| Dallas
New Members
16 New Members in the Dallas Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Blaine Cook
Cook Commercial Realty
Broker Principle
(214) 797-9449
blaine.cook@expcommercial.com
Real Estate
Home Group: North Dallas
Bio: High-energy and accomplished Commercial Real Estate Professional with comprehensive experience in commercial, industrial real estate. Excel in asset management, asset enhancement, and identifying economies of scale resulting in cost reductions.
Konny B. Drennan
Pension Planning Consultants, Inc.
Director of Business Development
(817) 798-1646
konnyb@pensionplanningusa.com
Consultant Service
Home Group: Dallas 6
Bio: Since 2002, Konny has helped business professionals know how to structure the most effective retirement plans to fit their business goals.
Robert Goodman
Kilgore Law
Member
(214) 379-0823
reg@kilgorelaw.com
Attorney
Home Group: Dallas 2
Julie Howell
PrimeLending
Senior Mortgage Loan Officer
(972) 672-5107
jhowell@primelending.com
Banking Finance
Home Group: Dallas 7
Bio: I provide residential mortgage planning and solutions. Specializing in separating and divorced individuals, as well as self-employed borrowers. Certified Divorce Lending Professional, licensed in all 50 states.
Wayne Hunter
AvTek Solutions, Inc.
CEO
(972) 616-6406
wayne.hunter@avteksolutions.com
Information Technology
Home Group: Dallas 2
Bio: We are an IT Solutions and Services company that SPECIALIZES in helping businesses mitigate RISK by addressing Cybersecurity and Compliance exposure while reducing IT complexity.
Brooke Lively
CathCap
President
(817) 338-1011
brooke@cathcap.com
Financial Service
Home Group: Fort Worth 2
Bio: Brooke Lively is the CEO and Founder of CathCap, a fractional CFO company empowering entrepreneurs to scale their businesses profitably. Her expertise extends to growth management, financial consulting, and profitability strategy.
Robert Martinez
Security National Bank
Director of Commercial and Industrial Lending
(903) 413-5551
rmartinez@snbtexas.com
Banking Finance
Home Group: Dallas 6
Eric Reed
Audible Financial Group
Financial Advisor
(972) 955-7504
eric@audiblefg.net
Insurance
Home Group: North Dallas 2
Laura Roach
McCathern
Partner
(214) 741-2662
lroach@mccathernlaw.com
Attorney
Home Group: North Dallas 2
Bio: Accomplished Family Law Attorney.
Todd Shadle
FBFK
Shareholder
(972) 378-9111
tshadle@fbfk.law
Attorney
Home Group: North Dallas 2
Melanie Shaffer
TalentSuite
CEO
(214) 906-4981
mshaffer@talentsuitellc.com
Human Resources
Home Group: Dallas 4
Thomas Slover
Spencer Fane LLP
Of Counsel
(972) 324-0344
tslover@spencerfane.com
Attorney
Home Group: North Dallas 2
Bio: Commercial real estate attorney with 20+ years of experience representing developers and owners in a wide range of real estate transactions, but primarily with legal matters in connection with medical real estate properties throughout the country.
Stephen Snyder
TexCap Insurance
Advisor
(972) 720-5376
ssnyder@texcapins.com
Insurance
Home Group: Collin County
Bio: 15 year veteran of the employee benefits industry.
Ragan Speer
Clement Speer
Attorney
(972) 250-9250
ragan@clementspeer.com
Attorney
Home Group: Dallas 1
William Toles
Munsch
Shareholder
(214) 880-1050
wtoles@munsch.com
Attorney
Home Group: North Dallas 2
Thomas Welch
Frost Bank
Private Wealth Advisor
(214) 515-4893
thomas.m.welch@frostbank.com
Banking Finance
Home Group: Dallas 5
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
National Networking Day is Wednesday, September 20th at 2pm PST with featured guest speaker Bob Burg, Author of the Go-Giver. Registration and Dial-In Details are on the Hub.
Join us for our Fall PV@Night at Haywire Uptown on Thursday, September 21st from 5:00-7:00pm. Registration and details are on the Hub.
Accelerate Your Membership (AYM) on October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.
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, September 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, September 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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