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.
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.
WHEN TO CALL ME
Call me when you're trying to figure out if you can actually afford to retire, or when a liquidity event just landed in your lap and you don't know what to do with it.
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.
WHEN TO CALL ME
Call me when your tax bill feels bigger than it should be and nobody's shown you a plan to change that before year-end.
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.
WHEN TO CALL ME
Call me when cash is sitting idle, credit lines are underused, or you're not sure your banking setup still fits the size of your business.
Craig Kreutzer
Employee Benefits Guru
Brinson Benefits, VP of Sales
With more than 30 years leading teams across operations, sales, and strategy, I bring a cross-disciplined view to employee benefits. Most employers accept their renewal because they don't think they have any real leverage to push back on it. I challenge that status quo: the annual increase employers accept as normal isn't financially sustainable, and treating it as inevitable is a choice, not a requirement. Every renewal is a chance to interrupt that compounding before it becomes permanent. The goal — make employers and employees better consumers of healthcare, and stop the unnecessary spending in every renewal.
WHEN TO CALL ME
Call me when you've accepted a renewal without pushing back — or you're curious what the difference looks like between accepting the status quo and challenging it.
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.
WHEN TO CALL ME
Call me when your team knows the vision but can't execute it, or when every week feels like putting out the same fires.
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.
WHEN TO CALL ME
Call me before your CPA files this year's return — not after — if you want a strategy instead of just a summary.
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.
WHEN TO CALL ME
Call me when you're fielding an acquisition offer, structuring a sale, or need someone who's negotiated the deal terms before, not just reviewed them.
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.
WHEN TO CALL ME
Call me when your estate plan hasn't been touched since your kids were young, or you're not sure what happens to the business if something happens to you.
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.
WHEN TO CALL ME
Call me when a single supplier, process, or person going down would actually stop your business.
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.
WHEN TO CALL ME
Call me when you're not sure your systems would survive a ransomware attempt, or IT feels like a black box you just pay for.
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.
WHEN TO CALL ME
Call me when HR and payroll are running on spreadsheets and tribal knowledge instead of a system.
Nicholé M. Plagens
Attorney at Law
Jackson Lewis P.C.
Nicholé is Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization, an achievement obtained by less than 1% of attorneys in Texas. A seasoned litigator, she understands that employers need a strong advocate at all times and that proactive guidance can often prevent costly disputes — from risk mitigation advice to drafting employment agreements, handbooks, and onsite training. She prioritizes clear communication and transparency, giving her a deep understanding of each client's business and enabling her to defend their interests effectively, whether through strategic litigation or preventative counsel.
WHEN TO CALL ME
Call me before you fire someone difficult, not after — a five-minute call can prevent a six-figure claim.
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
WHEN TO CALL ME
Call me when your marketing generates activity but you can't tie any of it to revenue.
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.
WHEN TO CALL ME
Call me when a critical seat has been open too long and your network has run dry.
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.
WHEN TO CALL ME
Call me when your top performer is burning out, or leadership decisions are being driven by ego instead of clarity.
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