|  Dallas / Ft Worth

New Group Leaders

1 New Group Leader 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.

Charlene Carpenter

Charlene Carpenter

Principal
CC Group Advisors
charlene@ccgroupadvisors.com
Home Group: Dallas 11

New Members

21 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.

Mark Alexander

Mark Alexander

Mark Alexander Law Firm
Attorney
(972) 544-6968
mark@markalexanderlaw.com
Attorney
Home Group: North Dallas

Melissa Condensa

Melissa Condensa

Guild Mortgage Company
Branch Manager
(972) 629-7683
mcondensa@guildmortgage.net
Real Estate
Home Group: Dallas 10

Cynthia Dashiell

Cynthia Dashiell

DeLizio, Peacock, Lewin & Guerra
Attorney
(281) 758-0025
cdashiell@deliziopeacock.com
Attorney
Home Group: Collin County

Calley Fletcher

Calley Fletcher

StillBurton LLP
Audit Senior Manager
(469) 701-1710
cfletcher@stillburton.com
Accountant
Home Group: North Dallas 3

Bio: Auditor with a passion for non-profit organizations.

Todd Fries

Todd Fries

BVA Group
Partner
(214) 395-5801
tfries@bvagroup.com
Financial Service
Home Group: North Dallas 2

Bio: Provides business valuations and appraisals for tax and estate planning, financial reporting, owner buy­ sell agreements or disputes, and ESOP administration. Problem-solver who is comfortable with unusual and difficult valuations.

Peter Getchell

Peter Getchell

Siven Group LLC
Senior Executive
(617) 834-8063
peter.getchell@sivengroup.com
Consultant Service
Home Group: Collin County

Bio: 30 year management consultant/partner delivering large business transformations turned executive coach to build skills in senior leadership teams.

Fareed Kaisani

Fareed Kaisani

Platt Cheema Richmond
(469) 707-2134
tkaisani@plattrichmond.com
Attorney
Home Group: North Dallas 3

Neil Katz

Neil Katz

Exceptional HR Solutions
Founder & CEO
(940) 295-5059
neil@exceptionalhrsolutions.com
Human Resources
Home Group: Dallas 10

Douglas Lang

Douglas Lang

Thompson Coburn
Senior Counsel
(214) 538-9177
langds@mindspring.com
Attorney
Home Group: Dallas 5

Bio: Former Justice Texas Fifth District Court of Appeals.

Phillip Linder

Phillip Linder

The Linder Firm
Criminal Attorney
(214) 252-9902
attorneylinder@gmail.com
Attorney
Home Group: Dallas 10

Bio: I was a Prosecutor for the Dallas County DA’s Office from 1992-1996. I started my criminal defense firm in 1996. I am Board Certified in Criminal Law and have served as the president of various sections of the Dallas Bar Association.

Lisa Marquis

Lisa Marquis

Quilling Selander Lownds Winslett & Moser, PC
Shareholder
(214) 880-1835
lmarquis@qslwm.com
Attorney
Home Group: North Dallas 2

Bio: A collaborative family law attorney creating custom solutions.

Holly Mason

Holly Mason

Mason Baronet
President
(214) 954-0316 x237
holly@masonbaronet.com
Marketing
Home Group: Dallas 2

Michael Mirau

Michael Mirau

ProActive Leadership Group
Founder and Chief Business Strategist
(214) 325-1159
mike@resultsimproved.com
Consultant Service
Home Group: Dallas 10

Bio: 20 year career in IT, 24 years as a business coach.

Lyndsey Monahan

Lyndsey Monahan

Women Inspire Wealth
Wealth Manager
(309) 838-5754
lyndsey@womeninspirewealth.com
Financial Service
Home Group: Dallas 10

Meghann Reeves

Meghann Reeves

Husch Blackwell
Senior Counsel
(214) 999-6123
meghann.reeves@huschblackwell.com
Attorney
Home Group: North Dallas

Layton Smith

Layton Smith

CLA
Manager
(425) 250-6071
layton.smith@claconnect.com
Financial Service
Home Group: Collin County

Bio: Financial statement assurance services, focusing on manufacturers and distributors.

Richard Stevenson

Richard Stevenson

LIB CPA
Director of Audit, Compliance and Cybersecurity
(903) 229-0341
richard@ljbcpa.com
Accountant
Home Group: North Dallas 2

Bio: As a CyberCPA, I am passionate about Cybersecurity, IT Management, Business Continuity, and Compliance. Specializing in Audits & Assessments (SOC2, MSSPA, PCI), we help clients protect data and meet regulatory requirements. How can we assist your clients?

Leslie Tipping

Leslie Tipping

Tipping Mineral Management
President
(214) 828-6128
ltipping@tippingminerals.com
Consultant Service
Home Group: North Dallas 2

Wayne Vacek

Wayne Vacek

Founders Advisors
Managing Partner
(214) 226-7208
wvacek@foundersib.com
Banking Finance
Home Group: Dallas 2

Christie Varner

Christie Varner

VICTORY Advisory Services LLC
Fractional CFO & Strategic Business Advisor
(214) 620-0650
christie@victoryadvisory.com
Financial Service
Home Group: Collin County

Anna Winningham

Anna Winningham

Risk Control Strategies
President
(818) 991-7475
awinning@riskcontrolstrategies.com
Consultant Service
Home Group: Fort Worth 1

Bio: Ms. Winningham is the President of RCS, a premier security consulting firm specializing in threat
management, investigations and security solutions for corporations and the high net worth community.

Member News

Events

Save-the-Date for our Fall PV@Night –  Thursday, September 19th at Haywire Uptown Dallas from 5:00-7:00pm.  Details and Registration are on the Hub!

Accelerate Your Membership (AYM) on Monday, August 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

Wednesday, July 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 3, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, July 23, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, July 25, 2024  – 11:30a PT | 1:30p CT | 2:30p ET