spoken or written, Linda bridges communication gaps when people don’t share the same language.