Jason Armstrong

BA Property Tax
Co-Founder
(972) 215-8214
jason@bapropertytax.com
Financial Service
Home Group: Dallas 10

Ryan C. Cole

Lane Gorman Trubitt LLC
Tax Partner
(214) 461-1475
rcole@lgt-cpa.com
Accountant
Home Group: North Dallas

Bio: Real Estate Taxation Specialist focusing on Commercial, Residential and Mixed Use properties.

Trey Cooley

Vantage Bank
EVP, Dallas Market President
(214) 282-0022
trey.cooley@vantage.bank
Banking Finance
Home Group: Dallas 6

Bio: Banking & financing needs for working capital lines of credit, real estate, equipment, acquisitions. Deposit & cash management service. Small & medium business, professional services, contractors. Entrepreneurs, private equity, high net worth individuals.

Edward Cox

The Cox Law Firm, PLLC
Owner/Manager
(817) 510-2811
ed@edcoxlaw.com
Attorney
Home Group: Dallas 1

Bio: Hi. I’m Ed. I’m a 29-year board-certified construction attorney and a licensed escrow officer. I handle all types of construction contracts, defects, and nonpayment claims. I also litigate real estate claims.

Bonnie Fleming

Fleming & Associates, LLC
Principal
(469) 993-9998
bonnie@flemingandassoc.com
Accountant
Home Group: Dallas 6

Bio: We provide Fractional CFO and outsourced accounting services tailored for small to mid-sized companies, specializing in law firms and professional services. Our priority is driving innovation and efficiency in every financial process.

Blanca Franco

Simmons Bank
Business / Commercial Banker
(817) 916-6003
blanca.franco@simmonsbank.com
Banking Finance
Home Group: North Dallas

Bio: As a dedicated business development representative for Simmons Bank, I thrive being able to help my clients reach their financial goals- no matter what life cycle or stage they are in. My passion is to help young people and adults with Financial needs.

Rafael De La Garza

De La Garza Law
Owner & Founder
(972) 351-2769
rdelagarzalaw@me.com
Attorney
Home Group: Dallas 11

Seth Jungman

American National Bank of Texas
VP, Senior Trust Officer
(214) 863-6075
sethjungman@anbtx.com
Banking Finance
Home Group: Dallas 6

Bio: Trust officer with American National Bank of Texas.

Marvin Karlow

RainCatcher
Sell-Side M&A Advisor
(214) 621-4953
marvin.karlow@raincatcher.com
Financial Service
Home Group: Collin County 2

Bio: Experienced Sell-Side M&A Advisor I Investment Banker I Business Broker I Business Valuation.

Nick Lee

NAI Robert Lynn
President – Office Division I Principal
(214) 256-7121
nlee@nairl.com
Real Estate
Home Group: Collin County 2

Bio: Office Tenant Representation.

Jennifer Luney

Bank of Texas
SVP, Senior Private Wealth Banker
(214) 770-6154
jluney@bankoftexas.com
Banking Finance
Home Group: Collin County 2

Bio: Jennifer Luney, SVP Private Banker at Bank of Texas North Dallas/Plano,TX.

Lee Meyercord

Holland Knight
Partner
(214) 969-1315
lee.meyercord@hklaw.com
Attorney
Home Group: Dallas 7

Brad Morgan

Strategic Retirement Partners
Managing Director
(903) 815-9505
bradm@srpretire.com
Investment Advisor
Home Group: Collin County 2

Bio: 20 years of Experience managing Retirement Plans.

Robert Portillo

12 AM Agency
CEO, Founder
(214) 394-8499
robert@l2amagency.com
Marketing
Home Group: Dallas 1

Bio: An entrepreneur at heart, Robert Portillo is a skilled digital marketer who has successfully helped numerous businesses and law firms scale their operations.

Patrick Reilly

Lane Gorman Trubitt
Partner
(214) 461-1435
preilly@lgt-cpa.com
Accountant
Home Group: Dallas 8

Mudar Sapatwalla

TeamLogic IT
CEO
(972) 371-0087
mudars@teamlogicit.com
Information Technology
Home Group: Dallas 9

Claele Smith

Dawn Energy Consulting
President & CEO
(214) 240-5311
claele.smith@gmail.com
Consultant Service
Home Group: Dallas 7

David D. Twu

Comerica Bank
Commerical Relationship Manager
(469) 827-3369
ddtwu@comerica.com
Banking Finance
Home Group: Collin County 2

Bio: I AM the Unicom of commercial bankers as a licensed attorney & CPA w/ expertise in Working Capital Asset Based, Business Acquisition, Buy-in & Buyout Financing, Letters of Credit, SBA, Conventional & 504 Equipment loans/lines. Fluent in Chinese Mandarin.

Bob Vesely

Consolidation Partners LLC
Founding Partner
(949) 870-7221
bvesely@consolidationpartners.com
Financial Service
Home Group: Collin County 2

Bio: Bob is a corporate finance specialist having been CFO for PE and VC firms, also started his own business (Consolidation Partners LLC) to provide support for M&A, financings, acquisitions, and preparation for sale.

Vince Vittatoe

Vittatoe Consulting, LLC
Principal/CEO
(972) 674-9557
vince@vittatoeconsulting.com
Consultant Service
Home Group: Collin County 2

Bret Walsh

The Willis Law Group
Senior Counsel
(972) 655-6340
walshbret75023@gmail.com
Attorney
Home Group: Collin County 2

Walker Young

Scheef & Stone
Attorney
(214) 472-2147
walker.young@solidcounsel.com
Attorney
Home Group: Collin County 2