New Group Leaders

1 New Group Leader in the Dallas / Ft Worth Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection.  If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Elisa Ellis

Elisa Ellis

Wardrobe Stylist
Turnkey Style
(650) 799-7123
elisa@turnkeystyle.com
Home Group: Dallas 10

New Members

14 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.

Kevin Davis

Kevin Davis

Professor K Enterprises
Managing Principal & CEO
(214) 215-8226
ktdavis@professork.com
Consultant Service
Home Group: Dallas 9

Gene DuBose

Gene DuBose

DuBose Litigation PC
President
(214) 675-9022
gene@duboselitigation.com
Attorney
Home Group: Dallas 9

Bio: I have been practicing as a solo business and consumer trial and appellate lawyer in Texas for over 40 years. I am presently only taking appellate engagements.

Mark Graybill

Mark Graybill

Lee and Associates
Principal
(214) 914-5537
mgraybill@lee-associates.com
Real Estate
Home Group: Dallas 2

Bio: I represent owners and occupiers of industrial, office and land real estate assets in sales, dispositions, leasing and investments.

Blake Heenan

Blake Heenan

Southern Plains Insurance Group
(913) 568-8177
bheenan@southernplainsinsurance.com
Insurance
Home Group: Dallas 6

Kevin Keen

Kevin Keen

Katten Muchin Rosenman
Partner
(469) 627-7080
kevin.keen@katten.com
Attorney
Home Group: North Dallas 3

Brian Kinard

Brian Kinard

BK Financial Advisors, LLC
Founder
(650) 868-6669
brian@bkfinancialadvisors.com
Financial Service
Home Group: Dallas 9

Bio: IPO; M&A; finance and legal advisor for small-to-medium sized company High technology (hardware and software); batteries; aerospace; manufacturing; telecommunications; medical devices; geothermal and solar (cleantech); corporate law; corporate finance

Cheryl Moody

Cheryl Moody

GoCIO.net
Founder and CEO
(214) 577-7622
cheryl.moody@gocio.net
Information Technology
Home Group: Dallas 8

Michael Murphy

Michael Murphy

SolutionOne Consulting, Inc.
President
(214) 299-8555
mmurphy@solutiononeinc.com
Information Technology
Home Group: North Dallas 3

Bio: Entrepreneur | Cybersecurity Expert | Technology Enthusiast | Investor. Helping small business owners have peace of mind knowing their IT systems are secure and their employees are productive.

Ryan Schwanke

Ryan Schwanke

OneDigital
Client Executive
(214) 770-0163
rschwanke@onedigital.com
Insurance
Home Group: Dallas 3

Bio: Health Insurance | Employee Benefits | Employee Engagement | 401k | Property & Casualty | HR Consulting | Compensation Studies | PEO | HR Technology

Andrew Stover

Andrew Stover

Whalen Law Firm
(214) 571-7289
astover@whalenlawoffice.com
Attorney
Home Group: North Dallas 3

Bio: I am an attorney with the Whalen Law Office which is a boutique law firm that specializes in defense of both federal and serious state investigations and crimes. My area of expertise is white collar offenses.

Sherry Travers

Sherry Travers

Littler
Employment Law Attorney
(214) 507-5571
stravers@littler.com
Attorney
Home Group: Dallas 8

Hoyt Utay

Hoyt Utay

Dexter & Co
Vice President
(214) 957-3133
hutay@dextercompany.com
Insurance
Home Group: Collin County

Peter Vogel

Peter Vogel

Vogel IT Law
Attorney
(214) 914-1839
pvogel@vogelitlaw.com
Attorney
Home Group: Dallas 1

Bio: Peter Vogel limits his law practice to representing buyers and sellers of Information Technology & Internet Services, including AI, IP, Cloud, Cybersecurity, Cloud, SaaS in litigation and contract negotiations.

Andrew Widmer

Andrew Widmer

Cadence Bank
EVP
(469) 501-9037
andrew.widmer@cadencebank.com
Banking Finance
Home Group: Dallas 5

Member News

Todd Carey
Apr 13, 2024

Loreen Gilbert named to the 2024 Forbes Top Women Wealth Advisors Best-In-State list

Loreen Gilbert has been named in the 2024 Forbes Top Women Wealth Advisors Best-In-State* list! See the full list and announcement here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7490874a1d11
Todd Carey
Apr 03, 2024

Loreen Gilbert's WealthWise Financial Services Acquires Houston Based Financial Practice

HOUSTON, March 14, 2024 /PRNewswire/ -- WealthWise Financial Services ("WealthWise"), a wealth management firm that leverages an integrative approach to provide business owners, executives and female investors with a clear vision of life's next chapter, today announced the acquisition of a Houston based financial firm specializing in securities and investment. https://www.prnewswire.com/news-releases/wealthwise-financial-services-acquires-houston-based-financial-practice-302089742.html

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 15 Years

Loreen Gilbert

WealthWise Financial Services
CEO
(469) 947-9937
loreeng@wealthwisefinancial.com
Investment Advisor
Home Group: Dallas 6

Bio: Wealth Management Redefined: We work towards taking the worry, fear and concern out of wealth management and financial planning. We specialize in working with business owners, key executives and female investors looking to exit within the next 10 years.

Events

On April 18th, ProVisors hosted our annual Group Leader Awards and put a spotlight on some of our finest GLs. With over 450 amazing Home Group and Affinity Group Leaders, it’s nearly impossible to pick winners within this esteemed group. We had over 27 finalist in five categories.  Congratulations to all of you and especially this years’ winners – Maria Castillo Dominguez, Christopher Cazares, Deb Danger, Kelly Fischer, Nicola Gelormino, Steven Glick, Josh Glikin, Neil Forester, David Oates, Tom Means, Krystalynn Schlegel, Michael Shockley and Dinia Takacs.  We thank all of our Group Leaders for their passion, service and dedication to our amazing community and members.

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

Tuesday, June 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, June 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET