Clients by firm type

I enjoy presenting to a wide to a variety of organizations.

Accounting Firms and Wealth Managers

Carter Financial Management
Ciri Sonterra
East Texas Community Foundation
Episcopal Diocese of Houston
Ernst and Young
Financial Executives International
Hoak Fund
Houston Estate and Financial Executives
Howard Financial Services, LP
KPMG Dallas
KPMG Denver
KPMG Chicago
Netting and Pace
San Antonio Area Foundation
Southwest Management Practice Group
Texas Society of CPA – Advanced Estate Planning Conference
Texas Society of CPA – Financial Institutions Conference
Texas Society of CPA – Non-Profits Conference
UHY
Weaver LLC


Agriculture and Rural Land Conferences

Agri Access Lenders Conference – Des Moines
Coldwell Banker Dean Saunders Florida Land Conference – Orlando
Executive Ag Network – Cedar Rapids
Far West Agribusiness Association – Pasco
Great Plains Land Expo – Fargo
Iowa State University Land Conference – Ames
Peoples Land Investment Expo – Des Moines


Banks

American Federal Bank
American National Bank
Broadway Bank
Citizens Bank of New Mexico
Compass Bank
Crockett National Bank
First Community Bank of Corpus Christi
Fort Worth Bankers Association
Frost Bank
Guaranty Bank
Guaranty Bond Bank
Happy State Bank
Independent Bankers Association of Texas
Jefferson Bank
Kansas Bankers Association
Legacy Bank
Legacy Mutual Mortgage
Plains Capital Bank
Sonora Bank
Southwest Securities Bank
Tarrant County Bankers Association
Texas Bankers Association – CFO Conference
Texas Bankers Association – Senior Management Summit
Texas Bankers Association – Wealth Managers and Trust Conference
Texell Credit Union
TIB Bank
Wells Fargo Bank


Chambers of Commerce/ Economic Development Agencies

Angleton Economic Development
Arlington Chamber of Commerce
Bay Area Houston Economic Development
Beaumont Chamber of Commerce
Brenham Economic Development
Brownsville Economic Development
Brownwood Chamber of Commerce
Denton Chamber of Commerce
Fort Bend Chamber of Commerce
Fort Bend Economic Development
Galleria Chamber of Commerce
Gulf Coast Chamber Executives
Hood County Economic Development
McKinney Chamber of Commerce
North Houston Chamber of Commerce
Plano Chamber of Commerce
Round Rock Chamber of Commerce
Sherman Economic Development Council
Stephenville Economic Development
Tyler Economic Development
Wichita Falls Economic Development


Private Equity and Publicly Owned Clients

ARA Newmark
Arsenal Real Estate Funds
CB Richard Ellis
Centerpoint Energy
Cousins Properties
Cobalt Capital
Entergy
KPMG
Forestar
Grubb and Ellis
Irgens
JPI
Liberty Property Trust
Leon Capital Group
Orix, USA
Northmarq Capital
Pennybacker Capital
Phoenix Capital
Stratford Companies
Texas Industries
Timberland Partners
Trizec Properties
Weingarten Realty Investors


Private Real Estate Firms

GVA Worldwide
Henry S. Miller, Dallas
Homevestors
J.H. Berry and Gilbert, Birmingham
J.P. Weigand and Sons, Wichita
Keller Williams
Merritt Properties, Baltimore
Mossy Oak Properties, West Point
Newland Communities, California
Sperry Van Ness
The Staubach Company, Dallas
Trammell Crow Companies, Dallas


Title Insurance Companies

Alliant National Title
CentraLand Title
Chicago Title Insurance Company
Edwards Title and Abstract
Fidelity Alamo Title
Lone Star Title
Old Republic Title
Riverway Title
WFG National Title Company