New Members

9 New Member in the Houston Area

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

Carl Allred

Bukowski Law Firm
(817) 307-7411
callred@bukowskilawfirm.com
Attorney
Home Group: Houston 1

Art Beatty

Beatty CPA LLC
(832) 321-4444
abeatty@beattyllc.com
Accountant
Home Group: Houston 3

Bio: Beatty CPA LLC: Texas Based-Global Focus. We are a tax consulting and compliance firm assisting closely held businesses that have domestic and international operations and high net worth individuals including those who have international transactions.

Dawn Beatty

Beatty CPA LLC
(832) 321-4444
dbeatty@beattyllc.com
Accountant
Home Group: Houston 2

Matt Henry

The DataCFO
(281) 543-0351
matt@thedatacfo.com
Consultant Service
Home Group: Houston 2

JT Leever

Bernstein Private Wealth Management
Vice President | Wealth Advisor
(281) 701-6966
james.leever@bernstein.com
Investment Advisor
Home Group: Houston 2

Bio: Trusted Advisor and Fiduciary to uniquely successful families, business owners, and corporate executives.

Matt Miller

Insgroup
(713) 383-8252
matt.miller@insgroup.net
Insurance
Home Group: Houston 3

Bio: Director of Business Development, Private Client Risk Management. High Value Home insurance, Farm and Ranch, Collections (Jewelry, Art, Wine, Antiques), Excess Liability, Group Excess Liability, Aviation, & Watercraft.

Briana Pope

Cubepros
(281) 393-9032
briana@cubepros.com
Accountant
Home Group: Houston 1

Stanley Santire

Santire Law Firm, PLLC
Managing member, Santire Law Firm
(713) 787-0405
stanley@santire.com
Attorney
Home Group: Houston 3

Bio: Mediator (construction & employment disputes) and extensive trial and arbitration experience.

Glen Starr

Starr Financial
LPL Registered Principal
(936) 756-9870
glen.starr@lpl.com
Investment Advisor
Home Group: Houston 1

Bio: We work with individuals in wealth management and business owners with retirement plans, plus a focus on financial and life plans around an exit strategy for business owners.

Member News

We’re excited to launch the new ProVisors Power Networking series. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Click Here to view the series.

Events

Save-the-Date for our 2022 National Networking Day: October 26th from 2:00 – 3:30pm PST. Details to follow. On this day, we will host a special members-only program that will celebrate networking, feature a panel of PV “power users” who will share tips and strategies on how to get the most out of your membership AND we’ll also have a special guest speaker. You don’t want to miss it!

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 Orientation

Date: Tuesday, September 6, 2022
Time: 11:30am – 1:00pm

Learn More