Orange County Financial Society Members

Mr. Bruce McCourtney, CPA
FMV Opinions, Inc.
3333 Michelson Drive, Suite 900
Irvine, CA 92612
(949) 759-4499

Accountants CPAs
FMV is one of the nation’s preeminent firms offering a broad range of financial advisory services to private and public companies, and their advisors. For almost two decades, the firm has served its clients by providing intricate and highly specialized financial opinions, property appraisals, complex litigation support, tax and business valuations, as well as investment banking services focused on mergers, acquisitions and divestitures.
www.fmv.com

Mr. Brent Robbins, CPA
Stonefield Josephson, Inc.
5 Park Plaza, Suite 700, Irvine, CA 92614
(949) 833-3633

Accountants CPAs
We are a California based CPA firm with offices in Irvine, Century City, San Francisco, Walnut Creek and Hong Kong. We provide services in the taxation, audit, forensic and valuation areas.
www.sjaccounting.com

Mr. Steven O. Schultz, Business Development Executive
Moss Adams LLP CPAs
11766 Wilshire Blvd, Ste 900, Los Angeles, CA 90025
(310) 295-3810

Accountants CPAs
Moss Adams LLP is the 11th largest accounting and consulting firm in the United States, and the largest headquartered in the West. Founded in 1913, Moss Adams has 20 locations in California, Washington, Oregon,  Arizona, and New Mexico. Our staff of over 1,900 includes more than 250 partners.  Specialty industry practices include: Financial Institutions, Apparel, Technology, Health Care, Manufacturing & Distribution, Dealer Svces and Food Processing.  Our clients are both public and privage entities in addition to high networth individuals.
www.mossadams.com

Ms Jeanne Tarazevits, CPA, CITP
TaraByte Consulting
1835 Newport Blvd. #A109-294
Costa Mesa, CA 92627
(949) 645-1019

Inventory Guru, Intuit Solution Provider, Advance Certified QuickBooks Pro
Sell, implement and train on QuickBooks Enterprise Solutions and integrated third party applications.  Specializing in Inventory, CRM and ecommerce solutions for QuickBooks.
www.taracpa.com

Mr. Greg Wahl, Partner
Squar, Milner, Peterson CPAs LLP
4100 Newport Place, Suite 300, Newport Beach, CA 92660-1400
(949) 222-2999

Accountants CPAs
Greg has over 10 years of experience in auditing companies that file with the Securities and Exchange Commission (“SEC”) and has significant experience resolving complex accounting and SEC reporting issues. He has a particular expertise in the consumer products, including consumer electronics and retail; technology, including clean-technology, alternative energy; and the sub-prime lending industries. He regularly supervises engagements for companies that are completing going public transactions (Form 10, Form S-1, and reverse takeover transactions) and secondary public offerings for companies that maintain its core operations in the United States of America , Canada , and / or the Republic of China.
www.squarmilner.com

Terry A. Worsdell, CPA
Terry A. Worsdell & Associates
712 K-Thanga Dr., Suite D, Corona Del Mar, CA 92625-1734
(714) 838-5000

Accountants CPAs

Mr. Lumir O. Cerny
Pre-Banc Business Credit, Inc.
2042 Business Center Dr., Suite 202, Irvine, CA 92612
(949) 955-2262

Accounts Receivable Financing/Factoring
Provide financing without factoring to businesses that do not qualify for normal Bank financing.
www.prebanc.com

Mr. James R. Cody, Jr., Vice President
Pre-Banc Business Credit, Inc.
2042 Business Center Dr., Suite 202, Irvine, CA 92612
(949) 955-2262

Accounts Receivable Financing/Factoring
A trusted source of alternative financing, to provide working capital solutions for small to middle-sized businesses.  Accounts receivable lending, but not factoring.
www.prebanc.com

Ms. Karen George
Overnite Capital
7755 Center Ave., 11th Floor, Huntington Beach, CA 92647
(714) 372-2288

Accounts Receivable Financing/Factoring
Overnite offers credit lines from $100K to $3M for customers with commercial accounts receivables. Receivables are converted into cash to take advantage of growth opportunities, reduce debt and pay operating expenses in a timely manner. Product must be delivered or services performed for invoices to draw eighty percent (80%) for cash advances prior to payments by customers.
www.OverniteCapital.com

Ms. Carrie Jenkins
United California Factors
2035 S. Myrtle Ave., Monrovia, CA 91016
(626) 303-3551

Accounts Receivable Financing/Factoring
UC Factors is a Non-Recourse Factor providing funding for small to mid sized companies throughout the United States.
www.ucfactors.com

Mr. Kelly Kuras, V.P. Business Development
Primary Funding
9663 Tierra Grande, Ste 108, San Diego, CA 92126
(949) 297-4973

Accounts Receivable Financing/Factoring
The purchase of invoices, providing instant cash flow for small to mid-range businesses that serves or sells to commercial accounts.  We also provide follow-up collection services on the accounts when they come due.
www.primaryfunding.com

Mr. David Smith, Regional Account Executive
Coface North America
16 Technology-Suite 210, Irvine, CA 92618
(949) 450-0062

Accounts Receivable Financing/Factoring
Coface has US headquarters in Princeton, New Jersey with over 120,000 customers in 97 countries.   We provide Non Recourse Accounts Receivable Financing for businesses with revenues of $2-50 million.   We also provide Credit Insurance, Business Information, Factoring, Commercial Collections.
www.coface-usa.com

Mr. James R. Cody, Jr., Vice President
Pre-Banc Business Credit, Inc.
2042 Business Center Dr., Suite 202, Irvine, CA 92612
(949) 955-2262

Accounts Receivable Financing/Factoring
A trusted source of alternative financing, to provide working capital solutions for small to middle-sized businesses.  Accounts receivable lending, but not factoring.
www.prebanc.com

Mr. Michael Dix
Main Credit Corp.
1055 Wilshire Blvd., Ste 1501, Los Angeles, CA 90017
(213) 482-3700

Asset Base Lending
For over twenty years Main Credit has been providing financing to Orange County businesses without a bank line of credit. We strive to give as much attention to the business ownner that needs fifty thousand dollars as we do to the one who needs a million.
www.gomaincredit.com

Nick J. Yocca, Esq.
The Yocca Law Firm, LLP
19900 MacArthur Blvd., Ste 650, Irvine, CA 92612
(949) 253-0800 ext. 233

Attorney
A full-service business law firm.
www.yocca.com

Ms. Susan R. Medwied, Attorney at Law
30021 Tomas St. #300, Rancho Santa Margarita, CA 92688
(949) 459-2146

Attorney-Bankruptcy and Collection
Business and Real Estate Attorneys
I am a lawyer who asks a lot of questions, listens, then uses common sense and good judgment about what the law can and can't do to reach the client's goals or provide a solution to their problems. Privately held companies with on going legal issues and down to Earth "Millionaire Next Door" owners are the best fit.

John H. Baker, Esq.
Baker Law Group
7700 Irvine Center Dr., Suite 800, Irvine, CA 92618-3047
(949) 450-0444

Business and Real Estate Attorneys
Business and real estate attorney emphasizing liens on personal property and real estate, such as UCC-1's and trust deeds. We put the deals together and resolve the breakdowns, including filing and defending lawsuits. We excel at dispute resolution and risk management of legal problems, providing creative yet practical solutions to legal problems facing businesses.
www.bakerlawgroup.com

Nick E. Yocca, Esq.
Stradling Yocca Carlson & Rauth
660 Newport Center Dr., #1600, Newport Beach, CA 92660
(949) 725-4000

Business and Real Estate Attorneys
Stradling Yocca Carlson & Rauth is a law firm that represents some of California 's leading companies and municipalities in a wide range of transactions, including M&A, IPOs and follow on offerings.  We have the experience and the relationships to make transactions happen - with innovative ideas for achieving optimal results.
www.sycr.com

Ms. Susan R. Medwied, Attorney at Law
30021 Tomas St. #300, Rancho Santa Margarita, CA 92688
(949) 459-2146

Attorney-Bankruptcy and Collection
Business and Real Estate Attorneys
I am a lawyer who asks a lot of questions, listens, then uses common sense and good judgment about what the law can and can't do to reach the client's goals or provide a solution to their problems. Privately held companies with on going legal issues and down to Earth "Millionaire Next Door" owners are the best fit.

Ms. Susan R. Medwied, Attorney at Law
30021 Tomas St. #300, Rancho Santa Margarita, CA 92688
(949) 459-2146

Attorney-Bankruptcy and Collection
Business and Real Estate Attorneys
I am a lawyer who asks a lot of questions, listens, then uses common sense and good judgment about what the law can and can't do to reach the client's goals or provide a solution to their problems. Privately held companies with on going legal issues and down to Earth "Millionaire Next Door" owners are the best fit.

John H. Baker, Esq.
Baker Law Group
7700 Irvine Center Dr., Suite 800, Irvine, CA 92618-3047
(949) 450-0444

Business and Real Estate Attorneys
Business and real estate attorney emphasizing liens on personal property and real estate, such as UCC-1's and trust deeds. We put the deals together and resolve the breakdowns, including filing and defending lawsuits. We excel at dispute resolution and risk management of legal problems, providing creative yet practical solutions to legal problems facing businesses.
www.bakerlawgroup.com

Ms. Susan R. Medwied, Attorney at Law
30021 Tomas St. #300, Rancho Santa Margarita, CA 92688
(949) 459-2146

Attorney-Bankruptcy and Collection
Business and Real Estate Attorneys
I am a lawyer who asks a lot of questions, listens, then uses common sense and good judgment about what the law can and can't do to reach the client's goals or provide a solution to their problems. Privately held companies with on going legal issues and down to Earth "Millionaire Next Door" owners are the best fit.

Nick E. Yocca, Esq.
Stradling Yocca Carlson & Rauth
660 Newport Center Dr., #1600, Newport Beach, CA 92660
(949) 725-4000

Business and Real Estate Attorneys
Stradling Yocca Carlson & Rauth is a law firm that represents some of California 's leading companies and municipalities in a wide range of transactions, including M&A, IPOs and follow on offerings.  We have the experience and the relationships to make transactions happen - with innovative ideas for achieving optimal results.
www.sycr.com

Mr. Alex Arjonilla
Community Bank
1750 S. State College Blvd., Anaheim, CA 92806
(714)704-2367

Banks-Commercial
Community Bank is a Strong, Safe & Sound Commercial Bank focusing on Small and Medium size businesses and High Net Worth Individuals. We have been in business since 1945 and continue to earn Top Ratings among California Banks. We target businesses located in Southern California.
www.Cbank.com

Mr. Clay Krause, V.P. Union Bank
500 S. Main Street, First Floor, Orange, CA 92868
(714) 565-5526

Banks-Commercial
Looking for a real relationship with your banker?  I am an experienced Commercial Banker serving Business Loan and Deposit needs since 1980.  Commercial Real Estate, Accounts Receivable & Equipment loans, Letters of Credit, Foreign Exchange and full array of Treasury Management products.
www.unionbank.com

Mr. Paul E. Prichard
Pacific Western Bank
101 E. Lincoln Ave., Suite 125, Anaheim, CA 92805
(714) 490-2481

Banks-Commercial
Full service bank serving small and medium sized businesses and their principals with 61 community banking facilities in 5 So.Calif counties. One of the country’s premier banking franchises, well capitalized, serving S. Calif for nearly 27 years.
www.pacwestbancorp.com

Ms. Mitzi Riley
Bankers Financial Group
33202 Caribbean Way, Dana Point, CA 92629
(949) 489-1603

Banks-Commercial
Bankers Financial Group is a client focused commercial loan brokerage. We assist clients in locating funding for the purchase or refinance of commercial real estate. We specialize in difficult underwriting sitiations and difficult properties.

Mr. David Scherer
Plaza Bank, SBA Dept
19600 Fairchild Road, Suite 120, Irvine, CA 92612
(949) 225-6122

Bank-Commercial
Plaza Bank provides SBA guaranty loans and commercial loans to acquire or refinance owner user real estate. Other product provided by the Bank are asset based loans, and commercial and industrial loans.
www.plazabank.net

Mr. Tom Shockley, V.P.
Manufacturers Bank
970 W. 190th St, Ste 500, Torrance, CA 90502
(310) 819-3071

Banks-Commercial
Likes financing opportunities from $1-10 million for manufacturers, distributors and wholesalers.
www.manubank.com

Mr. Ben Sottile, Reg. V.P.
Pacific Mercantile Bank
949 S. Coast Drive, Suite 105, Costa Mesa, CA 92626
(714) 438-2623

Banks-Commercial
Personalized Banking - Specializing in Commercial & Industrial, Real Estate, Life Isurance Premium, Entertainment and SBA Lending. I find a way to do the deals others cannot. I go the extra mile for service.
www.pmbank.com

Mr. Bill Sorotsky, VP & BDO
B&W Consulting Co.
(310) 938-5540

Banks-SBA and Specialized
I previously worked for the L.A. office (LaBrea & Beverly) of Inland Community Bank, www.icbbank.com, as Vice President/Business Development Officer for 5 years through June, 2009 ... I continue to cover the Los Angeles, Orange County areas for SBA 7a's and 504's, commercial loans, business and personal lines of credit, construction loans, real estate mini-perms, etc. which I am referring to several banks in my network (on a commission basis); including my previous employer Inland Community Bank. I have a pipeline of SBA, business and personal lines of credit, and commercial real estate mini-perm loans that need a home. I have also developed many potential new banking deposit relationships. I also have extensive asset based lending experience (25 years) as well as SBA experience (12 years). I live in Torrance where I have a home office.

Mr. Andrew L. Ersek
2284 N. Glassell, Suite B, Orange, CA 92865
(714) 637-1984
Business Consultants
Rent A Controller, Collections, Organization Turn Around Situation, Liquidation. Property Management.  Real Estate Investor.

Mr. Mark Franzen, President
Franzen Business Consulting
1301 Nottingham, Newport Beach, CA 92660
(949) 293-2430

Business Consultants
Interim or Part-Time CFO

Mr. Donald H. Kasle, Managing Partner
Alldas Partners, LLC
12 Thorn OakDove Canyon, CA 92679-4200
(949) 709-2121

Business Consultants
I help companies that need capital, want help with developing business plans and presentations, assist in their business development and sales efforts and give them support and counsel -- all at no cost to them whatsoever.  (It is paid for by the SBA.)
www.tritechsbdc.com

Ms Jeanne Tarazevits, CPA, CITP
TaraByte Consulting
1835 Newport Blvd. #A109-294
Costa Mesa, CA 92627
(949) 645-1019

Inventory Guru, Intuit Solution Provider, Advance Certified QuickBooks Pro
Sell, implement and train on QuickBooks Enterprise Solutions and integrated third party applications.  Specializing in Inventory, CRM and ecommerce solutions for QuickBooks.
www.taracpa.com

Mr. Mark Deazeley, CPA, CVA
Business Valuation Services
1875 Sherington Place. Ste S303, Newport Beach, CA 92663
(949) 525-3762

Business Valuation Services

Mr. Fritz Strehlow
The Mentor Group
895 Dove St., Ste 300, Newport Beach, CA 92660
(714) 220-1200
Business Valuation Services, Mergers & Acquisitions
We provide valuations of all types of business assets including all types of ownership interests, fixed assets, real estate, and intellectual property, among others and we sell companies. We support estate planning and estate tax filings with discount valuations for less-than-controlling interests.
www.thementorgroup.biz

Mr. David McCrary, Agent
Euler Hermes – ACI
2811 Player Lane, Tustin, CA 92782
(310) 709-7730

Credit Insurance
www.eulerhermes.com

Mr. David Smith, Regional Account Executive
Coface North America
16 Technology-Suite 210, Irvine, CA 92618
(949) 450-0062

Accounts Receivable Financing/Factoring
Coface has US headquarters in Princeton, New Jersey with over 120,000 customers in 97 countries.   We provide Non Recourse Accounts Receivable Financing for businesses with revenues of $2-50 million.   We also provide Credit Insurance, Business Information, Factoring, Commercial Collections.
www.coface-usa.com

Ms Jeanne Tarazevits, CPA, CITP
TaraByte Consulting
1835 Newport Blvd. #A109-294
Costa Mesa, CA 92627
(949) 645-1019

Inventory Guru, Intuit Solution Provider, Advance Certified QuickBooks Pro
Sell, implement and train on QuickBooks Enterprise Solutions and integrated third party applications.  Specializing in Inventory, CRM and ecommerce solutions for QuickBooks.
www.taracpa.com

Mr. Robert L. Stanley
Channel Funding
3310 Tempe Drive, Huntington Beach, CA 92649
(714) 840-0407

Equipment Leasing Specialist
Equipment Leasing and Finance. True Leases, Finance Lease and Operating Lease
www.channelfunding.com

Mr. Dolf H. Keller
Keller Financial Services
P.O. Box 853Dana Point, CA 92675
(949) 240-1244

Equity Lender, Real Estate, Real Estate Broker
Commercial Real Estate Lending, Problem Real Estate Solutions, Turnarounds, Consulting, Legal referrals. Specializing in Senior Housing, 1031 Exchanging, and Development.

Mr. Mark Dobrilovic
Lpl Financial
25431 Cabot Road, Suite 105, Laguna Hills, CA 92653
(949) 226-8996

Financial Advisor
I work with individuals businesses and families helping them manage their financial affairs. From Estate, plan funding, to 401 and Ira Rollovers and management.
tools.lpl.com/mark.dobrilovic

Ms. Patricia W. Gammon
Independent Capital Management, Inc.
7700 Irvine Center Dr., Suite 630, Irvine, CA 92618
(949) 453-7660

Financial Advisor
Pat specializes in retirement plans and long term investments for business owners and individuals.

Ms. Helen Parker
ParkerHR
7071 Warner Ave. #158, Huntington Beach, CA 92647
(714) 847-3256

Human Resources Services
ParkerHR Consulting reduces employment related risk for growing businesses by ensuring regulatory compliance and implementing effective employee management programs.  We specialize in Compliance, HR infrastructure, and Employee Relations, with expertise in Audits, Employee Handbooks, Policies, Procedures, Telephone Help Line, and Training.  Project-based or long-term HR outsourcing; publisher of The Complete Book of Standard Personnel Forms.
www.parkerHR.com

Mr. John Nick Kirkland, Jr., CPCU
The Roger Stone Agency / Insurance Services
5015 Birch St., Ste 101, Newport Beach, CA 92660
(949) 265-4187

Insurance Services
I reduce the cost of doing business.  I am very hands-on and provide to my clients: - An understanding of exposures to financial loss from fortuitous events
- Options for handling such costs
-Assist with their risk and insurance management.
www.rogerstoneinsurance.com

Mr. Joe Pacheco, Western Marketing Manager
First American Corporation
5 First American, Santa Ana, CA 92707
(714) 337-5826

Insurance Services
UCC Search & Filing and UCC Insurance. For lenders, I insure their perfected security interest in personal property assets. For buyers, I insure that personal property is purchased free and clear of lien.
www.eagle9.com

Ms Junette McCarthy, CFP
Ferree & McCarthy
2700 N. Main St., Ste 337, Santa Ana, CA 92705
(714) 245-1381

Investment Services-Retirement Planning and Securities
At Ferree & McCarthy, we listen carefully to develop a plan with unbiased recommendations to manage assets in order to achieve life goals.  Junette, a Certified Financial Planner, has over ten years of experience in achieving her clients' goals.  The firm's mission is to provide the highest quality financial planning and investment management to exceed expectations, providing the confidence and clarity to make successful financial decisions.
www.ocfinancialplanner.com

Mr. William R. Sidenfaden, Vice President-Investments
UBS Financial Services, Inc.
20 Pacifica, Ste 1500, Irvine, CA 92618
(949) 453-5188

Investment Services-Retirement Planning & Securities
I've been a broker for 30+ years with UBS Financial Services. I specialize in securities investment advisory services, and retirement investment planning strategies.
www.ubs.com

Ms Junette McCarthy, CFP
Ferree & McCarthy
2700 N. Main St., Ste 337, Santa Ana, CA 92705
(714) 245-1381

Investment Services-Retirement Planning and Securities
At Ferree & McCarthy, we listen carefully to develop a plan with unbiased recommendations to manage assets in order to achieve life goals.  Junette, a Certified Financial Planner, has over ten years of experience in achieving her clients' goals.  The firm's mission is to provide the highest quality financial planning and investment management to exceed expectations, providing the confidence and clarity to make successful financial decisions.
www.ocfinancialplanner.com

Mr. William R. Sidenfaden, Vice President-Investments
UBS Financial Services, Inc.
20 Pacifica, Ste 1500, Irvine, CA 92618
(949) 453-5188

Retirement & Securities, Investment Advisory
I've been a broker for 30+ years with UBS Financial Services. I specialize in securities investment advisory services, and retirement investment planning strategies.
www.ubs.com

Ms. Bette G. Tydings
Tydings Financial Group
22471 Aspan St., Ste 203, Lake Forest, CA 92630
(949) 598-1970

Retirement and Securities/Investment Advisors
Safe Money Specialist. I don't make any money until my client has positive returns!
www.goafa.com

Mr. Fritz Strehlow
The Mentor Group
895 Dove St., Ste 300, Newport Beach, CA 92660
(714) 220-1200
Business Valuation Services, Mergers & Acquisitions
We provide valuations of all types of business assets including all types of ownership interests, fixed assets, real estate, and intellectual property, among others and we sell companies. We support estate planning and estate tax filings with discount valuations for less-than-controlling interests.
www.thementorgroup.biz

Mr. Rolf Schwalbe
Sunrise Home Loans, Inc.
2182 Dupont Drive, Ste 17, Irvine, CA 92612-1319
(949) 724-9919 ext. 500

Residential Mortgage
www.sunrisehomeloans.com

Mr. Ray Godeke, VP. Finance
3080 Heather Drive, Fullerton, CA 92835
(562) 435-6061

Nonprofit
A 501.c.3 that provides scholarships Americanism programs and speech and language therapy to children
www.scottishritecalifornia.org/california_foundation.htm

Ms Melinda Ficek, Regional Sales Manager
Medical Capital Corporation
15101 Red Hill Ave., Tustin, CA 92780
(800) 824-3700

www.medicalcapital.com

Mr. Dolf H. Keller
Keller Financial Services
P.O. Box 853Dana Point, CA 92675
(949) 240-1244

Equity Lender, Real Estate, Real Estate Broker
Commercial Real Estate Lending, Problem Real Estate Solutions, Turnarounds, Consulting, Legal referrals. Specializing in Senior Housing, 1031 Exchanging, and Development.

Mr. Gus Mendoza
Real Estate Investment
P.O. Box 2478, Mission Viejo, CA 92690
(949) 770-3397

Real Estate Investment
Purchase real estate for family trust and private investors for roll over profit and or rental income along with asset growth.

Ms Suzanne Wells
First Team Real Estate
P.O. Box 3484, Huntington Beach, CA 92605
(949) 885-9131

Real Estate

Mr. David Scherer
Plaza Bank, SBA Dept
19600 Fairchild Road, Suite 120, Irvine, CA 92612
(949) 225-6122

Bank-Commercial, SBA
Plaza Bank provides SBA guaranty loans and commercial loans to acquire or refinance owner user real estate. Other products provided by the Bank are asset based loans, and commercial and industrial loans.
www.plazabank.net

Mr. Bill Sorotsky, VP & BDO
B&W Consulting Co.
(310) 938-5540

Banks-SBA and Specialized
I previously worked for the L.A. office (LaBrea & Beverly) of Inland Community Bank, www.icbbank.com, as Vice President/Business Development Officer for 5 years through June, 2009 ... I continue to cover the Los Angeles, Orange County areas for SBA 7a's and 504's, commercial loans, business and personal lines of credit, construction loans, real estate mini-perms, etc. which I am referring to several banks in my network (on a commission basis); including my previous employer Inland Community Bank. I have a pipeline of SBA, business and personal lines of credit, and commercial real estate mini-perm loans that need a home. I have also developed many potential new banking deposit relationships. I also have extensive asset based lending experience (25 years) as well as SBA experience (12 years). I live in Torrance where I have a home office.

Mr. Steven Stultz
Stultz Financial, Inc.
1420 Bristol Street North, Suite 230, Newport Beach, CA 92660-2914
(949) 476-8244

SBA Consultants and Brokers
We have been in the business of assisting both borrowers and lenders participating in the Small Business Administration’s loan programs since 1976.
www.sbapro.com