Warren Barhorst
Warren Barhorst
Managing Partner | Higginbotham |
Warren is a seasoned executive and entrepreneur with over 35 years of experience in risk management, insurance, financial services, distribution strategy and consulting. He founded Iscential, a Houston, Texas-based Risk Management, Insurance and Financial service firm in 1993, growing it into one of the largest independent firms in the state before partnering with Higginbotham in May of 2023.
Warren's competitive spirit fueled a successful collegiate football career, helped him quickly build a successful insurance practice and continues today as he leads the strategic vision for his team and repeatedly delivers enhanced, customized solutions for his clients.
Beyond insurance, Warren is a serial entrepreneur starting or investing in over 30 businesses and has served as a consultant to more than 125 companies—spanning startups to large corporations—where he helped with mergers and acquisitions, business valuation, process improvement, distribution strategy and training. He has authored two books: “Game Plan: The Definitive Playbook for Starting or Growing Your Business” and “Game Plan: The Definitive Playbook for Selling in The Connection Culture,” which artfully demonstrate his ability to build relationships and drive success.
Tip: How to save time when creating multiple profile popups.
Create one popup that has the image, text format, animations, and interactions you want each personal profile popup to have. Copy and paste the popup and change the names of the pasted popup folders in the layers panel. Next, edit the text and replace the images in each popup folder. Once completed, each popup will have unique content but a consistent format. This is more efficient than making each popup from scratch.
Hover interactions allow you to reveal or hide folders, objects, or groups when the user hovers their mouse over your specified trigger.
In this template, when the user hovers over an image an opaque shape appears over the image. This hover interaction communicates that an additional interaction will be triggered when the user clicks on the image.
A team profile section can provide insightful information about individuals and their roles within a team or company.
Template - Team Profiles with Popups
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To add a hover interaction, draw a hotspot over the area you want the user to hover. Select the hotspot and navigate to the Interaction tab in the Inspector Panel. Select “hover” as your trigger and specify the action, which can be: show, hide, show and stay visible, or hide and stay hidden. Finally, choose the folder, object, or group you want to reveal or hide.
Speakers
Jim Bergeron
Jon Adinolfi
Rose Bradshaw
Andrew Bartolotta
Alem Boukadoum
Brad Bruce
Zach Heffley
Tom Kidd
Jeremy Park
Mayor Mattie Parker
Brett Longenecker
Roe Patterson
Dan Miller
John Goff
Jonathan Robinett
John Springrose
Managing Partner Higginbotham
Managing Director
Advisor Education
Partner, Family Office Enterprise
RSM US LLP
President & CEO
North Texas Community Foundation
Director of Digital Media
cityCURRENT
Founder
ADG Venture Group
Founder & Private Wealth Strategist
mForce Capital
Founder & CEO
Heffley Aviation
CEO
Structured Foundation Repair
CEO
cityCURRENT
Mayor
Fort Worth, Texas
Managing Partner
Higginbotham
Managing Partner
Marauder Capital
CEO & Founder
Eternum Longevity Center
Chairman
Crescent Real Estate
President
Aircraft Finance Specialists
Managing Director
Higginbotham
Jim Bergeron
Managing Director | Advisor Education |
As part of Nuveen's Advisor Education team, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.
Prior to joining Nuveen, Jim was general manager of Ameriprise Personal Trust Services. Previously, he served in multiple roles focused on the development of financial advisory products and services. In addition to presenting virtually and in person to audiences of all sizes, Jim is a lecturer and frequent speaker at national and international conferences, where he is often called on to demonstrate unique ways to put wealth management concepts into action. Jim currently serves on the Northern Regional Council for the American Cancer Society. He holds a B.A. from Augsburg University and a J.D. from Vanderbilt University School of Law.
Jon D. Adinolfi
Partner, Family Office Enterprise | RSM US LLP |
As a leader within RSM’s Family Office Enterprise, Jon works extensively with family offices, high-networth individuals and families, and closely held businesses. His primary expertise is in tax matters related to tax planning for family wealth preservation, wealth transfers, charitable transfers, closely held enterprises and tax compliance for multigenerational families.
Jon is also a subject matter expert for tax matters involving corporate and privately owned aircraft. He leads the national tax aviation practice for the firm and works closely with Washington National Tax – tax controversy group on IRS exams involving aircraft.
Jon began his career in 1998 with a Big Four firm in Charlotte, North Carolina, where his focus was in serving high net worth individuals and related business entities. He joined a local accounting firm in 2008. He then joined his partners and staff members in opening the Houston office of RSM in 2013.
Jon has spoken at numerous conferences, seminars and professional training meetings on subjects ranging from the taxation of aircraft to the taxation of high-net-worth individuals.
Rose Bradshaw
President & CEO | North Texas Community Foundation |
Rose Bradshaw serves as President & CEO for North Texas Community Foundation. Over the course of her career, Rose has worked with philanthropists, foundations, corporations and nonprofits in North Texas, San Francisco, New York and Chicago to ignite powerful and rewarding philanthropy that strengthens local communities. She oversees North Texas Community Foundation’s philanthropic grants — which totaled more than $47 million in 2024 — to ensure charitable awards effect positive change while honoring donor intent. The Community Foundation currently has $676 million in assets.
Rose attended Loyola University - Mundelein College for Women, graduating magna cum laude in 1988 with a double major in History and English Literature. She moved with her family to Fort Worth in 2007.
Andrew Bartolotta
Director of Digital Media | cityCURRENT |
Andrew Bartolotta is a seasoned digital media expert and an influential speaker who has been channeling passion into purpose with the aid of technology for over a decade. As the Director of Digital Media for cityCURRENT, powered by Higginbotham and host of the cityCURRENT Show, Andrew has been instrumental in developing and managing various events and media initiatives, shaping the corporate activation landscape and guiding digital media resources to augment cityCURRENT Partners and the community's digital media engagement for their CSR initiatives.
An AI enthusiast, Andrew has successfully integrated AI tools such as Canva, ChatGPT, CapCut, and OpusPro into his work, enabling brands to maximize their online engagement and work more efficiently.
In 2014, Andrew had the honor of being invited to the White House twice as a digital media innovator by the Office of Digital Strategy. This recognition underscores his prowess in the field and his ability to broaden existing content to new digital platforms.
Andrew is a regular speaker at various organizations and conferences, where he shares his knowledge to strengthen the use of digital media for social good.
Alem Boukadoum
Founder | ADG Venture Group |
Alem Boukadoum is CEO of ADG, a mergers and acquisitions advisory and strategic consulting firm based in Fort Worth. Previously, Boukadoum was co-founder of Atrana Solutions, a fintech software and services company that was purchased by Alliance Data. Boukadoum graduated from The University of Texas at Austin with a degree in computer science.
Brad Bruce
Founder & Private Wealth Strategist | mForce Capital |
After 33 years in the corporate wealth management industry, Brad started mForce Capital in 2021. At mFORCE, he has found the freedom and flexibility to serve his clients as they truly deserve. Brad is driven by his passion to deliver effective and relevant solutions, and he leads the mFORCE team in creating a family office like environment for his clients. He emphasizes Relationship and Client Experience in his approach to working with clients, which includes successful individuals, retirees, and multigenerational families.
Over his career, Brad has been committed to continual improvement as he has sought and attained several important professional credentials. He earned the designation of Certified Private Wealth Advisor®, which trained him on how to integrate solutions for our clients across all of their planning and investment needs. Brad achieved the Certified Exit Planning Advisor (CEPA®) designation specifically to work with business owners planning on succession and other exit strategies. As a Certified Investment Management Analyst® (CIMA®), Brad is qualified to manage investments for our institutional clients. In addition, he holds the Certified Plan Fiduciary Advisor (CPFA) designation which demonstrates an expertise in working with retirement plans.
Brad is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7, 9, 10, 31, 63 and 65 FINRA registrations. He has received acknowledgement from Barron's Top 1200 Financial Advisors for the last 14 years. He has also been the Forbes "Best in State" Wealth Advisors as well as the Financial Times Top 400 Advisors. Locally, he has been recognized by Fort Worth, Inc, Fort Worth Business Press and the Fort Worth Chamber of Commerce.
He graduated from The University of Arkansas with a bachelor's degree in business administration, and along with his wife, Lori, he is active in the Fort Worth community. Brad has three children, that are attending college, so he is enjoying his "empty nest" with lots of golf and travel.
Zach Heffley
Founder & CEO | Heffley Aviation |
Zach is the founder and CEO of Heffley Aviation, which is based at Meacham Field in Fort Worth.
Zach is a Fort Worth native and has been involved and enthralled with aviation his whole life. He is a Nolan Catholic High School graduate and has a jazz degree from the University for North Texas where he played trumpet in the One O'Clock Lab Band. He was a member of the US World Aerobatic team in 2005 and 2007. In 2007 he won the World Aerobatic Championships in Spain.
Zach is a third generation pilot. His grandfather joined the Army Aircorps the day after Pearl Harbor was attacked and served as a B-17 aircraft commander in WWII. He then had a 36 year career at Delta Airlines after being a POW. Zach's father was a corporate pilot his entire career finishing up at XTO energy/ExxonMobil. His son Liam is a pilot for Heffley Aviation. Most notably Zach was the chief pilot for Williamson-Dickie here in Fort Worth and after the sale of Dickies continued on as the chief pilot for a Dallas billionaire on a Challenger 350. 3 years ago Zach made the leap to be a full time entrepreneur and run Heffley aviation full time. He currently has 15 aircraft under management which includes 35 individual owners of these aircraft and has 6 team members.
Zach is married with 4 boys and a daughter-in-law and resides at Bourland Field in Cresson.
Tom Kidd
CEO | Structured Foundation Repair |
In 2001, Tom Kidd, an engineering graduate of Texas A&M and founder of Structured Foundation Repairs, was first exposed to the foundation repair industry. He quickly realized that the industry itself was not well respected. He believed that the residents of the Dallas/Fort Worth Metroplex not only wanted but truly deserved to have an honest and ethical option if they ever needed a foundation repair contractor. He subsequently formed Structured Foundation Repairs and opened for business in February 2003 with only 3 employees. In January 2023, Tom announced he had sold 100% of the company into an Employee Stock Ownership Plan (ESOP), making all of the employees owners of the company.
Dan Miller
CEO & Founder | Eternum Longevity Center |
Dan is an internationally renowned nutrition and fitness expert, developing health and wellness programs for all walks of life. From executives to professional fighters and everyone in between, Dan’s flexibility is paramount for him to push the discussion of health toward attaining vibrant longevity without disease or disorder.
He has presented his strategies to tens of thousands of executives world-wide; helping them to live longer and healthier lives, reduce healthcare costs, and achieve greater personal and workplace productivity. Dan’s engaging, interactive style has inspired thousands to achieve permanent, life-changing results. In 2014, Dan was featured at the Vistage International Speaker Showcase, was awarded the Above and Beyond Award in 2015, and in 2018 was awarded Vistage Worldwide Speaker of the Year. Additionally he was awarded the Top Performer Award in 2020, in 2021 was awarded the both Top Performer and Star Performer Award, and Top Performer again in 2022, 2023, and 2024. In 2023, Dan joined a very elite group of people and spoke to a live audience of over 750,000 people in Maharashtra India.
Dan is not only a world leader in nutrition and fitness, he is a 40-year veteran of the martial arts. He has practiced, coached, and studied many disciplines including Jiu Jitsu, kickboxing, and Tae Kwon Do. Physical feats are no stranger to Dan as he is also a former Guinness World Endurance Record holder for the 48 Hour Treadmill Marathon Event. He also hosts international expeditions every year for executives and their families to experience real adventure, indigenous cultures, and world-class ancient cuisines.
In addition to being a board certified Longevity Specialist, Dan currently holds three Master’s degrees in Business Administration; Strategic Leadership; and Project Management, and reads an average of 80-100 books a year to have a working knowledge of the human body and what can go awry when we stray from our primal beginnings. His education transcends nutrition, allowing him to identify with the challenges faced by today’s busy executives.
In 2025, Dan founded Eternum Longevity Center in Salt Lake City, UT. A first-of-its-kind, state-of-the-art facility offering a comprehensive suite of personalized services designed to optimize human health at every stage of life. With advanced testing, coaching, a range of therapeutics, and the most advanced AI in the industry, the team at Eternum is redefining the future of health and wellness.
Dan is also the owner of Purest Mushrooms. They sell the absolute purest functional mushrooms on the planet.
Dan is an entrepreneur, business owner, author, speaker, adventurer, martial artist, scuba diver, mentor, and father.
Jeremy Park
CEO | cityCURRENT |
Jeremy C. Park helps individuals and organizations “power the GOOD.” As the CEO of cityCURRENT and vice president and shareholder of Higginbotham Insurance and Financial Services, Jeremy drives positive impact through business, media, events, and philanthropy. A two-time author, Forbes contributor, and the producer and host of five television and two radio shows and the ChangeMakers podcast, Jeremy is a sought-after speaker who inspires audiences nationwide with his "Giving for Growth" model - demonstrating how giving back can fuel both personal and professional success - helping you become a SPARK for your community.
Jeremy C. Park is exclusively represented by Executive Speakers Bureau, based in Germantown, Tennessee.
Mattie Parker
Mayor | Fort Worth, TX |
Currently in her third term, Mayor Mattie Parker was first elected to lead the nation’s now 11th largest city in 2021. Mayor Parker is focused on building a safer and stronger Fort Worth, nurturing thriving families and fostering the highest quality of life in every ZIP code. Her next-generation leadership includes key efforts and community partnerships to bolster Fort Worth’s development to compete in a global economy, improve public safety, expand access to education and workforce opportunities, and preserve the city’s rich heritage with a pioneering spirit and determination to leave things better than she found them.
Mayor Parker is a licensed attorney, with more than 18 years of experience in national, state, and local public affairs, including her service as the chief of staff for Mayor and the Fort Worth City Council. She was the founding CEO of Fort Worth Cradle to Career and the Tarrant To & Through (T3) Partnership. She and her husband David are the proud parents of one daughter and two sons.
Brett Longenecker
Managing Partner | Higginbotham |
Brett Longenecker is a Managing Partner at Higginbotham Financial, where he seamlessly merges customer service, technology and financial services. With a focus on catering to high-net-worth and ultra-high-net-worth individuals, he is committed to delivering superior financial strategies tailored to sophisticated needs.
As Managing Partner, Brett is involved in every aspect of the client experience, from managing vendor relationships, to leading his 50-person team to drive growth and deliver impactful, personalized solutions for each client.
Brett resides in Costa Mesa, California with his family and in his free time he enjoys playing golf, watching his children play youth sports and being involved in the local community.
Roe Patterson
Managing Partner | Marauder Capital |
Roe is a managing partner and co-founder of Marauder Capital. Prior to co-founding Marauder, Roe spent 30 years in the energy industry across a variety of roles. He has worked in, owned and operated multiple energy businesses. From 2013 until 2020, Roe served as CEO of Basic Energy Services. He currently serves as a director of publicly traded Drilling Tools International (NASDAQ:DTI).
Roe graduated from Texas Tech University with a Bachelors of Science degree.
Jonathan Robinett
President | Aircraft Finance Specialists |
Johnathan Robinett is the Founder of Aircraft Finance Specialists, established in 2019 to meet a growing need for tailored aviation financing solutions. Before founding the firm, he spent 13 years at Frost Bank (NYSE: CFR), where he served as Senior Vice President in the Corporate Banking/Middle Market division. There, he managed a $250MM+ portfolio across multiple industries and helped grow the aviation portfolio from $150MM to over $300MM in four years.
Combining his deep banking expertise and passion for aviation, Johnathan built Aircraft Finance Specialists to connect clients with optimal lending solutions through his network of more than 50 banks and specialty finance institutions. Since its inception, the firm has closed over $250MM in transactions, ranging from small aircraft to Boeing Business Jets across North America.
John Springrose
Managing Director | Higginbotham |
John manages Higginbotham Aviation's book of business, oversees carrier and client relations, and identifies solutions for the complex risk of the industry. His extensive experience in underwriting and finance roles at AIG and Cessna Aircraft Company, occupied with his degree in Aerospace Science and Economics, deliver unparalleled insight and guidance to the firm's clients.
John became Managing Director upon Higginbotham's 2018 partnership with Colt Risk Management, an agency catering to the insurance needs of the aviation industry. In addition to his sales roles, his is a trusted advisor to producer partners.
When away from the office, John serves on the board of directors for Texas Aviators and the Scholarship Committee for the South Texas Business Aviation Association. Both organizations support students seeking careers in aviation. John is also an active member of the National Business Aviation Association and International Council of Air Shows.
Warren Barhorst
Warren Barhorst
Warren is a seasoned executive and entrepreneur with over 35 years of experience in risk management, insurance, financial services, distribution strategy and consulting. He founded Iscential, a Houston, Texas-based Risk Management, Insurance and Financial service firm in 1993, growing it into one of the largest independent firms in the state before partnering with Higginbotham in May of 2023.
Warren's competitive spirit fueled a successful collegiate football career, helped him quickly build a successful insurance practice and continues today as he leads the strategic vision for his team and repeatedly delivers enhanced, customized solutions for his clients.
Beyond insurance, Warren is a serial entrepreneur starting or investing in over 30 businesses and has served as a consultant to more than 125 companies—spanning startups to large corporations—where he helped with mergers and acquisitions, business valuation, process improvement, distribution strategy and training. He has authored two books: “Game Plan The Definitive Playbook for Starting or Growing Your Business” and “Game Plan: The Definitive Playbook for Selling in The Connection Culture,” which artfully demonstrate his ability to build relationships and drive success.
Managing Partner | Higginbotham |
James Bergeron
As part of Nuveen's Advisor Education team, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.
Prior to joining Nuveen, Jim was general manager of Ameriprise Personal Trust Services. Previously, he served in multiple roles focused on the development of financial advisory products and services. In addition to presenting virtually and in person to audiences of all sizes, Jim is a lecturer and frequent speaker at national and international conferences, where he is often called on to demonstrate unique ways to put wealth management concepts into action.
Jim currently serves on the Northern Regional Council for the American Cancer Society. He holds a B.A. from Augsburg University and a J.D. from Vanderbilt University School of Law.
Managing Director | Advisor Education |
James Bergeron
As part of Nuveen's Advisor Education team, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.
Prior to joining Nuveen, Jim was general manager of Ameriprise Personal Trust Services. Previously, he served in multiple roles focused on the development of financial advisory products and services. In addition to presenting virtually and in person to audiences of all sizes, Jim is a lecturer and frequent speaker at national and international conferences, where he is often called on to demonstrate unique ways to put wealth management concepts into action.
Jim currently serves on the Northern Regional Council for the American Cancer Society. He holds a B.A. from Augsburg University and a J.D. from Vanderbilt University School of Law.
Managing Director | Advisor Education |
Rose Bradshaw
President & CEO | North Texas Community Foundation
As President & CEO, Rose is responsible for leading the Foundation and expanding its role as a community resource through strategic partnerships. She works collaboratively with a broad spectrum of stakeholders as a convener on issues and challenges facing the North Texas region.
Rose works with the Foundation’s board of directors to implement NTCF’s strategic plan, ensure asset growth and steward charitable funds for individuals, families, businesses and private foundations.
Over the course of her career Rose has been honored to work with philanthropists, foundations, corporations and nonprofits in North Texas, San Francisco, New York and Chicago to strengthen local communities.
Larry Brogdon
Mr. Brogdon is a Petroleum Geologist that has been in the Oil and Gas industry for over 45 years. He is a partner in Four Sevens Oil Company, an early participant in the Barnett Shale Play, President of Summit Cove Investments, L.P. and Brogdon Foundation.
Through Summit Cove Investments, L.P., Mr. Brogdon is involved with several Oil & Gas tech startups. Mr. Brogdon taught a popular class titled "Prospect to Production" for 10 years at TCÚ. He is the former Chairman of the Board of the TCU Energy Institute, sits on the TCU Board of Science and Engineering and actively mentors students planning to enter the Oil and Gas Industry.
Mr. Brogdon played football at TCU during the late 1960's. Mr. & Mrs. Brogdon have two daughters; Skylar O'Neal is a graduate of TCU and Landry Griffin a graduate of Colorado State University. They are proud grandparents of their 3 grandchildren.
President | Summit Cove Investments
Robert Fitzgerald
Attorney | Law Office of Robert James Fitzgeralg, P.C. |
Robert Fitzgerald is a local attorney who helps clients with estate planning, entity formation/restructuring, and generational business planning. He has his own practice and enjoys helping clients find solutions that best fit their end goals.
Robert is born and raised in Fort Worth. When not working, he enjoys time with his wife, daughter and son along with the occasional fly-fishing trip. He graduated from the University of the South and Charleston Law.
Robert is currently the Vice Chair of the Tax and Estate Planning Group for the Tarrant County Bar Association, board member for Fort Worth Abroad and Westworth Village City Council Place 4.
Stacey Horne
Founder | Stillwater Ecosystems |
Stacey is an entrepreneur with 40 years’ experience in securely launching and leveraging technology to drive business creation, expansion, and growth. His real-world expertise is utilized across his own businesses and on behalf of clients. An increased need for proactive cyber security strategies and solutions plus the evolving nature of cyber risk led Stacey to create an ecosystem of trusted partners to collaborate on solution delivery. Regardless of the situation Stacey is known as a trusted advisor who brings a business impact / business outcome approach to all endeavors, spanning US and internationally across multiple sectors.
In addition to founding multiple companies in the IT, software, oil and gas, and non-profit sectors, Stacey is actively involved in volunteer and philanthropic outreach. He served the Houston Technology Center in mentoring roles and on screening committees in energy and IT industries. He also served on the Houston Exponential International committee for several years. Stacey studied Management Information Systems at the University of Mississippi.
Jamey Ice
Entrepreneur & Founder | 6th Ave, LLC |
Stacey is an entrepreneur with 40 years’ experience in securely launching and leveraging technology to drive business creation, expansion, and growth. His real-world expertise is utilized across his own businesses and on behalf of clients. An increased need for proactive cyber security strategies and solutions plus the evolving nature of cyber risk led Stacey to create an ecosystem of trusted partners to collaborate on solution delivery. Regardless of the situation Stacey is known as a trusted advisor who brings a business impact / business outcome approach to all endeavors, spanning US and internationally across multiple sectors.
In addition to founding multiple companies in the IT, software, oil and gas, and non-profit sectors, Stacey is actively involved in volunteer and philanthropic outreach. He served the Houston Technology Center in mentoring roles and on screening committees in energy and IT industries. He also served on the Houston Exponential International committee for several years. Stacey studied Management Information Systems at the University of Mississippi.
Brett Longenecker
Managing Partner | Higginbotham |
Brett Longenecker serves as Managing Partner at Higginbotham Financial, where he seamlessly merges customer service, technology and financial services. With a strong focus on catering to high-net-worth and ultra-high-net-worth individuals, Brett is committed to delivering superior financial strategies tailored to sophisticated needs. Brett is actively involved in every step of the client experience, ensuring that they receive innovative financial solutions suited to their unique circumstances.
Under his leadership, Higginbotham Financial has seen an exponential increase in both revenue and reach. However, for Brett, his career isn’t just about the numbers – it’s deeply personal. The moments that resonate the most are those when he offers financial security to families during their times of need, serving as a trusted ally. His commitment to making a tangible difference in the lives of his clients is what makes Brett stand out from his peers.
Brett lives in Costa Mesa with his wife Alli and their two young children. In his free time, he enjoys playing golf, watching his children play sports and volunteering with the American Cancer Society and St. Jude Children’s Research Hospital.
Josh McNamara
Partner | Hartman Wanzor McNamara LLP |
Josh McNamara is a highly regarded strategic accountant and Partner of Hartman Wanzor McNamara LLP, located in Fort Worth, Texas. McNamara graduated with a double major bachelor’s degree from the TCU Neeley School of Business, and a master’s degree in accounting from the University of Michigan Ross School of Business. Under Josh's leadership, Hartman Wanzor McNamara LLP has established itself as a trusted advisor to a diverse range of clients, including small individual business owners and billion-dollar multinational enterprises. His strategic approach to accounting and consulting enables the firm to navigate the complexities of the financial landscape, delivering tailored solutions that meet the unique needs of each client. Josh is deeply committed to giving back to the community, currently serving on the Board of Directors at Mira Vista Country Club. He also serves on the Board of Directors for T1D, which has a personal significance to him as his eldest daughter, Kylah, was diagnosed with T1 diabetes at a young age. Together he and his wife, Danielle, spend time with their two daughters, enjoying watching them grow up and spending time together as a family.
Rose Bradshaw
President & CEO | North Texas Community Foundation
As President & CEO, Rose is responsible for leading the Foundation and expanding its role as a community resource through strategic partnerships. She works collaboratively with a broad spectrum of stakeholders as a convener on issues and challenges facing the North Texas region.
Rose works with the Foundation’s board of directors to implement NTCF’s strategic plan, ensure asset growth and steward charitable funds for individuals, families, businesses and private foundations.
Over the course of her career Rose has been honored to work with philanthropists, foundations, corporations and nonprofits in North Texas, San Francisco, New York and Chicago to strengthen local communities.
Mattie Parker
Mayor | Fort Worth, Texas |
Reelected in 2023 with 70% of the vote, Mattie Parker has served as the 45th Mayor of Fort Worth, Texas since 2021. Parker is focused on building a safer and stronger Fort Worth, nurturing thriving families, and fostering the highest quality of life in every ZIP code of the nation’s 12th largest city. Launching her vision to build Fort Worth into a world-class city, Mayor Parker’s next-generation leadership includes key efforts and community partnerships to bolster Fort Worth’s development to compete in a global economy, improve public safety, expand access to education and workforce opportunities, and preserve the city’s rich heritage with a pioneering spirit and determination to leave things better than she found them. Mayor Parker is a licensed attorney, with more than 18 years of experience in national, state and local public affairs, including her service as the chief of staff for Mayor and the Fort Worth City Council. She was the founding CEO of Fort Worth Cradle to Career and the Tarrant To & Through (T3) Partnership. She and her husband David are the proud parents of one daughter and two sons.
James Bergeron
As part of Nuveen's Advisor Education team, James develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.
Prior to joining Nuveen, James was general manager of Ameriprise Personal Trust Services. Previously, he served in multiple roles focused on the development of financial advisory products and services. In addition to presenting virtually and in person to audiences of all sizes, James is a lecturer and frequent speaker at national and international conferences, where he is often called on to demonstrate unique ways to put wealth management concepts into action.
James currently serves on the Northern Regional Council for the American Cancer Society. He holds a B.A. from Augsburg University and a J.D. from Vanderbilt University School of Law.
Managing Director | Advisor Education |
Rose Bradshaw
President & CEO | North Texas Community Foundation
As President & CEO, Rose is responsible for leading the Foundation and expanding its role as a community resource through strategic partnerships. She works collaboratively with a broad spectrum of stakeholders as a convener on issues and challenges facing the North Texas region.
Rose works with the Foundation’s board of directors to implement NTCF’s strategic plan, ensure asset growth and steward charitable funds for individuals, families, businesses and private foundations.
Over the course of her career Rose has been honored to work with philanthropists, foundations, corporations and nonprofits in North Texas, San Francisco, New York and Chicago to strengthen local communities.
Bobby Ahdieh
COO
Texas A&M Fort Worth
Bobby Ahdieh
COO | Texas A&M Fort Worth |
Bobby Ahdieh has served as dean of Texas A&M School of Law since 2018, in addition to more recent appointments as Texas A&M University’s Vice President for Professional Schools & Programs and the Chief Operating Officer of the new Texas A&M–Fort Worth innovation campus. A graduate of Princeton University and Yale Law School, he clerked for the US Court of Appeals for the Ninth Circuit in San Francisco before serving as a Trial Attorney at the US Department of Justice in Washington.
While still a student, Bobby published a book on the constitutional transformation of post-Soviet Russia, entitled "Russia's Constitutional Revolution—Legal Consciousness and the Transition to Democracy." His scholarship on corporate law and financial regulation has been published in many of the top journals in the country.
Prior to joining Texas A&M, he was on the faculty and served as Associate Dean and later Vice Dean at Emory Law School in Atlanta.
Chris Huckabee
Founder, Executive Officer
MOREgroup
Chris Huckabee
Founder, Executive Officer | MOREgroup |
Christopher M Huckabee, AIA is the Founder, Executive Officer of MOREgroup, a firm that unifies services, expertise, and innovation from brands within the architecture, design, and engineering fields. MOREgroup was formed through the combination of Huckabee, Rachlin Partners (now Huckabee), TSK, Innovative Engineering Group (IEG), and E4H Environments for Health Architecture. The family of brands touches all aspects of social infrastructure—from healthcare, education, and public architecture to the engineering systems that support them all.
Chris served as CEO of Huckabee, an award-winning education architecture firm, for three decades before leading the charge to establish MOREgroup. His vision was to create a platform for growth centered on brands that led their markets with focused expertise. As Founder, Executive Officer, he is committed to the continuation of legacy and opportunity by seeking best-in-class brands who share MOREgroup’s beliefs in excellence, integrity, and service to community. MOREgroup’s platform allows brands to accelerate growth, generate more community impact, and expand market presence by preserving and celebrating the identity that brought them success.
Both personally and professionally, Chris serves on multiple boards and speaks frequently on topics relevant to education and the A/E industry. His service philosophy focuses on building strong communities through education, youth services, and leadership development. Chris was twice appointed to the Texas Higher Education Coordinating Board and recently served as Chairman of the Board of Regents at Texas Tech University, his alma mater. In addition, he is the past Chairman of the North Texas Community Foundation and a former Board Member of Cook Children’s Health System.
Jeff Myers
Shareholder
Bourland, Wall & Wenzel P.C.
Jeff Myers
Shareholder | Bourland, Wall & Wenzel P.C. |
Jeffrey Myers is a shareholder of the firm and engages in a broad range of estate planning, charitable gift and wealth transfer planning for individuals and families, including partnership and business succession planning. He has practiced law since 1992 and has been a part of the firm since 1996. Jeffrey Myers has developed an expertise in sophisticated estate, charitable gift and wealth transfer planning through his speaking and writing at numerous State Bar seminars as well as serving as the Course Director for the Advanced Estate Planning, Advanced Drafting and Advanced Strategies courses. He represents numerous professionals, family and closely held businesses within his and the firm’s areas of expertise including gift and estate planning, charitable gift planning, personal and business planning for family businesses and professions, with an emphasis on tax law.
Joe Taylor
Chairman, Board of Managers
JTaylor
Joe Taylor
Chairman, Board of Managers | JTaylor |
Joseph D. Taylor, CPA, is chairman of the board of managers of JTaylor and Associates and has more than 40 years of experience in business advisory and tax planning. Joe embraces his leadership role in the firm while continuing to serve numerous clients, including corporations, partnerships, limited liability companies, and other entities. Actively involved in civic and nonprofit organizations, Joe currently serves on the board of directors for the North Texas Community Foundation, which honored him as the 2024 Professional Advisor of the Year for exceptional client service.
David Minor
Founder & Chairman
The Greener Good
David Minor
Founder & Chairman | The Greener Good |
David Minor is an accomplished entrepreneur with a proven track record of starting, scaling and selling successful companies. He was also the Founding Director of the Institute for Entrepreneurship and Innovation at Texas Christian University, where he was recognized as one of the Top 10 Entrepreneurship Center Directors in the country by Entrepreneur Magazine and now holds the title of Founder Emeritus of the program. His current venture, The Greener Good, is pioneering advancements in commercial landscape services, integrating sustainability and cutting-edge electric technology to drive innovation in the industry.
John Goff
Chairman | Crescent Real Estate
John C. Goff is an investor based in Fort Worth, Texas. His family office, Goff Capital, invests across multiple sectors including wellness, aerospace, energy, gaming, entertainment, and real estate. Among his holdings are Canyon Ranch – the world’s recognized leader in health and wellness, and Crescent Energy (NYSE:CRGY), where he serves as Chairman of both companies. John is also Chairman and principal owner of Crescent Real Estate which has assets under management, development, and investment capacity of over $10 billion.
John began his investment career in 1987 when he joined famed investor, Richard Rainwater. In the early 90’s, John co-founded Crescent Real Estate with Richard, designing the strategy and orchestrating the acquisitions leading to its initial public offering (NYSE) in May 1994. Under his leadership as CEO, Crescent grew from approximately $500 million at its IPO to $6.5 billion upon its sale to Morgan Stanley in August 2007. Crescent provided its shareholders with a 15.4 percent compounded annual return and more than $2.5 billion in cash dividends during its 13 years as a public company. In November 2009, John reacquired Crescent, in partnership with Barclays Capital, and in December 2017, he purchased Barclays’ interest to become the principal owner.
John also founded Goff Capital Partners during the credit crisis of 1998. The company went on to successfully invest in over $4 billion in distressed real estate debt and equity. In 2016, he combined the resources of Goff Capital Partners into Crescent Real Estate.
A graduate of The University of Texas at Austin, John remains actively involved in The University, including serving as Chairman of the McCombs School of Business Advisory Council. Of the numerous donations made to The University, he is most proud of the John C. Goff Real Estate Investment Fund, which provides students with the opportunity to manage capital in both public and private real estate investments. John is a member of The University of Texas Distinguished Alumni and McCombs School of Business Hall of Fame. John is an EY Entrepreneur of the Year as well as a member of the State of Texas Business, Dallas Business, Fort Worth Business, and North Texas Real Estate Halls of Fame, and the recipient of the Fort Worth Trailblazer Award and Golden Deeds Award.
In 2020, John was appointed by the Mayor to Co-Chair Fort Worth Now to assist the city through the pandemic and emerge stronger economically. As part of this effort, John led the charge to attract Texas A&M to build a research and educational campus in Downtown Fort Worth, in addition to a new law school. John has now been appointed Chairman of Fort Worth Tarrant County Innovation Partnership to help coordinate efforts in completing the campus and attract industry partners.
John, and his wife, Cami, are also proud to be Founding Donors and serve on the National Advisory Board & Leadership Committee for the National Medal of Honor Museum. Through the Goff Family Foundation, John and Cami are dedicated to advancing education in our local community.
John Goff
Chairman
Crescent Real Estate
Tom Kidd
CEO
Structured Foundation Repair
Jonathan Adinolfi
As a leader within RSM’s Family Office Enterprise, Jon works extensively with family offices, high-networth individuals and families, and closely held businesses. His primary expertise is in tax matters related to tax planning for family wealth preservation, wealth transfers, charitable transfers, closely held enterprises and tax compliance for multigenerational families.
Jon is also a subject matter expert for tax matters involving corporate and privately owned aircraft. He leads the national tax aviation practice for the firm and works closely with Washington National Tax – tax controversy group on IRS exams involving aircraft.
Jon began his career in 1998 with a Big Four firm in Charlotte, North Carolina, where his focus was in serving high net worth individuals and related business entities. He joined a local accounting firm in 2008. He then joined his partners and staff members in opening the Houston office of RSM in 2013.
Jon has spoken at numerous conferences, seminars and professional training meetings on subjects ranging from the taxation of aircraft to the taxation of high-net-worth individuals.
Partner, Family Office Enterprise | RSM US LLP |
James Bergeron
As part of Nuveen's Advisor Education team, Jim develops and delivers intellectual capital designed to help financial professionals and practices deepen client relationships and grow their businesses. He joined Nuveen in 2011 and has more than 25 years of experience in financial services and product development. His areas of expertise include taxation, family wealth planning, advisor practice management, and investor education.
Prior to joining Nuveen, Jim was general manager of Ameriprise Personal Trust Services. Previously, he served in multiple roles focused on the development of financial advisory products and services. In addition to presenting virtually and in person to audiences of all sizes, Jim is a lecturer and frequent speaker at national and international conferences, where he is often called on to demonstrate unique ways to put wealth management concepts into action. Jim currently serves on the Northern Regional Council for the American Cancer Society. He holds a B.A. from Augsburg University and a J.D. from Vanderbilt University School of Law.
Managing Director, Advisor Education | Nuveen |
Rose Bradshaw
President & CEO | North Texas Community Foundation
Rose Bradshaw serves as President & CEO for North Texas Community Foundation. Over the course of her career, Rose has worked with philanthropists, foundations, corporations and nonprofits in North Texas, San Francisco, New York and Chicago to ignite powerful and rewarding philanthropy that strengthens local communities. She oversees North Texas Community Foundation’s philanthropic grants — which totaled more than $47 million in 2024 — to ensure charitable awards effect positive change while honoring donor intent. The Community Foundation currently has $676 million in assets.
Rose attended Loyola University - Mundelein College for Women, graduating magna cum laud in 1988 with a double major in History and English Literature. She moved with her family to Fort Worth in 2007.
John Goff
Chairman | Crescent Real Estate |
TBD
Chris Huckabee
Founder, Executive Officer | MOREgroup |
Christopher M Huckabee, AIA is the Founder, Executive Officer of MOREgroup, a firm that unifies services, expertise, and innovation from brands within the architecture, design, and engineering fields. MOREgroup was formed through the combination of Huckabee, Rachlin Partners (now Huckabee), TSK, Innovative Engineering Group (IEG), and E4H Environments for Health Architecture. The family of brands touches all aspects of social infrastructure—from healthcare, education, and public architecture to the engineering systems that support them all.
Chris served as CEO of Huckabee, an award-winning education architecture firm, for three decades before leading the charge to establish MOREgroup. His vision was to create a platform for growth centered on brands that led their markets with focused expertise. As Founder, Executive Officer, he is committed to the continuation of legacy and opportunity by seeking best-in-class brands who share MOREgroup’s beliefs in excellence, integrity, and service to community. MOREgroup’s platform allows brands to accelerate growth, generate more community impact, and expand market presence by preserving and celebrating the identity that brought them success.
Both personally and professionally, Chris serves on multiple boards and speaks frequently on topics relevant to education and the A/E industry. His service philosophy focuses on building strong communities through education, youth services, and leadership development. Chris was twice appointed to the Texas Higher Education Coordinating Board and recently served as Chairman of the Board of Regents at Texas Tech University, his alma mater. In addition, he is the past Chairman of the North Texas Community Foundation and a former Board Member of Cook Children’s Health System.
Tom Kidd
CEO | Structured Foundation Repair |
In 2001, Tom Kidd, an engineering graduate of Texas A&M and founder of Structured Foundation Repairs, was first exposed to the foundation repair industry. He quickly realized that the industry itself was not well respected. He believed that the residents of the Dallas/Fort Worth Metroplex not only wanted but truly deserved to have an honest and ethical option if they ever needed a foundation repair contractor. He subsequently formed Structured Foundation Repairs and opened for business in February 2003 with only 3 employees. In January 2023, Tom announced he had sold 100% of the company into an Employee Stock Ownership Plan (ESOP), making all of the employees owners of the company.
David Minor
Founder & Chairman | The Greener Good |
David Minor is an accomplished entrepreneur with a proven track record of starting, scaling and selling successful companies. He was also the Founding Director of the Institute for Entrepreneurship and Innovation at Texas Christian University, where he was recognized as one of the Top 10 Entrepreneurship Center Directors in the country by Entrepreneur Magazine and now holds the title of Founder Emeritus of the program. His current venture, The Greener Good, is pioneering advancements in commercial landscape services, integrating sustainability and cutting-edge electric technology to drive innovation in the industry.
Jeff Myers
Shareholder | Bourland, Wall & Wenzel P.C. |
Jeffrey Myers is a shareholder of the firm and engages in a broad range of estate planning, charitable gift and wealth transfer planning for individuals and families, including partnership and business succession planning. He has practiced law since 1992 and has been a part of the firm since 1996. Jeffrey Myers has developed an expertise in sophisticated estate, charitable gift and wealth transfer planning through his speaking and writing at numerous State Bar seminars as well as serving as the Course Director for the Advanced Estate Planning, Advanced Drafting and Advanced Strategies courses. He represents numerous professionals, family and closely held businesses within his and the firm’s areas of expertise including gift and estate planning, charitable gift planning, personal and business planning for family businesses and professions, with an emphasis on tax law.