Spinnaker Investment Group Celebrates Five-Year Anniversary 

Spinnaker Investment Group LLC, a leading privately owned investment management firm based in Newport Beach, marked its fifth anniversary with a focus on reinvention of the wealth management industry toward an improved high-touch, high-tech client experience. Over the past five years, the firm has launched a number of client service innovations while expanding its staff from 3 to 9 professionals, relocated to larger offices, and increased assets under management from $100 million to more than $420 million.  

“We attribute Spinnakers steady growth to a singular focus on providing a first-rate client experience,” said Morgan Christen, CEO and Chief Investment Officer for Spinnaker.  “Our partners previously worked together, and our vision of a leaner firm dedicated to exceptional personal service and value has resonated with clients and generated numerous referrals and opportunities,” he said. 

Christen founded Spinnaker Investment Group in May 2016 together with company President Joseph Stapleton, and quickly added Andrew Krongold to their team as Vice President. Since then, Krongold has become a Partner and the firm has grown in staff with the addition of financial advisors, insurance specialists and a full-service client concierge team. 

The firms services include financial planning, wealth planning, retirement planning, asset management, securities and insurance. The firms approach to client service is similar to the way a Chief Financial Officer would advise a business, by providing consistency and helping clients to prepare and adjust investment strategies that complement the stages in their lives, whether saving for a home or other major investment, as well as preparing for retirement. 

Christen added that, on the strength of its growth in assets under management and its in-house team, the firm has been recognized for the past three consecutive years in the Orange County business media as one of the regions fastest-growing private companies of any category.  “Considering the explosion of financial resources available for do-it-yourself online trading, combined with the exposure afforded to volatile investment trends and fads, it is more important than ever to have a well-researched and disciplined investment strategy, developed with the support of a fiduciary advisor,” he said.  

Spinnaker serves a broad customer base throughout Southern California, as well as many clients based across the United States. An independent firm that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. The firms services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, Securities and Insurance. For more information, visit www.SpinnInvest.com.

CLA-OC Launches Career Pathways Programs In Partnership with OC School Districts, Community Colleges

The CEO Leadership Alliance-Orange County (CLA-OC) announced the launch of two new talent development programs for high school and community  college students designed to provide work-based learning opportunities in career pathways for innovation sector jobs. Led by CLA-OCs Education workstream chair Kimberly Chavalas Cripe, President and CEO of Children’s Hospital of Orange County, co-chair Robin Shanahan, Managing Director and Co-Chief Operating Officer at PIMCO, and Amy Kaufman, Vice President, Career Education and Talent Development for CLA-OC, nearly 100 students from across OC high school and community college districts are participating in summer virtual internships and mentorships hosted by CLA-OC member companies.           

“CLA-OC wants to foster a vibrant community of OC businesses that attracts and develops talent, and meets the dynamic and evolving needs of individuals and business,” said Mark Percy, CLA-OC President. “We plan to expand upon these pilot programs, facilitate ever-increasing collaboration with education stakeholders, and create better and brighter career futures for all in Orange County – especially for underserved students.”

Launched at the beginning of June with an inspirational kick off message from LensGen CEO, Ram Rao, the six-week CLA-OC Career Exploration Experiences pilot program was co-created at the high school level in partnership with Anaheim Union High School District, Santa Ana-based Samueli Academy, Tustin Unified School District, Breakthrough San Juan Capistrano, and San Clemente-based Simon Scholars. Students from these programs were selected to learn about advanced career pathways within departments of CLA-OC member companies including EY, Ware Malcomb, Tangram Interiors, Pacific Dental, Medtronic, UCI Health and Childrens Hospital of Orange County.

“At EY, were committed to helping underserved students by joining forces with organizations to facilitate access to devices, connectivity and mentoring,” said Kim Letch, EY Orange County Office Managing Partner. “It is an honor for us to participate in the CEO Leadership Alliance OC Career Pathways program and to provide the opportunity for emerging high school leaders to engage in career exploration at EY and to share their creative ideas on how to bridge the digital divide in Orange County.”

The project will culminate with a Virtual Summit with keynote speaker, Jeff Hittenberger, Chief Academic Officer at the Orange County Department of Education, and a student gallery walk of culminating project presentations. 

In May, community college students from the North Orange County and the Coast Community College Districts enrolled in the CLA-OC Talent Bridge program offered in partnership with OC computer software firm Alteryx. Students in this program are earning a certification in data analytics while gaining insight to the company’s career pathways. Upon conclusion they will be provided an invitation-only opportunity to network with top-level Alteryx leadership and affiliated Alteryx companies at an upcoming event in July. Said Olivia Duane Adams, Chief Advocacy Officer and Co-founder,”‘at Alteryx we believe in serving as an incubator for the workforce of the future while providing global programs supporting data analytics skills development and empowering women in business.”

About CLA-OC

The CEO Leadership Alliance – Orange County (CLA-OC) is purpose-driven business leaders with a vision of helping to build a thriving OC for all. Its mission is to grow OC into a premier, inclusive, innovation talent hub in America.

Join USA’s Largest EV Festival: Electrify Expo

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Join the Top Brand in the Industry

BMW is the latest among many brands that have chosen to join Electrify Expo to showcase their electric offerings. With the top brands in the e-mobility industry participating, what are you waiting for? Click here to learn how you can participate too

Demo Courses Designed for Max Throughput

Each of the demo courses are created to deliver the most excitement & throughput possible. Whether you’re an auto, e-motorcycle, e-bike, e-scoot, or e-skate manufacturer, Electrify Expo delivers the ultimate experience to consumers whether in the seat, on the saddle, or on the board.

Learn more

Tangram Wins 2021 IIDA Southern California Calibre Design Award

Tangram, a curator of highly creative commercial interior environments and workspaces, has received a 2021 Calibre Design Award in the category for design in Education.

The Calibre Design Awards showcases selected, outstanding commercial designs in Southern California. This award celebrates the outstanding work of project teams who have exceeded collaboration and designs that excel in a variety of categories.

Tangram Interiors furnished each floor of the four-story, 60,000 square foot building at the University of California, Los Angeles Anderson School of Management, graduate business school. Located in the Westwood neighborhood of Los Angeles, the newly dubbed Marion Anderson Hall received clean, neutral color palette designs that were both aesthetically pleasing and functional. Design was dedicated to classrooms, workspaces and event spaces while working intimately with architecture firm, Gensler.

As the school is heavily trafficked, furniture placement and thoughtful design played a key role in complementing the large, open, airy building. Tangram achieved this by implementing a combination of Steelcase, Coalesse and Viccarbe products.

“We were honored to work with the highly respected Gensler team on this project from the initial phases of budgeting over 5 years ago, to the final punch walk,” said Amber Jones, Vice President of Sales, Tangram Interiors. “Partnering with Gensler on the beautiful space they imagined was an honor. We were proud to be a part of this redesigned building project and helping it come to fruition was harmonious.”

Other highly respected partners on this project along with Tangram Interiors were PCL Construction, Steelcase and Waveguide.

Tangram provides solutions that foster workplace satisfaction, collaboration and productivity while enhancing the client’s brand and culture. In addition to its core contract furniture offering, the company operates multiple additional business units for a comprehensive approach to commercial interiors. This range of services allows for top-to-bottom involvement that integrates each aspect of planning, design and installation.

For information on Tangram and its full capabilities, go to www.tangraminteriors.com.

About Tangram

Tangram is a flagship dealer for Steelcase, Inc., and the leading commercial interior solutions provider in Southern California with offices in Los Angeles, Orange, San Bernardino, Riverside, Kern and Fresno counties. The company has nurtured a collaborative and people-focused culture in the belief that people fuel innovation. That culture has led to the organic growth of multiple business units complementing the firm’s core contract furniture offering: custom furniture, ancillary furniture, flooring and light construction, audio-visual integration, architectural walls, on-site furniture reconditioning, asset management and storage, delivery and installation, and corporate moves. www.tangraminteriors.com.

As seen in Office Insight: https://officeinsight.com/officenewswire/tangram-wins-2021-iida-southern-california-calibre-design-award/

Chairman, Artist, Lawrence R. Armstrong

Contributed By: Lawrence R. Armstrong

Tell us a little something about your business…

I am both an architect and an artist. My work in art is an ongoing exploration of the concept of Layers. I have been exhibiting my art publicly for the last 13 years. I have been fortunate enough to have my art included in exhibits across the United States and in Europe.

I am the Chairman of Ware Malcomb, a contemporary and expanding full service design firm providing professional architecture, planning, interior design, civil engineering, branding and building measurement services to corporate, commercial/residential developer and public/institutional clients throughout the world.

When was your lightbulb moment?

Flashes of Light appear to me spontaneously, involuntarily, provoked by sensory influences. Unannounced initial thought may derive from a piece of music, written text, built or natural environment, person, mood, event or any combination of the above. A concept gestates for days or weeks, until the appropriate media becomes clear. I create a sketch, and try to understand it for a period of time. The piece then comes out of me very quickly. Several pieces result, produced in rapid succession. Much of my work is done in a small series, and normally executes very closely to the first flash of light that appeared. I have noticed that the many passions in my life manifest through me in a similar way.

What are your three words of advice?

Work. Risk. Love. Always work hard. This is a guiding philosophy I live by, and is inspired by my father. He was my first and best mentor and taught me that you should always work hard, give your best in everything you do, and never be ashamed of the result. Take Risks. Be willing to try new things, push yourself outside of your comfort zone. In this way you will grow. Love what you do. When you love what you do, hard work doesn’t feel like work. Risk’s become exciting.

Three words of advice…

Work. Risk. Love

As seen in Share Your Stories: https://shareyourstories.online/chairman-artist-lawrence-r-armstrong/

Senate Bill 12 Would Kill Housing Construction


Gov. Gavin Newsom declared a state housing crisis in 2019, calling for 3.5 million new homes to meet the state’s booming economy.

California business organizations joined with the Building Industry Association of Southern California, Orange County Business Council, and BizFed LA in supporting that declaration and call to action.

Lack of housing supply in all price ranges is the underlying driver increasing homelessness, reducing housing affordability, higher rents, longer commutes, a dying middle class and, without question, the “diversity, equity and inclusion” issue of our generation:  especially when Black and Latino communities have the lowest homeownership rates since the 1930’s.

The legislature has dithered around the edges on the issue with laws purporting to address housing supply, but the tale of the tape is in the actual building permits issued in 2021. We’re not making progress moving forward and we’ve actually continued to decline in overall housing production throughout California. There is a huge deficit where we cannot make up for lost time and production. 

Why is this?

Thomas Edison once said, “A good intention, with a bad approach, often leads to a poor result.” Here’s a perfect example how legislators can derail efforts to end California’s dire housing crisis by just piling on one more regulation.

Authored by state Sen. Mike McGuire, D- Healdsburg, Senate Bill 12 has been touted as necessary to protect residents and homes from future California wildfires. In part, SB 12 would prohibit cities and counties from approving new housing developments unless they are determined to be adequately protected from wildfires under a myriad of new regulations set forth by various state agencies. While the goal of protecting residents and their homes from wildfires is certainly good, the approach laid out in SB 12 is fraught with problems.

In its current form, SB 12 opens the door to an avalanche of onerous, unnecessary regulations that stifle new housing construction throughout the state. Confoundingly, SB 12 gives new and far-reaching regulatory power over proposed housing developments and local planning to an obscure state agency known as the California Office of Planning and Research.

SB 12 ignores the fact that for decades, California homebuilders have been effective in protecting homes from wildfires. This is due to the implementation of existing building regulations, combined with the meticulous design that goes into new development and master-planned communities.

In 2003, the master-planned community of Stevenson Ranch in Los Angeles County saw zero homes lost during the Simi Fire, an achievement that would become a feature story in the New York Times. In 2008, the community of Casino Ridge in Orange County was caught in the middle of the devastating Freeway Complex Fire. However, because of the wildfire mitigation measures that were in place, no homes were lost. In 2020, after 60,000 folks were evacuated from the Silverado Fire in Orange County, homes, schools and lives were saved because of excellent planning, updated building codes, good roads, and excellent fire response.

As written, SB 12 would allow that state agency to essentially eliminate the opportunity to build new and safe housing communities. Considering the magnitude of California’s housing shortage, the state’s housing policy is far too important to give such overreaching authority to a single governmental agency out of touch with local communities’ needs. This is just another obstacle among many that we must remove before we resume homebuilding.

SB 12 also undermines the state’s new regional housing plan for Southern California, which requires local municipalities to collectively zone for over 1.3 million new homes by the end of the decade. By eliminating the potential to build a massive number of desperately needed new homes, the state’s housing mandates would simply become infeasible.

Certainly, we support saving lives and property. Our opposition to this bill is focused solely on addressing SB 12’s bureaucratic overreach. Reasonable amendments to SB 12 have been presented to the bill’s author based on input from numerous private and public sector stakeholders, including Southern California businesses, universities, cities, and homebuilders.

Join us and ask your legislator to join us. Reasonable amendments to SB 12 are OK.  Adding new barriers to new housing construction are not. To take action, click HERE or visit https://p2a.co/ldrJox5. 

Lucy Dunn is president and CEO of OCBC, Orange County’s Voice of Business. Jeff Montejano is CEO of the Building Industry Association of Southern California. Tracy Hernandez is the founding CEO of BizFed LA, a united federation of diverse business associations

As seen in the Orange County Register: https://www.ocregister.com/2021/06/19/senate-bill-12-would-kill-housing-construction/

ViewSonic Wins “Overall e-Learning Solution of the Year” In 2021 EdTech Breakthrough Awards Program

ViewSonic | Education, ViewBoard 

Prestigious Awards Program Recognizes Outstanding Educational Technology Products and Companies

ViewSonic Corp., a leading global provider of visual solutions, today announced that EdTech Breakthrough, a leading market intelligence organization that recognizes the top companies and solutions in the global educational technology market, has selected ViewSonic® myViewBoard™ Classroom as the winner of its “Overall e-Learning Solution of the Year” award in the third annual EdTech Breakthrough Awards program.

ViewSonic’s education ecosystem encompasses one of the widest arrays of display tools and software that engage students in distance, remote and in-classroom learning environments. Developed for both remote and in-class learning environments, the ViewSonic myViewBoard Classroom is a teaching software tool packed with a variety of features to help create a classroom environment in the digital space. With myViewBoard Classroom, teachers have a secure and easy-to-use platform for engaging classroom content, interactive lessons and to encourage participation.

 myViewBoard Classroom features include a Collaborative Digital Whiteboard that enables students to interact with a teacher either in class or remotely, as well as the ability for lessons to be recorded for later viewing and exported notes. The platform includes a built-in one-way video streaming that allows students to see teachers but also protect their privacy, classroom management allowing for teachers to control, manage, and moderate the classroom and, importantly, a safe learning space.

“Developed by teachers, for teachers, myViewBoard Classroom delivers a safe virtual learning space and succeeds in making hybrid teaching easier whether you are in the classroom, teaching from home, or reaching students via a combo of both,” said James Johnson, managing director, EdTech Breakthrough. “It was created to be a solution to fill in the gaps between teaching and learning in a new remote and hybrid educational environment by producing a platform that can be integrated in a digital space. Congratulations, again this year, to ViewSonic for winning an EdTech Breakthrough award – this year for ‘Overall e-Learning Solution of the Year.”

The mission of the EdTech Breakthrough Awards is to honor excellence and recognize the innovation, hard work and success in a range of educational technology categories, including Student Engagement, School Administration, Adaptive Learning, STEM Education, e-Learning, Career Preparation and many more. This year’s program attracted more than 2,000 nominations from over 17 different countries throughout the world.

“myViewBoard Classroom was developed to assist teachers, schools and districts with hybrid teaching and learning to make the transition as seamless as possible,” said Jeff Volpe, President ViewSonic Americas. “From allowing teachers to import existing lesson plans via PDF or Google Slides to reaching students with built-in video and audio, as well as live chat functionality, myViewBoard Classroom is a singular solution for hybrid teaching and learning. As hybrid learning evolves, ViewSonic is leading the way with innovative, teacher-centric solutions, services and support that improve student engagement and outcomes, while adapting to fluid learning environments. We are grateful to EdTech Breakthrough for this industry recognition. ”

About ViewSonic

Founded in California, ViewSonic is a leading global provider of visual solutions and conducts business in over 100 countries worldwide. As an innovator and visionary, ViewSonic is committed to providing comprehensive hardware and software solutions that include monitors, projectors, digital signage, ViewBoard® interactive displays, and myViewBoard™ software ecosystem. With over 30 years of expertise in visual displays, ViewSonic has established a strong position for delivering innovative and reliable solutions for education, enterprise, consumer, and professional markets and helping customers “See the Difference.” To find out more about ViewSonic, please visit www.viewsonic.com.

About EdTech Breakthrough

Part of Tech Breakthrough, a leading market intelligence and recognition platform for global technology innovation and leadership, the EdTech Breakthrough Awards program is devoted to honoring excellence in educational technology products, companies and people. The EdTech Breakthrough Awards provide a platform for public recognition around the achievements of breakthrough educational technology in categories including e-learning, student engagement, school administration, career preparation, language learning, STEM and more. For more information, visit EdTechBreakthrough.com.

A Year in Review: How Retailers are Adapting to Pandemic-Driven Changes in 2021

By Tompkins Solutions

It’s no secret that the retail industry was already suffering before COVID-19 swept across America, but government restrictions including stay-at-home orders and the closing of nonessential businesses pushed many retailers to their limits. More than 12,000 retail stores in the U.S. closed in 2020, up from 10,000 in 2019, according to commercial real estate firm CoStar Group. As more brick-and-mortar stores closed their doors, more consumers were shopping online, with U.S. e-commerce sales totaling $791.7 billion in 2020, a 32.4% increase over 2019, according to the U.S. Census Bureau.

Now that one year has passed since COVID-19 restrictions hit most of America, how have retailers adapted to the shift in shopping habits and record-breaking store closures? Here are just a few of the major changes retailers faced over the last year:

Transforming distribution operations for direct-to-consumer shipping 

As more customers began shopping online, retailers had to quickly modify their distribution operations to support the change in order profile and volume. Instead of shipping pallets of products to a network of stores, retailers were now having to deliver individual orders directly to customers.

Overcoming additional obstacles during the holidays 

One thing COVID-19 didn’t deter was holiday spending, with U.S. online sales during the holiday season up 32% over the same period the previous year, according to Adobe Analytics. To avoid putting more pressure on already strained warehouses, many retailers started holiday sales as early as October last year. Retailers also hit shipping roadblocks when carriers began instituting peak surcharges and volume caps, prompting many retailers to explore other last-mile delivery services and offer free in-store and curbside pickup to avoid delays and keep customers happy. 

Utilizing brick-and-mortar footprint for micro-fulfillment

In addition to offering in-store pickup services such as buy online pick up in store (BOPIS) and curbside pickup, retailers also leveraged their existing brick-and-mortar infrastructure to implement ship-from-store fulfillment. Utilizing these locations to fulfill online orders enabled retailers to reduce delivery times and costs and ensure an optimal customer experience.

Check out our other resources to learn more about how retailers are shifting operations in the face of disruption.

David Yurman Partners with the Literacy Project to Bring The Gift of Literacy to Orange County Schools

David Yurman opened their South Coast Plaza doors for the first time since the COVID pandemic restrictions to some 50 guests for a fundraiser to benefit The Literacy Project. Sue Grant, founder and volunteer CEO, and John McMonigle, founder of Agent Inc., served as hosts of the event along with DY’s Regional Director Monica Isaacs and store General Manager Melanie Scheller. Guests mingled among the luxurious DY jewelry famous for its crafted silver and gold artistry. The evening raised over $23,000, with special thanks to former board member Ronna and Bill Shipman who donated $10,000 to the cause.

For the second annual year, David Yurman has offered to donate 10% of all proceeds to TLP’s mission of serving underprivileged and struggling readers in the local area school districts. The proceeds will provide TLP’s reading program “free of cost” to children with reading skills that have been dramatically affected during the COVID pandemic this past school year. Now more than ever, TLP’s program is critical in building a foundational base in reading skills among second graders, especially since retention loss is climbing to an estimated 30% due to distant online learning. Students with prior difficulty and failing scores in language arts are bound to suffer an illiteracy pandemic without the additional aid of specialized programming.

“Literacy is a key component to living a fruitful life and is essential for healthy and successful child development. At Agentinc., we realize literacy can drastically effect a child’s outcome, and we are devoted to helping them achieve a bright and fulfilling future each step of the way,” States John McMonigle, Founder, Agentinc. 

About The Literacy Project: 

The Literacy Project’s (TLP) mission is to eliminate the literacy gap of emerging second graders who are functionally illiterate. Our vision is to remove the impediment of illiteracy from the lives of our most vulnerable children with the help of teachers, volunteers, mentors and role models. To date, The Literacy Project’s proven track record has helped more than 10,000 struggling readers, throughout California, Utah and Arizona, gain critical basic phonetic skills and become more self-confident in reading ensuring advancement to third grade with reading level proficiency. We will strive to foster in our children the life-long love of reading, for it is the doorway to learning and achieving the American Dream.

Photos: (l-r) 


Anxiety gone, Marriage saved, Peak Performance Achieved

If you want any of those three things, keep reading because we have a treat for you. Anxiety is completely curable no matter how long it’s been there and how severe. You can save your marriage and make it as good or even better than how it was when you were first dating. And if you want to become a better leader, become more creative, and have more success in business, you can achieve that as well. All you need is a proven system.

It has taken 25 years to develop, there is only one person capable of delivering the program, and his name is Jean-Paul Gravel. A quick google search will leave you in awe as to the amount of people who have gone on video to talk about what they were able to achieve with his guidance. Medical doctors with 39 years of severe anxiety, cured. Marriage in ruins, living separately, completely saved, and better than when they were dating. And CEOs of companies that have had a 100% increase in revenue in the matter of months.

Jean-Paul has devoted his life to developing a process called ThroughConversation. It’s a forward-thinking process that allows his clients to become happier and more fulfilled, for all of their relationships to improve, and for their leadership skills to reach new heights. You can find out more at www.throughconversation.com 

“Everybody has untapped potential in them. And accessing this potential has never been easier.” Says Jean-Paul.

 Jean-Paul takes on 2 new mentees a month and brings them to their next new peak. Everything is done on Zoom, and it’s simple. He figures out exactly what you want in a discovery call, and if he believes that he can give you everything you want and more, he creates a custom process for you to follow.