New Members

10 New Members in the Austin Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Kate Davy

Graves Dougherty Hearon & Moody
Shareholder
(512) 658-3396
kdavy@gdhm.com
Attorney
Home Group: Austin 5

Bio: My law practice focuses on transactional matters relating to commercial and residential real estate (acquisitions, dispositions, leasing, financing), business, and the representation of land and mineral owners in oil and gas and solar lease transactions.

Michael Edwards

Precision Financial Insights
Founder & President
(630) 240-2667
michael@precisionfinancialinsights.com
Accountant
Home Group: Austin 1

Will Farnsworth

Rigby Slack
Attorney
(512) 850-6996
wfarnsworth@rigbyslack.com
Attorney
Home Group: Austin 3

Bio: I am a real estate and business transactions attorney, with a focus on commercial property acquisitions and leasing, as well as assisting clients with business formations, mergers and acquisitions, and general business transactions.

Dan Jensen

Expense Reduction Analysts – North America
Principal Consultant
(512) 705-1721
dt.jensen@outlook.com
Banking Finance
Home Group: Austin 5

Sunshine Kapus

EXP Realty
Real Estate Broker
(425) 359-9826
sunshine@kapusland.com
Real Estate
Home Group: Austin 5

Elizabeth Quanaim

Robin Glen
Partner
(512) 297-7815
equanaim@robinglen.com
Financial Service
Home Group: Austin 2

Bio: Robin Glen: A Partner to Solve Problems. A strategic planning firm using expertise in income & estate tax, private capital, and insurance analysis & design, we create unique solutions that deliver impactful results for our clients & advisor partners.

Natalia Reyes

Texas Capital Bank
Vice President, Middle Market banking
(512) 565-9430
natalia.reyes@texascapitalbank.com
Banking Finance
Home Group: Austin 5

Teri Villanueva

FranNET
Franchise Consultant
(210) 376-0213
tvillanueva@frannet.com
Home Group: Austin 3

Cliff Wedgeworth

ExperINS
Executive VP
(512) 673-7041
cliff.wedgeworth@experins.com
Insurance
Home Group: Austin 2

Ilana Zivkovich

Werq
Founder & CEO
(510) 295-9725
ilana@werqpeople.com
Consultant Service
Home Group: Austin 5

Bio: Executive coach and strategic consultant for CEO’s and their teams. Founder & CEO of Werq – firm specializes in performance, strategy, transformational change management, and organizational excellence. Keynote speaker.

Member News

As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.

Events

Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics.

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Tuesday, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET