ORANGE COUNTY TRUSTED ADVISORS

Founding Partner

Brown & Streza, LLP

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ESTATE ATTORNEY

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Partner

Madison Street Partners

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COMMERCIAL REAL ESTATE

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Partner/Managing Director

MGO CPAs

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PUBLIC ACCOUNTING, TAX AUDIT,

TAX PLANNING

Managing Director

Keystone Capital Markets, Inc.

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MERGERS & ACQUISITIONS,

FINANCING, RECAPITALIZATION

Partner

MGO CPAs

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TAX CREDITS & INCENTIVES,

TAX PLANNING

Managing Partner

Brown & Streza, LLP

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BUSINESS LAW, TAX PLANNING,

RISK MANAGEMENT

Executive Vice President

Sullivan Curtis Monroe

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COMMERCIAL RISK MANAGEMENT

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Partner

Brown & Streza, LLP

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ESTATE ATTORNEY

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Partner

Snell & Wilmer, LLP

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COMMERCIAL, CONSTRUCTION,

REAL ESTATE LITIGATION

Financial Advisor

Capstone Partners

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INSURANCE INVESTMENTS,

WEALTH MANAGEMENT 

Regional Executive Vice President

American Business Bank

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COMMERCIAL BANKING: LINE OF CREDIT, TERM LOANS, DEPOSIT SERVICES

Executive Vice President

EGPS, Inc.

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401K DESIGN, PROFIT SHARING,
CASH BALANCE PENSION STRATEGIES 

Managing Partner

infoQuest Management Consulting 

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EXECUTIVE SEARCH & COACHING,

ORG DEV, SUCCESSION PLANNING

Managing Director

Newport Valuations

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BUSINESS VALUATIONS, ESOP, FINANCIAL ADVISORY