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Strategic Partners

Attorney/Legal

Mr. J. Dana Mitchellweiler
Mitchellweiler Law Corporation
3403 10th St., 7th Floor
Riverside, CA 92501
(951) 784-0177


Mr. Edward Schroeder
Pickett & Schroeder, P.L.C.
33322 Mesa Vista Dr.
Dana Point, CA 92629
(949) 240-9220


Mr. David Brown
Brown & Streza, LLP
8105 Irvine Center Dr., Suite 700
Irvine, CA 92618
(949) 453-2900
inquiries@brownandstreza.com
http://www.brownandstreza.com


CPA/Tax

Mr. Glenn Gelman
Glenn M. Gelman & Associates
1940 E. 17th St.
Santa Ana, CA 92705
(714) 667-2600
http://www.gmgcpa.com/


Ms. Pat Murphy
RSM McGladrey, Inc.
18401 Von Karman Ave.
Irvine, CA 92612
(949) 255-6500
http://www.rsmmcgladrey.com

 

Property & Casualty Insurance Services

Mr. John M. Garrett
Mr. Steven C. Mosier
Garrett/Mosier Insurance Services, Inc.
12 Truman
Irvine, CA 92620
(949) 559-6700 - Phone
(949) 559-6703 - Fax
http://www.garrett-mosier.com


Mr. Alan Cobb
Beissel & Cobb Insurance Services, Inc.
13732 Newport Avenue
Tustin, CA 92780
(714) 838-0601 - Phone
(714) 731-7166 - Fax
http://www.bandcinsurance.com


Investment Banking Services

Mr. Edward M. Bixler
Mr. Michael J. Harden
BCC Capital Partners
Newport Gateway Towers
19800 MacArthur Blvd., Suite 1180
Irvine, CA 92612
(949) 833-3767 - Phone
(949) 752-7569 - Fax
contact@bccCapital.com
http://www.bccCapital.com

Third Party Administrator

Mr. Peter Stephan
The Pension Group, Inc.
23046 Avenida De La Carlota, Suite 500
Laguna Hills, CA 92653
(949) 768-4015
postmaster@pensions.com
http://www.pensions.com/


Fringe Benefit Services

Mr. Mike Bottinelli
6 Hughes
Suite 200
Irvine, California 92618
(949) 206-1347
mike@mbottinelli-fis.com
http://www.mbottinelli-fis.com


Mortgage Services

Mr. Brian Flood
Senior Loan Officer – Jumbo Loan Specialist
Countrywide Home Loans Premier Lending Group
26 Corporate Plaza, Suite 180
Newport Beach, CA 92660
(949) 467-5104
http://countrywide.dorado.com/brianflood/


Mr. Jeffrey Henning
Neighborhood Properties
1 Orchard Road, Suite 205
Lake Forest, CA 92630
(949) 600-8200

 

Commercial & Private Banking Services

Mr. Scott Browning
City National Bank
18111 Von Karman Ave., Suite 110
Irvine, CA 92612
(949) 223-4064
http://www.cnb.com

Charitable Planning

Mr. Douglas J. Corbin
Paragon Charitable Services Group, Inc.
4685 MacArthur Court, Suite 421
Newport Beach, CA 92660
(949) 223-2168 - Phone
dcorbin3@cox.net
http://www.paragoncsg.com