BRIO LEADERSHIP
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Partners


Brio Leadership proudly refers customers to other businesses.

Accountants/CPAs


Richard Wortham, P.C.
245 Cedar Sage Drive, Suite 210
Garland, TX  75040

972-485-5333 x249
Wortham3@aol.com
Richard Wortham provides tax expertise to small family-owned businesses.
Lisa H. O’Bryant
Francis & Associates, CPAs
4851 LBJ Freeway, Suite 510
Dallas, TX  75244

972-774-9100 x205
lobryant@barclayfg.com
Francis & Associates provides tax planning and tax return preparation services to high net worth individuals, small to mid-sized businesses, and business owners.  Take advantage of their 100+ years of combined tax experience to ensure that you pay the least amount of tax possible.
Jim Putnam
Transaction Advisory Services
214-259-1442 (Direct) 
jputnam@bdo.com
www.bdo.com
Jim Putnam serves in the Transaction Advisory Services practice for BDO USA LLP providing focused tax due diligence on M&A transactions for a variety of clients in industries to include energy, manufacturing, consumer products and real estate. His experience also includes providing tax compliance and tax controversy services to businesses of all sizes.
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Coaching


Julie Chance
Action-Strategies-By-Design
972-701-9311 
jchance@strategies-by-design.com
www.strategies-by-design.com
Developing high functioning teams requires skilled leaders. It takes an aligned, high-functioning team to set a strong strategic direction, and an even better team to communicate and execute on that strategy.  Action-Strategies-By-Design provides a training and facilitative consulting to help organizations of all sizes create a competitive edge and realize results through a focus on four fundamentals: Leadership Effectiveness; Team Development; Aligned Strategies; and Interpersonal Communication.
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HR


Karen LaCroix
SuperiorHR
972-392-0358
Karen.Lacroix@SuperiorHRO.com
www.superiorhro.com
SuperiorHR is the HR Department for small-to-mid size businesses.  Clients get “big Company” HR expertise, service and technology at a fraction of the cost of hiring internal staff or using an expensive PEO.  Relieved of the tedious tasks of HR administration and compliance, business owners can focus on revenue generation and improving profitability.  SuperiorHR also provides HR professionals for special projects and interim assignments.
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Jennifer Peterson, PHR
HR Mansfield
817-917-7340
www.hrmansfield.com
jpeterson@hrmansfield.com
Jennifer Peterson is the owner of HR Mansfield. She is an HR Consultant who provides custom HR Solutions to small and medium sized businesses. Her background has an HR Generalist has allowed her to develop skills in all areas of HR, but her favorite specialties are Governmental 
Compliance and Employee Relations. Jennifer’s 10+ years of experience working within the staffing industry, corporate HR, and consulting with various businesses (profit and not for profit organizations) has given her a broad base knowledge of not only different industries, but the HR issues that are unique to them.

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Leanne Moye
CoAdvantage
817-508-7361
www.coadvantage.com
lmoye@coadvantage.com
CoAdvantage provides clients with a flexible and integrated Human Resources solution for small to medium sized businesses.  Become an employer of choice by partnering with CoAdvantage and reduce administrative paperwork, compliance concerns, manage risk and grow your business.
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Lawyers


John M. Theirl
Theirl Wilson PLLLC
214-389-5401
jtheirl@theirlwilsonlaw.com
Theirl Wilson specializes in commercial real estate transactions, family and small to mid-sized businesses. 
Justin L. Malone
Williams, Lacy, McClure & Parmelee
817-335-8800
malone@texasdefensecounsel.com
www.texasdefensecounsel.com
The attorneys at Williams, Lacy, McClure & Parmelee draw from decades of combined experience when advising and representing businesses. From the boardroom to the courtroom, clients benefit from the firm’s ability to provide savvy, effective, and efficient legal counsel with a particular focus on contractual and employment related issues. Possessing a knowledge and understanding of issues relating to various industries, Williams, Lacy, McClure & Parmelee is 
well equipped to handle your business needs.

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Marketing


Patrick Dougher
DoerTV.com
TV host of 
The Business Spotlight
817-368-6843
Patrick@DoerSuccess.com
www.DoerTV.com
Patrick Dougher, Host of the TV show, ”The Business Spotlight”, interviews business owners in the N. Texas area at his studio. In the course of his interviews he uncovers their business successes and how they made their claim to fame.  Then he develops a online marketing package for the guest that continues to promote them forever.


Talent Management


John Casey
John Casey & Associates, LLC
469-371-5370
john@jcaseyassociates.com
http://www.jcaseyassociates.com/

We are a boutique talent firm that is a trusted advisor for clients and candidates, focusing on matching cultures of clients and candidates. We work in all functional areas in manufacturing, retail, oil and gas, services and healthcare. We provide clients a network of individuals for permanent and interim positions and as consultants. We work on an exclusive basis but get paid when our candidate is hired. Our team is expert at finding “purple squirrels” needed by clients.
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Wealth Management


Manisha Parekh 
Amegy Bank
Banking Center Manager
214-754-6217
Manisha.parekh@amegybank.com
www.amegybank.com

Amegy Bank specializes in banking privately owned businesses of all sizes and public companies in all industries with additional expertise in real estate, energy, and correspondent banking. In addition, Amegy offers consumers and private banking clients a wide range of depository, lending, mortgage, brokerage, and internet services as well as an array of specialized services such as corporate trust, interest rate hedging, and investment management. 
Steve Chensky
UBS
817-347-3575
steven_chensky@ml.com
Steve Chensky provides investment management and succession planning expertise to high net-worth individuals, families and businesses.
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Brio Leadership
Copyright © 2020 Brio Leadership
6106 Sierra Leon, Austin, TX 78759
8
17-706-7027
  • EOS
  • Coaching
    • Team Coaching Assessment
    • Engage >
      • Company Culture Audit
      • The Leadership Challenge
      • Speaking
  • Leadership Development
    • Workshops
    • Management Skills Development >
      • Delegation Skills
      • Effective Communication Skills
      • Time Management Skills
      • Customer Service Skills
      • Coaching & Feedback Skills
      • Women's Leadership Skills
  • Books
    • Happy Mondays
    • Your Company Culture Ecosystem >
      • Sample chapter
      • Press Kit
      • Radio show recordings
    • A Forgiveness Journal
    • Spectacular Support Centers
  • Blog
  • Resources
    • Your Company Culture Quiz
    • White Papers
    • Partners
  • About Brio
    • Client Results
    • Brio Team
    • Community Involvement
  • Contact