New Group Leaders

2 New Group Leaders in the Dallas / Ft Worth 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.

Robert Daniel

Managing Partner
Platt Richmond PLLC
(512) 775-8814
rdaniel@plattrichmond.com
Home Group: DFW Mergers & Acquisitions Affinity Group

Israel Miller

Counsel
Troutman Pepper Locke LLP
(214) 740-8478
isreal.miller@troutman.com
Home Group: DFW Estate and Succession Planning Affinity Group

New Members

8 New Members in the Dallas / Ft Worth Area

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

Michelle Argueta

USI
Personal Lines Risk Specialist
(214) 466-9677
michelle.argueta@usi.com
Insurance
Home Group: Dallas 11

Matt Davis

Maus and Associates
Financial Advisor
(972) 890-3184
mattdavis@mausandassociates.com
Investment Advisor
Home Group: Dallas 11

Bio: My main priority is to work closely with my clients to improve their quality of life by helping them streamline their finances, thereby creating more time to explore diverse opportunities and ideas.

Julio Garcia

Garcia CPA, PC
Accounting and Tax Professional
(972) 893-1877
julio@cpa-in-dallas.com
Accountant
Home Group: Dallas 4

Priscilla Luna

Insperity
Business Performance Advisor
(214) 212-1590
priscilla.luna@insperity.com
Home Group: Dallas 8

Tatiana Perry

Employer Flexible
HR Advisor
(817) 907-6062
tatiana.perry@employerflexible.com
Human Resources
Home Group: Dallas 11

Bio: My goal is to empower and support family-owned businesses, non-profits, and women owned enterprises with comprehensive HR solutions they may not have realized were within their reach.

Gonzalo Serrano

Rosenthal Kalabus Therrian
Attorney
(469) 406-3732
gonzalo@texasdefensefirm.com
Attorney
Home Group: Collin County 2

Joshua Smith

Bell Nunnally & Martin LLP
Sr. Associate
(214) 740-1463
jsmith@bellnunnally.com
Attorney
Home Group: Dallas 10

Bio: I help clients in a variety of industries with their corporate legal needs, from business formation, corporate governance, and ongoing operations to corporate growth (including capital fundraising) and strategic exits (including mergers & acquisitions).

Mohsena Wahed

PriceKubecka
Partner
(214) 393-4288
mohsena.wahed@pricekubecka.com
Accountant
Home Group: Collin County 2

Member News

Events

Save-the-date for our Spring PV@Night – Tuesday, April 1st from 5-7pm at Haywire Uptown. Details and registration are on the Hub.

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 4, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 12, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Thursday, February 20, 2025 – 11:30a PT | 1:30p CT | 2:30p ET