|  Dallas / Ft Worth

New Members

17 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.

Craig Beck

Craig Beck

Beyond CFO
Owner
(630) 240-1383
craigbeck@beyond-cfo.com
Financial Service
Home Group: North Dallas 3

Jason Blanchard

Jason Blanchard

Norton Rose Fulbright
Commercial Bankruptcy and Restructuring Attorney
(214) 855-8117
jason.blanchard@nortonrosefulbright.com
Attorney
Home Group: Dallas 9

Adam Dougherty

Adam Dougherty

Ogletree
Shareholder
(214) 683-0191
adam.dougherty@ogletree.com
Attorney
Home Group: Dallas 2

Bio: Employment Law Attorney for Companies, my law firm has 60 offices across the U.S., Canada, Mexico & Europe and I assist companies across TX, the U.S. and Globe.

Elisa Ellis

Elisa Ellis

Turnkey Style
Wardrobe Stylist
(650) 799-7123
elisa@turnkeystyle.com
Accountant
Home Group: North Dallas 2

Bio: Work w/ small to mid-size businesses to guide & educate their teams so their professional presence aligns w/ the goals of the org. I say what HR can’t & share how they can experience higher productivity & sales. Create a style that’s unforgettable.

Ken Gill

Ken Gill

GILL Real Estate Advisory
President
(214) 316-5793
ken@gillrea.com
Real Estate
Home Group: North Dallas

Bio: Commercial real estate appraiser with 20+ years of experience on all property types, specializing in healthcare properties. I provide valuation services for lender financing, estate planning, and litigation support as an expert witness.

Aaron Gottlieb

Aaron Gottlieb

Johnson Friedman Law Group, PLLC
Partner
(214) 382-0300
aaron@jfbusinesslaw.com
Attorney
Home Group: North Dallas 2

Randy Gregg

Randy Gregg

Whitley Penn LLP
Audit Partner
(214) 393-9430
randy.gregg@whitleypenn.com
Accountant
Home Group: Dallas 2

Bio: I am a CPA specializing in financial statement audits for manufacturing, real estate and other middle market companies. I also perform SOC 1 and SOC 2 audits and internal control advisory services.

Rachel Ingerto

Rachel Ingerto

First Horizon
Senior Vice President – Senior Relationship Manager
(972) 348-6158
rachel.ingerto@firsthorizon.com
Banking Finance
Home Group: Dallas 1

Bio: Middle market commercial banker focused on developing relationships and providing capital and counsel for company owners, executives, and key decision makers in the DFW Metroplex.

Annie Lau

Annie Lau

Fisher & Phillips
Partner
(415) 490-9023
alau@fisherphillips.com
Attorney
Home Group: Dallas 6

Laura Canada Lewis

Laura Canada Lewis

Canada Lewis
Managing Attorney
(469) 664-0120
llewis@canadalewis.com
Attorney
Home Group: North Dallas 3

Bio: Laura is an experienced lawyer supporting businesses or all types but more particularly focused in the areas of franchise, construction, and real estate. She works exclusively with business owners and works to find practical solutions to your problems.

Daniel Martinez

Daniel Martinez

JPMorgan Chase & Co
Executive Director
(214) 965-2378
daniel.m.martinez@chase.com
Banking Finance
Home Group: North Dallas 3

Ashanti Mitchell

Ashanti Mitchell

Regions Bank
Senior Vice President
(469) 608-2760
ashanti.mitchell@regions.com
Banking Finance
Home Group: Dallas 4

Neil Nesladek

Neil Nesladek

Odin Advisors
President
(214) 306-8722
neil.nesladek@odinadvisorsllc.com
Consultant Service
Home Group: North Dallas

Daryl Parker

Daryl Parker

Blackfish Intelligence
President
(972) 402-5606
daryl@blackfishintel.com
Consultant Service
Home Group: Dallas 7

Shannon Sanderford

Shannon Sanderford

FourFront Agency
CEO
(972) 207-8200
shannon@fourfrontagency.com
Marketing
Home Group: North Dallas 3

Lauren Smyth

Lauren Smyth

Bradley
Partner
(214) 257-9760
smyth.laurens@gmail.com
Attorney
Home Group: Dallas 8

Suzanne Yoste

Suzanne Yoste

BVWD
Managing Director
(469) 223-5723
suzanne.yoste@bvwd.com
Accountant
Home Group: Dallas 5

Bio: Managing Director of BVWD, a full-service accounting firm, specializing in fractional CFO/Controller services, outsourced accounting and M&A support, including due diligence and post transaction integration.

Member News

Events

We hope to see you at our Spring PV@Night – Tuesday, April 2nd at Haywire Uptown.  Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, June 10, 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. Register Now!

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

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

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

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

Tuesday, May 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET