| Dallas / Ft Worth
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Teri Christine LLC
Founder + HR Strategist
(818) 438-8323
teri@terichristine.com
Human Resources
Home Group: Dallas 6
Bio: I believe genuine human connection matters. As a human resource professional with more than a decade of experience, spanning from startups to fortune 100 companies, I work with companies to improve employee engagement and reduce turnover.
Calhoun Bhella Sechrest
Partner
(469) 916-1645
sbryson@cbsattorneys.com
Attorney
Home Group: Dallas 4
Bio: Attorney specializing in lower and middle market mergers and acquisitions.
1st Estate Planning, PLLC
Attorney
(469) 207-1529
ricardo@1stestateplanning.com
Attorney
Home Group: North Dallas 3
CLA Connect
Principal
(214) 223-4321
dee.estep@claconnect.com
Accountant
Home Group: Dallas 11
PriceKubecka
Partner
(806) 787-3107
kalgi.ganatra@pricekubecka.com
Accountant
Home Group: Dallas 6
Holland & Knight
Tax Partner
(214) 969-1640
abbey.garber@hklaw.com
Attorney
Home Group: Collin County 2
Bio: Abbey Garber is a tax attorney and former executive with IRS Chief Counsel. He has experience in all aspects of IRS practice, including audit, appeals, collection, and litigation. The State Bar Tax Section named him the 2024 Outstanding Texas Tax Lawyer.
Platt Richmond PLLC
Partner
(817) 773-2949
fhill@plattrichmond.com
Attorney
Home Group: Dallas 11
Bear Benefits
Founder & CEO
(469) 902-7300
ted@trustbearbenefits.com
Insurance
Home Group: Dallas 7
Bio: Dallas Native, Love Helping Others, 30 Years in Employee Benefits.
Armanino
Audit Director
(972) 590-5208
ryan.kennon@armanino.com
Accountant
Home Group: North Dallas 3
Bio: I work closely with middle market private companies to meet their financial reporting requirements by providing financial statement audits and reviews.
Trailhead Partners
Managing Director
(903) 293-9266
dlangford@trailhead-partners.com
Financial Service
Home Group: Dallas 2
Bio: Drew Langford is a co-founder of Trailhead Partners, a sell-side M&A advisory firm that works with family-owned businesses.
Grant Thornton
Managing Director
(214) 561-2357
hiral.k.shah@us.gt.com
Financial Service
Home Group: Dallas 4
Bio: I specialize in business valuations for financial reporting, tax planning, and strategic decision-making.
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Belanger Valuation
President
(214) 704-3141
ebelanger@belanger-valuation.com
Financial Service
Home Group: Dallas 1
Bio: Business and IP valuation expert – transactions, tax, financial reporting, and disputes. Big firm quality with small firm service.
Holland & Knight LLP
Partner, Nonprofit and Tax-Exempt Organizations
(214) 969-1192
jonathan.blum@hklaw.com
Attorney
Home Group: Dallas 4
Bio: Partner at Holland & Knight in the Nonprofit Practice Group.
Unboxed Advisors, LLC
Founder & CEO
(940) 300-9461
susan@unboxedadvisors.com
Accountant
Home Group: Dallas 10
Bio: Unboxed CPA dedicated to providing uber-successful business founders with integrated accounting, tax, and financial support + concierge-level service.
Swingle Collins & Associates
Certified Risk Manager, Shareholder
(972) 387-6739
kcardwell@swinglecollins.com
Insurance
Home Group: Dallas 5
Bio: I’m a Certified Risk Manager who works with business owners to buy commercial property and liability insurance and then helps the business institute procedures and risk transfer documents to avoid claims.
Integrated Strategies, LLC
Founder, CEO
(972) 348-6373
ddrabinski@bluecrestfa.com
Financial Service
Home Group: Dallas 5
Bio: Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. Our objective is to help our clients protect their assets and secure…
Texas Republic Bank
Residential Mortgage Banker
(214) 288-8065
ed.francis@texasrepublicbank.com
Banking & Finance
Home Group: Dallas 4
Bio: From young professionals buying a first home, to HNW and complex business owners planning a dream home, I help people buy, build or refinance personal RE. Programs include Conventional, Jumbo, Construction, FHA, and Down Payment Assistance programs.
Bradley Arant Boult Cummings LLP
Partner
(469) 774-6946
ghidalgo@bradley.com
Attorney
Home Group: Dallas 2
Bio: I am a mergers & acquisitions specialist who utilizes my legal and financial expertise to help middle market buyers and sellers achieve their business objectives in complex M&A transactions.
Weaver
Partner
(972) 448-6994
brandi.kleinman@weaver.com
Accountant
Home Group: Dallas 3
Bio: Experienced testifying damages expert and forensic accountant.
Cobb Martinez Woodward
Attorney
(214) 220-5204
jlamendola@cobbmartinez.com
Attorney
Home Group: Dallas 1
Bio: My firm focuses on professional liability matters. We represent licensed professionals in malpractice claims, grievances, and board hearings. My practice focuses on healthcare professionals and entities.
Sheppard Mullin Richter & Hampton LLP
Partner
(469) 391-7416
mmccalip@sheppardmullin.com
Attorney
Home Group: Dallas 1
Bio: Matt represents companies in mergers and acquisitions, divestitures, corporate restructurings, partnerships, joint ventures and strategic alliances in the healthcare, private equity, technology, manufacturing, retail and media industries.
Content Pilot LLC
Founder, CEO and Strategy Architect
(972) 897-4921
mcmurray@contentpilot.com
Marketing
Home Group: Dallas 4
Bio: Expert in creating differentiating positioning & branding strategies and award-winning websites & other biz dev technologies for firms of all sizes, groups & teams.
Shipp ADR, PLLC
Attorney-Mediator-Arbitrator-Settlement Counsel
(214) 543-4095
john@shippadr.com
Attorney
Home Group: Dallas 3
Corient
Partner
(949) 285-2686
michael.shockley@corient.com
Investment Advisor
Home Group: Dallas 2
Bio: Helping business owners and senior executives plan for transition – voluntary or involuntary.
Reynolds & Earle, LLC
Senior Economist
(612) 360-7715
siebrasse@dallasecon.com
Consultant & Service
Home Group: Dallas 5
Bio: Business valuation and litigation specialist that excels at creatively solving challenging valuation assignments and damage calculations. Experienced testifying expert. Health Care industry focus.
Computer Forensic Services, Inc.
Owner
(214) 498-5666
info@cfsiusa.com
Consultant & Service
Home Group: Dallas 1
Bio: Mr. Sloves has advised hundreds of businesses and civil/criminal litigation professionals on Computer Forensics, eDiscovery and other technological issues relevant to the practice.
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.
Tuesday, April 1, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, April 9, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Thursday, April 17, 2025 – 11:30a PT | 1:30p CT | 2:30p ET
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