September 2020

The
Accelerator

September 2020

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members18 New Members in the Dallas Area

Yadira Anzueto

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

Fred Arias

Company: Fletcher Farley
Title: Attorney
Phone: (214) 987-9600
Email: fred.arias@fletcherfarley.com
Profession: Attorney
Home Group: Dallas 2

Natalie Bode

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

Jamie Christensen

Company: Fuse Associates
Title: Founder
Phone: (515) 778-7503
Email: christensen.jamie@fuseassoc.com
Profession: Marketing
Home Group: Dallas 5

Johnathan Cocks

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

Jennifer Ecklund

Company: Thompson Coburn
Title: Partner
Phone: (972) 629-7112
Email: jecklund@thompsoncoburn.com
Profession: Attorney
Home Group: Dallas 3

John Kane

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

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

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

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

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

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

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

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 Morris

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

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

Audra Sullivan

Company: Vogue Insurance Agency
Title: Owner
Phone: (682) 305-2140
Email: audra@vogueinsuranceagency.com
Profession: Insurance
Home Group: Dallas 2

Jodi Thibedeau

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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