January 2022

PROVISORS NEWS

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 32 New Members in the Los Angeles Area

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

Nima Ameli

Nima Ameli

Law Offices of Mercedes E. Blunt
Attorney
(805) 497-4440
nima@mebfamilylaw.com
Attorney
Home Group: Ventura 2

Bio: Family law attorney with an emphasis on resolving disputes amicably. We are a boutique full-service family law firm. Mr. Ameli also provides concierge representation to those seeking a trusted advisor.

Sarai Anderson

Sarai Anderson

J.P. Morgan Private Bank
(805) 755-8045
sarai.anderson@jpmorgan.com
Investment Advisor
Home Group: Santa Barbara 1

Bio: I serve the sophisticated wealth management needs of entrepreneurs, business owners, executives and their families as well as private and public foundations.

Victor Balladares

Victor Balladares

Attorney at Nevers, Palazzo, Packard, Wildermuth & Wynner, PC
Attorney
(512) 851-7843
vballadares@npwlaw.com
Attorney
Home Group: Beverly Hills 3

Sunjay Bhatia

Sunjay Bhatia

Bhatia Law Firm, PC
(310) 994-7152
sunjay@bhatiafirm.com
Attorney
Home Group: Pacific Business Corridor 1

Bio: Civil Litigation Attorney focussed on representing individuals and businesses in employment, personal injury, business and real estate matters across California.

Kevin Bayley

Kevin Bayley

Kevin Moore & Assoc
(626) 568-9300 ext. 108
kbayley@kjmlaw.com
Attorney
Home Group: San Gabriel Valley

Stephanie Blum

Stephanie Blum

Reuben Raucher & Blum
Certified Family Law Specialist
(310) 777-1990
sblum@rrbattorneys.com
Attorney
Home Group: Westside 2

Bio: Stephanie Blum is a Certified Family Law Specialist and heads Reuben, Raucher & Blum’s full service Family Law Department. She brings sensitivity to what her clients are going through and treats every case on a highly individualized basis.

Adam Brawer

Adam Brawer

Adam Brawer Estates
Realtor
(310) 279-8259
adam@adambrawerestates.com
Real Estate
Home Group: Los Angeles 1

Bio: Luxury residential real estate, westside, Palisades, Bel Air, specializing in sports and entertainment clients, 1031 Exchanges, Flips, Development Deals.

Lara Buitrago

Lara Buitrago

lbuitrago@singerlewak.com
Home Group: Sherman Oaks 3

Samantha Carson

Samantha Carson

ProVisors
Marketing and Events Coordinator
(818) 382-6496
andrew@provisors.com
Consultant Service

Bio: As a Marketing and Event Specialist, I coordinate signature events nationally for ProVisors. Specifically, the Regions that I service are Chicago, the San Fernando Valley, San Gabriel Valley, and the LA Area including the Westside, Downtown and the South.

Sasha L. Collins

Sasha L. Collins

Myers, Widders, Gibson, Jones & Feingold
Partner
(805) 644-7188
scollins@mwgjlaw.com
Home Group: Ventura

Bio: Attorney with a practice focused on all aspects of trusts and estates, from planning to post death administration.

Peter Cowen

Peter Cowen

Sutton Capital Advisors
Managing Director
(818) 650-9375
pc@suttoncapitaladvisors.com
Financial Service
Home Group: Venice

Bio: Middle market investment banker primarily sell side and capital raising advisory focusing on tech enabled outsourced business services, software, SaaS, digital media, healthcare services, with a large clientele in FinTech AdTech and scalable business service.

Sean Curts

Sean Curts

Sean Curts & Associates
(818) 689-3566
sean@seancurts.com
Home Group: Encino 4

Bryant Davis

Bryant Davis

UBS
SVP
(310) 734-3920
bryant.davis@ubs.com
Financial Service
Home Group: Universal City

Lisa Golshani

Lisa Golshani

Law Offices of Lisa S. Golshani, APLC
Attorney at Law
(818) 334-2805
lisa@golshanilaw.com
Attorney
Home Group: Sherman Oaks 3

Bio: Estate planning for families with an emphasis on planning for families with minor children and/or special needs children.

Rebecca Gombos

Rebecca Gombos

Landegger Verano & Davis, ALC
Senior Attorney
(818) 986-7561 ext 125
rebecca@landeggeresq.com
Attorney
Home Group: Encino 4

Bio: I litigate employment law cases on behalf of businesses; provide general advice and counsel regarding employment issues; and draft policies and employment agreements.

Megan Husri

Megan Husri

The Seymour Group
Vice President | The Seymour Group
(323) 628-6356
megan@theseymourgroup.net
Real Estate
Home Group: Glendale 1

Marianne Emma Jeff

Marianne Emma Jeff

The Momentum Squad
Get it Done Diva
(323) 222-7950
marianne@mywbmc.com
Consultant Service
Home Group: Pasadena 2

Bio: Strategic Planning for professional women and small business owners. 90 Day Plans. Prioritize. Goal Setting. Business Coaching. Reinvent your relationship with time. Master your time. Upgrade your actions. Double your productivity.

Michael Johnston

Michael Johnston

Finance of America Mortgage
michael.johnston@financeofamerica.com
Banking Finance
Home Group: Woodland Hills 1

Tom Kaminsky

Tom Kaminsky

Kaminsky Branding Group
(781) 799-8247
tkaminsky@kaminskybrandgroup.com
Marketing
Home Group: Beverly Hills 4

Raffi Kassabian

Raffi Kassabian

Bezdik Kassab Law Group
Founding Partner
(626) 499-6998
raffi@bezdikkassab.com
Attorney
Home Group: San Gabriel Valley

Colin Kawaguchi

Colin Kawaguchi

Nevers, Palazzo, Packard, Wildermuth & Wynner, PC
(818) 879-9700
ckawaguchi@npwlaw.com
Attorney
Home Group: Westlake 7

Samantha Koopman

Samantha Koopman

StakerLaw, Tax and Estate Planning Corporation
(805) 618-9092
swk@staker.com
Attorney
Home Group: Camarillo 1

Bio: As a trust and estates attorney, I help clients handle death and incapacity issues, whether it’s advance planning for themselves or assistance with the estate of a loved one who has passed away or is incapacitated.

H. Edward Lee

H. Edward Lee

Nu Care
Founder, Group CEO
(714) 495-2844
edward@nu.care
Consultant Service
Home Group: Glendale 2

Bio: CEO of 4 home care companies.

Christina Lewis

Christina Lewis

Law Office of Christina Lewis
(424) 267-6888
clewis@christinalewislaw.com
Attorney
Home Group: South Bay Classic

Molly Madden

Molly Madden

Sklar Kirsch
(310) 845-6416
mmadden@sklarkirsh.com
Attorney
Home Group: Beverly Hills 1

Matias Baker Masucci

Matias Baker Masucci

Berkshire Hathaway Sanborn Team
Probate Realtor
(323) 553-3173
mm@everyla.com
Real Estate
Home Group: Sherman Oaks 3

Bio: Probate, trust, and conservatorship real estate sales throughout Los Angeles County is what I do. The Sanborn Team and I have over thirty years of experience working closely with estate planning attorneys, professional fiduciaries, and successor trustees.

Garrett Prybylo

Garrett Prybylo

Much Shelist, P.C.
(847) 208-1107
gprybylo@muchlaw.com
Attorney
Home Group: Downtown Los Angeles 1

Bio: Garrett focuses his practice on litigation and dispute resolution. Clients call on him to help them overcome challenges and develop plans to achieve their business objectives.

Karie Reynolds

Karie Reynolds

Karie Reynolds Communications
(626) 233-3602
karie@kariereynolds.com
Home Group: Pasadena 5

Katrina Soelter

Katrina Soelter

KCS Wealth Advisory, LLC
Director, Wealth Management
(310) 734-4740
katrina@kcswealth.com
Financial Service
Home Group: Universal City

Matt Sturgeon

Matt Sturgeon

United Agencies
mattsturgeon@ua-insurance.com
Insurance
Home Group: Westlake 7

Bio: Property and Casualty Insurance Advisor focused on small to mid-sized businesses. Providing creative and easy to understand Workers’ Comp, Auto, and Liability solutions for high X-Mods and complex businesses.

Pam Tanase

Pam Tanase

Workzones
Co-Founder, Workzones
(805) 455-5982
pamtanase@workzones.com
Home Group: Santa Barbara 2

Bio: Time is your scarcest resource, & working inefficiently disrupts your work-life balance by taking time away from what you love to do. Workzones’ mission is to make your work life productive by providing professional offices, meeting rooms & coworking.

Gerri Weiner

Gerri Weiner

Gee-Wiz Bookkeeping
Owner
(310) 892-8245
gerri@geewizbookkeeping.com
Financial Service
Home Group: South Bay 2

Bio: Expert Team of QB Pro Advisor Bookkeepers.

Member News

We have made a few updates to the names of our newsletters and wanted to let you know (you may have already noticed).  This monthly membership newsletter, formerly known as The Accelerator is now ProVisors News. The weekly newsletter, formerly known as The Member Exchange is now ProVisors Business Opportunities and Thought Leadership is now Member Thought Leadership.

 

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Todd Carey
Dec 10, 2021

Zillow's Move Could Spell Housing Trouble - John Grace, Columnist, Wave Publications

Does Zillow know something you don't know? https://wavepublication.com/zillows-actions-in-housing-market-could-spell-trouble/

Member Milestones

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

Celebrating 20 Years

Steve Ferrari

Ferrari & Associates PC
Principal
(805) 612-3510
steveferrari@outlook.com
Accountant
Home Group: Westlake 4

Bio: Steve provides executive and hands on financial and accounting expertise on an outsourced basis to closely held and publically held companies.

Robert Weinberg

Law Offices of Robert A. Weinberg
Esq.
(818) 705-3254
rweinberg1@gmail.com
Attorney
Home Group: Woodland Hills 3

Bio: If you or your clients are owed money for services rendered, goods supplied and/or money loaned we can help to collect. In addition, we consult with all types of businesses to ensure best practices in account receivable management are instituted.

Celebrating 15 Years

Steve Goldstein

Payroll Management Solutions, Inc.
President
(310) 491-3467
steve@payrollmanagementsolutions.com
Human Resources
Home Group: South Bay 4

Bio: Over 30 years experience helping employers address their payroll and tax filing concerns, reduce the cost and risk associated with payroll taxes, and protect them from exposure to the IRS and EDD, saving them time and money.

Scott Hansen

Wells Fargo Private Bank
Regional Managing Director
(805) 777-8369
scott.p.hansen@wellsfargo.com
Investment Advisor
Home Group: Westlake 1

Bio: I lead a team of dedicated Wealth Advisors who help our Ultra High Net Worth clients build, manage, protect and transition their wealth.

Celebrating 10 Years

Karen Brown

Law Office of Karen S. Brown
(323) 274-2697
karen@ksbfamlaw.com
Attorney
Home Group: Beverly Hills 3

Bio: I am a certified family law specialist and have been an attorney for 40 years with a former extensive background in entertainment transactions and litigation. I am an experienced litigator and have been awarded the highest AV rating.

Keith Dolabson

Gursey Schneider
Tax Partner
(310) 691-1515
kdolabson@gursey.com
Accountant
Home Group: Beverly Hills 1

Bio: Keith has over 27 years of experience providing tax services to individuals, family groups and owners of closely held businesses. Keith’s practice focuses on the income, fiduciary, estate, charitable giving and wealth transfer tax areas.

John D. Faucher

Faucher Law/strong>
Attorney at Law
(818) 889-8080
jdfaucherlaw@gmail.com
Attorney
Home Group: Westlake 7

Bio: I love to talk to the IRS for my clients, because I know how to get things done.Tax collection, tax liens, tax litigation, tax audits, bankruptcy, bankruptcy litigation.

Elise Lampert

Law Office of Elise Lampert
Attorney at Law
(818) 905-0601
elise@elampertlaw.com
Attorney
Home Group: Rancho Park

Bio: Law Practice which focuses on estate planning, probate, probate/trust litigation, and conservatorships. Estate planning for taxable and nontaxable estates including living trusts, residential trusts, special needs trusts, insurance trusts, and wills.

Tes Macaraya

Tes Macaraya

M & G Partners, LLP
Tax Partner
tmacaraya@mgpartnersllp.com
Accountant
Home Group: Santa Monica 4

Bio: Tes has over 29 years of experience providing tax consulting and compliance services for partnerships, high net worth individuals and corporations primarily in the real estate industry. She serves real estate investors, developers, and operators.

Bruce Mandel

Bruce A. Mandel

Wealth Enhancement Group
Managing Director
(310) 772-2600
bmandel@wealthenhancement.com
Investment Advisor
Home Group: Beverly Hills 1

Bio: Oakwood is a private wealth management firm serving high net worth individuals, families, foundations & retirement plans. We work closely with clients to build the best strategy for long-term success. We provide them with flexible, innovative & trustworthy.

Leatha McCoy

Decker, Farrell & McCoy, LLP
CPA / Managing Partner
(805) 910-1441
lmccoy@dfmcpas.com
Accountant
Home Group: Camarillo 1

Bio: Working directly with clients in a proactive way to achieve the best financial and income tax results. Individual, small to medium size businesses, nonprofit and fiduciary clients professionally served.

Mayer Nazarian

Ervin Cohen & Jessup LLP
Partner – Business, Corporate and Tax Group
(310) 281-6323
mnazarian@ecjlaw.com
Attorney
Home Group: Santa Monica 6

Bio: Mr. Nazarian is a transactional tax attorney uniquely trained with top regional and national tax firms. His clients benefit from his breadth and depth of accounting, legal expertise, and exposure to a wide range of businesses and structures.

Simon Newfield

Newfield Puritsky LLP
Partner
(310) 857-5297
simon@np-llp.com
Attorney
Home Group: West Los Angeles

Bio: Simon’s practice focuses primarily on real estate, business, and general corporate transactional matters and litigation.

Thanhien (Hien) Nguyen

Lindsay and Company LLP
CPA/partner
(805) 650-5915
hien@lindsayandcompanycpa.com
Accountant
Home Group: Camarillo 1

Bio: Provide accounting and tax services to small- and medium-size businesses, not-for-profit organizations and individuals. Because our firm is relatively small, our clients benefit by getting personalized, timely and quality service.

Scott Spiro

SugarShot
Co-Founder
(424) 246-7372
scott@sugarshot.io
Consultant & Service
Home Group: Silicon Beach

Bio: Scott Spiro is Co-Founder of SugarShot Los Angeles. Security Expert for KTLA Channel 5, KCAL 9, Fox 11 Amazon Best Selling Author “Sitting Duck”, and Speaker About SugarShot: SugarShot’s mantra is “Technology, Differently.”

Brandon Tesser

Tesser|Grossman LLP
Mr.
(310) 207-4558
brandon@tessergrossman.com
Attorney
Home Group: Entertainment 2

Bio: Brandon is a seasoned business litigation attorney with over 20 years of experience handling a wide range of complex litigation matters. He has achieved particular success representing individuals and small businesses against major entertainment companies.

Cristi Michelon Vasquez

Law Office of Cristi L. Michelon
Attorney
(805) 882-2226
cristi@michelonlaw.com
Attorney
Home Group: Santa Barbara 1

Bio: Cristi Michelon Vasquez practices in the areas of business, real estate, landlord tenant, trust and conservatorship litigation. Cristi is known for her strong client service skills, the clarity of her advice and straightforward legal approach.

Richard Williamson

Ezer Williamson Law, a Professional Corp
Principal
(310) 277-7747
rew@ezerwilliamsonlaw.com
Attorney
Home Group: South Bay Classic

Bio: Experienced representation covering all aspects of Real Estate Law, Business, Commercial and Partnership Law, Shareholder Disputes, and Contracts, with an emphasis on litigation.

Celebrating 5 Years

Tony Brown

Abrams Brown LLP
Partner
(424) 832-3750
tbrown@abramsbrown.com
Attorney
Home Group: Venice

Bio: An accomplished attorney and past recipient of SuperLawyers’ “Rising Stars” award, Mr. Brown’s practice focuses primarily on advising clients as to commercial real estate transactions, contracts and corporate governance.

JuliAnne DeChaine

VERITAS Home Office Management, Inc.
Personal Business Manager
(323) 340-1400
veritas.dmm@gmail.com
Financial Service
Home Group: Pasadena 3

Bio: Personal business management for professionals who prioritize career and family and want assistance maintaining structure and efficiency in their personal financial affairs. We create accessible home office environments, monitor income and expenses.

Scott Ehrlich

Sklar Kirsh LLP
Corporate M&A and Finance Partner
(310) 845-6416
sehrlich@sklarkirsh.com
Attorney
Home Group: Encino 1

Bio: I am a law firm partner with a focus on corporate M&A and finance. I have more than 25 years’ experience representing diverse public and private clients in corporate transactions.

Ndubisi Ezeolu

Tucker Ellis LLP
Employment & Business Attorney
(213) 430-3239
ndubisi.ezeolu@tuckerellis.com
Attorney
Home Group: Pasadena 6

Bio: Bisi Ezeolu is a trial attorney specializing in employment and business law who focuses on representing and advising businesses, municipalities, and public entities in trial and appellate courts and before government agencies.

Mark Hess

Fox Rothschild LLP
Partner
(310) 598-4152
mhess@foxrothschild.com
Attorney
Home Group: Beverly Hills 4

Bio: Practice focuses on employee benefits and executive compensation, and business tax planning. Chair firm’s Israel practice group. Advise parties in connection with transactions between US and Israeli businesses.

Bradley Lundgren

Allen & Kimbell LLP
Partner
(805) 963-8611
blundgren@aklaw.net
Attorney
Home Group: Santa Barbara 2

Bio: Mr. Lundgren handles a broad range of real estate and business transactions, most often focusing on purchases and sales, leases, co-tenancy arrangements, easements, title evaluations, due diligence investigations, financing, low income housing tax credit.

Limor Mojdehiazad

Law Office of Limor Mojdehiazad, APC
Attorney
(310) 256-2872
limor@limorapc.com
Attorney
Home Group: Beverly Hills 3

Bio: I am a solo family law practitioner and mediator in Century City. My main areas of practice include divorce, paternity, child support, spousal support, child custody & visitation, post-judgment modifications and domestic violence restraining orders.

Lori Murphree

Evalla Advisors
Managing Partner
(917) 969-9593
lori@evallaadvisors.com
Banking & Finance
Home Group: Silicon Beach 2

Bio: Lori Murphree has 25 years of experience in investment banking, private equity and other strategic and financial roles. She has managed a wide range of both domestic and international transactions including Buy-Side and Sell-Side M&A, MBOs, LBOs, Private.

Jeremy Osher

Boren, Osher & Luftman, LLP
Partner
(310) 322-2220
josher@bollaw.com
Attorney
Home Group: Playa Vista

Bio: Mr. Osher is a Partner at Boren, Osher & Luftman, LLP. He is a litigation attorney with a special emphasis on insurance recovery and bad faith litigation. He also litigates real estate, employment, entertainment and general commercial disputes.

Brett Smith

American Business Bank
First Vice President and Senior Banker
(310) 808-9355
bsmith@americanbb.bank
Banking & Finance
Home Group: South Bay 4

Bio: Full Service Business Bank, serving Business’s  with annual sales between $10 and $300 million. I am also a credit authority who can respond to my clients in real time for complex or simple needs. Yes means Yes. Service is local, no 1-800’s.

David Stein

Northwestern Mutual Life
(818) 458-7494
desteinins@aol.com
Insurance
Home Group: Woodland Hills 4

Bio: Since 1983, David Stein’s primary philosophy in business is to build relationships of mutual trust and provide the best client service he can. He works closely with business owners, business executives and families to define refine and ensures the abs.

Upcoming Events

Join an Accelerator Workshop 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.

LA Core Accelerator Workshop

Date: Wednesday, January 19, 2022
Time: 12:00pm – 1:30pm

LA Valley Accelerator Workshop

Date: Wednesday, January 26, 2022
Time: 11:30am – 1:00pm

LA West Accelerator Workshop

Date: Wednesday, January 26, 2022
Time: 11:45am – 1:00pm