New Members

9 New Members in the Austin Area

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

Dan Clemons

McGinnis Lochridge LLP
Partner
(512) 495-6076
dclemons@mcginnislaw.com
Attorney
Home Group: Austin 5

Bio: My law practice involves serving as outside general counsel (governance, employment, contract & other matters) as well as facilitating major transactions (M&A; fundraising & investing) for small and mid-market businesses.

Kathleen Courville

Amegy Bank
VP, Business Banker
(830) 310-3949
kathleen.courville@amegybank.com
Banking Finance
Home Group: Austin 3

Bio: I have been in banking for over 27. I focus on serving businesses in the lower middle-market. Along with traditional banking and lending services. We also offer factoring and Asset Based Lending options as well.

Candice Deyerle

Deyerle Silva Smith
Founding Partner
(281) 799-3008
candice@dssfamilylaw.com
Attorney
Home Group: Austin 2

Bio: Clients with particularly complex family law issues, including divorce with businesses involved, multi-million dollar estates, privacy or publicity concerns, contested custody matters, children or parties with disabilities and/or special needs, etc.

Andy Friedmann

Andrew C. Friedmann, Attorney & Counselor at Law
Owner
(512) 231-1680
acfesq@aol.com
Attorney
Home Group: Austin 4

Bio: My law practice is limited to (trust-based) estate planning. with a focus on asset protection, elder law, probate, business formation and succession planning, retirement planning.

Trey Halbert

ExperINS
Chief Executive Officer
(512) 659-1588
trey.halbert@experins.com
Insurance
Home Group: Austin 5

Lisa Bianculli Hutter

IronOak Wealth
Partner | Client Advisor
(512) 427-7137
lisa@ironoakwealth.com
Investment Advisor
Home Group: Austin 5

Bio: As a trusted advisor to my clients, I help to coordinate all aspects of their wealth using a financial plan as the framework. My role as a Client Advisor follows a 27 year career as an estate planning attorney (currently non-practicing).

Michael McNamee

Raymond James
Financial Advisor
(512) 306-2503
michael.mcnamee@raymondjames.com
Investment Advisor
Home Group: Austin 4

Michael Mischloney

Weaver
Assurance Partner
(512) 609-1959
michael.mischloney@weaver.com
Accountant
Home Group: Austin 4

Bio: I help companies navigate the financial reporting of U.S. GAAP and AICPA/PCAOB compliance including reviews, audits, and consulting.

Jeff Nowling

PEO 360
Co-Founder
(512) 850-8962
jeff@peo360.com
Human Resources
Home Group: Austin 5

Member News

Announcing our Referral Contest Winners!

We had three people who referred 3 members each – a three-way tie! A big CONGRATULATIONS and thank you to:

Stewart Wessel – North Dallas 2, Group Leader

Rob Hinckley – Denver 3, Member

Bernard Williams Philadelphia 6, Group Leader

Each have won a $100 Gift Card to our ProVisors store and a $300 Dinner on ProVisors.

We also had the drawing for a free membership (for those who selected this prize). The winner of the free membership is… Mike Lazar of Denver 4! Congratulations Mike and a big thank you to all who participated.

Events

Join us for our Austin Holiday Party at Cover 3 on Thursday, December 7th from 5-7pm. Registration and details on the Hub.

Accelerate Your Membership (AYM) on Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch. 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, December 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET