Tina Alleguez | Managing Partner

Alleguez Newman Goodstein LLP | www.angllp.com tina@angllp.com | (818) 225-0056

About: Fluent in both Spanish and English, Tina’s versatility is reflected in the significant successes that she has achieved in a wide variety of legal fields, including national and international business transactions, and business litigation, real estate litigation and commercial litigation.

Despite a variety of practice areas, in her 32 year career Tina has consistently represented clients with real estate holdings on a national level and has assisted them in reducing their claims, not only by providing risk management advice, but also by drafting their service/lease agreements in such a way as to reduce their exposure. When she was representing owners of commercial shopping centers and other commercial complexes, she led training sessions and seminars for managers, janitorial companies and security companies on issues of maintenance and safety.

In the last 20 years, Tina has focused her practice on serving as outside general counsel for a wide array of business clients, ranging from sole proprietorships, corporations, limited liability companies and partnerships and has represented them at both state and federal trial and appellate court levels, and in alternative dispute resolution forums.

In addition to her trial and advocacy practice, she advises those clients in a variety of transactional matters and business deals, including business entity formation, corporate compliance, contract negotiations, acquisition or sale of business or commercial real estate; joint ventures and strategic alliances; licensing and distribution of products; and providing assistance with business operating problems (contract disputes; contract preparation and negotiation; lease negotiation; risk management analysis; and dissolution); sale or purchase of business assets; sale or purchase of business entities.

Tina M. Alleguez has been selected to both the National Register’s Who’s Who in Executives and Professionals, as well as Southern California’s Super Lawyers in 2006 and from 2016 through the present. She served for several years on the Board of Directors of the Hispanic Business Network, a non-profit organization devoted to helping and educating Latino business owners primarily in the San Fernando Valley. From 2014 through June 2021 she served on the Board of Directors of Multicultural Learning Center, a dual immersion (Spanish/English) charter school, K-8th grade where she served as its President from 2018 through June 2021.

Specialties: Serving as outside general counsel for a wide array of business clients, ranging from sole proprietorships, corporations, limited liability companies and partnerships. Advising those clients in a variety of transactional matters and business deals, including business entity formation, corporate compliance, contract negotiations, acquisition or sale of business or commercial real estate; joint ventures and strategic alliances; licensing and distribution of products; and providing assistance with business operating problems (contract disputes; contract preparation and negotiation; lease negotiation; risk management analysis; and dissolution); sale or purchase of business assets; sale or purchase of business entities. Also has developed a specialty representing these clients in ADA litigation defense.

Quote: "Women belong in all places where decisions are being made. It shouldn't be that women are the exception." — Ruth Bader Ginsburg

Connect: Contact Tina at tina@angllp.com or at (818) 225-0056 or visit her website below!

member since AUGUST 2021

Brenda Allison | President

Coast General Insurance Brokers www.CoastGeneralinsurance.com | brenda@allisonbroker.com (805) 644-4740

Brenda Allison_Ventura Thousand Oaks.jpg

About: My early career started in corporate relations for a company I helped take through the entire IPO process when I was under 30 years old. After relocating to California, I entered the world of insurance to support my spouse's new agency. I quickly learned I am meant to work with business owners so became a Business Insurance Specialist. I have owned my own brokerage since 2005 and serve California-based businesses that span across the country. My favorite part of my business is that 90% of what I do involves non-insurance solutions. Clients can own a small restaurant or a large agricultural operation. Ultimately, the best business owners are the ones that believe that business is personal - not just business.

Specialties: Brenda Allison specializes in insurance and non-insurance solutions that help business owners appropriately manage their risks. As the owner of a full-service brokerage, Brenda and her team provide all lines of commercial property and casualty insurance, and employee group benefits. Brenda and her team also provide personal asset and liability protection.

Quote: “You are the sum total of everything you’ve ever seen, heard, eaten, smelled, been told, forgot - it’s all there. Everything influences each of us, and because of that I try to make sure that my experiences are positive.” ― Maya Angelou

Connect: Contact Brenda at brenda@allisonbroker.com or at (805) 644-4740 or visit her website below!

member since july 2021

Mary Caballero | CLPF, NCG

Templeton & Associates

mcaballero@profidsvcs.com | (818) 613-9399

About: Mary is a Professional Fiduciary specializing in Small Business Accounting and administration of Trusts and Estates.   Her extended education includes degrees in Computer Science and Liberal Arts. 

Trust and Estate Administration encompasses professional and legal guidance for the processes.  As well as attention to detail, Mary is dedicated to helping each client understand these processes and passionately assists them in seeking amicable solutions within family relationships.

Mary is a native Southern Californian, has been married for almost 30 years and is the proud mom of two adult sons.  In her spare time she enjoys camping trips with family and friends, walking her dogs, and cheering for the LA Dodgers!

Specialties: Mary is a good listener and brings that to each new matter she works on.

Quote: “Never judge a book by its cover.” — George Eliot

Connect: Contact Mary at mcaballero@profidsvcs.com or at (818) 613-9399!

member since MAY 2024

Marissa Garcia | Managing Attorney

About: Marissa Garcia is the Managing Attorney at Gold Law, a Trust and Estate firm in Camarillo and Woodland Hills. She is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She serves on the Court Appointed Counsel panel, where she is appointed by the Court in Ventura and Los Angeles County to represent proposed conservatees in conservatorship matters. She is currently serving on the Board as a co-Treasurer for Women Lawyers Ventura County. She enjoys listening to her clients and focusing on their why. Understanding the why better enables Marissa to help her clients achieve their goals, be it in estate planning or in resolving family disputes via mediation and/or litigation.

Specialties: Marissa focuses on all areas of estate planning, probate and trust administration, conservatorships and trust and estate litigation.

Quote: “Success is liking yourself, liking what you do, and liking how you do it.” — Maya Angelou

Connect: Contact Marissa at mg@goldlawcorp.com or at (805) 388-8800 or visit her website below!

MEMBER SINCE NOVEMBER 2022

Marissa Garcia is a certified Specialist in Estate Planning, Trust and Probate Law - State Bar of California Board of Legal Specialization.

Cindi Gortner | Realtor

About: Cindi Gortner is a principal with the Cindi and Suzi Realty Group and ranks in the top 1% of realtors nationwide based on closed sales volume. Cindi holds an MBA from UCLA and an undergraduate degree from UC Berkeley. Cindi is originally from Pasadena as her father worked at NASA's Jet Propulsion Lab in Pasadena. Representing both sellers and buyers, her team works primarily in the Conejo Valley, but they also work as far north as Santa Barbara and as far south as the San Fernando Valley. Cindi finds tremendous joy in helping sellers achieve their goal of obtaining top dollar for their homes and has an impressive track record of achieving record high sales prices. Her winning strategy includes hands-on home styling, world class marketing, and outstanding customer service. Buying or selling a home can be stressful, and Cindi and her team pride themselves in helping make the process as easy and simple as possible. Most importantly, Cindi is known for her integrity and professionalism and prides herself on being a trusted advisor to her clients.

Cindi started her career as Director of Marketing at Nestle USA and is known for being the inventor of Nestle Pretzel Flipz, chocolate covered pretzels in shiny blue bags sold in most retail outlets. Cindi enjoys her work with several non-profit boards including Mainsprings, a girls orphanage and school in Tanzania, the Lake Sherwood Community Association, the Conejo Valley chapter of the National Charity League and Committee to Bridge the Gap. In her free time, you will find Cindi hiking in the gorgeous hills around Westlake Village or boating on Lake Sherwood where she lives with her husband and two of her three children. She says it's almost embarrassing how bonded she is with her white husky Dakota who likes to go on as many outings as possible.

Specialties: Many homeowners find it confusing trying to decide how to best prepare their home to sell. Cindi and her team specialize in helping homeowners freshen up their homes in order to sell quickly and for the most money possible. Their "secret sauce" is that they own several storage units full of staging items and offer customers complimentary light staging. The team guides homeowners on which projects will provide a worthwhile ROI and then their interior designer helps with the home remodel process. Additionally, Cindi holds three designations: senior real estate specialist, luxury real estate specialist and investment property specialist. She is particularly interested in helping seniors with their housing needs, and Cindi and her team are well versed in investment real estate and can help with second homes, rental properties and navigating 1031 exchanges.

Quote: “Ninety percent of all millionaires become so through owning real estate.” — Andrew Carnegie

Connect: Contact Cindi at cindigortner@gmail.com or at (818) 489-1226 or visit her website below!

member since AUGUST 2021

Kristen Hafner | Founder & President

About: Kristen has a bachelor’s degree from University of California, Irvine, and a master’s degree in business administration from California State University, Northridge. She also received her CFP® / CERTIFIED FINANCIAL PLANNERTM certificate from California Lutheran University. Since completing her CFP®, she has added an additional designation Certified Divorce Analyst/CDFA®. For more information about divorce planning please checkout Divorcemoxie.com. Kristen is also the President of the Financial Planning Association, Ventura Chapter, and a trusted advisor for Provisors, Echelon Business Development Network, The W Source, and Purse Strings. Lastly, she holds the following licenses, FINRA Series 7, 66, 24 and California insurance #0G99103.

Specialties: Kristen's passion is to help others balance their health, wealth, and self. We can only control what we eat, how active we are, and what we spend especially in a world with so much uncertainty. Building self confidence in what we can control empowers us to see opportunities otherwise often overlooked during our daily lives. No question is ever too insignificant, and planning is not about how much money is saved in retirement; it is about what life decisions are made along the way. Having a plan is great, however real time financial planning supported by a diverse team of specialists who care makes it achievable!

Quote: “You can't stop the waves, but you can learn to surf!”

Connect: Contact Kristen at kristen@financialmoxie.com or at (805) 217-3126 or visit her website below!

member since DECEMBER 2018

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge Investment Research, Inc., Financial Moxie, & W Source are not affiliated.

Vida Jatulis CFP®, CEPA® | Financial Planner

MainStreet Financial Planning | www.mainstreetplanning.com
| vida@mainstreetplanning.com | (818) 687-2317

About: Vida is a Financial Planner at MainStreet Financial Planning, where she uses her life and work

experiences to help clients develop an action plan for a vibrant and healthy financial life. Vida is a Certified Financial Planner™ professional with a Master of Science degree in Investments and over 15 years of experience as a Financial Planner, Wealth Advisor, Pension Consultant, Trust Officer, and Portfolio Manager. In addition, Vida has personal experience with struggling and succeeding to reach milestones such as purchasing a home, putting kids through private school, saving for college, achieving debt free status, saving for retirement, raising a family on a single income and many more.

Helping people is what makes Vida happy. In high school she wanted to be a nurse and graduated with a nursing scholarship in hand but she found that she did not like blood and guts...so she had to pivot. Vida saw her parents always worry about money, that is why she decided to study investments instead so she could help people have worry free finances. Now she likes to think of herself as your money nurse. Money, much like health, can be confusing and complex. Vida walks with clients to help them understand their financial vital signs and improve them so that they can achieve their goals.

Volunteering is a strong part of Vida’s commitment to helping people. Currently, she is a Pro Bono Financial Planner for people in need of financial advice who can’t afford it.

Specialties: Vida offers specialty services geared to help business owners get organized, reduce risk and build wealth outside of their business.

Quote: “People will forget what you did, they will forget what you said, but they will never forget how you made them feel.” — Maya Angelou

Connect: Contact Vida at vida@mainstreetplanning.com or at (818) 687-2317 or visit her website below!

MEMBER SINCE JULY 2021

Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor.

Kim Jones | Executive Career Coach

About: Kim Jones, Founder of Kim Jones Alliance, is an ICF ACC certified career coach and expert in guiding women to reach their highest professional potential. She works with individuals and companies committed to fostering the advancement and wellbeing of women in the workplace.

As a former unfulfilled IT executive, Kim knows firsthand the barriers women face to building careers that align with the impact they want to make in the world. After leaving her job to pursue more meaningful work, Kim now coaches women whose stories she deeply relates to – women who have significantly invested in their careers but now want something more. Women who are navigating the challenges of being underrepresented in male dominated industries. This is now Kim’s life’s work, and she is deeply honored to serve her clients in forging their own journeys to making their careers their own.

Prior to launching her coaching business, Kim held executive-level positions for several Fortune 250 companies in various senior roles, most recently serving as divisional CIO for Farmers Insurance Company. In this position, she led teams of over 1000 people in the development and implementation of the company’s technology vision and strategy. In previous roles, Kim led operations for both large companies and start-ups.

In addition to career coaching, Kim is a keynote speaker on topics including networking, leadership development, culture transformation, and career transition, and mentors high-potential IT to achieve next-level leadership.

Kim holds an MA in anthropology, MBA, and BA in psychology from California State University, Northridge.

Specialties: Kim Jones, Founder & CEO of Kim Jones Alliance, is an ICF ACC certified career coach and expert at guiding professional women to find their way to work they love. Her clients include women looking to make a career change, seeking to return to work after a career gap, and those wanting to reach their professional potential and make a bigger impact in their current jobs. Kim is also a keynote speaker on topics including networking, leadership development, culture transformation, and career transition.

Quote: “When I see people stand fully in their truth, or when I see someone fall down, get back up, and say, ‘Damn. That really hurt, but this is important to me and I’m going in again’—my gut reaction is, ‘What a badass.’” — Brene Brown

Connect: Contact Kim at kim@kimjonesalliance.com or at (323) 217-4403 or visit her website below!

member since DECEMBER 2021