Partner Members

Legacy Texas Bank

In business since 1963, Legacy Texas Bank has multiple banking centers serving the communities of Plano, Dallas, McKinney, Frisco, Allen, Park Cities, Addison, Richardson, Grapevine, Weatherford and Fort Worth.

Manning & Napier

For more than four decades, Manning & Napier has been guiding individual and institutional clients toward their financial goals. Our independent, opportunistic style can help you meet a wide variety of investment needs even in the most challenging environments. We’re majority employee-owned, which means we’re able to give you the kind of service and commitment that only comes from people who have a direct stake in your success.

Manning & Napier was founded in April of 1970 by Bill Manning and Bill Napier. To survive and grow in a difficult economic time, we had to add real value for our clients. As of March 31, 2013, we manage $48.1 billion in assets for individuals, corporate benefit plans, union pension and annuity funds, endowments, foundations, profit sharing plans, and 401(k) plans.

With more than 425 full-time employees serving clients in all 50 states, as of March 31, 2013, we are headquartered outside of Rochester, New York, with additional offices in Columbus, Ohio, and St. Petersburg, Florida.

Montgomery Coscia Greilich LLP

Montgomery Coscia Greilich LLP is a full-service professional accounting firm with expertise in traditional accounting services as well as mergers, acquisitions, divestitures and systems consulting. Our primary focus is on the core commercial sector with our clients primarily in technology, manufacturing, wholesale/distribution, service providers and retail companies. This focus allows us to provide the highest quality of technical service and experience. We work in the spirit of cooperation rather than competition and meet frequently and informally to exchange ideas for achieving our common goals: maximum performance for our clients. We take your business personally. That means every account is given personal attention. It’s the business philosophy on which the Firm was founded and the foundation upon which our clientele is being built.

Moss Adams

Nationwide, Moss Adams and its affiliates provide insight and expertise integral to the success of organizations across the globe.

Network Bar

The Network Bar is a place to chase business and opportunity. It’s an exclusive, members-only community designed for professionals to network and socialize. Our members represent an extensive network of emerging and accomplished business men and women who see the value in making connections. We provide a sleek an adaptive environment for our members to work, meet, dine and entertain.

nFLXn Point Group

Our Mission
We help companies at inflection points create greater results than previously imagined by dissolving barriers, implementing best practices, and driving both agility and innovation.

What is an inflection point?

A point at which further progress can only be achieved by making fundamental and significant changes.

Our Vision
We create the highest sustainable value and ROI by attracting and retaining the best team members, clients, investors and partners. We inspire those who work with us culturally, operationally and financially.