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Circle of Influence
Dallas Members
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Eric Alexander
Eric Alexander focuses on maximizing the value of a client's financial potential through an economics-based approach to planning. While most advisors focus solely on how we invest. The true start to maximizing financial potential is avoiding the largest and most common mistakes people make with their money. This includes: how we pay for homes and businesses, how we fund qualified plans, how we pay for college and how we fund major capital purchases.
Hope is never a strategy and you will never win the financial game by accident. Eric's goal is to help business owners and individuals implement proven, economic based strategies that allow them to win the game . . . no matter what happens.
Eric S. Alexander
Personal Economics Group
12700 Park Central Drive
Suite 1450
Dallas, TX 75251
www.PEGPlanning.com |
Send E-mail
Mobile: 972-822-7406
Office: 214-624-5628 |
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Bruce Arfsten
Bruce has been actively selling residential real estate since 1993 in the Dallas/Fort Worth market, including several years in new home sales. He has represented a multitude of both home buyers and sellers, dealing with resale properties and new construction, from first-time buyers to very experienced home sellers. Practical and classroom education has been a key to success over the years. Bruce is constantly keeping his eyes and ears open for opportunities to add to the knowledge base, whether through formal classes and seminars or exchanging ideas and experiences with fellow Realtors. Each client is treated with honesty, respect, and the utmost care while managing the maze of details in each real estate transaction.
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Ryan Bauer
Ryan is a move manager and employee relocation consultant for Armstrong Relocation & Companies – a highly respected agency within the United Van Lines family. In this role, he counsels businesses regarding Armstrong’s fully customizable solutions for employee relocation, office and industrial moves, residential moves, document archiving, transportation for special commodities and warehouse storage. Ryan uses a consultative approach while working alongside his clients and believes in continuously improving the standards and practices within his organization and industry.
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Jennifer Beaty
Executive Press is a commercial printing company and has been serving the greater Dallas area for 28 years with the goal of developing lasting relationships by providing excellent quality, reasonable turnaround time, and competitive pricing. As a design, print and mail partner to our clients, we strive to help provide them with valuable business solutions. Jennifer Beaty has been in the printing business for almost 10 years, and became a part of the Executive Press team in February of 2006. In September of 2009, Jennifer became Vice President and business partner at Executive Press. Her main focus now is to be the visible owner of the company, to develop new business and make and manage relationships.
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Raymond Bushnell
Ray Bushnell, a Professional Clothier, has been a leader in the men’s clothing industry for more than two decades. He is an expert at helping his clients establish their own personal style through coaching, personal presentation and eliminating the “will it fit?” mentality from shopping. Ray uses a tailored approach to his clients and brings affordable, top of the line style to their door.
“The clothe might not make the man, but they can sure make or break his business”
In addition to his business, Ray is frequently asked to speak at Colleges and Universities around the metroplex.
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Timothy Connell
Timothy comes with 17 years of banking experience with 6 of these years at Capital One. His focus, expertise and passion is helping business clients stream line and maximize their Cash flow process, so they add more funds to their bottom line and grow their business year after year. He is able to help his clients with their accounts, lending needs, Merchant Card Processing, Factoring, Treasury Management Services – like Remote Deposit & ACH and many other financial services, but his most important attribute is his ability to build long lasting relationships with his clients.
Timothy Connell
Capital One Bank
Small Business Banker
Frisco, McKinney, Little Elm
www.capitalone.com |
Send E-mail
Office: 972-364-6457
Cell: 469-261-6780
Fax: 1-877-908-0727 |
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Advisory Board
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Carl Crawford
I provide expense consulting
services to small and medium businesses with
revenues from $50 – 250M. With more than 700
consultants worldwide and 250 in the United States,
we have delivered over 14,000 projects. We analyze
expenses in dozens of cost categories –– from
freight, telecom and office supplies to waste
management, insurance and merchant card processing
fees. Our primary targets are manufacturing and
distribution companies with 100 employees. We work
with our clients for 18 months to confirm the
savings. We have no relationships with any
suppliers. If there are no savings, there is no fee.
My current market focus is on medical groups and
hospitals in the DFW area.
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Mick Davis
As a technology leader within the communications industry and one of the largest cable operators in the nation, Time Warner Cable Business Class has a unique and strong marketplace position. We built our business on the single focus of being a best-in-class service provider. TWCBC offers coax and fiber solutions; providing Internet, Business Class Phone, Video and Multi-Location Connectivity to its customers. You First. The technology follows.
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Chuck Dublin
Chuck Dublin represents Mark Scammel, CPA LLC, where the service-minded approach with clients makes the difference. Chuck has an extensive operations background in a service company and combines this with the accounting skills and expertise of the firm. We sit down with each client to improve our understanding of their challenges to tailor our service to be the best CPA firm in Dallas.
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Speaker Scheduler |
Lucy Estabrook
National Business Furniture - Beautiful offices at affordable prices since 1972. Clients include 479 of the Fortune 500 companies, small businesses, medical offices, churches and schools. Call Lucy for personal service of customized, efficient, ergonomic work spaces - on time and on budget.
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Meeting Facilitator |
Kimberly Lay
Kimberly is Vice President at Hudson Commercial Real Estate. With specialized experience in Buyer and Tenant Representation, she has been successfully securing office, retail, and industrial space for her clients since 2002. Kimberly's customer base has been built via involvement in the business community through serving in leadership roles on boards, commissions, and committees. Her high-level negotiating skills also bring transactions in property acquisition and build-to-suit scenarios. While her focuses are tenant representation for office space and retail development, she works in all areas of brokerage for her clients. Kimberly’s work ethic is based on persistence, enthusiasm, and innovation to bring answers most beneficial to all parties involved in her transactions.
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Tim Parker
Program Director for Customer Service Projects.
Internal and external customers deserve your best. Sometimes you do not have the hours or the headcount to stay focused on the service side of the business—I can help. My success as a store manager for Neiman Marcus was built on the customer:
- Listening
- Understanding
- Responding
I was able to translate that customer experience into Direct Sales with BeautiControl, Tupperware, The Pampered Chef, and most recently, as a Marketing Consultant with several clients. Giving the customer a better experience through events, meetings, recognition programs, incentive promotions and leadership development has given me experience to handle most any project or program that touches the customer.
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Brian Rawlins
Brian Rawlins, with over 10 years of industry experience, began Trotter Insurance Group in 2007 to provide “comfortable” personal service in client’s homes to help them manage risk, overcome the unexpected, and prepare for the future. As an Independent Agent, Trotter Insurance Group has built its book of business focused on “great pricing to get them, and great service to keep them.
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Advisory Board |
Kevin M. Ross, J.D.
Kevin Ross is an attorney with
a small business background who practices in the
areas of general corporate law, Wills and estates
and real estate law. He has been licensed to
practice law for over fifteen years. He can help
the small business owner with vendor contracts,
employment issues, lease review as well as planning
for their estate. Kevin also acts as “of counsel”
to The Law office of Shawna Brown which specializes
in tax and estate planning as well as probate
matters
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Kevin M. Ross, P.C.
16950 Dallas Parkway, Suite 111
Dallas, TX 75252
www.kevinmrosspc.com |
Send E-mail
Office: 972-248-2519
Cell: 214-208-2084
Fax: 214-615-1387 |
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Advisory Board |
Richard
Scott
I am a computer Network
Administrator for businesses that are too small to
hire a full-time administrator. I refine and tune
your systems to ensure peak performance, provide
technical support for desktop and server software
and hardware, maintain and test your backups and can
create a disaster recovery plan that fits your
business. I provide 24-hour emergency support as
well as routine maintenance. I make computers sing!
 I.T. Support Specialists
3767 Forest Lane, #124,
PMB 249
Dallas, TX 75244 |
Send E-mail
Phone: 214-801-3309 |
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Advisory Board |
Whitey Thomas
WT Promotions provides targeted marketing solutions to businesses with a need to grow, for better name recognition, or a need to say thank you in unique ways to valued clients.
We offer creative ideas for imprinted items and recognition.
11224 Dwarfs Circle
Dallas, TX 75229 |
Send E-mail
Office: 214-351-9780
Fax: 214-902-9558 |
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Don Zelezny
Sterling Business Advisors assist Private Equity and acquiring businesses in finding acquisition candidates that matches each buyer’s specific desires. With a simple introduction to these buyers and at no cost to the business owner, a merger or acquisition can be arranged without ever having a “BUSINESS FOR SALE” listing on the open market.
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National
Business Furniture
