Mike Monnat
Dallas/Ft Worth Regional Director
(972) 839-7600
mike@provisors.com

Welcome to ProVisors – Dallas/Fort Worth

ProVisors is the largest national networking organization exclusively for professional service providers – Trusted Advisors. Our proven system, developed over 30 years, accelerates business results for our members. ProVisors members receive business opportunities and access to our national network of advisors to provide more value to their existing clients. They also enjoy elevated standing of their personal and professional brand, while forming lasting relationships with like-minded professionals.

Our Dallas/Ft Worth region includes 12 Home Groups. Each group is curated to maximize cross-referral opportunities, which allow you to provide your clients with trusted recommendations. ProVisors Home Group meetings, Troikas (three-person meetups), and social events help you form key relationships with members in your region.

As an invitation-only community, our members are vetted to ensure that the Dallas/Ft Worth region consists of high-quality Trusted Advisors. Click or call us to learn more about joining ProVisors Dallas/Ft Worth today!

Learn more

Click or call us (888) 684-4437

Dallas/Fort Worth Group Leaders

Yadira Anzueto - ProVisors - Dallas
Yadira Anzueto
Sr. Director of Business Development
K&S Insurance, A BRP Company
Dallas 7
Judy Barton - ProVisors - Dallas
Judy Barton
Senior Wealth Director
BNY Mellon Wealth Management
Dallas 4
Dunham Biles - ProVisors - Dallas
Dunham Biles
Partner
Steptoe & Johnson PLLC
Dallas 3
Jamie Christensen - ProVisors - Dallas
Jamie Christensen
Founder
Fuse Associates
Dallas 5
Michael DePonte - ProVisors - Dallas
Michael DePonte
Principal
Jackson Lewis
Dallas 1
Glennie Green - ProVisors - Dallas
Glennie Green
SVP Marketing & Business Development
Jaffe
Fort Worth 2
Mark Nielsen - ProVisors - Dallas
Mark Nielsen
Patent/IP Litigation Partner
Scheef & Stone, LLP
Dallas 6
Glennie Green - ProVisors - Dallas
Cliff Porter
Senior Director
Fox Forensic Accounting, LLC
North Dallas
Jeremy Rosenthal - ProVisors - Dallas
Jeremy Rosenthal
Senior Partner
Rosenthal, Kalabus & Therrian
Collin County
Mark Nielsen - ProVisors - Dallas
Greg Scheig
Managing Director
STOUT
Irving/Las Colinas
Mike Shockley - ProVisors - Dallas
Mike Shockley
Managing Director
RGT Wealth Advisors
Dallas 2
Jermaine Watson - ProVisors - Dallas
Jermaine Watson
Partner
Cantey Hanger LLP
Fort Worth 1

Dallas/Fort Worth Affinity Group Leaders

Susan Bryant - ProVisors - Dallas
Susan Bryant
Principal
The MB Group, LLC
DFW Women’s Affinity Group
Terry Saad - ProVisors - Dallas
Terry Saad
Shareholder
Bragalone Olejko Saad PV
Dallas Lawyers Affinity Group

Interested in joining ProVisors?

Click below to schedule a call with Dallas/Fort Worth Regional Director Mike Monnat or complete the form below.

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