New Members

18 New Members in the Dallas / Ft Worth Area

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

Noah Beaudette

Independent Intelligence LLC
Managing Investigator
(214) 497-4258
noah@indintelligence.com
Consultant Service
Home Group: North Dallas 2

Bio: Independent Intelligence is a private investigation firm that delivers crucial, hard-to-find information that empowers our clients in litigation, business transactions, political campaigns, and all levels of vetting procedures.

Jeorgia (Jor-Jay) Brown

Powerhouse CFO
Fractional CFO
(817) 821-6743
jeorgia@powerhousecfo.com
Financial Service
Home Group: Fort Worth 2

Bio: Jeorgia is a CPA and Fractional CFO who helps small to mid-sized business owners with revenue between $1M and $10M optimize cash flow and achieve their financial goals.

Blythe Burns

The Bums Firm M&AAdvisors
(972) 699-9994
jbbums@thebumsfirm.com
Financial Service
Home Group: Dallas 11

Nolan Eberl

Marsh McLennan
Vice President – Business Development Executive
(817) 948-4198
nolan.eberl@marshmma.com
Insurance
Home Group: Dallas 6

Bio: Vice President I Marsh MMA Private Client I Automotive Collection Expert I Motorsports Organizational Leadership.

CAS Findlay

US Accounting StaffLLC
Partner
(817) 807-8017
cas@accounting-staff.com
Accountant
Home Group: Dallas 9

Bio: I have been in the accounting profession for more than 30 years. I am licensed as a CPA in California and Texas.. I am a bookkeeping expert.

Robin Ladd

HaynesBoone
Attorney
(214) 651-5637
robin.ladd@haynesboone.com
Attorney
Home Group: North Dallas

Bio: Dallas 7

Nick Langoni

Andersen
Managing Director
(469) 513-6480
nicholas.lagoni@andersen.com
Accountant
Home Group: Dallas 1

Bio: Tax advisors for ultra-high net worth individuals & families.

Michelle Lewis

Hub International
VP
(214) 443-2488
michelle.lewis@hubinternational.com
Insurance
Home Group: Dallas 8

Joe McCardel

Blackfish Intelligence
Private Investigator
(817) 899-8224
joe@blackfishintel.com
Consultant Service
Home Group: Dallas 9

Bio: Private Investigator with Blackfish Intelligence.

Harold McLeod

First United Bank
First United Bank – Commercial Banker – Senior Vice President
(945) 234-6207
harold.mcleod@firstunitedbank.com
Banking Finance
Home Group: North Dallas 2

Bio: A North Carolina native transplanted to Texas, Harold has over 30 years of experience working with private companies. He has specialties in logistics, manufacturing and wholesale distribution.

Brian Moen

New Life CFO Services, LLC
Fractional CFO and Certified Exit Planning Advisor (CEPA)
(612) 354-0631
brianm@newlifecfo.com
Financial Service
Home Group: Fort Worth 1

Bio: I am a Fractional CFO and Certified Exit Planning Advisor. I partner with business owners to grow profitably, rebuild strategically and prepare to exit successfully.

Michael Moore

M3 Networks
Founder and CEO
(682) 667-3202
mmoore@m3networks.com
Information Technology
Home Group: Dallas 4

Bio: M3 Networks is a Texas-based IT services provider specializing in managed IT services, cybersecurity, and network support. They offer 24/7 support with transparent, all-inclusive pricing, aiming to protect and support clients’ technology infrastructures.

Adam Plunk

Plunk Smith
CEO
(972) 370-3333
aplunk@plunksmith.com
Attorney
Home Group: Collin County 2

Chad Powell

Powell Insurance Group
President
(214) 452-3726
chad.powell@powellinsurancegroup.com
Insurance
Home Group: North Dallas 2

Esther Rose

On Q Communications LLC
Communicator
(917) 693-2868
erose@onqcomm.com
Marketing
Home Group: Dallas 11

Marc Rose

Rose Law Group PLLC
Managing Shareholder/Attorney
(713) 578-0040
marc@roselg.com
Attorney
Home Group: Dallas 9

Jennifer Thornton

304 Coaching
(972) 9I0-2060
jen@304coaching.com
Consultant Service
Home Group: Dallas 11

Matt Zucker

Wick Phillips
Partner
matt.zucker@wickphillips.com
Attorney
Home Group: Dallas 3

Member News

Events

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 7, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 8, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Thursday, January 16, 2025 – 11:30a PT | 1:30p CT | 2:30p ET