Partners
Brio Leadership proudly refers customers to other businesses.
Accountants/CPAs
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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. |
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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
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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
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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. 
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
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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
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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
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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
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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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