New Members | 16 New Members in the Dallas Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Debora Clark
Clark & Associates Wealth Strategies
Financial Advisor
(817) 749-5033
debbie@clarkwealth.com
Insurance
Home Group:Â Fort Worth 1
Michelle Crissey
A2B Management Group
President/Founder
michelle.crissey@a2bmanagementgroup.com
Consultant Service
Home Group:Â Dallas 5
Brandy Derrick
Legal Ease Bookkeeping
Owner
(469) 751-2150
brandy@legaleasebookkeeping.com
Financial Service
Home Group:Â Fort Worth 1
Carla Gale
Regions Bank
SVP Trust
(214) 220-6176
carla.gale@regions.com
Banking Finance
Home Group:Â Dallas 2
Benjamin Gerald
Major Life/Disability Carriers including New York Life
Principal & Co-Founder
(214) 436-6220
benjamin@audiblefg.net
Insurance
Home Group:Â Collin County
Bio: Providing life and disability insurance solutions for individuals and businesses.
Zach Hilton
Hilton IP Law
Managing Attorney
(972) 795-5550
zach@hilton-ip.com
Attorney
Home Group:Â Collin County
Bio: Patent and trademark attorney for individuals, and businesses of all sizes.
Brandon Hurwitz
Underwood Perkins
Director
(972) 661-5114
bhurwitz@uplawtx.com
Attorney
Home Group:Â Dallas 2
Butch Korb
Bourland, Wall, & Wenzel P.C.
Attorney
(817) 877-1088
bkorb@bwwlaw.com
Attorney
Home Group:Â Fort Worth 1
Laura Lloyd
Lloyd & Hodge
Partner
(817) 831-0097
laura@lloydandhodge.com
Accountant
Home Group:Â Fort Worth 1
Neil Milam
Rush & Company Inc
CEO
(972) 241-7811
nmilam@rushandco.com
Human Resources
Home Group:Â Collin County
Bio: CEO of The Bexar Company. Over 30 years of experience in Executive Search, Executive Recruiting, Staffing, Temporary & Direct / Permanent Placement, Temp-to-Perm or Temp-to-Hire, Career Coaching & Career Design.
Laura Ryan
Truist Wealth
Managing Director
(214) 734-7160
laura.ryan@truist.com
Financial Service
Home Group:Â North Dallas
Joshua Shepherd
Quilling, Selander, Lownds, Winslett & Moser
Shareholder
(214) 880-1824
jshepherd@qslwm.com
Attorney
Home Group:Â Dallas 2
Bio: Josh is a practical problem solver who focuses his legal practice on business litigation, receiverships, and all aspects of bankruptcy law. He represents trustees, receivers, businesses, and banks in matters throughout the State of Texas.
Jaimes Sher
IP Excellence – Sher IP, PLLC
Principal Owner
(214) 497-7870
jaimes@ipexcellence.com
Attorney
Home Group:Â Dallas 3
Bio: Former Chief IP Counsel to Fortune 100 companies with expertise for strategically delivering competitive business value from IP. Experienced in IP globally bringing sophisticated and differentiated pragmatic and strategic IP solutions to businesses.
Peter Terilli
BDO
Managing Director
(214) 243-2985
pterilli@bdo.com
Accountant
Home Group:Â Dallas 5
Bio: International Tax Lead for BDO’s Global Value Chain Group; Mergers & Acquisitions; Integration; Intellectual Property; Restructuring; Operational Efficiencies; IRS Filings and Forms.
Thai Truong
Avert Network Services
CEO
(817) 480-7815
thai@avertnetworkservices.com
Information Technology
Home Group:Â North Dallas
Sara Waskow
FranNet
Franchise Owner and Business Consultant
(817) 821-7997
swaskow@frannet.com
Consultant Service
Home Group:Â Fort Worth 1
Member News
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Upcoming Events
Join an Accelerator Workshop 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.
Dallas Accelerator PV Zoom
Date: Wednesday, October 27, 2021
Time: 11:30am – 1:00pm
Atlanta | Chicago | Los Angeles | New England | New York | Orange County | San Diego | San Francisco | Seattle | Silicon Valley