BUSINESS ACCELERATION ADVISORS

our team

Meet our dedicated members of Business Acceleration Advisors, who embody our core values of integrity, collaboration, and excellence. Together, we foster a culture of empowerment and accountability, driving collective success through diverse perspectives. Committed to continuous learning, our members are here to support your business growth journey.

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Julie Bird

CFBS, CEPA, CExP, CPFA

Co-Founder Cornerstone Wealth Strategies, LLC

An highly accomplished Retirement Income Planner, Julie offers more than 30 years of expertise in helping both individuals and businesses secure their financial futures. Her proficiency in retirement planning, investment strategies, and personalized financial planning has continually enabled clients to achieve and exceed their personal financial goals and objectives. As a committed member of our advisory team, Julie utilizes her extensive financial knowledge and client-centered approach to guide business owners in the development and execution of comprehensive financial strategy that produces greater business and personal financial stability and significantly reduces risk for the business owner and their families.

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Anthony Bird

CPA & High Net Worth Advisor, Co-Founder at Cornerstone Wealth Strategies, LLC

A CPA and High Net Worth Advisor, Anthony possesses more than 35 years of expertise executing comprehensive tax management strategies to reduce and/or eliminate current and future tax obligations, increasing after-tax cash flow for his business owner clients and their families, while simultaneously increasing their wealth and the enterprise value of their business holdings. Anthony has played the lead role implementing this planning for many of America’s wealthiest business owners and has served as personal CFO to one family for the past twenty-one years. As an integral part of our advisory team, Anthony utilizes his extensive financial acumen and tailored approach to assist business owners and affluent clients to successfully navigate the intricate and complex financial landscape.

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MaryGrace Thoennes

Treasury Management

Security Bank

As a Treasury Management Leader at Security Bank, she boasts over 20 years of experience in maximizing cash flow and liquidity for businesses. Her proficiency in financial analysis, risk management, and strategic planning has repeatedly empowered clients to improve their financial operations. A vital part of our advisory team, MaryGrace utilizes her extensive industry expertise and client-centered approach to assist businesses in creating effective treasury management solutions, guaranteeing their financial stability and operational efficiency.

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Craig Kreutzer

Employee Benefits Guru

Brinson Benefits, VP of Sales

With more than 20 years of experience, Craig is a true expert in employee benefits. He specializes in benefits administration, compliance, and strategic planning, designing comprehensive packages that draw in and keep top talent. As a valued advisor to HR teams, Craig skillfully navigates intricate regulations and introduces innovative solutions. Renowned for his analytical abilities and compassionate approach, he is committed to improving employee well-being and satisfaction. His ultimate goal is to make employers and their employees better consumers and to stop unnecessary spending.

Michael Visentine

Team Productivity Guru EOS Implementer

An accomplished COO, Coach and EOS Implementer, he possesses more than 30 years of experience in assisting businesses in realizing their vision via the Entrepreneurial Operating System (EOS). His skillset in strategic planning, leadership development, and process optimization has enabled countless organizations to elevate their performance and drive growth. As a vital part of our advisory group, Michael utilizes his extensive knowledge of EOS principles and client-centric approach to support businesses in executing effective systems, ensuring they fulfill their potential and attain sustained success.

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Randy McCall

Tax Planning and Strategy Guru

Certified Tax Coach

Randy is a certified tax coach guru boasting over 25 years of experience in tax planning and strategy. He specializes in assisting individuals and businesses in reducing their tax liabilities through proactive planning and creative solutions. His areas of expertise encompass tax compliance, deductions, credits, and strategies for wealth preservation. As a trusted advisor, Randy offers personalized guidance tailored to the distinctive financial circumstances of each client. Renowned for his analytical acumen and meticulous attention to detail, he is committed to optimizing tax savings and helping clients reach their financial objectives.

Mark Avery

Middle Market M&A, Governance, and Commercial Real Estate

A distinguished Middle Market M&A Lawyer, Mark boasts over 20 years of experience in steering businesses through intricate mergers and acquisitions. His proficiency in deal structuring, due diligence, and negotiation guarantees that clients secure the best possible results from their transactions. As a vital member of our advisory group, Mark utilizes his extensive legal expertise and strategic insights to help businesses maneuver the complexities of M&A, equipping them with the confidence and clarity necessary to execute successful deals and foster growth.

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Antoinette Bone

Estate Planning, Probate, and Guardianship Services

A highly regarded Estate Planning and Probate Lawyer, she offers more than 20 years of experience assisting individuals and families in navigating the intricacies of estate planning and probate law. Her proficiency in wills, trusts, and asset protection guarantees the preservation of clients’ legacies and the fulfillment of their wishes. As a committed member of our advisory group, Antoinette utilizes her extensive legal expertise and empathetic approach to help businesses formulate thorough estate plans, delivering peace of mind and security for their stakeholders.

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Jeremy Roberts

Risk Management Advisor for Business Owners

Jeremy Roberts is a multidisciplinary professional with a strong background in operational management, supply chain, and project leadership. A USMC veteran and business professor, he excels in streamlining processes, optimizing resources, and driving efficiency across industries including manufacturing, retail, and defense. Known for strategic thinking, innovative problem-solving, and collaborative management, Jeremy promotes continuous learning and team growth. He thrives in dynamic environments, bringing a global perspective from extensive travel and work across the US and China.

Shadi Awad

Managed IT Services

CEO & Co-Founder at Technagy IT

Shadi heads a comprehensive managed IT services firm boasting more than 20 years of experience in the technology industry. His profound expertise in IT strategy, cybersecurity, and cloud solutions has enabled countless businesses to improve their operational efficiency and security. As a key contributor to our advisory group, Shadi utilizes his extensive industry insights and creative approach to assist businesses in successfully maneuvering the intricacies of IT management, ensuring they remain at the forefront in an ever-changing digital landscape.

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Will Ham

Financial Advisor - Specializing in Retirement Plans

A seasoned Financial Advisor with over a decade of experience, specializing in retirement plans. Will's expertise lies in crafting personalized retirement strategies that align with clients' financial goals and aspirations. By leveraging extensive industry knowledge and a client-centric approach, Will ensures that individuals can achieve a secure and comfortable retirement. As a trusted advisor, Will is dedicated to guiding clients through the complexities of retirement planning, providing clarity and peace of mind. Will also offers ongoing support and advice to adapt to changing financial circumstances.

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Amy Moore

Human Resources Consultant

Amy Moore is a highly skilled HR consultant with over 25 years of experience helping businesses optimize their human resources and payroll practices. As President of II Moore Solutions, Inc., she specializes in HCM implementation, payroll management, employee relations, HR compliance, and strategic workforce planning. Amy is known for her ability to develop customized solutions that align with organizational goals, improve efficiency, and foster positive workplace cultures. With a strong background in HR strategy and problem-solving, she is a trusted advisor dedicated to supporting businesses in achieving sustainable growth and operational excellence.

Andy Roller

Owner @ Expio Digital Marketing

Andy Roller founded Expio Marketing to make and keep marketing simple and powerful: Be Clear. Be Found. Be Followed. Results — not guesswork — are the measure. If your business or practice needs marketing leadership, an outsourced marketing team, or an extended marketing team: See expiomarketing.com

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Rachel Kent

Executive Search & Talent Advisor

Founder, Kent Manning Executive Search

Rachel Kent is an executive recruiter who partners with business owners and executives to identify and place high-impact talent across industries - including technology, retail, financial services, healthcare, manufacturing, and professional services - and across virtually every business function: Strategy, GTM, Operations, Finance & Accounting, Marketing, and Product Management. Specializing in senior and executive-level search, Rachel takes the time to deeply understand her clients - their business, culture, and trajectory - so she can read between the lines and deliver a curated shortlist of candidates who are genuinely worth your time. The result is a faster, more precise search process and an exceptional experience for both client and candidate.

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Dr. Shannon Crawford

Leadership Psychologist and Executive Coach

Dr. Shannan Crawford is a licensed psychologist, executive coach, and founder of Crawford Clinics. She created the Restoring-Self-Cohesion™ model to help leaders identify and resolve unconscious blocks sabotaging performance. Her holistic method unlocks peak performance, emotional intelligence, and personal fulfillment. Business owners hire Dr. Crawford to coach executive teams and offer Crawford Care—therapy and coaching as an employee enrichment benefit that boosts innovation, engagement, and retention. A sought-after speaker and podcast host, she empowers leaders to cultivate healthy internal ecosystems that translate into thriving organizations and cultures.

Nicholé M. Plagens

Attorney at Law

Jackson Lewis P.C.

Nichole is Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization, and achievement obtained by less than 1% of attorneys in Texas. A seasoned litigator, she understand that employers need a strong advocate at all times and that proactive guidance can often prevent costly disputes. She prioritizes clear communication and transparency, allowing her to develop a deep understanding of each client’s business. This foundation enables her to defend their interests effectively, whether through strategic litigation or preventative counsel. Her proactive approach includes providing timely advice on risk mitigation, drafting employment agreements, handbooks, and other workplace documents, and conducting onsite training sessions. Nicholé’s expertise ensures that workplace conflicts and compliance challenges are addressed with confidence and care.