| Orange County
New Members
12 New Members in the Orange County Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Michael Anthony
Pacific Premier Bank
Vice President, Relationship Manager
(949) 726-2501
manthony@ppbi.com
Banking Finance
Home Group: Seal Beach
Bio: Seasoned Commercial Banker that is focused on commercial lending and depository products to privately held lower middle-market businesses with sales between $10 and 250 million.
Fergus Connolly
Coaching the Best to Better
(650) 933-6806
fergus@fergusconnolly.com
Consultant Service
Home Group: Irvine Spectrum
Bio: Elite Coaching for Elite Leaders.
Nichole Dennis
Santoni Backgrounds & Investigations
Director of Sales
(949) 900-3417
nichole@santonibackgrounds.com
Consultant Service
Home Group: Corona
Bio: I enjoy building relationships! I am focused on providing a service that will enhance lives and the world by helping others make wise pre-employment background screening choices and therefore being able to make informed hiring decisions.
Kevin Elder
Grant, Genovese & Baratta, LLP
Attorney
(949) 660-1600
kde@ggb-law.com
Attorney
Home Group: Long Beach
Bio: Impactful business lawyer with extensive experience counseling business leaders on a wide variety of issues. Legal counselor to small and midmarket businesses. Extensive experience with corporate and commercial real estate matters.
Amber Esposito
Esposito Law P.C.
Founder
(949) 209-8332
amber@espositoinjurylaw.com
Attorney
Home Group: Irvine Central
Noah Green
The Green Firm, PC
Attorney at Law
(949) 535-2124
noah@gspattorneys.com
Attorney
Home Group: Newport
Nat Klein
Iffel International Inc
Chief Revenue Officer & Strategy
(714) 215-7453
nat@iffelinternational.com
Consultant Service
Home Group: Irvine Central
Bio: Full-service boutique marketing and SEO agency for businesses who want to grow, connecting the dots between branding, marketing and sales.
Stephanie Lowe
Compass
Realtor
(949) 933-5863
stephanie.lowe@compass.com
Real Estate
Home Group: Irvine 2
Bio: I am the Principal and founder of the Stephanie Lowe Group at Compass. My team and I work with Buyers, Sellers and investors in Coastal Orange County and Irvine. With 20+ years of experience, I have helped many types of clients.
Joshua Miller
Betterfit Benefits
(805) 451-5305
josh@betterfitusa.com
Insurance
Home Group: Newport
Joe Ordonez
Pensionmark Financial Group
Senior Retirement Plan Consultant
(805) 377-7533
joe.ordonez@pensionmark.com
Investment Advisor
Home Group: Long Beach
Rhonica Petty
Trust Properties USA
Realtor Associate
(310) 367-9611
rhonica@trustpropertiesusa.com
Real Estate
Home Group: Long Beach
Bio: Licensed since 2017, Rhonica Petty is your local PROBATE & TRUST REALTOR® for the Los Angeles Greater South Bay Area and works with the best interest of the estate in mind.
Amir Rizvi
Rizvi & Rizvi CPAs
Partner
(949) 472-2080
amir@rizvicpa.com
Accountant
Home Group: John Wayne Airport
Bio: I am a Certified Public Accountant with extensive expertise in income tax planning and compliance for closely held businesses and their ownership.
Member News
Announcing our Referral Contest Winners!
We had three people who referred 3 members each – a three-way tie! A big CONGRATULATIONS and thank you to:
Stewart Wessel – North Dallas 2, Group Leader
Rob Hinckley – Denver 3, Member
Bernard Williams Philadelphia 6, Group Leader
Each have won a $100 Gift Card to our ProVisors store and a $300 Dinner on ProVisors.
We also had the drawing for a free membership (for those who selected this prize). The winner of the free membership is… Mike Lazar of Denver 4! Congratulations Mike and a big thank you to all who participated.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
Teri Parker
CAPTRUST
Vice President / Financial Advisor
(951) 826-9338
teri.parker@captrust.com
Investment Advisor
Home Group: Riverside
Jesse Rodriquez
Rodriquez Wealth Management
President
(949) 688-1571
jesse@rodriquezwm.com
Investment Advisor
Home Group: Newport Beach
Bio: My team (Rodriquez Wealth Management) provides financial services to affluent and ultra affluent individuals and families as they plan for and transition into retirement. The typical client served is between the age 45 and 70 and is in the enjoyment…
Celebrating 5 Years
Michael Ashley
Michael Ashley Publishing
Owner/Creative Content Specialist
(949) 324-5340
michael@michaelashleypublishing.com
Marketing
Home Group: Irvine South
Bio: A bestselling author and former Disney screenwriter, Michael has ghost-written books in multiple sectors. A regular contributor to Forbes, his content company focuses on raising the profile of brands through the power of storytelling.
Joe Eleshio
B2B CFO®
Partner
(949) 212-7756
joeeleshio@b2bcfo.com
Consultant & Service
Home Group: Irvine South
Bio: I am a partner with B2B CFO®, a national firm of about 200 partners with a passion to improve the lives of business owners. In my process, I strive to understand a business owner’s goals, and remove barriers that are getting in their way.
Lauren Fisher
Tru HR Solutions
Human Resources Business Partner
(949) 413-5345
lauren@truhrsolutions.com
Human Resources
Home Group: Irvine 2
Bio: Lauren Fisher is enthusiastic about partnering with businesses to protect and grow their financial and human capital through increased employee engagement, compliance, and invaluable preventative training.
Andrew Flior
Snell & Wilmer LLP
Attorney
(714) 427-7083
aflior@swlaw.com
Attorney
Home Group: Newport Beach
Bio: I am an intellectual property attorney (trademarks, patents, copyrights). I specialize in intellectual property protection (including patent and trademark application filings) and litigation. I have experience in preparing and prosecuting patent…
Christopher Lekawa
Grant, Genovese & Baratta, LLP
Partner
(949) 660-1600
cml@ggb-law.com
Attorney
Home Group: Newport Gateway 2
Bio: Christopher Lekawa is a Partner of the law firm Grant, Genovese & Baratta, LLP leading the Corporate, Mergers & Acquisitions, and Commercial Real Estate Transactional division.
Eric Lenahan
The Eric Lenahan Agency of State Farm
State Farm Owner / Agent
(562) 598-2488
eric@ericlenahan.com
Insurance
Home Group: Long Beach Airport
Bio: Eric’s office is located at PCH / Main Street in Seal Beach and specializes in combining home, auto and liability insurance to maximize coverage with the lowest premium.
John Rissling
Guaranteed Rate
Branch Manager – VP of Mortgage Lending
(310) 901-3918
john.rissling@rate.com
Banking & Finance
Home Group: Newport
Bio: John is a California native with 28 years of residential mortgage lending experience. He takes the time to get to know each client’s specific situation and goals, which enables him to provide custom tailored finance options.
Events
Join us 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 Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch. 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, December 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, December 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, December 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, December 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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