Our Sponsors

#5 - RGT Wealth Advisors Logo_H_RGB_r1
In 1985, Mark Griege and Rex Robertson founded RGT as a response to our clients’ demand to extend our services beyond traditional tax accounting. At RGT we recognize theimportance of personalized services that are specifically tailored to our clients needs. As an independent firm, RGT does not participate in either commission or transactional compensation, nor do we sell any financial products. Our mission is to serve our clients and their families by helping them identify, evaluate and achieve their financial goals by offering financial planning and investment management services with the highest standards of integrity, excellence, innovation and professionalism.


The focus of Whitley Penn from its inception in 1983 has been to provide high quality and exemplary service to its clients. We provide a full range of professional services including: tax planning, financial statement attestation, forensic investigation, M&A planning, and business valuation services. For the last ten years Whitley Penn was named in the “Best of the Best” listing in INSIDE Public Accounting Report of the top 25 accounting firms in the country. We have two Dallas/Fort Worth area offices, 24 partners and approximately 175 total personnel.


10366671_1__JW-Since-1887-Color-Horizontal (standard logo)Founded more than 125 years ago,
Jackson Walker L.L.P. is one of the oldest and largest Texas-based law firms. Today, the firm has more than 350 attorneys in seven Texas offices and represents hundreds of start-up companies, large net worth investors, family offices, Fortune 500 companies, multinational corporations, major financial institutions, insurance companies, and a wide range of public companies and private businesses. While Jackson Walker proudly calls Texas home, we recognize that our clients’ demands have assumed national and international proportions. Jackson Walker represents clients across the state and around the globe, and our attorneys are licensed throughout the United States and have experience in developed and emerging markets worldwide.

CFO AdvisoryOur firm provides Chief Financial Officer Services to early stage start-up companies, as well as, middle market companies. Those services include developing and implementing business financial strategies; implementing corporate governance programs; business valuation services; merger and acquisition negotiations and structuring for buy and sell side transactions; and selecting and implementing Enterprise Resource Planning (ERP) solutions.

The firm also provides a full range of accounting and financial reporting solutions for companies, from Controller level to day-to-day activities. We can act as your outsourced accounting department, handling your accounts payable, accounts receivable, inventory tracking, HR and payroll requirements.

See more at www.cfo-advisory.com