Where There’s a Will There’s a Way

Where There’s a Will There’s a Way header image 1

Catherine Nomura - Kountable Inc.

May 28th, 2021


Catherine Nomura is Founder and President of Kountable Inc. For Catherine, Kountable represents the culmination of a professional lifetime devoted to unleashing the maximum transformative power of entrepreneurs as positive change agents and economic drivers across the globe. She brings over 25 years of leadership experience working with entrepreneurs and organizations that support them, following formative stints in retail banking and microfinance.
Catherine is a bestselling author with a wide and deep understanding of entrepreneurial growth and the conditions, mindsets and support mechanisms that both hinder and maximize it. Her hands-on experience spans the entire income spectrum of entrepreneurs from countless industries across five continents. Her bestselling book, The Laws of Lifetime Growth, co-authored with top entrepreneur coach Dan Sullivan, has been translated into 15 languages and remains in print around the world in its second edition 13 years after its original release.
Catherine holds a Masters Degree in Political Economy of Development from the University of Toronto and an MBA in Entrepreneurship from University of Victoria in Canada. She is now a proud resident of the San Francisco Bay Area.

Jim Markham, author of Big Lucky and founder of Pureology

May 18th, 2021


Jim Markham, author of Big Lucky and founder of PureOlogy, believes everyone can be “big lucky” and achieve success. Jim’s perseverance, ability to overcome odds, business acumen and “made to win” mentality provided the foundation for him to have a highly accomplished career. Jim has founded four and developed five successful hair care companies, netting over $1.2 billion in combined retail sales – Sebring®, Markham®, ABBA®, PureOlogy® and ColorProof®.  With each success, the Markham name has become synonymous with authentic, quality, high-performance products that serve as an industry standard. Jim is best known for pioneering sulfate-free, salt-free products and creating the luxury color care category, and he continues making his mark as the acclaimed, best-selling author of Big Lucky: Serial Entrepreneur Jim Markham's Secret Formula for Success. This life-changing page-turner is an Amazon.com best-seller and was featured as Audible’s #1 new release.


But Jim’s path to success wasn’t foregone, obvious or easy. Married at 15 with a child, Jim Markham began his career as a barber as a means to support his young family. His undeniable ambition led him to California to meet with celebrity stylist Jay Sebring, an encounter that resulted in a lasting and important partnership. Jim became a Sebring distributor, Jay’s protégé and eventual successor, taking over the Sebring business following Jay’s untimely death as a result of the Manson murders. As a savvy celebrity stylist, Jim’s client list grew to include stars such as Paul Newman, Steve McQueen, Johnny Carson, Frank Sinatra, and Robert Redford. Jim quickly found that he had a gift for product development and for detecting needs in the market. His entrepreneurial spirit drove him to create companies that delivered innovative products to meet those needs, including being first-to-market with natural-based, 100% vegan, cruelty-free, carcinogen-free, premium, color-protecting haircare formulas. For more information about Pureology go to https://www.pureology.com

Rick Girard - Stride Search

May 17th, 2021


Rick developed his proven system for hiring—and gave the start-up world a much-needed kick in the ass. Rick didn’t grow up dreaming of changing the game in recruiting…or business of any kind. So he took a job in recruiting, and even though he phoned it in, he wound up making a lot of money. However, when a friend derisively referred to him as a “resume-slinging cowboy,” Rick knew. It was time to up his game…by changing everything he was doing. He studied many approaches to recruiting, ultimately perfecting the process into a single system that is both seamless and highly-successful in achieving the right results. The result is the Hire Operating System (Hire OS), a secret weapon that focuses on hiring consciously that consistently attracts the best people. As the founder and CEO of Stride Search, Rick used (and still uses) this system to build top-performing teams for Silicon Valley start-ups and other cutting-edge companies. His mission has been to give committed start-ups the clarity, power and system to make hiring a win, every time. And somehow, he has turned his unsettling impulses, unruly nature into success for hundreds of clients. For more information go to https://www.stridesearch.com/

Jon Conelias - CEO ReElivate

May 17th, 2021


Jon Conelias is the CEO of ReElivate.  Jon has been a CFO and Operator for the past 15 years of marketplace companies focused on both B2B and B2C channels.  For more information about ReElivate go to https://www.reelivate.com/

Joe Montag- President Timios Inc.

May 16th, 2021


Mr. Montag has over 23 years of industry experience.  He has worked in multiple Senior Leadership roles for several Title & Escrow firms.  He is one of the original members of the Timios leadership team for the last 13 years. Joe has led multiple operational divisions and has been instrumental the firms  growth. Today Joe operates as our President.  In his current role, Joe oversees all operations and client relationships across title and settlement services to ensure stellar service at every level. For more information on Timios go to https://www.timios.com/


James Waite, Roberson Waite Electric

April 29th, 2021


Outside of work:

I love spending time with my Wife and raising our two kids. Beyond that, I enjoyed dirt bike adventures and writing/performing songs.


James Waite is the Integrator at Roberson Waite Electric whose responsibilities focus on execution of the business plan, accountability of the Leadership Team, and creating organizational clarity, communication, and consistency.
James knows that the driving force behind all successful organizations is teamwork. He believes in human potential and strives to inspire people to push the limits of greatness.

Over the past 15 years, James has performed almost every task in the company from Departmental Operations Manager to Office Clerk. Through these experiences he’s come to understand not only the importance of having the right person in the right seat, but the profound significance of rowing together in harmony.
James’s greatest accomplishment has been bringing vision and traction back to the family business. Over five years, the company’s team and revenues have grown 5x, all the while not sacrificing or compromising the company’s core values. He strives everyday to make his predecessors (Grandpa and Mother) proud.

James holds a B.S. in Cognitive Sciences from the University of California, Irvine. For more information on Roberson Waite go to https://roberson-waite.com/

Rune Hauge, Mentorcam

April 29th, 2021


Originally from Tromsø, Norway, Rune Hauge moved to San Francisco to start his first company shortly after graduating from business school. He sold the company, an apparel brand, and went on to co-found a tech startup where subject matter experts demonstrate consumer products to an audience of shoppers and do Q&A via live video streams. This experience combined with his personal experiences with mentors led to his current company, Mentorcam, a startup that gives ordinary people access to renowned experts for 1:1 advice and mentorship via short video messages. For more information on Mentorcam go to https://errolallenconsulting.com/errol-allen/


Errol Allen, Author

March 26th, 2021


Internationally known operations consultant, speaker, author and customer service expert Errol Allen provides practical advice and solutions garnered from over 25 years of hands – on experience. He possesses a multi-faceted perspective of organizations through the various positions held during his corporate tenure with companies such as ADT Security Systems, TCI Cablevision, The Houston Post, Excel Communications, e-talk and GEICO Insurance. From the phone to the field, Errol has serviced customers himself and understands that a “systems” orientation is crucial to providing excellent customer service.
He assists his clients by facilitating interdepartmental process improvement projects to insure efficient service delivery to both internal and external customers.  As a “hands-on” consultant, Errol takes an active role with clients, from riding along with field personnel to spending time with customer service personnel as they take customer calls. He maps out his clients’ work processes and creates procedures manuals. He also helps with identifying customer centered key performance indicators and the internal processes that impact indicator results. Errol also develops and implements simple solution tools that clients utilize to improve the level of service provided inside and outside of the company.
Errol shares his operations and customer service expertise as a contributing writer for The Houston Business Journal and Small Business Today Magazine.  In his quest to acknowledge the receipt of great customer service, Errol personally awards his “Now That’s Customer Service! Award to deserving employees or companies. An avid blogger, his articles have been published in several online publications including Yahoo Small Business Advisor, Customer Service Manager, Customer Experience Magazine of the UK and Young Fabulous and Self Employed.  He has also participated as a workshop leader at the University of Houston’s Small Business Development Center, the Houston Community College Goldman Sachs 10,000 Small Businesses Alumni Program, the Houston Association of Realtors and with the Service Corporation of Retired Executives (SCORE). Get your copy of Errol’s book – “Keys to Delivering Amazing Customer Service!” For more information about Errol go to https://errolallenconsulting.com/errol-allen/

Steve Sponseller, Author

March 26th, 2021


Steve Sponseller is an Intellectual Property Attorney and Patent Strategist with more than 20 years of experience helping companies protect their most valuable inventions.  He has helped more than 1000 inventors and businesses identify, develop, and protect their intellectual property assets.  Steve has worked with companies of all sizes – from startups to large corporations, including Intel, HP, Microsoft, eBay, and SAP.  He is the author of Cracking the Patent Code and host of the Tech Leader Talk podcast. For more information go to https://stevesponseller.com/

Curt Avallone-Chief Business Officer for Takeoff Technologies Inc.

March 19th, 2021

Curt_headshotb2iui.jpgCurt Avallone has dedicated the past 30 years to developing innovative retail solutions. He has collaborated with a variety of teams to build new businesses that today generate over $8 billion in annual sales and over 30,000 jobs. He launched successful eCommerce divisions at Ahold Delhaize, Giant Eagle, and CVS Pharmacy, as well as the HEB and Ahold Delhaize fueling divisions. Curt designed, patented and operated the Ahold "ScanIt!" mobile system, which allows shoppers to scan and bag groceries while they shop. He holds a BA from Harvard University and an MBA from Harvard Business School.  For more information about Takeoff Technologies Inc. go to https://www.takeoff.com/

Ryan Weiss, Effective Performance Strategies

March 16th, 2021


Ryan Weiss is the President of Effective Performance Strategies, specializing in driving organizational change and high performance by aligning three core components: purpose, people and process. He is a global executive with decades of experience spanning the Americas, Europe, and Asia. 


Ryan has successfully founded 3 companies, and worked as a global executive leading hundreds of people, managing a $500 million product portfolio, and developing a passion for organizational change. He serves on multiple boards of educational, profit, and non-profit institutions. For more information on Effective Performance Strategies go to https://epszone.com/


Sky Cassidy, MountainTop

March 15th, 2021

Sky_Cassidy_MTD8ec41.pngSky Cassidy is CEO of MountainTop Data and co-host of the If You Market podcast. MountainTop Data, headquartered in Los Angeles, CA, has been providing data services for B2B marketing for almost two decades. With an unrelenting commitment to quality, they were the first company to guarantee the accuracy of their licensed data and business emails.  They provide marketing lists, data cleaning, data appending and data maintenance services. Their data services have been used by some of the world’s biggest brands across a multitude of various industries from multi-national telecommunication companies to office technology, to PR firms and more. for more information on MountainTop Data go to https://www.mountaintopdata.com/

Ed Lee, Wahoo Fish Taco

March 15th, 2021

Wahoos-Ed-Lee.jpgEd Lee is co-founder and partner of Wahoo's Fish Taco, responsible for the expansion and development of what has become one of the most iconic fast-casual restaurant brands in the United States. With more than 35 years of experience in the restaurant and hospitality industry, he has helped his co-founding brothers Wing Lam and Mingo Lee establish Wahoo's as a pop culture mainstay in California and beyond. In addition to 
forging partnerships with renowned brands like Quiksilver, Billabong, Hurley and Vans, Ed has ensured Wahoo's consistent brand presence at high-profile surf, sporting and music events such as the X-Games, Vans Warped Tour and Coachella among others. An active supporter of many national and local community-based events, Ed serves on the board of various non-profit organizations including California Restaurant Association and Vocational Visions. He is also frequently invited to speak and give lectures at various universities including University of Southern California and University of California, Irvine, as well as his alma mater Vanguard University, where he earned a bachelor's degree in business. In 2018, Ed was named One of OC's Most Influential by the Orange County Register. For more information about Wahoo Taco go to https://www.wahoos.com/

Omri Traub, Popcart

March 15th, 2021


Omri Traub is the Co-Founder and CEO at Popcart, a shopping assistant tool helping thousands get the best prices online every time. Before that, he was VP of Engineering at Oracle where he led the Endeca team, acquired by Oracle in 2011 for $1.1B. Popcart is Omri’s third startup. He lives in Brookline, MA with his wife and four children. For more information about Popcart go to https://www.popcart.com/

Robert White, Author

March 6th, 2021


Robert White is a Speaker, Author, Leadership Trainer and Executive Coach who specializes in integrating a heart centered, result-oriented and transformational leadership approach to being effective.

Robert’s culture change work has been praised by corporations like JPMorganChase, Progressive Insurance, Duke Energy and The American Cancer Society.

Additionally top business experts and authors Ken Blanchard, Jimmy Calano, Kathy Gardarian, and Robert Wright, plus thousands of training and coaching clients, have endorsed his professional skills.

Today you’ll find him speaking at conferences, hosting masterminds, mentoring today’s emerging business leaders and teaching everything he knows about fostering entrepreneurial success and building an entrepreneurial mindset in established, growth-oriented companies.

For more information about Robert White go to: 







Victor Bornstein,  Justpoint

March 5th, 2021


Victor Bornstein is the CEO and Co-founder of Justpoint, an artificial intelligence company making it possible for people to understand the merit of their medical malpractice claim and find the right experts for their case. Victor saw the opportunity to redesign this industry after experiencing it from both sides: as a child when his mother suffered a life-threatening medical mistake, and from the perspective of hospital systems. He has served as an Assistant Professor at Mount Sinai’s Icahn School of Medicine, an Entrepreneur-in-Residence at the Texas Medical Center Accelerator, and a Fellow at the healthcare venture capital firm Digitalis Ventures.  For more information on Justpoint go to https://justpoint.com 

Chris Hale, Kountable Inc

February 23rd, 2021


Chris Hale is Founder and CEO of Kountable, Inc., a San Francisco-based technology company actively solving the world’s distribution problem by building a trust network for global trade that integrates, digitzes and optimizes collaboration between qualified big and small players. Its cloud-based global trade platform delivers transparency, governance and efficiency in trade by connecting the biggest global sellers with the most qualified buyers in challenging economies. For more information on Kountable go to https://www.kountable.com/

Patrick Frank, Patient Partner

February 22nd, 2021

Patrick.jpgPatrick Frank is the co-founder and chief operating officer of Patient Partner, a free platform that pairs future surgical patients with a “surgery mentor” who has undergone the same surgery. A savvy business leader, he helped scale Patient Partner into a million-dollar business in less than six months. For more information on Patient Partner go to https://www.patientpartner.com/

Dr. Reggie Edgerton and Parag Gad, SpineX

February 16th, 2021


Dr. Reggie Edgerton received his Ph.D. in Exercise Physiology from Michigan State University, Masters from University of Iowa and BS from East Carolina University. He is currently the Director of the Neuromuscular Research Laboratory and a Distinguished Professor of the Departments of Neurobiology and Neurosurgery. He is also the chair of the scientific advisor board and Co-Founder of SpineX. He has been teaching and conducting research at UCLA for over 40 years. His research is focused on how the neural networks in the lumbar spinal cord of mammals, including humans, regain control of standing, stepping and voluntary control of fine movements after paralysis, and how can these motor functions be modified by chronically imposing activity-dependent interventions after spinal cord injury.
Parag graduated from Mumbai University, Mumbai, India in 2008 with a Bachelors in Engineering in Biomedical Engineering. In the fall of 2008, he started grad school at UCLA working under Dr. V Reggie Edgerton towards his masters and PhD. in Biomedical Engineering. He received his masters and PhD in 2010 and 2013 respectively. Both his masters and PhD thesis were focused on locomotion rehabilitation and improvement in bladder function using spinal cord stimulation after paralysis. Parag has been working as a Scientist at UCLA in the department of Neurobiology under Dr. V Reggie Edgerton’s guidance. In 2019 Parag Co-founded SpineX Inc. and took on the role as founding CEO. For more information about SpineX go to https://spinex.co/

Jason Junge, Pointer Top

February 15th, 2021


Jason Junge is an MIT/Kellogg-educated Business Strategy expert in high-tech that has worked with companies ranging from new startups to Microsoft, to craft and execute successful growth strategies. He is currently CEO of PointerTop, an innovative Remote Sales and Service Software company based in Tempe, AZ. For more information on PointerTop go to https://www.pointertop.com/

Eric Morley, Blue C

February 15th, 2021


Eric Morley is the passionate Co-Founder and COO of Blue C, a Costa Mesa-based brand strategy and creative marketing agency. Since 1998, he has been helping companies across both B2B and B2C segments create brand strategies, campaign development, strategic design, content creation, and digital marketing strategies with a goal of outperforming the competition. Most recently, Morley led the Blue C team through the public launch of its proprietary BrandPWR platform, a strategic branding process that helps brands more effectively connect with key audiences. BrandPWR is the accumulation of Morley and Blue C's tried-and-true branding practices - a platform which enables clients to BRAND BOLD and build the most solid foundation for enjoying sustainable, long-term results.


Eric co-founded Blue C in 1998 and since then, has supported over 12,000 marketing projects for clients, including 500+ rebrands and 1,000+ new company brand launches. Outside of the office, Eric volunteers his time with philanthropies including Boy Scouts of America, Cystic Fibrosis Foundation, Goodwill of OC, Wounded Warrior Project, Second Harvest Food Bank and more. Eric is a co-founder (along with Wing Lam of SoCal's popular Wahoo's restaurant chain) of the California Love Drop, a non-profit that has served over 18,000 meals to more than 180 front line responders. In addition to philanthropy, Eric speaks as various Orange County universities, high schools and marketing and advertising professional organizations to share his decades of branding and marketing experience. When not working or volunteering his time, you'll find Eric in Baja Mexico 16 weekends out of the year, where he has raced and won the Baja 1000, an annual off-road motorsport race. 


To learn more about Blue C’s BrandPWR platform and services, please visit www.bluecusa.com or call (714) 540-5700.

Jared Rosenthal, StaffGlass

December 27th, 2020


Jared Rosenthal is a CEO turned entrepreneur, reality TV show host, and tech innovator. While coming up the ranks of corporate America, he cultivated a model of mobile marketing using RVs to deploy teams of people to the streets of NYC, replicated it in Chicago, and then brought it to dozens of cities nationwide, at one point managing over 400 people. Despite his success, he always yearned to strike out on his own. Ultimately, he bought a used RV and launched Health Street, a mobile drug testing and DNA testing company, in 2010. Initially driving the company's sole RV himself, he famously painted "Who's Your Daddy" on the side of the truck to advertise the company's paternity testing services. A photo was published in the NY Post, which led to a crush of interest from television producers. VH1 picked it up, airing an 8 episode series, Swab Stories, about Jared and his DNA testing clients. Recently, he has led Health Street's pivot to technology and launched StaffGlass, a hiring and recruiting software as a service that allows businesses to easily set up drug tests and occupational health services at over 10,000 clinics nationwide. For more information on Staffglass go to  https://staffglass.io/

Charles Antis – Founder & CEO, Antis Roofing & Waterproofing

December 22nd, 2020

Antis-122-HRDF_2_ae7gx.jpgCharles Antis – Founder & CEO, Antis Roofing & Waterproofing 

A well-respected and widely known roofing expert, entrepreneur and humanitarian, Charles has become one of the most trusted names in the roofing industry country wide, as well as an inspirational business leader championing social corporate responsibility.  Antis Roofing & Waterproofing celebrated its 30th Anniversary in 2019, or as Charles would say, “for over 30 years, we’ve been keeping families safe and dry!” 

Charles has served on a dozen national and local boards for well-known organizations including the National Roofing Contractors Association (NRCA), where he co-initiated the national adoption of all 165 Ronald McDonald homes across the country. He is also a board member of The Roofing Alliance for Progress.  Locally, Charles serves on the Orange County Habitat for Humanity (Habitat OC), through which Antis Roofing & Waterproofing has donated every roof installation of every home built by Habitat OC since 2009 – over 80 families housed and $1M in “in-kind” donations, along with Eagle Roofing Products. Charles also serves the following organizations: 

  • Ronald McDonald House Orange County Board of Directors; Co-Chair of the Capital Campaign, raising over $9 million of the $12 million to double the size of the house; Chair of the Rock the Socks campaign
  • California State University Fullerton Center for Leadership Board of Directors
  • Orange County United Way Board of Directors and United 2 End Homelessness Executive Council
  • OneOC External Advisory Board

Charles has been the recipient of many prestigious national and local awards, including the 2020 Hispanic Leadership Award from the Orange County Hispanic Chamber of Commerce, IMA Impact 2020 Award, OneOC 2020 Community Cup Best Overall Project: Team Antis Roofing & California Love Drop (CA Love Drop was founded by Wing Lam, bringing food, treats, and PPE to Frontline workers and First Responders), and OneOC 2020 Community Cup Best Hands-on Project: Team Antis Roofing & Second Harvest Truck Brigade. Charles was also honored with the American Red Cross Corporate Hero Award and a Civic 50 honoree of the most community minded companies in Orange County in 2019.  He was awarded in 2018 with the Business of the Year from the Greater Irvine Chamber of Commerce and the CACM Vision Award for Corporate Social Responsibility.  In 2017, Antis was honored as US Chamber of Commerce Foundation’s Best Corporate Steward, Small and Middle-Market Business, and he was also named as National Philanthropy Day Honoree, Outstanding Corporation or Business, Mid-Size; the Civic 50 Orange County Emerging Company award; and received the top honor with the CNA Insurance/National Roofing Contractors Association (CNA/NRCA) Community Involvement Award. Charles has also sponsored the Community Corner at the Anaheim Ducks arena since 2017, donating over 50,000 seats each year to nonprofit organizations.  

Charles Antis is a master storyteller and sought-after speaker, panelist, podcast and radio show guest.  He was featured in 2019 as the keynote for Best of Success; in 2018 as the keynote at the Irvine Chamber of Commerce Legends and Leaders breakfast; and at the US Chamber of Commerce Corporate Citizenship Conference in Washington D.C. The Antis “model for giving – give to grow” has been featured in t three books: “How Goodness Pays” written by Paul Batz with Paul Hillen; and “Unlocking High Performance” by Jason Lauritsen; and “Success Mindsets” written by Ryan Gottfredson. Antis will be featured in Do Good at Work by Bea Boccalandro, due out next month. Charles and Bea are also co-authoring a “How-to” book in coordination with a class they are building for Orange County United Way that Charles believes will become a national model at all United Way’s across the country. It’s currently entitled, The New Leadership Imperative: Corporate Social Responsibility and the course is set to launch in January. 


As a proponent of multi-tenant housing ownership education, Charles served for more than 20 years on the Education Committee of the Community Associations Institute (CAI), teaching maintenance responsibilities to board members and community managers. He is a former 10-year member of Vistage 390. Charles annually serves as a judge for multiple institutions, including the ACG Awards, RT3, CSUF Center for Leadership and the National Roofing Contractors Association. He attended Brigham Young University and lives with his wife and children in Irvine, California.  

For more information on Antis Roofing & Waterproofing go to https://www.antisroofing.com/


BruceWilliam, HaulTail

December 16th, 2020


Bruce Williams is a 25-year construction veteran, and current CEO of Demo Bags® and Haultail®, a mobile application and on-demand last mile delivery service that can transport items of any size, junk and debris, to and from any location within just hours. Haultail® continues to aggressively expand and penetrate high-use markets throughout the US in conjunction with the numerous nationwide retailers selling official Haultail® Woven Contractor Bags. Haultail® and Demo Bags® are available in Home Depot, Lowe’s, ACE Hardware and other major home improvement retailers around the country.

Scott and David Coles, WMBC

December 9th, 2020

Scott_Coles_9s36z.jpgScott Coles, Founder, CEO and Wealth Advisor at WMBC:

Pioneering the evolution of wealth management since the early 80s, Scott Coles is the founder of WMBC. As a trusted advisor for both clientele and industry professionals, Scott has earned nearly 40 years of experience which serves as a dynamic platform for himself and his team to draw solutions and opportunities from.


Bringing the human element to the forefront of each and every decision, Scott recognized the need for Human Wealth Planning™ that brings comprehensive value to the lives of those he serves. Throughout the years, his motivating factor has been the fulfillment he receives from connecting with others and providing true value to their lives which has a dynamic ripple effect on those around them. With a dedicated interest in each person and their respective goals, Scott is able to advise and strategize synergistic steps to get each person to the place of financial freedom they desire.


As a champion for service driven work, Scott invests time every month supporting charitable causes and mentoring others. He is committed to seeing the evolution of those around him, and knows the power of one on one connection fueled by integrity, heart and soul. As a proud father, grandfather, husband, friend and advisor, Scott looks forward to seeing Human Centric Wealth Planning™ take flight in the industry, and transform the way financial planning and wealth building is approached globally.


Credentials, Career Highlights and Community Interests

– Charter Financial Consultant (ChFC)

– Chartered Life Underwriter (CLU)

– Specialist in Complex Estate and Tax Planning

– Founder of Colwin Financial Insurance Services Inc

– Former Radio Show Host, “You and Your Money”, 640AM

– Seminar and Workshop Host

– Actively Supports: OC and Second Harves Food Bank, Habitat for Humanity, youth sports programs, Boy Scouts of America, and Christian church services.

– Founder of Hawkeye Kids Wrestling Club

– Former Board of Directors Member for Zaytoon International


David Coles, President and Wealth Advisor at WMBC:

David Coles is the President, a Wealth Advisor, and one of the driving influencers at WMBC. As a firm believer in people and their genuine nature, David co-created the Human Wealth Planning™ process. This process takes the raw data of financial planning and pairs it with the latest in well-being science to create a truly unique and impactful wealth plan for the client.


The creation of Human Wealth Planning™ began in 2015, born of the realization that: 1) issues such as family relationships, career decisions, or vitality were much more important to individuals than the rate of return they can achieve and 2) that money is the main tool individual’s use to bring about change or improvement in their life. We set out to create a financial planning process that takes into consideration various areas of a person’s well-being. In 2018, Human Wealth Planning™ was born; reimagining the way advisors interact with their clients and helping all reevaluate their relationship with money.


When asked for his conviction as a wealth advisor, David says, “The money my clients entrust to me is something much greater than dollars and cents – it is a tool we use to build a fulfilling life.” David confidently believes that one of his main services to his clients is to ensure they are living gratifying lives now – not just in retirement.


David has an inherent ability to understand a person’s needs and motivations. This strength combined with 12 years of experience and from growing up with a father in the wealth management industry allows David to create impactful results for his clients.


Driven by a perpetual desire to learn, grow, and innovate, David is a self-proclaimed technology geek and student of life, continuously looking to expand his knowledge and to improve his business and self.


Born and raised in Orange County, California, David currently resides in Dana Point as his love of sailing drew him to live by the water. Recently discovering his strong enthusiasm for wine and the winemaking process, David decided to turn his passion into a continual learning experience by studying alongside wine industry experts and Master Sommeliers. He recently passed his Level 2 exam with the Wine & Spirits Education Trust of England and looks forward to continuing his journey with the art of wine.


Credentials and Career Highlights


-Series 7 & 66

-Life & Health insurance license

-Suits Magazine January 2015 “Trust and Transparency Tops the List”


Chad Willardson, Author

October 6th, 2020


  • Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California
  • Elected City Treasurer for our city, managing the $350 million investment portfolio
  • Co-Owner of the Draft Sports Complex
  • Married father of five kids
  • Chad’s been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, etc.
  • Author of Amazons Best Seller:  Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom

Kunal Verma, AppZen

September 28th, 2020


Kunal co-founded AppZen in 2012 and developed its core artificial intelligence technology. He is passionate about developing AI-based solutions to solve real-world business problems. He is responsible for AppZen’s product vision, and oversees the company’s R&D and data science teams. Previously, he led research teams at Accenture Technology Labs that were responsible for developing AI-based tools for Fortune 500 companies. He earned his Ph.D. in Computer Science from the University of Georgia with a focus on semantic technologies. He is a published author with over 50 refereed papers and holds several granted patents. Kunal is a keen golfer and an avid follower of the Georgia BullDawgs and the Golden State Warriors.

Alice Comb, Author

September 21st, 2020


ALICE COMBS is the author of The Lady with Balls. She graduated from Cal State Hayward, where she earned a place on the Dean’s List. After a painful divorce, Alice took a variety of unrewarding jobs. She persevered through every obstacle; she taught herself to be a skilled entrepreneur and expert employer, and slowly developed her startup company, Vulcan Wire, into a thriving business. By Vulcan Wire’s forty-fifth year, it boasted $10 million in annual sales. Now semi-retired, she and her husband live on Mendocino County’s scenic north coast. One of her ongoing missions is to empower women to pursue careers in business, especially in a male-dominated industry. 

Micah Bevitz, iTelecom

September 21st, 2020

Micah_Headshot99g5f.jpgI started iTelecom on the principal that our most important job is to provide best-in-class support. After more than 20 years of business development, account management, and operations optimization experience in the telecommunications sector, I knew that there was a better way to service customers.

Professional focal points include budgeting, sales, customer service, carrier management, contract negotiation, quality assurance, inventory control, team building, training, and performance management. Delivering superior administration on the latter areas of expertise requires exceptional utilization of effective communication and organization skills.

From negotiating contracts for high-quality products and services to providing superior support, I am committed to driving business success both iTelecom and for our agents and customers. This involves sourcing carriers, building talented teams, facilitating training, coordinating promotions, and managing the pre and post-sales processes.

Colleagues describe me as a progressive, driven, down-to-earth, analytical, and managerial expert who can be relied on to deliver customer satisfaction. 

Robert Bruch

August 17th, 2020


My core is built around my faith in God, my two-year-old son, and my wife of three years. As parishioners of St. Bartholomew church in  Belmont Shore CA, we believe in community, inclusion, sports, and recreational activities as a therapy for veterans with PTSD. As a citizen of the greatest county in the world, I am committed to veterans, and dedicate my blood sweat in the name of my father, a Navy veteran,  and my grandfather who served under Admiral Nimitz for 29+ years. 
As a leader in the community, I have spent the past few decades supporting non-profit businesses. Currently, I serve as Service Projects  Chair for Newport Beach Sunrise Rotary, Chair of Special Projects for the Van Rox Foundation, Member of the Churchill Project, a supporter of the HINRI Foundation, co-founder of the Grant Center, a supporter of the Warrior Built Foundation, and business partner for High School Inc. During Covid-19, I provided free tutelage to for-profit businesses and coaching them through the PPP, EIDL applications. I pay it forward! 
Work Experience 
I bring to the table over 18 years of service to individuals and businesses that are in the need of financial support. I have been  fortunate look at thousands of transactions in a variety of financial  scenarios including residential, commercial, small business lending,  and various lines of personal and business transactions 
University of Phoenix 
ABD, PhD., Dissertation Emphasis: Leadership in Business Master’s in business administration (MBA) 
Seattle Pacific University  
Bachelor of Arts, Business Administration  
Back to Back Men’s Soccer National Champions 

Dennis Dix, Cerity

July 20th, 2020



Dennis Dix is Chief Operating Officer at Cerity. Dennis is charged with reimagining how workers’ compensation insurance is priced, purchased, and maintained. Cerity is a data and analytics start-up based in Austin that empowers small business owners with the knowledge and tools they need to confidently purchase workers’ compensation insurance directly from an insurance company.


Gerard Frigon, Taylor Frigon Capital Management, LLC

June 29th, 2020


GERARD J. FRIGON is the President, Chief Investment Officer of Taylor Frigon Capital Management LLC and is the Managing Member of Taylor Frigon Capital Advisors LLC, General Partner to Taylor Frigon Capital Partners LP, a private investment fund which invests in private companies and small emerging public companies. He is the Senior Portfolio Manager for the Taylor Frigon Core Growth Fund, an open-end investment company (TFCGX).  He serves on the Board of Directors for ASOCS, Ltd. (a pioneer in virtual Radio Access Networks (vRAN) and a provider of fully virtualized, NFV-compatible virtual Base Station (vBS) solutions, based in Rosh Hayan, Israel), and I-V Access Technology, Inc. (a private medical device company committed to bringing their breakthrough catheter, VENAGLIDE, to the market to transform the venous access experience for patients and clinicians, based in San Luis Obispo, CA.)  

Mr. Frigon has over three decades of experience in investment strategy, planning and portfolio management for private investors and institutions including over 21 years at Merrill Lynch in the San Francisco Bay Area. During that time, he has managed portfolios with the same disciplined process directly descended from the classic growth philosophy implemented by Thomas Rowe Price and Richard Taylor.

Mr. Frigon received his Bachelor of Arts in Business/Economics from the University of California, Santa Barbara in 1985.  He founded Taylor Frigon Capital Management LLC in 2006.


Dr. Grover, Plastic Surgeon

June 29th, 2020


Dr. Grover is a board-certified plastic surgeon whose finely-honed surgical expertise and elegant demeanor immediately put patients at ease and gives them the confidence that they will receive exceptional surgical care. Dr. Grover specializes in aesthetic surgery of the face, nose, breast and body and is well-regarded for both his meticulous nature and for the individualized attention, care and time that he personally devotes to each one of his surgery patients.


A graduate from UCLA with a Bachelor of Science Degree, Dr. Grover then earned his Medical Doctor Degree from the School of Medicine at the University of California, San Diego. He proceeded to complete both his General Surgery and Plastic Surgery residency training from Stanford University Medical Center which is considered by many to be the premier plastic surgery training program in the country. Following his training at Stanford University, Dr. Grover completed an additional elective fellowship in Aesthetic and Oculoplastic Surgery at the prestigious Paces Plastic Surgery Center in Atlanta, Georgia.

Joe De Pinto and Dan Wagner, Barpay

June 10th, 2020


Joe De Pinto was born and raised in Los Angeles, CA. He attended college at USC and was captain of the baseball team his senior year. Joe played professional baseball for 4 years in the Chicago White Sox organization after college. Barpay is his first venture post baseball, and he enjoys reading, surfing, and meditating in his spare time.

Dan Wagner, co-founder of Barpay, grew up in a small town just outside of Charlotte, NC. He spent three years at Belmont University, which is located in Nashville, TN, where he majored in Music Business with an emphasis in Production. After his Junior year, Dan was drafted in 2009 by the Chicago White Sox and spent 6 years playing professional baseball. He enjoys working, coding, surfing, meditating, and playing music.


Ken Kladouris, Author

May 19th, 2020


Ken Kladouris is an esteemed wealth advisor and published author who believes you should be living your life, by design. Charting his own course in the wealth management industry, Ken has earned the respect of his peers and the trust of his clientele. Developing his signature tailor-made approach, Ken has been able to successfully assist countless clients in charting their course to financial abundance. This has allowed the men and women Ken is proud to serve the ability to infuse more life into their years here and now – not just in retirement.

Ken’s book, “Get There!”, was developed as a tool that helps individuals discover the clarity they need to design their financial future. Peeling back the layers, the book features no-nonsense, actionable steps that are proven to position individuals on their desired path. This thoughtful resource was compiled following Ken’s own awakening. Becoming aligned with his “why”, he recognized his true purpose was to assist men and women across the globe in their pursuit of achieving enhanced joy, freedom and fulfillment.

Committed to guiding his clientele on their wealth building journey, Ken’s philosophy combines both lessons learned on land and at sea. Outside of the office, Ken’s love of the ocean led him to pursue sailing. It is there that he also found his passion to give back to the community. In his spare time he can be found with friends and loved ones aboard a powerboat, sail boat or at community events.

Mike Nunez, Incfile

May 19th, 2020

Mike_Headshot_Pic.jpgMike Nunez is an 21-year internet veteran, with 4 years at Google on the Google Shopping and DoubleClick Search teams, and currently serves as Incfile's Chief Communications Officer.

Heidi Hertel, Fitz Frames

May 19th, 2020

Heidi_Hertel_2_9lt4d.jpgHeidi Hertel is a mom of three and founder of Fitz Frames, revolutionizing the eyeglass experience for families. Fitz Frames specializes in customized 3D-printed glasses for kids including prescription, sunglasses and blue light lenses. Outfitted with snap fit hinges, enabling the arm portion to securely snap into place, eliminating the risk of loose screws and offering a solution to broken glasses. In under 5 minutes, get fitted with advanced facial mapping and life-like virtual try on, select from 6 styles and 8 colors and even emboss your child’s name (or favorite number) - all via your smartphone app and delivered directly to your doorstep. Fitz Frames is headquartered and designed in LA glasses and manufactured in Youngstown, OH.

Josh Wilbur, Steeped Coffee

May 7th, 2020


Steeped Coffee is the new single-serve coffee standard, brewed similar to tea, requiring no machines, and made using all fully compostable packaging. 
Josh Wilbur, CEO, Founder
Wilbur, a serial entrepreneur and inventor, lives on the cusp of innovation and disruption. He was previously COO of Kickstarter’s phenomenon Bibliotheca, Founding Team of fintech payments company PayStand, Director of Experience at Vintage Faith Church, and Founder of acquired Axis Web Media.

Chris Richardson, Real Estate

May 5th, 2020


A visionary idea to bring a small town boutique brokerage to the South Bay coupled with a long standing relationship with Christie’s International Real Estate has created a unique and unparalleled company- Strand Hill Properties. As President of Strand Hill | Christie’s International Real Estate, Chris Richardson is highly experienced in both commercial and residential real estate particularly specializing in the luxury market. With over 20 years working experience in effectively marketing new homes, entitled land and premier properties throughout California, Chris’s expertise and commitment to excellent customer service has established him as one of the premier brokers in the state.


Mike Gentile, CISOSHARE

April 27th, 2020

Mike-Gentile-Headshot.pngMike Gentile has been on the forefront of security program development for more than 20 years. These experiences inspired him to create CISOSHARE where he serves as the Founder, President and CEO. Initially an experiment, now one of the fastest growing companies in the United States, CISOSHARE strives to create an environment based completely on learning and teaching in everything it does. Mike has also designed CISOSHARE's security program development application that provides a suite of program measurement and do-it-yourself tools for improving any security program. Previously, Mike built, grew and sold a leading GRC company and is a co-author of both The CISO Handbook and CISO Soft Skills.

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