New Members

9 New Members in the South Central Texas Area

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

Kevin Bales

Capital AX
VP Commercial Lending
(512) 777-0454
kevinbales@capitalax.com
Banking Finance
Home Group: Austin 5

Angelo DeCaro

Quadrus Consulting, Inc.
President
(512) 423-0063
decaro@quadrusconsulting.com
Consultant Service
Home Group: Austin 4

John Patrick Ferguson

Ferguson Law Practice
Attorney
(765) 860-3513
john@fergusonlawpractice.com
Attorney
Home Group: Austin 4

Matt Jewell

Merrill Lynch, Bank of America
VP, Wealth Management Advisor
(713) 658-1627
matt.jewell@ml.com
Investment Advisor
Home Group: Houston 5

Bio: Wealth Management Advisor focusing on high net worth individuals, families, and businesses to help reduce taxes, fees, and risk, while maximizing the return on their assets. I help people make money decisions.

Mike Luxeder

BDO
Managing Director – Tax
(216) 215-1773
mluxeder@bdo.com
Accountant
Home Group: Austin 1

Bio: Mike is a well rounded tax professional serving middle market businesses and their owners. Mike’s greatest asset is customer service.

Mike McConnell

Hancock Whitney
Austin Market President
(737) 272-6580
mike.mcconnell@hancockwhitney.com
Banking Finance
Home Group: Austin 5

Bio: Austin native, 30+ years of commercial banking experience – focused on operating deposits, treasury management services (merchant card services, p-cards, etc.) & all kinds of financing (lines of credit; equipment, acquisition, CRE, SBA & Private Wealth).

Greg Morrison

Morrison Law Firm
Owner
(512) 328-3030
greg@theaustinlawyer.com
Attorney
Home Group: Austin 4

Bio: I help accomplished entrepreneurs successfully navigate the 2nd scariest thing they will ever experience — a divorce.

Tanya Streit

Law Offices of Tanya K. Streit
Attorney
(512) 632-6723
tanya@streitlaw.com
Attorney
Home Group: Austin 4

Chuck Swartz

MarshMcLennan Agency
Advisor, Business Insurance
(281) 794-8910
chuck.swartz@marshmma.com
Insurance
Home Group: Austin 5

Member News

Jan 12, 2024

John Spencer Receives Sales Xceleration President's Circle Honor

The President's Circle showcases top performing Sales Xceleration Advisors. "Sales Xceleration" is a business consulting firm that focuses on helping small to mid-sized businesses accelerate their sales performance. The company provides outsourced sales leadership and sales consulting services to organizations seeking to improve their sales processes, strategies, and overall effectiveness.

Events

Save-the-date for our Houston Spring PV@Night – Thursday, April 11th at Hungry’s Bistro. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, February 12, 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, February 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET