|  Orange County

New Members

11 New Members in the Orange County Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Chris Beckman

Chris Beckman

CSB Advisors Inc
CEO
(714) 757-7269
cbeckman@tworld.com
Consultant Service
Home Group: Mergers $ Acquisitions 3

Dave Comfort

Dave Comfort

Ballard Rosenberg Golper & Savitt, LLP
Associate
(562) 882-1789
dcomfort@brgslaw.com
Attorney
Home Group: Newport Gateway 2

Bio: Trial attorney that represents employers in both traditional labor matters and in employment litigation that includes single-plaintiff and class-action wage and hour lawsuits in state and federal court.

Kimberlee Bendeck Dykes

Kimberlee Bendeck Dykes

Allstate Insurance Company
Agency Owner
(949) 651-1401
kbendeckdykes@allstate.com
Insurance
Home Group: South Coast

Bio: Experienced Agency Owner and Team to provide personal insurance advice.

Chris Gniffke

Chris Gniffke

BRITECITY
Sales
(808) 419-2807
chris.gniffke@britecity.com
Information Technology
Home Group: Newport Gateway 2

Claire Johnson

Claire Johnson

Syn-Mar Associates
Appraiser
claire@syn-mar.com
Real Estate
Home Group: Irvine South

Tony Luppi

Tony Luppi

Insight Wealth Strategies, LP
Wealth Advisor
(949) 453-9331
tony.luppi@insightwealthlp.com
Investment Advisor
Home Group: Orange County Metro

Bio: We serve as Personal CFO to Successful Entrepreneurs, helping them achieve their unique goals. Once their plan is in place, we proactively manage it for them so they can focus on more important things, like their business, family and community.

Bob Marsh

Bob Marsh

Insperity
Business Performance Advisor
(562) 301-2134
bob.marsh@insperity.com
Human Resources
Home Group: Costa Mesa

Bio: Bob helps companies of all sizes with HR solutions so they can focus on what matters most – making their companies run better, grow faster and make more money.

Jason Mueller

Jason Mueller

Advanced IT Management, Inc
Owner
(909) 200-0928
jason@aitmgt.com
Information Technology
Home Group: Orange County Virtual 1

Monique Payan

Monique Payan

Fifth Third Bank
SVP, Business Development
(951) 533-7674
monique.payan@53.com
Banking Finance
Home Group: Riverside

Lisa Rieden

Lisa Rieden

Dawson & Dawson National Search & Staffing
Executive National Recruiter | Business Development
(949) 860-1473
lisa.rieden@dawsondawsoninc.com
Human Resources
Home Group: Newport-Irvine

Bio: Lisa has over 15 years experience in hiring, recruiting & national executive search. She is a native Orange County resident and has enjoyed growing & serving in our community for over 40 years.

Robert Russell

Robert Russell

Taylor Nelson Amitrano LLP
Senior Counsel – Tax
(714) 546-0445
rrussell@taylorlaw.com
Attorney
Home Group: Irvine OC

Member News

Todd Carey
Oct 01, 2024

Muller Received the 5 Star Mortgage Professional Award 14 Years in a Row

Craig Muller received the Five Star Mortgage Professional Award recognizing top mortgage professionals in each market. Craig has now received the award for 14 years in a row. Only one other mortgage professional in Orange county has received the award for 14 years. The award recognized top mortgage professionals across the nation. Along with other strict criteria, recent homebuyers are asked to evaluate mortgage professionals with whom they have worked, and evaluate them based upon five criteria. Less than 5% of mortgage processionals are awarded this designation each year.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 15 Years

Brad Christensen

Pathfinder Mortgage Corporation
Co-Managing Partner
(949) 208-7200
bchristensen@pathfindercorp.net
Banking & Finance
Home Group: South Coast Metro

Bio: Commercial Real Estate Financing. Office & industrial buildings, retail properties, etc. Specialty is in low, long-term, fixed interest rate mortgages (10 yrs +). Loan amounts ranging from $1 – 100 million.

Celebrating 10 Years

Manish Bhardia

Think AI Consulting
Principal
(323) 316-7354
manish.bhardia@thinkaicorp.com
Consultant & Service
Home Group: Newport-Irvine

Bio: Manish works as a principal at Think AI. Think AI is a trusted strategic partner for enterprise thought leaders who need to solve complex business problems using modern technologies including AI, business intelligence and chatbots. ​​​​​​​

Niosha Shakoori

Clarus
Employment Attorney, Workplace Investigator, HR Consultant, HR Expert Witness
(949) 403-3576
niosha@clarushr.net
Human Resources
Home Group: Irvine South

Bio: Niosha Shakoori has over 20 years of experience as an in-house legal and HR expert. Niosha uses her business acumen and knowledge of corporate environments to provide clients with a cost-effective alternatives over law firms and consultancy firms.

Celebrating 5 Years

Letitia Berbaum

The Zandbergen Group
COO, Wealth Advisor
(949) 212-1852
tish@zandbergengroup.com
Investment Advisor
Home Group: South Coast

Bio: Letitia Berbaum specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan.

Christina Gonzalez-Hicks

Human Resource Plus
President
(714) 351-2118
christina@humanresourceplus.com
Human Resources
Home Group: Long Beach

Bio: We provide full service human resource consulting from recruiting to separation and beyond.

Julie Leffler

Big Hype Marketing
President/Creative Director
(888) 855-6738
julie@bighypemarketing.com
Marketing
Home Group: South Coast

Bio: Julie Leffler is the president and creative director of Big Hype Marketing, a full-service marketing, social media, and website design agency located in Newport Beach, CA.

Jessica Monroe

Jessica Monroe

Tax Law Care
Founding Attorney, C.P.A.
(833) 877-7757 x. 1
jessica@taxlawcare.com
Attorney
Home Group: Irvine OC

Bio: As an attorney and CPA, I focus on tax resolution and mitigation, in particular when under audit. I have a passion for helping those who are selling high dollar valued assets and looking for tax mitigation strategies.

Shaun Phillips

Shaun Phillips

Benchmark Injury Law
Founding Attorney
(949) 504-9031
shaun@benchmarkinjurylaw.com
Attorney
Home Group: Long Beach Airport

Bio: “reMarkably personal” personal injury lawyer.

Events

Join us for our Holiday Party – Wednesday, December 11th from 5-7pm at the Turnip Rose.  Details and registration are on the Hub.

Accelerate Your Membership (AYM) on Monday, December 9, 2024 (8:30a P / 10:30a C / 11:30a E) 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. Register Now!

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

Wednesday, November 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, November 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Wednesday, November 7, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, November 12, 2024  – 8:30a PT | 10:30a CT | 11:30a ET