Meet Our Members
Professional Exchange Network
President
Bob Kadan, CRB, has represented buyers and sellers throughout Southern California for more than 30 years and has consistently ranked among the top 1% of real estate professionals in sales performance. A longtime resident of Coto de Caza since 1992, Bob is known for his deep market knowledge, strong negotiation skills, and calm, strategic approach to every transaction. Clients value his honest communication, careful preparation, and commitment to protecting their interests from the first meeting through closing.
Bob’s experience includes helping sellers position and price homes effectively while guiding buyers through competitive market conditions with confidence and discipline. He earned the Certified Real Estate Brokerage Manager designation early in his career, reflecting advanced professional training in brokerage leadership and real estate practice. Before real estate, Bob was a teacher and coach both locally and internationally, a background that continues to shape his patient, focused, and professional approach to serving clients and building lasting relationships.
Mike Conte
VP | Relationship Manager
California Bank of Commerce has proudly served Orange County since 1999 as a trusted community business bank built on relationships, responsiveness, and personalized service. We believe banking is more than transactions — it’s about understanding our clients’ businesses, supporting their goals, and becoming a long-term financial partner they can rely on. We proudly serve small to mid-sized businesses across many industries, including medical and dental practices, legal firms, contractors, manufacturers, auto dealerships, insurance brokers, and many other local businesses throughout Southern California.
Our team provides customized banking and lending solutions tailored to each client’s unique needs. By building strong relationships and offering responsive support, we help business owners confidently manage daily operations, growth opportunities, and long-term financial planning. At California Bank of Commerce, our clients are more than customers — they are valued partners, neighbors, and friends we are proud to serve.
Professional Exchange Network
Vice-President
Professional Exchange Network
Program Director
David C. Duncan Insurance Services, Inc. is a boutique, family-owned independent insurance agency that has proudly served the Rancho Santa Margarita community since 2006. Founded by David Duncan, who brings more than 30 years of insurance industry experience, the agency is known for providing personalized guidance, trusted expertise, and insurance solutions tailored to each client’s unique needs. Their commitment to exceptional service and long-term client relationships has made them a trusted local resource for families, homeowners, and business professionals throughout Southern California.
The agency specializes in Auto and Homeowners Insurance while also offering a wide range of additional coverage options, including Personal Umbrella, Motorcycle, RV, Watercraft, Classic Car, Earthquake, and Landlord policies. By combining local knowledge with individualized attention, David C. Duncan Insurance Services helps clients feel informed, protected, and confident that the people and assets most important to them are properly covered for the future.
License # 0B71283
Secure Financial Insurance Services, Inc.
Mark Ambrose
Secure Financial Insurance Services is a trusted full-service insurance brokerage dedicated to helping individuals, families, and businesses protect their financial future with confidence. The company specializes in customized Health, Dental, Vision, Life, and Disability insurance solutions tailored to each client’s unique needs and goals. Through personalized guidance and responsive service, Secure Financial Insurance Services helps clients make informed decisions while building long-term financial security.
In addition to insurance planning, the firm offers access to a variety of financial and investment products through SA Stone Wealth Management Inc., including Mutual Funds, Variable Annuities, Variable Life Insurance, and 529 College Savings Plans. Their mission is to provide trusted expertise, exceptional customer care, and smart financial strategies that help clients protect their families, grow wealth, and plan confidently for the future.
Professional Exchange Network
Member at Large
Professional Exchange Network
Treasurer
ProSmiles OC is led by Dr. Ivan Ho, who has proudly served the same Orange County community for more than 30 years. Known for his compassionate and personalized approach, Dr. Ho has built long-standing relationships with patients based on trust, consistency, and quality care. His practice is intentionally small, allowing him to spend meaningful time with each patient and create a welcoming environment where patients are treated like family. In addition to caring for patients, Dr. Ho serves as a Clinical Instructor at the UCLA School of Dentistry, where he mentors future dentists and remains current with the latest advancements in modern dentistry.
Dr. Ho specializes in dental implants, cosmetic veneers, Invisalign, and full-arch restorations such as All-on-X procedures, with a focus on creating natural-looking, long-lasting results while maintaining a comfortable patient experience. He is also committed to giving back through volunteer work with the Give Back a Smile Foundation, helping provide dental care to those in need. Outside of the office, Dr. Ho enjoys cycling, skiing, fitness, and staying active.
Lawrence A. Strid brings more than 47 years of legal experience representing clients throughout Southern California, with a primary focus on personal injury law. Over the course of his career, he has successfully handled more than 3,500 personal injury cases and claims involving vehicular accidents, premises negligence, assault, and dog attacks. Known for his responsiveness, professionalism, and client-focused approach, Lawrence is committed to helping individuals navigate difficult legal situations with clarity, compassion, and strong advocacy.
In addition to personal injury matters, Lawrence assists clients in a wide range of civil law and litigation issues, including collection matters, Civil Harassment, Elder Abuse, and Domestic Violence Restraining Orders, legal malpractice, attorney-client fee disputes, contractor-homeowner conflicts, HOA disputes, and general business litigation. Initial consultations are provided at no charge, and phone calls and email inquiries are answered promptly. If a matter falls outside his area of practice, Lawrence is always willing to help connect clients with a qualified attorney who can best assist with their legal needs.
Stephanie Marie Graves of SMS Mortgage provides personalized mortgage guidance to homebuyers and homeowners seeking smart, strategic financing solutions. She works closely with clients to navigate home purchases, refinancing, and investment property loans with clarity and confidence. By comparing competitive lending options and clearly explaining each step of the process, Stephanie makes securing a mortgage simple, transparent, and easy to understand.
Stephanie is committed to delivering responsive service, honest communication, and solutions tailored to each client’s unique financial goals. Whether assisting a first-time homebuyer or helping a homeowner improve an existing loan, she provides hands-on support from application through closing. Her goal is to create a smooth, stress-free experience while ensuring clients feel informed, confident, and empowered to make the best financial decisions for their future.
Merino Transportation is a family-owned and operated transportation company that has proudly served the Southern Orange County community for more than 10 years. Founded by Hugo and Gabriela Merino in December 2015, the company has built a strong reputation for dependable service, professionalism, and a genuine commitment to customer care. Their passion for creating a safe, reliable, and comfortable transportation experience has earned the trust and appreciation of clients throughout the community.
Merino Transportation specializes in providing seamless and stress-free travel solutions tailored to the needs of both individuals and businesses. Services include airport transportation, corporate and business event shuttles, wedding and special event transportation, and other private transportation needs. Understanding that travel can often be stressful and time-consuming, their team focuses on making every ride smooth, efficient, and enjoyable from start to finish. With safety, reliability, and exceptional service at the center of everything they do, Merino Transportation is dedicated to delivering a first-class experience for every client.
Essie Bourke, CMT, CST | Chaos to Clarity LLC
Craniosacral Therapy · South Orange County
When the body holds onto pain, stress, or trauma longer than it should, Essie Bourke listens — literally. As a certified craniosacral therapist trained through the internationally respected Upledger Institute, she works with the central nervous system using gentle, precise touch to help the body release what it has been carrying — always at the client's own pace, never forced.
Craniosacral therapy reaches where other modalities cannot. Working directly with the brain and spinal cord's surrounding membranes, cranial bone mobility, and the body's own bioelectric rhythms, it addresses the root of conditions that often persist despite massage, physical therapy, or chiropractic care — including chronic pain, PTSD and anxiety, post-concussion syndrome, TMJ, migraines, and nervous systems stuck in permanent overdrive.
Essie brings an unusually refined capacity for stillness and deep listening — qualities that make her clients feel genuinely heard before a word is spoken.
Serving the South Orange County area, in-office and mobile.
HealthSource Chiropractic of Ladera Ranch is led by Dr. David Manago, a spine specialist with more than 40 years of clinical experience helping patients address spinal conditions at their source. Known for his precise and gentle approach, Dr. Manago utilizes corrective chiropractic techniques that require minimal pressure rather than traditional forceful manipulation. His patient-centered philosophy focuses on identifying the underlying cause of pain and discomfort while helping patients achieve long-term healing, improved mobility, and overall spinal wellness.
Dr. Manago’s practice specializes in disc rehabilitation, post-surgical recovery support, auto accident injuries, sports injuries, and chronic neck and back pain for patients of all ages. In addition to his extensive clinical work, he has authored educational writings focused on spinal health and corrective care, helping patients better understand the importance of proper spinal function and natural healing. Through personalized treatment plans and compassionate care, Dr. Manago is committed to helping patients feel better, move better, and maintain healthier lives naturally.
Tatiana Galeas, MBA, is the founder of Green Owl Consulting, where she specializes in supporting new and small businesses with personalized bookkeeping and business services. With a practical, client-centered approach, Tatiana helps entrepreneurs stay organized, compliant, and confident in their finances. Backed by years of corporate experience and hands-on work with business owners, she simplifies complex financial processes and provides clear, actionable guidance year-round—not just during tax season.
Tatiana is committed to building long-term relationships through reliable service, strategic insight, and responsive communication. She takes the time to understand each client’s unique needs, offering solutions that support both immediate challenges and future growth. Whether guiding a startup or assisting a growing business, Tatiana and Green Owl Consulting empower clients to make informed decisions, gain financial clarity, and focus on building a strong, sustainable foundation for success.
Not So Hostel World was founded by Christopher Snell, a passionate traveler and travel advisor dedicated to creating exciting, meaningful, and stress-free travel experiences. Having explored more than 80 countries across six continents, Christopher brings firsthand knowledge, global perspective, and real-world travel insight to every itinerary he designs. He launched the agency in 2022 after recognizing that many travelers want unique and memorable experiences but often feel overwhelmed by the endless options and planning involved in modern travel. Since then, he has built a loyal client base by providing personalized guidance, thoughtful planning, and exceptional service.
Christopher is a Certified Travel Advisor through The Travel Institute and an Accredited Cruise Counselor through CLIA, combining professional expertise with a genuine passion for exploration. His background in political science, economics, and technology supports his organized and analytical approach to travel planning. Outside of work, Christopher enjoys camper van road trips, scuba diving, and discovering great food with his wife, Tracy. He is always excited to help clients create unforgettable travel experiences around the world.
FLEX CPA
Adam Moore, CPA
Certified Public Accountant brings more than 15 years of experience across public accounting, corporate accounting, consulting, and accounting education. This diverse professional background provides a comprehensive understanding of financial operations, compliance, strategic planning, and business management across a wide range of industries. Known for a strong commitment to integrity, accuracy, and transparency, they provide clients with practical financial guidance that is both clear and easy to understand.
Their approach focuses on more than simply preparing financial reports or tax returns—they believe in educating clients so they can feel informed, confident, and empowered when making important financial and accounting decisions. By taking the time to understand each client’s unique goals and challenges, they develop personalized strategies and long-term solutions tailored to individual and business needs. Passionate about simplifying complex financial matters, they are committed to building trusted relationships and serving as a dependable advisor clients can rely on year after year.
Craig Bumatay is a business execution and leadership coach who helps growth-minded business owners create structure, improve accountability, and scale their companies without everything depending on them. He works with leaders who often feel pulled in multiple directions, where day-to-day operations become overwhelming and growth begins to feel reactive rather than intentional. Through practical systems and leadership coaching, Craig helps business owners regain focus, improve execution, and build healthier, more sustainable businesses.
Craig specializes in installing simple weekly operating rhythms, establishing clear priorities, and creating accountability within leadership teams so businesses can operate more efficiently without constant oversight from the owner. His clients gain back valuable time, improve team follow-through, and develop organizations capable of producing results independently. The outcome is a more profitable business, a stronger and more focused leader, and a clearer path toward long-term growth. With more than 15 years of experience as a finance and accounting executive and as a CPA, Craig combines strategic insight with practical execution to help business owners move forward with clarity and confidence.
Belle Jeunesse is a premier medical aesthetics and wellness practice that has proudly served South Orange County for more than 10 years. Led by Dr. Valeh Karimkhani and Candy Carlsen, RN, the practice is dedicated to helping clients look and feel their best through personalized, results-driven care. Belle Jeunesse specializes in hormone optimization, medically supervised weight loss, aesthetic rejuvenation, and customized wellness solutions designed to fit each patient’s unique lifestyle, health goals, and individual needs.
The practice focuses on enhancing natural beauty while supporting long-term health, confidence, and vitality. Known for combining advanced medical expertise with compassionate, patient-centered care, the Belle Jeunesse team works closely with busy professionals seeking natural-looking results in a welcoming and professional environment. Whether clients want to improve energy levels, restore hormonal balance, refresh their appearance, or support overall wellness, Belle Jeunesse provides tailored treatment plans that help patients achieve optimal health, renewed confidence, and lasting well-being.
Sharon was introduced to Juice Plus more than 25 years ago by her hairdresser during a time when she realized she was not getting enough fruits and vegetables in her daily routine. Curious to improve her health, she decided to try the product and quickly began noticing positive changes, including clearer skin, improved digestion, and relief from frequent headaches. Even her husband noticed a significant difference after years of watching her struggle with adult acne and other health concerns.
Motivated by her personal results, Sharon began sharing Juice Plus with others simply because she wanted to help people feel healthier and feel their best naturally. What started as a personal wellness journey eventually grew into a successful business opportunity, allowing her to leave her 23-year career in dental assisting within just two years. Today, Sharon remains passionate about encouraging simple, consistent habits that support long-term health while mentoring and supporting others who want to share wellness and make a positive impact in their communities.
At Call Curt 4 Promos, Curt Stanley helps businesses bring their brand to life through high-quality promotional products, branded apparel, corporate gifts, event materials, and customized merchandise. From pens, mugs, and water bottles to apparel, tech accessories, trade show displays, and employee gifts, promotional products are a powerful way to keep your business visible and memorable. These everyday items create lasting impressions while helping companies strengthen relationships with clients, employees, and prospects.
Curt makes the process simple and personal by working directly with clients from start to finish. Instead of spending hours searching through endless options online, businesses receive one-on-one guidance in selecting the right products, colors, logos, and branding methods for their needs and budget. Whether preparing for an event, marketing campaign, company celebration, or client appreciation gift, Curt helps businesses create branded merchandise that is professional, impactful, and delivered on time.
Bohm Wildish & Matsen
Neil Negrete
Neil Negrete is an associate attorney at Bohm Wildish & Matsen, focusing on trust administration, probate, trust petitions, and estate planning. He has extensive experience guiding trustees through the postmortem administration process and has assisted with the administration of more than one hundred trusts. Neil has also successfully obtained judgments for trust petitions and probate matters across multiple California counties, including Los Angeles, Orange, Riverside, Sacramento, San Diego, San Mateo, and San Bernardino.
In addition to his probate and trust administration work, Neil helps individuals and families create thoughtful estate plans designed to preserve wealth and protect future generations. He has experience drafting both simple and complex estate planning documents tailored to each client’s unique goals and circumstances. Clients appreciate Neil’s attention to detail, professionalism, and ability to simplify complicated legal matters while providing practical guidance and peace of mind throughout the estate planning and administration process.
Carpenter, Petersen & Associates, CPA’s
A Limited Liability Partnership
John Carpenter, CPA and his firm, Carpenter, Petersen & Associates, CPA’s has been successfully providing tax, accounting and audit services to California and multi-state businesses, individuals, entrepreneurs and investors for over 40 years. The firm is led by seasoned CPA’s with over 100 years of combined experience and backed by a full complement of associates with many years of experience in the public accounting profession.
From advanced tax planning and preparation for individuals, business entities, and trusts and estates, our team of experienced professionals is ready to provide solutions to many of your most pressing tax and compliance problems that are too complex for the individual taxpayer or business to address on their own and be able to assure an accurate and optimal result.
Susan R. Medwied
Attorney at Law
Susan R. Medwied is an experienced attorney serving privately held businesses and their owners throughout Orange County and the Inland Empire. With a commitment to personalized service and practical legal solutions, Susan helps clients navigate complex legal matters with clarity, professionalism, and attention to detail. Her approach focuses on understanding each client's unique situation and providing guidance that helps further their goals while protecting their interests.
Based in Rancho Santa Margarita, Susan is known for her responsive communication, trusted counsel, and dedication to achieving positive outcomes for her clients. She brings extensive legal knowledge and a client-centeredapproach to every matter. Susan values building long-term relationships and serving as a legal resource for her clients and the community.
30021 Tomas, Ste. 300
Rancho Santa Margarita CA 92688
office: (949)459-2146
Susan@medwiedlaw.com
Lucy’s Residential & Commercial Cleaning Services
Lucy Azpeitia
Lucy's Residential Services provides professional residential and commercial cleaning services throughout Mission Viejo and surrounding Orange County communities. From homes and apartments to offices, retail spaces, Airbnb properties, and vacation rentals, Lucy and her team are dedicated to delivering reliable, high-quality cleaning with exceptional attention to detail.
Services include recurring cleaning, deep cleaning, move-in and move-out cleaning, vacation rental turnovers, and commercial janitorial services. Known for dependable service and personalized care, Lucy's Residential Services helps homeowners and businesses maintain clean, healthy, and welcoming spaces year-round.
Mission Viejo & Surrounding Areas
Office: (949) 521-9072
Email: lucysresidential@gmail.com