Mike Monnat
Dallas Regional Director
(972) 839-7600
mike@provisors.com
Welcome to ProVisors – Dallas
Our Dallas region is one of our newer regions and we’re excited to get new members involved. This region covers the Dallas area and currently includes 5 Home Groups. Our groups are all curated to maximize cross-referral opportunities. Home Group meetings, Troikas (three-person meetups), and social events help you form important relationships with members, which allows you to provide clients with trusted recommendations.
As an invitation-only community, our members are vetted to ensure that the Dallas region consists of high-quality trusted advisors. Join ProVisors to expand your network, increase your brand awareness, and accelerate the growth of your business.
Dallas Group Leaders
Judy Barton
Senior Wealth Director
BNY Mellon Wealth Management
Dallas 4
Dunham Biles
Partner
Fox Rothschild
Dallas 3
Jamie Christensen
Founder
Fuse Associates
Dallas 5
Michael DePonte
Principal
Jackson Lewis
Dallas 1
Glennie Green
SVP Marketing & Business Development
Jaffe
Dallas 2
Cliff Porter
Senior Director
Fox Forensic Accounting, LLC
North Dallas
Jeremy Rosenthal
Senior Partner
Rosenthal, Kalabus & Therrian
Collin County
Interested in joining ProVisors?
To learn more about joining ProVisors in Dallas please contact Regional Director Mike Monnat using the form below.
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