|  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

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

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

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

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

Amber Esposito

Esposito Law P.C.
Founder
(949) 209-8332
amber@espositoinjurylaw.com
Attorney
Home Group: Irvine Central

Noah Green

Noah Green

The Green Firm, PC
Attorney at Law
(949) 535-2124
noah@gspattorneys.com
Attorney
Home Group: Newport

Nat Klein

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

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

Joshua Miller

Betterfit Benefits
(805) 451-5305
josh@betterfitusa.com
Insurance
Home Group: Newport

Joe Ordonez

Joe Ordonez

Pensionmark Financial Group
Senior Retirement Plan Consultant
(805) 377-7533
joe.ordonez@pensionmark.com
Investment Advisor
Home Group: Long Beach

Rhonica Petty

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

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.

Todd Carey
Oct 19, 2023

Richard Golubow Producer for Orange County Bankruptcy Forum Presentation

Richard H. Golubow, a founder and the managing partner of Winthrop Golubow Hollander, LLP, a premier bankruptcy, insolvency, and financial restructuring law firm based in Newport Beach, California, with offices in New York, co-produced a presentation for the Orange County Bankruptcy Forum, on September 14, 2023, for the program entitled When Integrated Estate Planning Meets Bankruptcy. The panel discussed how fragile estate planning can be when adjudicated in a bankruptcy case.

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

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