Tim (click here for bio) is a licensed Real Estate Broker, Certified Public Accountant (inactive), a small business owner, and an avid entrepreneur. After graduating from CSUF with a degree in Business Administration and a concentration in Accounting, Tim began his career with KPMG as a financial auditor. He went on to hold high-level positions in marketing and finance before leaving the corporate world to pursue his real estate passion and entrepreneurism.

Tim has been investing in real estate since 2005 and became a licensed broker in 2013. Tim is a founding partner in the Pacific Coast Fastpitch League and Alliance Fastpitch League with over a thousand teams and tens of thousands of members nationally.

DRE#0192799 tim@wrgorman.com 714.255.9998

Janette (click here for bio) is a finance executive with 25 years of relevant experience in the environmental, multi-unit retail, food & beverage, and distribution sectors. Janette is a CPA (inactive), has consulted for many years, and is a licensed real estate salesperson.

Charismatic leader, excellent communicator, self-driven with excellent analytical, strategic, and consensus-building skills, and a proven ability to interact with individuals at all levels.

Experience includes: Financial reporting, Budgeting & Forecasting, Long-term strategic planning, Operations finance, Divestitures, and Acquisitions.

Bill has been a real estate broker and a successful income property investor for over 45 years. An accomplished author and teacher, he brings industry-leading experience and credibility to every transaction.

In addition to serving as a Director Emeritus and a past president of the Apartment Association of Orange County, Bill has authored numerous articles for Apartment News Magazine and has taught various real estate classes for the California Association of Realtors and Fullerton College.

Bill received the AAOC Lifetime Achievement Award in 2017.

DRE#00385396 bill@wrgorman.com 714.255.9998

As a senior multi-site operations executive with years of experience in varying roles, Robert (click here for bio) has been fortunate enough to accumulate field, corporate, and franchise experience in the public and private sectors. His fieldwork has centered around management and complete P & L and EBITDA responsibility, driving comp store growth while simultaneously opening new markets. Robert’s corporate roles have been diversified around operations and sales management, including personally creating, implementing, and training new sales processes and procedures in multiple organizations. Combined with strong organizational skills and strategic planning, this has consistently led to profitability improvement.

Sonya is a Licensed Real Estate Agent with years of experience in accounting and over ten years as a broker’s assistant. Combining her background she has exceptional attention to detail with invaluable follow-through. As an investment property owner, she has insights our clients appreciate. Sonya ensures that Gorman & Associates is always professional, keeping our client’s needs first and foremost.

Prior to joining Gorman & Associates, she gained invaluable experience in residential real estate as both a broker’s assistant and as a transaction coordinator.

DRE#01947308 sonya@wrgorman.com 714.255.9998

Cathy Garcia (click here for bio) is a results-oriented business professional with a career background in Accounting, Finance, Audit, Project Management, and Business Management, spanning various industries. Trusted Business Partner in the management consulting industry, successful in supporting strategic business initiatives, enterprise-wide projects, and driving operational change with strong intellectual abilities.

Cathy has over 20 years of combined Fortune 100, Big 4, small-medium private & public company, and management consulting experience, across multiple industries, to understand her client's business needs and deliver the right, high-quality accounting and finance solutions.

Kelly is a co-founding partner with South Coast Investment Advisors and a registered principal and Elite Advisor with Independent Financial Group. Kelly is a wealth manager that works primarily with rental real estate owners who want a clear look into their overall financial picture, guidance on how to best manage their liquid assets to complement their real estate holdings, and advice on how to ensure their portfolio is generating efficiencies to reduce annual tax burdens. Kelly focuses on clear and candid communication while utilizing the South Coast Process to achieve each individual’s goals for themselves and generations of their family to come.

Email: kelly@southcoastinvest.com

Phone: 877-922-7242

Michael Lawton is a licensed real estate agent and licensed real estate broker. He served as the president of the Brea Chamber in 2008 and continues to make positive changes as a member of its Board of Directors. Michael has also served on the Board for the La Habra and Whittier Chambers and the Saint Jude Memorial Foundation. Michael and his wife, Setsko, enjoy giving back to the community and currently reside at their humble home in La Habra.

BRE # 00475288

Cell: (562) 715-0744, Office: 714-529-6666

Email: Michael@lawtonre.com

Founded Bona Fide Mortgage, Inc. in 1983. Licensed real estate broker since 1981. Nick was the president of the Apartment Association of Orange County, 2013 thru 2014 term; he is also a member of the Board of Directors 2008 thru the present.

Business columnist, Orange County Register, 1984 thru 1988. Weekly by-lined column in the business section on issues relating to interest rates and credit markets.

Creator and publisher of "The Money Rate Scoreboard", a weekly summary of key interest rates, and a general review of most of the significant market indicators from 1982 thru the present.

Direct: 949-651-0999 email: nlieberman@cox.net , California DRE#00813731 , NMLS# 326920

Principal broker/owner of Sterling Property Management, Inc. & CapitalVest, Inc.

Hal is actively engaged in the oversight of all property management aspects that are carried out by a team of highly-seasoned property supervisors.

He is a portfolio Manager of approximately 1,250 apartment units, prudently repositioning equities to expand client real estate holdings and cash flows.

Email: hal.pappano@cvspm.com

Phone: (714) 257-9003

With more than 20 years of experience as a financial advisor, Kent believes in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money.

Providing specific financial strategies involves more than just investment guidance. He welcomes the involvement of your CPA, attorney, and other professionals to address the entire scope of his client’s financial concerns; including tax strategies, estate considerations, wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.

Kent attended Ohio University in Athens, OH, and graduated summa cum laude with a B.A. in business administration in 1990. In 2004, He earned his Certified Financial Planner™* professional designation.

Wendy represents Alliance Mutual Escrow, a group of experienced individuals working together as a team to care for their clients and ensure their assets are secure. Above all else, they take the safety and security of their clients seriously. Their clients are family and taking care of family is in their DNA.

Yuval Domb is the President and founder of Clarify Group Financial. Clarity Group is proud to support the human function of risk called entrepreneurship. While their clients are diverse, this is the spirit that brings them together. Such is the nature of the Clarity Group. They are a CPA-consulting firm created specifically to suit the needs of today’s entrepreneur and entrepreneurial inspired business.

David is the President of MediaTamer. He is an experienced inventory and Marketing Director with a demonstrated history of working in the retail and wholesale industries. Skilled in Negotiations, Retail, Sales, Team Building, and Management. Strong operations professional with a Bachelor's degree focused in Sociology from California State University-Fullerton.

Al Holguin is the President and founder of Dynamic Nation. Dynamic Nation was founded in 1999 quickly become the premium provider of home office and small business general support. Al is a specialist in Window, Mac, Linus. Dynamic Nation also provides video and audio editing, Cat 6 cabling, Trial Tech expert

Jeremiah is the CFO and Sr. Advisor at Tricord Advisors. and attorney at TriCord Legal Services, Inc. Jeremiah spent seven years with Best Best & Krieger LLP, a full-service law firm with over 200 attorneys and 10 offices. He practiced as a business attorney in California focusing his time on mergers and acquisitions, estate planning, and business and succession planning. His transition to the TriCord team has enabled him to guide clients through both financial and legal issues to help them build the life they love. Services provided by TriCord Legal Services, Inc. include: