| Orange County
New Group Leaders
1 New Group Leader in the Orange County Area
Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.
New Members
5 New Members in the Orange County Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Caitlin Cogan
California Probate Group, LLC
Professional Fiduciary
(714) 321-3896
cogan@caprobategroup.com
Banking Finance
Home Group: Seal Beach
Damon Jones
Chief Outsiders
Chief Sales Officer
(714) 887-4724
djones@chiefoutsiders.com
Consultant Service
Home Group: John Wayne Airport
Dionne Mejer
Inside Sales by Design
(949) 505-2867
dionne@insidesalesbydesign.com
Consultant Service
Home Group: South Orange County
Nina Moreno
Buchalter
Attorney
(949) 224-6262
nmoreno@buchalter.com
Attorney
Home Group: Newport Beach
David Salazar
The Salazar Group
Principal
(949) 742-0711
dsalazar@salazargroupinc.com
Financial Service
Home Group: Mergers $ Acquisitions 3
Bio: Mergers and Acquisitions Advisor-Business Sales.
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.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
Jeffrey Brown
Brown & Associates Inc.
President
(949) 350-5123
jbrown@jsbnetwork.com
Consultant & Service
Home Group: Newport Center
Bio: Specializing in operational process improvement working primarily with manufacturers and distributors. We improve gross margin and bottom-line profitability. Our clients typically see at least a 5% improvement in profitability.
Dave Haub
CalTerra Financial & CalTerra Partners
Broker/Owner
(562) 474-6202
dhaub@calterrapartners.com
Banking & Finance
Home Group: Seal Beach
Bio: When Your Real Estate’s A Mess, CalTerra Says Yes. “Loans & real estate are easy, it’s people that make them complicated” David A. Haub
Jarin Maurer
Maurer, Gittings & Graf, LLP
Managing Partner
(714) 937-3900
jarin@mggllp.com
Accountant
Home Group: Corona
Bio: CPA and Managing Partner with Maurer, Gittings & Graf, LLP, a full service CPA Firm. I provide tax optimization strategies utilizing tax incentives & credits for closely-held businesses and their executives.
Christina Nielson
Corcapa 1031 Advisors Inc
President
(949) 722-1031
cnielson@corcapa.com
Real Estate
Home Group: Newport Center 2
Bio: Corcapa 1031 Advisors are 1031 Exchange Tax Deferral Specialists. For the last 18 years we have focused on passive, fractional real estate as Delaware Statutory Trusts DSTs and Tenants In Common TICs. We can save clients millions in capital gains taxes.
Celebrating 5 Years
Brett Buettner
Buettner Insurange Agency, Inc
President
(714) 377-0600
brett@biabenefits.com
Insurance
Home Group: Irvine South
Bio: Brett Buettner is a Managing Partner of Buettner Insurance Agency, an award winning group benefits brokerage that has been in service for over 26 years. Buettner Insurance offers an entire employee benefits suite to clients, along with tools to assist…
Kathy Clark
Harcourts Blue Water
Kathy + Brenna Real Estate – Broker Associate
(949) 283-2833
kathy@harcourtsbluewater.com
Real Estate
Home Group: Costa Mesa
Bio: Auction and Traditional Process offered. We sell 90% of the non-distressed properties we list, as opposed to 30% in OC by traditional process…
Simon Khinda
Bridge Law LLP
Partner
(714) 525 2400
khinda@bridgelawllp.com
Attorney
Home Group: Newport Beach
Bio: Seasoned Corporate attorney experienced in International, M&A, Securities and general corporate matters representing clients on every continent…except Antarctica.
Michael LeBoff
Klein & Wilson
Partner
(949) 631-3300
leboff@kleinandwilson.com
Attorney
Home Group: Newport Center
Bio: I am a trial lawyer representing clients in legal malpractice cases, attorney fee disputes and high-stakes business fights.
Eliot Rushovich
Rise Law Firm
Managing Partner
(310) 728-6588
eliot@riselawfirm.com
Attorney
Home Group: Irvine OC
Bio: Eliot Rushovich represents employees only in legal matters across California. He particularly focuses on representing founders, executives and professionals in individual and class actions on a contingency basis…
Events
Save-the-date for our Orange County Holiday Party at the Turnip Rose Promenade & Gardens on Thursday, December 14th from 5-7pm. Registration and details on the Hub.
Accelerate Your Membership (AYM) on October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.
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, October 3, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, October 5, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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