| 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
Beyond CFO
Owner
(630) 240-1383
craigbeck@beyond-cfo.com
Financial Service
Home Group: North Dallas 3
Jason Blanchard
Norton Rose Fulbright
Commercial Bankruptcy and Restructuring Attorney
(214) 855-8117
jason.blanchard@nortonrosefulbright.com
Attorney
Home Group: Dallas 9
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
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
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
Johnson Friedman Law Group, PLLC
Partner
(214) 382-0300
aaron@jfbusinesslaw.com
Attorney
Home Group: North Dallas 2
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
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
Fisher & Phillips
Partner
(415) 490-9023
alau@fisherphillips.com
Attorney
Home Group: Dallas 6
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
JPMorgan Chase & Co
Executive Director
(214) 965-2378
daniel.m.martinez@chase.com
Banking Finance
Home Group: North Dallas 3
Ashanti Mitchell
Regions Bank
Senior Vice President
(469) 608-2760
ashanti.mitchell@regions.com
Banking Finance
Home Group: Dallas 4
Neil Nesladek
Odin Advisors
President
(214) 306-8722
neil.nesladek@odinadvisorsllc.com
Consultant Service
Home Group: North Dallas
Daryl Parker
Blackfish Intelligence
President
(972) 402-5606
daryl@blackfishintel.com
Consultant Service
Home Group: Dallas 7
Shannon Sanderford
FourFront Agency
CEO
(972) 207-8200
shannon@fourfrontagency.com
Marketing
Home Group: North Dallas 3
Lauren Smyth
Bradley
Partner
(214) 257-9760
smyth.laurens@gmail.com
Attorney
Home Group: Dallas 8
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
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