Team

Professional Service Providers

Through our business network, ICA is able to provide a variety of resources to Portfolio Companies and other small business owners that add great value to businesses.

Professional Service Providers (PSP) offer value-add services at pro-bono or a substantially reduced rate to ICA Portfolio Companies when the need is beyond the scope of what ICA Portfolio Advisors can provide. Professional Service Providers offer services to ICA Portfolio Companies in a variety of areas. Our highly skilled group of Professional Service Providers include:

Professional Service Providers

Accounting

Lou Albertini

HUB, Account Executive

Alan Glenn

Alexxalan Consulting, Principal

Human Resources

Jen Freitas

Clif Bar & Co., Human Resources Manager

Cesar Garcia

Avitus Group, HR Specialist

Mary Janaitis

MJS Consulting, HR/Organizational Development

Lisa Locke

Locke & Key, President

Employee and Insurance Benefits

Joe Partida

Partida Benefits & Insurance, Employee & Executive Benefit Plans

Timothy and Rose Yee

Green Retirement Plans, Inc.

IT Assessment and Installation

Anne Bisagno

Xantrion, President

Legal Expertise

Josh Cook

Gunderson, Associate

Matt Danbrov

Wendel, Rosen, Black & Dean LLP, Attorney

Carrie Schneider

Donahue Gallagher Woods LLP, Attorney

Dennis Wong

Dennis Wong, Esq., Attorney

Marketing

William Gaultier

e-storm, CEO

Nadja Specht

Nuvota, Principle Marketer

Real Estate

Charlie Allen

Cushman & Wakefield, Senior Director

Tax Incentives

Scott Nelson

Tax Incentives Group, Principal

Valuation

Steve Kam & Darren Wan

Cogent Valuations, Directing Manager & Vice President

Other

Rhonda Frith Lyons

TBK & Associates, Managing Principal

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