New Members | 20 New Members in the Dallas Area
Vincent Biemans
Company: Berkeley Research Group
Title: Managing Director
Phone: (469) 629-5329
Email: vbiemans@thinkbrg.com
Profession: Accountant
Home Group: Dallas 2
Bio: Vincent serves as a damages and accounting expert. He testifies on damages in commercial litigation. He also assists clients with their M&A disputes and working capital adjustments as a party-retained adviser or as a jointly-retained neutral accountant.
Tom Bronson
Company: Mastery Partners
Title: President
Phone: (817) 797-1488
Email: tom@masterypartners.com
Profession: Consultant Service
Home Group: Dallas 4
Bio: Tom Bronson is a Certified Exit Planning Advisor who helps SMB business owners plan and execute a business transition on their terms.
Daniel Carson
Company: Willow Bend Mortgage
Title: SVP
Phone: (512) 878-3047
Email: dan@wbm.com
Profession: Banking Finance
Home Group: Dallas 5
Eric Couch
Company: ProVision Brokerage
Title: President
Phone: (214) 661-5576
Email: eric@provisionbrokerage.com
Profession: Insurance
Home Group: Dallas 5
Jeff Hamilton
Company: The Blum Firm
Title: Partner
Phone: (214) 751-2130
Email: jhamilton@theblumfirm.com
Profession: Attorney
Home Group: Dallas 4
Bio: Jeff concentrates his practice on sophisticated estate planning, business succession planning, and tax planning for high net worth clients and business owners.
Laura Hayes
Company: Fox Rothschild
Title: Family Law and Fashion Law Attorney
Phone: (214) 231-5795
Email: laurahayes@foxrothschild.com
Profession: Attorney
Home Group: Dallas 5
Greg Hidalgo
Company: Katten Muchin Rosenman LLP
Title: Partner
Phone: (214) 765-3686
Email: greg.hidalgo@katten.com
Profession: 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.
T.J. Hope
Company: Stout
Title: Managing Director, Dallas Office Leader
Phone: (214) 389-3484
Email: thope@stout.com
Profession: Financial Service
Home Group: Dallas 3
Bio: I have significant experience providing business valuations spanning a range of industries and for numerous purposes. I am also one of the leaders of Stout’s Transaction Opinions practice (fairness and solvency opinions).
Brandon Lairsen
Company: Ascension Sales Consulting, Powered By Sales Xceleration
Title: Outsourced VP of Sales
Phone: (214) 683-9313
Email: blairsen@salesxceleration.com
Profession: Consultant Service
Home Group: Dallas 3
Bio: As an Outsourced VP of Sales, I can help Small to Medium Sized Businesses solve their sales problems and build a path to more sales!
Andrew Louder
Company: Louder Co.
Title: Founder and CEO
Phone: (214) 808-5882
Email: andrew.louder@louderco.com
Profession: Consultant Service
Home Group: Dallas 2
Bio: Andrew started Louder Co. a boutique consultancy that helps companies find profits through Artificial Intelligence and better operations.
Marc Massad
Company: IBERIABANK
Title: SVP, Commercial Banker, Group Manager
Phone: (972) 348-6136
Email: marc.massad@iberiabank.com
Profession: Banking Finance
Home Group: Dallas 3
Bio: Banking & Financing needs for working capital (lines of credit), equipment, real estate, acquisitions. Deposit & cash management service. Small & middle market business to small public companies. Entrepreneurs, High net worth individuals,Private equity.
Danny O’Connell
Company: Next Level Insurance Agency LLC
Title: CEO
Phone: (469) 329-0777
Email: doconnell@nextlevel.agency
Profession: Insurance
Home Group: Dallas 5
Bio: We bring large purchasing power down to the smaller employer, we know there is a better way when it comes to building benefits for companies.
Jeff Owens
Company: Armanino
Title: Partner
Phone: (214) 762-6383
Email: jeff.owens@armaninollp.com
Profession: Accountant
Home Group: Dallas 4
Bio: I currently lead our TX audit department and I personally specialize in performing financial statement audits for nonprofit and real estate organizations.
Karen-Lee Pollak
Company: Pollak PLLC
Title: Managing Attorney
Phone: (214) 504-1227
Email: karenlp@pollakimmigration.com
Profession: Attorney
Home Group: Dallas 4
Bio: https://www.linkedin.com/in/kpollak/
Laura Roach
Company: McCathern
Title: Partner
Phone: (214) 741-2662
Email: lroach@mccathernlaw.com
Profession: Attorney
Home Group: Dallas 1
Jesse Shallcross
Company: Platt Cheema Richmond
Title: Partner
Phone: (312) 401-3470
Email: jshallcross@pcrfirm.com
Profession: Attorney
Home Group: Dallas 5
Bio: I am legal counsel and a strategic partner for small business owners, developers, banks, Fortune 500 companies, and experienced and inexperienced investors alike in the purchase and sale, development, financing, and/or leasing of commercial properties.
Joshua Smeltzer
Company: Brown Fox PLLC
Title: Partner
Phone: (214) 396-5962
Email: joshua@brownfoxlaw.com
Profession: Attorney
Home Group: Dallas 1
Amy M. Stewart
Company: Stewart Law Group
Title: Founding Partner
Phone: (469) 607-2311
Email: astewart@stewartlawgrp.com
Profession: Attorney
Home Group: Dallas 4
Bio: Amy is the Founding Partner of Stewart Law Group, a litigation boutique that defends clients in contract, employment, labor, insurance, and personal injury matters.
Krista Tankersley
Company: Alliant Insurance Services
Title: Vice President
Phone: (214) 414-1741
Email: krista.tankersley@alliant.com
Profession: Insurance
Home Group: Dallas 4
Bio: Property & Casualty Insurance Broker & Risk Manager for high net worth families & businesses.
James Whalen
Company: Whalen Law Office
Title: Owner
Phone: (214) 368-2560
Email: jwhalen@whalenlawoffice.com
Profession: Attorney
Home Group: Dallas 2
Bio: Mr. Whalen practices exclusively in federal and state criminal defense and can proudly say that he has never prosecuted anyone.
Member News
Amy M. Stewart – Founding Partner of Stewart Law Group
During the COVID-19 break, Amy made history, becoming one of the first trial attorneys to present a case to a jury over Zoom. The case was hand-picked from the court’s docket and the parties conducted the first live voir dire jury selection on Zoom. She was also named one of America’s Top 100 Personal Injury Attorneys and Top 100 Black Lawyers. The link to view the summary jury trial can be found here.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
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