Trusted Advisors Focused on SoCal / Inland Empire



Lisa Anderson

Group Leader – Manufacturing & Supply Chain Consultant


Steve Nosenchuck

Steve Nosenchuck, Host – Commercial Banker


Andy Anderson

Interim CFO/ Financial Analysis (small business specialty)


Eileen Angulo

HR Consultant


Orrin Belden

Orrin Belden – Alternate Financing
(when the bank says no)


Bob Birgen

Financial & Investment Advisor / Long-term Care Insurance


Jermaine Brown

Commercial Insurance


Keith Cerwinski

Commercial Banker


Zachary Cohen

Commercial Real Estate Broker


Henry Ford

Financial & Investment Advisor


David Galvez

Commercial Banker


Shantae Hansen

IT / Technology Advisor


Tim Harrison

Residential and Small Unit Real Estate Broker


Michelle Johnston

CPA & Bookkeeping
(small businesses)


Kathleen McEntee

Marketing Consultant


Chandra Moss

Family Law Attorney


Mark O’Keefe

Investment Banking


Ronald Penland

CEO Peer Group Leader


Brian Reider

Business Attorney


Eric Roark

Financial Consulting & Recruiting


Richard Schammel

Business Broker


David Showalter

CPA Healthcare & Public / Govt


Nicholle Trugman

Employee Benefits Advisor


John Tulac

International Business Attorney


Joe Van Tassel

Technical Recruiter


Michael Ventimiglia

Tax and Estate Attorney


Steve Weimar

Sales Consultant