New Members

9 New Members in the South Central Texas Area

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

Mason Colvin

MCC Insurance Agency LLC
Business Owner
(210) 848-9304
mccdelivers@outlook.com
Insurance
Home Group: San Antonio 1

Bio: Independent Health Insurance Broker.

Ken Dorward

VCFO
Austin Managing Director
(512) 874-741
kdorward@vcfo.com
Financial Service
Home Group: Austin 4

Marc Ferruzzo

ByteTime Computing, Inc.
Business Development
(281) 782-9464
mferruzzo@bytetimecomputing.com
Information Technology
Home Group: Houston 2

Bio: IT and CyberSecurity Managed Service Provider (MSP), offering full-service support for your security and computer needs.

Cleve Glenn

BakerHostetler
Partner
(713) 646-1387
cglenn@bakerlaw.com
Attorney
Home Group: Houston 5

Bio: I am a Business Lawyer and Certified Public Accountant who helps clients grow and protect their businesses.

Jerry Moye

Marsh McLennan Agency Private Client Services National
Vice President-Personal Risk Management Advisor
(713) 630-9781
jerry .moye@marshmma.com
Insurance
Home Group: Houston 4

Bio: I design personal insurance solutions for successful individuals and families to protect their wealth and safeguard the things and people they love and cherish…

Carl Pikus

IPX 1031
Vice President
(512) 956-0908
carl.pikus@ipx1031.com
Real Estate
Home Group: Austin 1

Bio: 20 year commercial real estate professional. Currently serving as a Qualified Intermediary, providing 1031 services. Prior experience as a wholesaler for REITs, DSTs and TICs.

Tejal Shah

Congruent Advisory Services LLC
Founder, Managing Principal
(281) 684-0072
tshah@congruentadvisory.com
Accountant
Home Group: Houston 4

Bio: As Founder and Managing Principal at Congruent Advisory Services LLC, Tejal helps companies prepare for M&A, and helps build scalable financial and operational infrastructures for companies preparing for IPO, and VC/Private Equity investment.

Jon Turgel

Bank of San Antonio
(240) 876-7204
jon.turgel@thebankofsa.com
Banking Finance
Home Group: San Antonio 1

Bio: Having been a lender for over 25 years. The Bank of San Antonio is full service, business/commercial bank. commercial real estate, construction to perm, lines of credit, C&I, tenant improvement, treasury management solutions, SBA and much more.

Tan Zee

CMI Solutions
Owner
(210) 243-2337
tzee@cmitsolutions.com
Information Technology
Home Group: San Antonio 1

Member News

Events

Save-the-date for our Houston Spring PV@Night – Thursday, April 11th at Hungry’s Bistro. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, April 8, 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, March 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, March 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, March 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, April 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET