New Members

24 New Members in the Dallas Area

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

Margaret Apgar

The Apgar Firm
Principal
(214) 707-2791
margaret@apgarfirm.com
Attorney
Home Group: Dallas 8

Andrew Barker

Middle Market Advisory LLC
Advisor
(469) 403-4944
andrewbarker@middlemarketadvisory.com
Financial Service
Home Group: Dallas 5

Bio: Andrew is the founder of Middle Market Advisory LLC. He holds a Bachelor of Science in Accounting, an M.B.A. in Finance, International Business, and Information Technology from the Stern School of Business at New York University.

Matthew Bourque

RMO LLP
Managing Attorney
(214) 427-5643
bourquem@rmolawyers.com
Attorney
Home Group: Dallas 6

Bio: I’m a trust and estate litigator practicing in Dallas, North Texas, and beyond. I represent trustees, executors, beneficiaries, heirs, spouses, and guardians in contested probate matters.

Kenya Brooks

Saville Dodgen and Company PLLC
Sr Manager
(469) 806-2275
kenya.brooks@savillecpa.com
Financial Service
Home Group: North Dallas 2

Richard Cheng

Ritter Spencer Cheng, PLLC
Managing Member
(214) 295-5063
rcheng@ritterspencercheng.com
Attorney
Home Group: North Dallas

Anthony Colantino

Marsh McLennan
EVP
anthony.colantino@marshmma.com
Insurance
Home Group: Dallas 5

Bio: Experienced insurance professional helping employers maximize their insurance programs.

Kristen Cox

Meadows Collier
Partner
(214) 749-2403
kcox@meadowscollier.com
Attorney
Home Group: Dallas 5

Melissa Gray

The Law Spot
Partner
(267) 529-7768
melissa@thelawspot.com
Attorney
Home Group: North Dallas 2

Brandon James

Stout
SVP
(972) 898-7884
bjames@stout.com
Financial Service
Home Group: Dallas 3

Jerome James

James Real Investments
Chief Lending Officer
(469) 956-9955
jj@jamesrealinv.com
Banking Finance
Home Group: North Dallas 2

Bio: Jerome is a Commercial Lender, specializing in funding small and medium-sized businesses. If the loan is viable, we possess the capacity to secure funding, leveraging access to numerous banks and private lenders.

Lucas LaChance

Lane Gorman Trubitt
Partner
(214) 461-1467
llachance@lgt-cpa.com
Accountant
Home Group: Dallas 8

Kimberly Leighton

Bridgepoint Consulting
Operations Manager
(214) 914-3662
kleighton@bridgepointconsulting.com
Financial Service
Home Group: Dallas 4

Courtney Lewis

Cadence Bank
Senior Managing Director
(817) 870-9727
courtney.lewis@cadencebank.com
Banking Finance
Home Group: Fort Worth 1

Danny Li

New York Life
Financial Advisor
(626) 321-5504
dcli@ft.newyorklife.com
Insurance
Home Group: Dallas 7

Bio: My team and I work with business owners of closely held family-owned businesses and their professional advisory team to create tax efficient strategies for their business, executive incentive plans, estate, personal retirement, and investment portfolios.

Joe Martinez

Krilogy
Managing Partner
(214) 238-5640
jmartinez@krilogy.com
Investment Advisor
Home Group: Dallas 8

Alex Nakos

Malouf Nakos Jackson & Swinson
Attorney
(214) 273-0570
anakos@mnjslaw.com
Attorney
Home Group: Dallas 4

Bio: I counsel clients on estate planning, probate, and general tax matters.

Jake Pollack

Shackleford Bowen McKinley & Norton LLP
Partner
(214) 780-1332
jpollack@shackelford.law
Attorney
Home Group: Dallas 8

Bio: Estate and wealth transfer planning, asset protection planning, business succession planning, and estate & trust administration.

Gopal Rao

Optimize IT LLC
Principal Consultant
(402) 350-3420
gopalrao@optimizeitllc.com
Information Technology
Home Group: Fort Worth 1

Claudia Ramirez Reed

Bank of Texas
SVP, Commercial Banking Relationship Manager
(214) 576-0842
claudiareed@bankoftexas.com
Banking Finance
Home Group: Dallas 8

Alex Sanchez

Bridgepoint Consulting
CFO Consultant
asanchez@bridgepointconsulting.com
Consultant Service
Home Group: Dallas 8

Bio: SENIOR FINANCE EXCUTIVE: CFO, VP FINANCE, CONTROLLER.

Melinda Sims

Winstead
Attorney
(214) 745-5698
msims@winstead.com
Attorney
Home Group: Dallas 5

Aaron Straach

Fox Forensic Accounting, LLC
Director
(214) 544-5902
aaron@foxforensicaccounting.com
Accountant
Home Group: North Dallas 2

Bio: Forensic Accountant specializing in fraud investigations and litigation support.

Bill Vydra

Cohesion Business Advisors
Lead – Outsourced CFO & Controller Services
(214) 778-2482
bill.vydra@cohesionba.com
Accountant
Home Group: Dallas 3

Linda White

Globe Runner
(972) 538-0260
linda@globerunnerseo.com
Marketing
Home Group: Dallas 8

Member News

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Events

Accelerate Your Membership (AYM) on Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch. 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.

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, December 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET