New Group Leaders

1 New Group Leader in the South Central Texas 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.

Elizabeth Quanain

Partner
Robin Glen
(512) 297-7815
equanaim@robinglen.com
Home Group: Austin 8

New Members

14 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.

David Brodsky

David Brodsky Properties
CEO
(512) 657-6694
david@dbrodskyproperties.com
Real Estate
Home Group: Austin 7

Merri Cronk

FranNet: Your Trusted Franchise Experts
Market President/ Sr. Franchise Consultant
(512) 689-8428
mcronk@frannet.com
Consultant Service
Home Group: Austin 4

Bio: Merri Cronk is a franchise consultant who serves as an educational and matching resource, helping aspiring business owners examine the possibilities of the franchise model across a range of industries. Merri’s services have no cost to her clients.

Keaton Frieberg

Texas Suits
Partner
(210) 503-2800
keaton@txsuits.com
Attorney
Home Group: San Antonio 1

Chantal Froehlich

Fidelity National Title
AVP, Business Development Manager
(713) 201-1576
chantal.froehlich@fnf.com
Real Estate
Home Group: Houston 1

Bio: Investor-centric Title Specialist, Real Estate Broker, Income Stream Specialist. I connect people to the resources and people they need. I tum challenges into opportunities for everyone.

Terri Heffelfinger

Heffelfinger & Associates
Owner
(512) 335-2212
terriheffelfinger@sbcglobal.net
Insurance
Home Group: Austin 6

Paul Hernandez

Gursey I Schneider LLP
Sr. Mgr., Tax & Accounting
(424) 522-7906
phernandez@gursey.com
Accountant
Home Group: Houston 2

Bio: Tam a CPA specializing in tax and estate planning for high net-worth families. T specialize in real estate but handle all types of tax returns.

Jennifer Ivy

Keystone Bank
AVP Treasury & Liquidity Solutions Officer
(512) 917-6737
jivy@keystone.bank
Banking Finance
Home Group: Austin 7

Bio: Treasury Sales & Liquidity Solutions I Relationship Management Expert I Streamlining Banking for Clients to Save Time and Maximize Efficiency.

Kate Lincoln-Goldfinch

Lincoln-Goldfinch Law
Owner
(512) 750-7770
kate@lincolngoldfinch.com
Attorney
Home Group: Austin 1

Asel Lindsey

Dykema
Attorney
(210) 323-9672
alindsey@dykema.com
Attorney
Home Group: San Antonio 1

Jon McAdams

Bank of Texas
SVP, Private Wealth Advisor
(281) 705-5801
jmcadams@bankoftexas.com
Investment Advisor
Home Group: Temporary Group Austin

Briar Patterson

Lockton Companies
Vice President, Austin
(817) 243-8302
briar.patterson@lockton.com
Insurance
Home Group: Austin 7

Bio: I help medium to large organizations with their employee benefits and commercial insurance programs. Additionally, I have a full-service M&A transaction team that supports everything from LOI to Exit.

Paco Rivera

WoodForest National Bank
Regional Manager – Business Banking
(281) 382-9111
paco.rivera@woodforest.com
Banking Finance
Home Group: Houston 2

Sarah Weil

Cox Consulting Network
Managing Director
(512) 992-6063
sarah@ccnserves.com
Home Group: Austin 8

Dillon Zwick

MeadowLark Advisors
Sr. Manager
(940) 367-4353
dzwick@mlafocus.com
Consultant Service
Home Group: Austin 7

Bio: We help companies maximize their enterprise value in anticipation for a transaction, along with helping distressed companies get back on their feet.

Member News

Events

Join us for our Holiday Party – Thursday, December 5th from 5-7pm at Renaissance Austin Hotel. Details and registration are on the Hub.

Accelerate Your Membership (AYM) on Monday, December 9, 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, December 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET