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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. Matt 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
BCC Capital Partners
5000 Birch St.
Suite 7500
Newport Beach, CA 92660
(949) 833-3767 - Phone
(949) 752-7569 - Fax
contact@bccCapital.com
http://www.bccCapital.com

Mr. Michael J. Harden
Eureka Capital Partners, LLC.
610 Newport Center Drive
Suite 430
Newport Beach, CA 92660


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

 

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