New Group Leaders

1 New Group Leader in the Dallas 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.

Stewart Wesse

Managing Partner
The Wessel Group
(214) 432-2515
stewart@thewessel.group
Home Group: North Dallas 2

New Members

12 New Members in the Dallas Area

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

Jonny Baker

KHA Management Consultants
Partner
(972) 221-2500
jonny.baker@kha.cpa
Consultant Service
Home Group: Dallas 6

Bio: Strategic Business Consultant and Executive Coach specializing in Strategic Planning, Executive Compensation, and Operational Improvement.

Bill Burkhalter

Sales Xceleration
(214) 868-2393
bburkhalter@salesxceleration.com
Consultant Service
Home Group: North Dallas

Jeffrey “Jeff” Glassman

Meadows Collier
Partner
(214) 749-2417
jglassman@meadowscollier.com
Attorney
Home Group: Dallas 3

Bio: I help businesses and high-net worth individuals resolve challenging income and estate tax issues (planning, audits, and litigation).

Sara Kelm

CBRE
VP
(469) 559-5874
sara.kelm@cbre.com
Real Estate
Home Group: Dallas 2

Gary Leeman

EOS Worldwide
Professional EOS Implementer
(469) 816-4369
gary.leeman@eosworldwide.com
Consultant Service
Home Group: Fort Worth 2

Bio: I help people get what they want from their businesses.

Randy Lieberman

Earnd
CEO
(214) 280-9227
rslieb@earnd.co
Financial Service
Home Group: Dallas 4

Keith Manning

Security National Bank
SVP, Director of Trust Services
(469) 619-4889
kmanning@snbtexas.com
Banking Finance
Home Group: Collin County

Bio: I’m the Director of Trust Services for Security National Bank. I’m a Certified Financial Planner and Certified Trust and Fiduciary Advisor serving clients and endowments with investment management, trust and estate administration.

Bill Nicholson

Exit Strategy Advisors – M&A Firm
Managing Director
(972) 399-9560
nicholson@esamergers.com
Financial Service
Home Group: Dallas 1

Bio: Experienced and Certified mergers and acquisitions (M&A) professional delivering full-service investment banking advisory services. I work with entrepreneurs looking to buy or sell a business in the United States.

Katherine Sharp

Mazars USA LLP
Tax Partner
(951) 514-0002
katherine.sharp@mazarsusa.com
Accountant
Home Group: Dallas 4

Camisha Simmons

Simmons Legal PLLC
Managing Attorney
(214) 643-6192
camisha@simmonslegal.solutions
Attorney
Home Group: Dallas 6

Bio: Camisha L. Simmons is an attorney that represents parties in business transactions, restructurings, bankruptcies, and litigation. She is also a frequent writer and speaker on cutting edge legal topics that impact businesses.

Todd Strosnider

Tractus
Founder
(214) 802-8715
todd@tractuslearning.com
Consultant Service
Home Group: Dallas 7

Bio: Learning & Development Executive providing training solutions for small and mid-sized businesses.

Michael Wilson

Cuccia Wilson, PLLC
(817) 558-4323
mwilson@cucciawilson.com
Attorney
Home Group: Fort Worth 2

Bio: Owner of Cuccia Wilson, PLLC. Family lawyer representing clients in all aspects of family law, including divorce, custody, modifications, enforcements, pre and post-nuptial agreements, and adoptions.

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.

Events

Accelerate Your Membership (AYM) on July 10th (8:30a P / 10:30a C / 11:30a E) with Preston Howard and Tanya Patterson who will discuss the Influence of a Great Testimonial and How to use a Troika to Give Referrals. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

EC Workshop on July 25th (1:30p P / 3:30p C / 4:30p E) – This is 45-60 minute quarterly workshop where designated chairs will review the primary roles of an Executive Committee member, explore best practices and establish camaraderie with EC members across the country.

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, July 5, 2023 – 9:30am-111:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT

Wednesday, July 5, 2023 – 11:30am-1:00pm ET | 12:30pm-2:00pm CT | 2:30pm-4:00pm PT

Thursday, July 6, 2023 – 8:30am-10:00am ET | 9:30am-11:00am CT | 11:30am-1:00pm PT

Thursday, July 6, 2023 – 9:30am-11:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT