New Group Leaders

1 New Group Leader in the Dallas Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Pete Essex

Outsourced VP of Sales
Sales Xceleration
(817) 907-7365
pessex@salesxceleration.com
Home Group: North Dallas 3

New Members

11 New Members in the Dallas Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

David Ashton

Patterson + Sheridan, LLP
Intellectual Property Attorney
(214) 402-8770
dashton@pattersonsheridan.com
Attorney
Home Group: Dallas 8

Mark Auten

Plunk Smith
Attorney
(972) 370-3333
mauten@plunksmith.com
Attorney
Home Group: North Dallas 2

Scott Barnes

Empire Finance
(972) 768-7306
scott.barnes@empirelease.com
Banking Finance
Home Group: North Dallas

Wes Bearden

Bearden Investigative Agency, Inc.
Chairman
(214) 220-0111
wes@beardenonline.com
Consultant Service
Home Group: Dallas 5

Philip de Bruyn

CAPTRUST
(972) 661-4600
philip.debruyn@captrust.com
Insurance
Home Group: Dallas 8

Damian Davis

Davis Insurance Services
Principal
(470) 705-4535
damian.davis@davisinsureservices.com
Insurance
Home Group: Dallas 3

Julie Dereska

Onward Signing LLC
(972) 342-1269
jdereska@onwardsigning.com
Consultant Service
Home Group: North Dallas 2

Bio: My focus is on placing notaries and loan-signings worldwide. We also help our clients with biometric technology.

Frank Gustafason

Sandler, by Strategic Training Partners, Inc.
President
(817) 771-1313
frank.gustafson@sandler.com
Consultant Service
Home Group: Fort Worth 1

James Henry

Sloan Investment Management, LLC
Partner / Portfolio Manager
(214) 720-7500
jhenry@sloanim.com
Investment Advisor
Home Group: Dallas 1

Jacob Nethery

KHA Accountants, PLLC
Partner – Assurance Services
(817) 929-6555
jacob.nethery@kha.cpa
Accountant
Home Group: Las Colinas

Bio: I help facilitate truth in the marketplace by providing financial statement audit and review services.

Kelly Pattillo

Captrust
CPA
(972) 661-4604
kelly.pattillo@captrust.com
Accountant
Home Group: North Dallas 2

Member News

Events

Save-the-date for our Spring PV@Night – Tuesday, April 2nd at Haywire Uptown. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

Join a New Member Orientation 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.

New Member Orientations

Tuesday, February 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET