Banking
Suzie Jones - Senior Vice President, Retirement Plan Services Manager – Amegy Bank
Ms. Jones is responsible for overseeing the strategic management of Retirement Plan Services and the Executive Benefit Strategies Group. Her areas of expertise include designing non-qualified plan strategies for key executives, financial planning, qualified retirement plan design, fiduciary risk management, compliance, and investment strategies. Prior to joining Amegy Bank in 1995, she was an entrepreneur for 18 years.
Shirley Kwan - Senior Vice President, Business Banking Area Manager – Amegy Bank
Ms. Kwan provides clients with leadership in sales, product development, and services for businesses with annual sales from $0 at start-up to $5-10 million. She can provide financial advice to small business owners striving to build long-term relationships. Financial solutions she offers range from loans to treasury management to investments.
Legal
Andrea M. Johnson – Partner, Burleson Cook, LLP
Ms. Johnson has broad-ranging expertise in employment defense, tort and commercial work and has represented Fortune 100, multi-national entities and local Houston enterprises in jury and bench trials, appellate work, and arbitration defense.
Accounting and Financial Services
Portia Haggerty – CPA, CVA – President of Portia Haggerty PC
Ms. Haggerty is a certified WBE. Her company provides a variety of accounting and financial services to individuals and business owners in the Houston Metroplex. She has been a CPA since 1993 and has earned the Certified Valuation Analyst distinction.
Insurance
C. Michael “Mike” Schneider – President, Cravens Warren Insurance Agency
Mr. Schneider is a member of Combined Agents of America, LLC. He holds the CPCU designation and is past president and board member of the local CPCU chapter. He specializes in professional liability insurance