|  Dallas / Ft Worth

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.

Rachel Li

Rachel Li

Family Law Attorney
Li Family Law
(214) 620-7001
rachel@rachellilaw.com
Home Group: Collin County 2

New Members

10 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.

Chase Evans

Chase Evans

Sullivan, Klocke, Evans & Goenawein, P.C
Partner
(806) 789-2317
chase@sketexas.com
Attorney
Home Group: Dallas 7

Robert Heller

Robert Heller

CKC Consulting, LLC
Partner
(214) 295-7626
robert@ckcconsulting.com
Consultant Service
Home Group: Dallas 11

Bio: I am a digital forensics and eDiscovery expert. I specialize in forensically preserving electronic data, analyzing the collected data and providing expert testimony. I also specialize in eDiscovery data collections and document hosting.

Genice Lee

Genice Lee

Harvest Estate and Appraisal Services LLC
Appraiser Generalist
(240) 398-8490
harvest4you@gmail.com
Consultant Service
Home Group: Collin County

Bio: I work with clients nationwide to appraise antiques, art, collectibles and memorabilia for estate tax calculation, estate and financial planning, insurance coverage and loss claims, division of property and non­ cash charitable contributions.

Sophia Mai

Sophia Mai

Gividen Law
Managing Partner
(682) 552-3298
sophia@gividenlaw.com
Attorney
Home Group: Collin County 2

Nathan Moayyad

Nathan Moayyad

Moayyad Law, PLLC
Attorney
(469) 573-1578
nathan@moayyadlaw.com
Attorney
Home Group: Dallas 9

Bio: l am a transactional attorney focusing on business/commercial contracts, corporate and M&A, real estate transactions, and outsourced general counsel services.

Rochelle OBrien

Rochelle O’Brien

Venture Opportunities
Owner
(972) 351-3645
robrien@bizdealmaker.com
Financial Service
Home Group: Dallas 10

Casey Stratmeyer

Casey Stratmeyer

Dominion Payroll
Senior HCM & Payroll Consultant
(925) 381-6992
cstratmeyer@dominionpayroll.com
Human Resources
Home Group: North Dallas 3

Bio: Senior HCM /Payroll Sales Consultant I 17+ years experience I I Love helping employers navigate HR & Payroll compliance. There’s many choices in creating systems to help hire, track & pay employees! How may I help?

Thu Tucker

Thu Tucker

Law Office of Thu Nguyen, PLLC
Managing Member
(972) 685-5660
thu@nguyenimmigration.com
Attorney
Home Group: Collin County 2

Steve Watson

Steve Watson

Computer Forensic Services, Inc
Forensic Examiner
(214) 306-6470
steve@cfsiusa.com
Consultant Service
Home Group: North Dallas

Ben Wilson

Ben Wilson

Bulkley Capital
Vice President
(214) 692-5476
bwilson@bulkleycapital.com
Banking Finance
Home Group: Dallas 7

Bio: Ben advises family- and founder-owned businesses and their owners on the sale or divestiture of their business, capital raises, and growth through acquisition. He takes a consultative approach to investment banking and M&A transactions.

Member News

ProVisors is now 10,000 members strong!

Events

Save-the-date for our Holiday Party – Tuesday, December 3rd from 5-7pm at The Constellation Club.  Details and registration are on the Hub.

Accelerate Your Membership (AYM) on Monday, October 14, 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, October 1, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, October 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, October 9, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, October 10, 2024  – 11:30a PT | 1:30p CT | 2:30p ET