August 2020

The
Accelerator

August 2020

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members16 New Members in the Dallas Area

Walt Brown

Walt Brown

Company: FTI Consulting
Title: Managing Director
Email: walt.brown@fticonsulting.com
Profession: Financial Service
Home Group: Dallas 1

Sean Bukowski

Sean Bukowski

Company: Bukowski Law Firm, P.C
Title: Partner
Phone: (512) 614-0335
Email: sbukowski@bukowskilawfirm.com
Profession: Attorney
Home Group: Dallas 3

Kyle Cardwell

Kyle Cardwell

Company: Swingle Collins
Title: Agency Principal
Phone: (972) 387-6739
Email: kcardwell@swinglecollins.com
Profession: Insurance
Home Group: Dallas 5

Oliver Cone

Oliver Cone

Company: Bulkley Capital, LP
Title: SVP
Phone: (214) 692-5476
Email: ocone@bulkleycapital.com
Profession: Financial Service
Home Group: Dallas 4
Bio: I work with owners of family and privately held middle market businesses to execute targeted M&A and capital raising transactions. I help address client needs around ownership succession, shareholder liquidity, growth financing and acquisition strategies.

Karen Fitzgerald

Karen Fitzgerald

Company: Fitzgerald Law
Title: Owner
Phone: (214) 265-9958
Email: karen@fitzgerald.law
Profession: Attorney
Home Group: Dallas 4
Bio: I focus on representing individuals through all phases of the employment relationship. I help clients review contracts before starting employment, navigate tricky issues during employment and determine if legal claims exist at the end of employment.

David French

David French

Company: Regions Bank
Title: SVP, Commercial Lending
Phone: (469) 608-2668
Email: ddfrench17@gmail.com
Profession: Banking Finance
Home Group: Dallas 4

Ladd Hirsch

Ladd Hirsch

Company: Winstead
Title: Partner
Phone: (214) 745-5130
Email: lhirsch@winstead.com
Profession: Attorney
Home Group: Dallas 4
Bio: I am business trial attorney with a focus on handling Business Divorce matters for business partners and others who have conflicts arising out of their ownership interests in private companies.

Brandon Kershaw

Brandon Kershaw

Company: Southern Wealth Management
Title: Principal
Phone: (214) 505-3975
Email: brandon.kershaw@southernwealth.com
Profession: Investment Advisor
Home Group: Dallas 3

Christie Newkirk

Christie Newkirk

Company: Diamond McCarthy
Title: Partner
Phone: (214) 389-5331
Email: christie.newkirk@diamondmccarthy.com
Profession: Attorney
Home Group: Dallas 4

Cliff Porter

Cliff Porter

Company: Fox Forensic Accounting, LLC
Title: Senior Director
Phone: (214) 799-4957
Email: cliff@foxforensicaccounting.com
Profession: Accountant
Home Group: Dallas 2
Bio: Forensic Accountant specializing in financial fraud investigations and litigation.

Cliff Risman

Cliff Risman

Company: Foley
Title: Partner
Phone: (469) 878-4287
Email: crisman@foley.com
Profession: Attorney
Home Group: Dallas 4
Bio: Cliff Risman is a veteran real estate lawyer who represents companies that develop, own, operate and finance hotels and resorts around the world.

Rebecca Rowan

Rebecca Rowan

Company: Turner McDowell Rowan
Title: Partner
Phone: (214) 780-0646
Email: rebecca@tmrfamilylaw.com
Profession: Attorney
Home Group: Dallas 3
Bio: Board certified family law attorney specializing in complex property divisions, marital agreements, and family law appeals.

John Shipp

John Shipp

Company: Shipp Mediation
Title: Attorney-Mediator-Arbitrator-Settlement Counsel
Phone: (214) 543-4095
Email: john@shippmediation.com
Profession: Attorney
Home Group: Dallas 3

Amy Elizabeth Stewart

Amy Elizabeth Stewart

Company: Amy Stewart PC
Title: Managing Principal
Phone: (214) 233-7076
Email: amy@amystewartlaw.com
Profession: Attorney
Home Group: Dallas 4
Bio: Amy is an insurance coverage lawyer who devotes 100% of her practice to providing corporate policyholders with insurance advice, managing complex claims and disputes with insurers, and handling insurance coverage litigation.

Shei Unger

Shei Unger

Company: The Northern Trust Corporation
Title: Senior Wealth Strategist
Phone: (214) 740-5849
Email: su51@ntrs.com
Profession: Investment Advisor
Home Group: Dallas 1
Bio: Expert in business Exit Planning and Wealth Management with over 22 years of experience.

Michael Waldman

Michael Waldman

Company: IMA Financial Group
Title: Executive Vice President, Texas Market Leader for Employee Benefits at IMA
Phone: (972) 759-3702
Email: michael.waldman@imacorp.com
Profession: Insurance
Home Group: Dallas 4
Bio: Employee Benefits Broker and Retirement Plan Advisor focusing on employers with 50-2000 employees.

Member News

There is no August Member News for this region.

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Upcoming Events

PV Webinar – How to Raise Your Firm’s Profile and Develop Business

Date: August 14, 2020
Time: 11:00am PT (1:00pm CT, 2:00pm ET)

Accelerator Workshop – Dallas PV Zoom Meeting

Date: Wednesday, August 26th, 2020
Time: 11:30am to 1:00pm