Talk to a Financial Advisor:
281.466.4843
Provident Wealth Advisors works closely with local Board Certified Estate Planning and Tax Attorneys. Please request a personal referral so that we can match you with the professional that will best meet your needs.
Better Bookkeepers, Inc.
25227 Grogan's Mill Road
Suite 220
The Woodlands, TX 77380
832.299.6712
Better Bookkeepers is a full-service, independent bookkeeping firm with locations in The Woodlands and Georgetown, TX. We partner with medium and small businesses, non-profits and individuals throughout the Houston and Austin, TX metro areas. Our distinctive, boutique approach to bookkeeping services provides you with only what you need, saving you both time and money.
Rand Wall, CLU, CHFC, RHU
Benefits
Wall2Wall Insurance
www.wall2wallinsurance.com
Cell: 281-788-0864
rand@wall2wallinsurance.com
Rand R. Wall, CLU, ChFC, RHU has a 35 year history of providing valuable expertise and dependable service to his ever-increasing insurance clientele. Our clients describe us as creative, knowledgeable, prompt, friendly and honest. Kristi Woodring, Rand’s Client Service Manager for the past 21 years, is recognized by our clients as the best they have ever worked with.
Rand has experience in all aspects of the insurance industry, both from the client perspective, as well as the perspective of the insurance companies, having been a Home Office employee at one time. Most of all, though, Rand takes the time to understand the needs of his clients, striving to make their business more profitable. So whether it is Medical, Dental, Life, Disability or Property & Casualty insurance, he is always trying to fit the best value for the dollar to the needs of his clients.
Al Danto
Valuations
The Danto Group
281-566-2545
www.thedantogroup.com
Al Danto is the managing partner of The Danto Group which advises the owners of privately held companies in developing and completing exit strategies, valuations and due diligence representation. In addition The Danto Group and its associates make strategic investments in qualified entrepreneurs.
Al started Structured Graphics at the age of 24 and grew the company through a series of 10+ acquisitions into one of the southwest’s largest printing and document management businesses. The company was acquired in 2000 by a Private Equity Group.
He received his undergraduate degree in Business Administration and Mathematics from Central Michigan University and an MBA from Rice University. He is a member of NACVA (National Association of Certified Valuators and Analysts) and is a Certified Valuation Analyst.
Al continues to support the community by teaching the next generation of entrepreneurs as an instructor at the Jones School of Business at Rice University, a frequent speaker and workshop instructor.
Roger Burks
Mergers & Acquisitions
WG Consulting
www.wgconsulting.com
rburks@wgconsulting.com
713-357-4900
Roger Burks serves as a Managing Director and CFO at WG Consulting. Roger and his team serve as interim CFO’s for a number of companies and provide all financial, operational, and transactional services to clients as well. He is a CPA with over 30 years of business experience, including over 20 years with Deloitte & Touche and 10 years of experience as a senior executive in the energy industry. Roger’s experience further stems from serving on Boards, funding new ventures, and starting two management consulting firms. Prior to WG, Roger was the Partner in Charge of the Energy Practice & Global Strategic Clients for Deloitte & Touche in Houston, TX. He served as Lead Partner for many of the energy clients of Deloitte and led various transaction projects including external audits, acquisitions, divestitures, public and private stock and debt offerings, as well as merger integration.
Barbara Stewart
Business Coach
www.acceluspartners.com
713-623-2808
info@acceluspartners.com
Barbara has been coaching individuals in business and personal finance for over 20 years, both in the United States and abroad. Barbara's experience uniquely positions her to support clients in a variety of ways. Rethinking and reinvention were hallmarks of her early career years as she found ways to continue growing and enhancing her skill set in an international environment. Relocation taught Barbara how to adjust to new situations, different employers, start a business and build a network wherever she was. Living far from family and long-term friends taught appreciation for things so often taken for granted.
Linda is a Summa Cum Laude graduate of Sam Houston State University and she is a Certified Financial Planner licensee since 1997.
Michael J. Dobert, S.P.H.R.
Owner/Principal
HR in Alignment, LLC
Providing Strategic Human Resource Solutions
mdobert@hrinalignment.com
Office: 281.494.2985
Cell: 281.889.9075
Michael J. Dobert, SPHR, SHRM - SCP - “Mike” is Owner & Principal of HR in Alignment, LLC; Providing Strategic Human Resource Consulting Solutions. More information may be found at www.hrinalignment.com.
Mike has over 25 years of Human Resource and Business Strategy experience with a degree in Finance, and Senior Human Resource Professional S.P.H.R. and SHRM – SCP certifications, as well as additional certifications in Diversity, Leadership and Change Management.
Mike supports the community having served on the Board of Governors at The Center, as well as serving other United Way Agencies and proudly serving on the Board of the Fort Bend Chamber of Commerce – Chairman Elect - 2016. Mike is also a recipient of “A James Patterson Volunteer of the Year” award and 2013 Ursula Coates Chairman’s Award.