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Trusted Advisors


Our network of experienced Houston-area professionals and experts

Bart Pitcock.

Outsourced VP of Sales, CommonWealth Sales Consulting

Bart helps small to mid-size businesses build a path to greater revenue by building a sales infrastructure that will drive breakthrough sales results for your business.

Bill Boyar.

Founding Shareholder, BoyarMiller

Bill Boyar is a founding Shareholder of BoyarMiller, a Houston, Texas-based law firm. Bill’s practice focuses on representing the various parties involved in the acquisition, disposition, capitalization and financing of assets and businesses on a national and international level.



Jack Chang.

Managing Director, DGP Capital

Jack Chang is the founder and a Managing Director at DGP Capital, an independent investment bank focused on growth-stage and mature companies in the industrial, manufacturing, business services and energy sectors. 

Corey Harlock.

Founder, KeyHire Solutions

Corey Harlock is the creator of KeyHire Solutions, an affordable, comprehensive service that takes talent acquisition and planning off of business owners’ plates and enables them to focus on the day-to-day operations and growth of their business.

Dustin Williamson.

Managing Director, vcfo Houston

Dustin Williamson is a results-focused financial and management professional with nearly 25 years of experience.

Jeff Bain.

Certified EOS™ Implementor

Jeff is a teacher, facilitator and coach that helps entrepreneurial business owners get what they want from their business. Before becoming an EOS Implementer®, Jeff began his career as a project engineer in a 10-person company. During his 20+ year career running companies, he grew start-ups in Aerospace and Tech to over $100 million

Mickey O'Neal.

Owner, O'Neal CPA

Mickey O'Neal is an entrepreneurial CPA who provides small business owners with a white glove approach to financial success through his accounting firm ONealCPA PLLC. 

Nelson Quinnell.

Founder, APEX Operations Group

Viewed by many, as an expert in developing and leading teams in operations and project management, Nelson has a multifaceted background in a variety

of industries which include Aerospace, Specialty-Metal Production, Oil and Gas, Mining, and Water Treatment. 

Kristy Nagel-Rogers.

Deputy Regional President, Cadence Insurance

Prior to joining Cadence Insurance , Kristy garnered industry experience as a commercial account manager and a commercial and contract surety bond technician.



Katelynn Diamond.

Advisor, Insgroup LLC

With nearly a decade spent on the technology side of Human Resources, Katelynn provides valuable insight during the development of Benefits solutions that will not only attract top talent but retain them.

Turner Vaught.

Senior Vice-President, Frost Bank

As a Commercial Relationship Manager, Turner works closely with customers to know their business, understand their challenges and needs, and recommends financial solutions designed to help them grow and prosper.

Shannon Willems.

Principal, AB Bernstein

Shannon Willems is an Advisor and Principal in the Houston office of AB Bernstein responsible for  advising multi-generational families, business owners and entrepreneurs on their most critical  complex challenges and the unique investment strategies to address those challenges.

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