Orange County Financial Society Members

Ms. Penny M. Fox, CPA
15615 Alton Parkway, Suite 450
Irvine, CA 92618
(949) 271-6547

CPA
www.pennymfoxcpa.com

Mr. Richard J. Nelson, CPA
Richard J. Nelson CPA, Inc.
7700 Irvine Center Drive, Ste 800
Irvine, CA 92618
(949) 679-1751

CPAs, Tax and Audit, Accountants, Business Consultants
CPA focusing on 3 areas: - Tax and accounting for privately held businesses and business owners; - IRS audit representation; and, - Business valuation and forensic accounting services supporting estate planning, S-Corp conversion, litigation and other matters.
www.rjnelsoncpa.com

Mr. David Reule, Tax Partner
LMJ Corbin & Co.
555 Anton Blvd. Ste 1000
Costa Mesa, CA 92626
(714) 380-6565

CPA, Tax and Accounting

www.kmjpartnerscpa.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.tarabyte.com

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. Carrie Jenkins, Business Development Manager
United California Factors
P.O. Box 1610
Monrovia, CA 91017
(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. 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

Mr. 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

Mr. Charles W. Daff, Attorney-At-Law
Law Offices of Charles W. Daff
2009 N. Broadway
Santa Ana, CA 92706
(714) 541-0301

Bankruptcy Attorney

www.ocbklaw.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.

Mr. 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

Mr. 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.

Mr. 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.

Mr. 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

Ms. Marty Hartsock, V.P./Manager
Farmers & Merchants Bank
4827 East Second Street
Long Beach, California 90803
(562) 621-1430

Bank-Commercial
Full service commercial banker with 35 years experience. We specialize in extraordinary customer service for commercial and consumer clients. The bank is active in commercial and industrial real estate financing, typically with no points or prepayment penalties.
www.fmb.com

Mr. Clay Krause, V.P.
Comerica Bank
611 Anton Blvd
Costa Mesa, CA 92626
(714) 435-3940

Banks-Commercial
Looking for a real relationship with your banker?  I am an experienced Commercial Banker serving Business Loan and Deposit needs since 1980. 
www.comerica.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.
18207 Van Ness Ave
Torrance, CA 90504
(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. William G. Campbell, III
Bottom Line Gurus
25516 Aragon Way
Yorba Linda, CA 92887
(714) 694-0174

Investment Portfolio Software, Business Consultant
Bottom Line Gurus develops and markets software to analyze investment portfolios, to be used to determine an appropriate mix of securities in an investor’s portfolio. We also consult on portfolio construction, risk, and return. In addition, we develop software for specialized financial applications (e.g., bond market simulation).
www.bottomlinegurus.com

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. Donald H. Kasle, Managing Partner
Alldas Partners, LLC
12 Thorn Oak
Dove 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.tarabyte.com

Mr. Richard J. Nelson, CPA
Richard J. Nelson CPA, Inc.
7700 Irvine Center Drive, Ste 800
Irvine, CA 92618
(949) 679-1751

CPAs, Tax and Audit, Accountants, Business Consultants
CPA focusing on 3 areas: - Tax and accounting for privately held businesses and business owners; - IRS audit representation; and, - Business valuation and forensic accounting services supporting estate planning, S-Corp conversion, litigation and other matters.
www.rjnelsoncpa.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.tarabyte.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 853
Dana 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. Maryann Goodman, MSW
Care Management Consultant
3419 Via Lido #371
Newport Beach, CA 92663
(949) 307-0637

Geriatric Care Manager
Maryann Goodman, MSW, is a Care Management Consultant for elderly adults and those with other developmental disabilities. Maryann will assess needs, implement a plan of care and provide oversight to ensure safety, a productive quality of life and peace of mind for the family, particularly those living out of the area. She is a member of the Case Management Society of America, Elder Law section of the Orange County Bar Association, and the Hoag Hospital 552 Club, a fundraising arm of the hospital. Maryann received her Master’s in Social Work from USC.
www.maryanngoodman.com

Mr. Ryan T. Gowin, EBDS
Consultant
Mercer 4695 MacArthur Court Ste 600
Newport Beach, CA 92660
(949) 399-2397

Human Resources
www.mercer.com

Ms. Helen Parker
ParkerHR
7071 Warner Ave. #F-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

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

Ms. Bette Tydings, Owner
Tydings Wealth Management
22471 Aspan St. #203
Lake Forest, CA 92630
(949) 598-1970

Investment Services - Retirement Planning
I assist individuals, business owners and professionals maximize retirement income. My clients make their financial dreams become a reality.

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

Ms. Kimberly McFee
Wells Fargo Home Mortgage
18432 Yorba Linda Blvd, Ste. B
Yorba Linda, CA 92886
(714) 227-6601

Home Mortgage Financing Wells Fargo Home Mortgage is one of the nation’s leading retail mortgage lenders. We are dedicated to helping our customers reach their homeownership goals. With a wide array of product offerings, we can provide a loan program for virtually any homebuyer need.
www.wfhm.com/wfhm/kimberly-mcfee

Mr. Ray Godeke, VP. Finance
California Scottish Rite Foundation
855 Elm Ave.
Long Beach, CA 90813
(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

Mr. William G. Campbell, III
Bottom Line Gurus
25516 Aragon Way
Yorba Linda, CA 92887
(714) 694-0174

Investment Portfolio Software, Business Consultant
Bottom Line Gurus develops and markets software to analyze investment portfolios, to be used to determine an appropriate mix of securities in an investor’s portfolio. We also consult on portfolio construction, risk, and return. In addition, we develop software for specialized financial applications (e.g., bond market simulation).
www.bottomlinegurus.com

Ms. Kathleen O. Peterson
Minyard Morris, LLP
1811 Quail Street
Newport Beach, CA 92660
(949) 724-1111

Family Law Attorney
I practice all aspects of family law, including consultations for those contemplating divorce or separation, handling the actual court case through trial, and reviews of marital judgments or agreements for possible modifications. I was a business litigator for many years and I have a particular interest in matters that involve business interests and financial valuations.
www.minyardmorris.com

Mr. David Smith, V.P.
Hartsko Financial Services, LLC
38 Cameray Heights
Laguna Niguel, CA 92677
(714) 292-7951

Purchase Order Financing
Hartsko Financial Services provides purchase order financing from $50,000 to $10,000,000. We work with companies in the middle market in assisting to get products manufactured both domestically and internationally.
www.hartsko.com

Mr. Jordan Bennett, Realtor, CPA, SFR, ABR
Keller Williams Realty
27101 Puerta Real 150
Mission Viejo, CA 92691
(949) 282-9381

Realtor
www.jordanbennettonline.com

Mr. Dolf H. Keller
Keller Financial Services
P.O. Box 853
Dana 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. Nancy Moeller
Seven Gables Real Estate
5481 E. Santa Ana Canyon Rd.
Anaheim Hills, CA 92807
(714) 276-7006

Real Estate Broker
The Moeller Team with Seven Gables Real Estate provide vast experience in residential real estate. Nancy is also a CPA and uniquely qualified to guide investors and sellers through the complex tax implications of real estate transactions. In today’s evolving market, Nancy is also a short sale and foreclosure advisor and specialist, with a 95% negotiation success rate with lenders.

Mr. Richard Schindler, Broker and President
Schindler Real Estate Services, Inc.
315 Via Montego
San Clemente, CA 92672
(949) 366-0001

Real Estate Services
Schindler Real Estate Services, Inc. specializes in real estate investments and asset management.
www.schindlerrealestate.com

Ms. Suzanne Wells
First Team Real Estate
P.O. Box 3552 Newport Beach, CA 92659
(714) 655-9319

Real Estate

Mr. Mark A. Franzen, Chief Financial Officer
M2 Renewables, Inc.
20966 Bake Pkwy. #106
Lake Forest, CA 92630
( 949) 380-9800

www.m2renewables.com

Mr. Bill Sorotsky, VP & BDO
B&W Consulting Co.
18207 Van Ness Ave
Torrance, CA 90504
(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.