Orange County 0122

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.

Matt Brown

Pacific Premier Bank
VP / Sr Relationship Manager
(949) 563-6223
matt.brown@ppbi.com
Banking Finance
Home Group: South Orange County

Bio: Provide bank financing for Commercial Real Estate, Working Capital, Capital Expenditures, and ESOP Transactions in support of Southern California companies with depository and treasury management services also available.

Karen Card

American Pacific Mortgage
Sr. Loan Officer
(714) 290-6940
kcard@apmortgage.com
Banking Finance
Home Group: Irvine Concourse

Bio: We customize home loans to meet our clients needs.

Kim Dannettell

Coast Benefit Consultants, Inc.
Vice President & Broker Employee Benefits
(951) 699-3669
kim@coastbenefit.com
Insurance
Home Group: Orange County Metro

Gina Lara

Smith Dickson
Senior Manager, Tax & Forensics
(949) 553-1020
gina.lara@smithdickson.com
Accountant
Home Group: Cerritos

Alexia Candelaria

Brighton Jones
Financial Planner
(503) 594-7417
alexia.candelaria@brightonjones.com
Financial Service
Home Group: Newport Gateway

Michael Diemer

Sales Xceleration
Business Development
(248) 345-6969
mdiemer@me.com
Consultant Service
Home Group: Ontario

Stephen Lewis

Mitchellweiler Law Corporation
Attorney
(951) 549-7924
stephen@mlcattorneys.com
Attorney
Home Group: Ontario

Bio: Business and Trust & Estate Attorney.

Alisha Muzik

Vantage Point Advisors
Vice President
(858) 876-9180
amuzik@vpadvisors.com
Accountant
Home Group: Irvine Metro

Melissa Petrofsky

Petrofsky Law Firm
Attorney
(949) 278-5197
melissa@petrofskyfirm.com
Attorney
Home Group: Irvine Central

Jevon Thomas

BTA Advisory Group
Director of Employer Sponsored Retirement Plans
(949) 545-1358
jevon@btagroup.net
Consultant Service
Home Group: Newport Gateway

Bio: Jevon is a securities licensed retirement plan specialist and consultant. Jevon has over 15 years of experience helping participants, employers and business owners reach their retirement plan goals.

Kim Waterhouse

eMerchant
Director of Client Services
(714) 404-6836
kimwaterhousebrown@gmail.com
Financial Service
Home Group: Irvine South

Mike Zingale

Stetina Brunda Garred & Brucker
Attorney
(949) 855-1246
mzingale@stetinalaw.com
Attorney
Home Group: South Coast

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.

Dec 01, 2021

Golubow Named top Bankruptcy Attorney By Martindale - Hubbell for the 18th Year

Richard H. Golubow, of Newport Beach was rated “AV Preeminent” (5.0 out of 5.0) by Martindale-Hubbell® for the 18th year in a row. Martindale-Hubbell® has provided attorney ratings for more than 150 years. The “A” legal ability rating means “very high to preeminent” and the “V” ethical standard rating means “very high”. The “AV Preeminent” rating is Martindale-Hubbell’s® highest peer recognition, generated from evaluations by other

Member Milestones

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

Celebrating 5 Years

Sheila Ashrafi

Eide Bailly LLP
Tax Partner
(657) 279-3334
sashrafi@eidebailly.com
Accountant
Home Group: Irvine South

Bio: Sheila Ashrafi is a partner in Eide Bailly, LLP’s Tax Services department, providing tax preparation, planning and projection services for corporations, partnerships and individuals. Sheilaâ€™s work involves effective diagnosis, solution.

Christy Bertram

Johnson & Bertram LLP
Partner
(949) 852-4473
cbertram@johnsonbertram.com
Attorney
Home Group: Irvine North

Bio: Christy Bertram has extensive experience handling complex business litigation for Fortune 100 companies, regional businesses, and individual business owners in a wide array of industries, including matters involving breach of contract, business torts.

Nick Beske

PointClick.io
Owner
(949) 459-3708
nick@pointclick.io
Marketing
Home Group: Orange County Central

Bio: PointClick.io is a digital marketing agency focused exclusively on helping law firms grow their practice. We help our clients attract the right visitors to their websites, convert visitors into leads, and turn those leads into clients.

Nisha Kolhatkar

Enterprise Business Services
President
(949) 600-5333
nisha@cpa-ebs.com
Accountant
Home Group: Orange County Central

Bio: I am a licensed CPA with about 20 years of experience. My firm provides Accounting, Tax and part-time CFO services to small to medium-sized businesses with revenues up to $10m. We help our clients make better decisions. We provide business intelligence.

Tim Majka

Imagine Realty
Real Estate Broker, Realtor
(562) 900-9430
tim@imaginerealty.com
Real Estate
Home Group: Long Beach

Bio: Tim Majka, Esq., is the founding principal of Imagine Realty, one of the top teams with Keller Williams. Tim has dedicated the past 15 years to immersing himself in the real estate market and representing buyers, sellers, and investors.

Bob Muller

Signature Bank
Senior Vice President
(949) 648-2845
bmuller@signatureny.com
Banking & Finance
Home Group: John Wayne Airport

Bio: High-touch commercial banker providing a full range of products and services to mid-size and larger organizations in Southern California.

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.

Orange County Accelerator PV Zoom

Date: Monday, January 10, 2022
Time: 11:30am – 1:30pm

Learn More

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