New Members | 18 New Members in the Dallas Area
Yadira Anzueto
Company: Risk Strategies
Title: VP, Texas Private Client Group Leader
Phone: (661) 618-0727
Email: yanzueto@risk-strategies.com
Profession: Insurance
Home Group: Dallas 3
Bio: I serve as the Texas Private Client Group Leader in Dallas for my firm. I take my client’s needs on as my own and become fully invested in working towards an insurance solution that will make them feel safe and protected when the unexpected happens.
Fred Arias
Company: Fletcher Farley
Title: Attorney
Phone: (214) 987-9600
Email: fred.arias@fletcherfarley.com
Profession: Attorney
Home Group: Dallas 2
Natalie Bode
Company: Cushman & Wakefield
Title: Director
Phone: (972) 663-9742
Email: natalie.bode@cushwake.com
Profession: Real Estate
Home Group: Dallas 4
Bio: Expert in helping companies who occupy office and industrial space with their real estate related transactions.
Jamie Christensen
Company: Fuse Associates
Title: Founder
Phone: (515) 778-7503
Email: christensen.jamie@fuseassoc.com
Profession: Marketing
Home Group: Dallas 5
Jonathan Cocks
Company: Jonathan Cocks, CPA
Title: Owner
Phone: (214) 491-1602
Email: jonathan.cocks@suddenlink.net
Profession: Accountant
Home Group: Dallas 2
Jennifer Ecklund
Company: Thompson Coburn
Title: Partner
Phone: (972) 629-7112
Email: jecklund@thompsoncoburn.com
Profession: Attorney
Home Group: Dallas 3
John Kane
Company: Kane Russell Coleman Logan PC
Title: Director
Phone: (214) 777-4261
Email: jkane@krcl.com
Profession: Attorney
Home Group: Dallas 4
Ashish Khanna
Company: Frontier Investments
Title: Partner
Phone: (972) 739-7527
Email: akhanna@frontierinvest.com
Profession: Investment Advisor
Home Group: Dallas 4
Bio: Partner at Frontier with a primary focus on serving high-net-worth professionals through effective estate and investment planning.
Jeremy Mahoney
Company: Risk Strategies
Title: Vice President – Employee Benefits
Phone: (214) 323-4612
Email: jmahoney@risk-strategies.com
Profession: Insurance
Home Group: Dallas 1
Alicia Makaye
Company: GXA
Title: Vice President
Phone: (972) 630-3300
Email: amakaye@gxait.com
Profession: Consultant Service
Home Group: Dallas 4
Bio: Dr. Alicia Makaye (the “A” in GXA) is a philanthropist, entrepreneur, and co-founder of GXA Network Solutions, an IT Solutions provider that helps other businesses take command and control of their IT.
Kyle Manley
Company: BNY Mellon
Title: Senior Client Strategist
Phone: (214) 239-6441
Email: kyle.manley@bnymellon.com
Profession: Investment Advisor
Home Group: Dallas 5
Harold McLeod
Company: First United Bank
Title: SVP
Phone: (972) 569-2333
Email: harold.mcleod@firstunitedbank.com
Profession: Banking Finance
Home Group: Dallas 5
Bio: A North Carolina native transplanted to Texas.
Stephanie McNelis
Company: Bridgepoint Consulting
Title: Director
Phone: (512) 680-7327
Email: smcnelis@bridgepointconsulting.com
Profession: Accountant
Home Group: Dallas 4
Bio: Stephanie McNelis is Director of Bridgepoint’s Financial Consulting practice in Dallas. In this role, she provides financial and operational leadership expertise (CFO services) to Bridgepoint clients.
Aaron Miller
Company: Miller Law Office, PLLC
Title: Miller Law Office, PLLC
Phone: (214) 292-4225
Email: aaron@aaronmillerlaw.com
Profession: Attorney
Home Group: Dallas 2
Bio: Aaron helps people build and protect their legacy through elder law and estate planning in Plano, Texas.
Kathryne (“Kate”) Morris
Company: Hosch & Morris
Title: Co-Founder and Managing Member
Phone: (214) 306-8980, ext. 101
Email: kate@hoschmorris.com
Profession: Attorney
Home Group: Dallas 4
Bio: I am a privacy and technology lawyer who clients call when they want direct insights into their data and technologies and practical solutions to data privacy issues.
Barrett Popst
Company: Grant Thornton
Title: Managing Director
Phone: (972) 333-6969
Email: barrett.popst@us.gt.com
Profession: Financial Service
Home Group: Dallas 1
Bio: Barrett is a Managing Director in Grant Thornton’s Transaction Advisory Services practice where he focuses on financial due diligence partnering with leading private equity, investment banking and venture capital firms globally.
Audra Sullivan
Company: Vogue Insurance Agency
Title: Owner
Phone: (682) 305-2140
Email: audra@vogueinsuranceagency.com
Profession: Insurance
Home Group: Dallas 2
Jodi Thibedeau
Company: Assure Software
Title: Sales Executive
Phone: (214) 478-5486
Email: jodi.thibedeau@asuresoftware.com
Profession: Human Resources
Home Group: Dallas 2
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