Industry Masters Forum Members
Matt Umholtz is the Founder and CEO of PaySphere, a Houston Based Payroll Outsourcing company specializing in customized payroll solutions backed by an industry leading support staff.
After spending nearly 10 years at a national payroll vendor where he rose from field sales to serve in several leadership roles, Matt set out to reshape the outsourcing experience by delivering on PaySphere’s slogan of Simple Change. Huge Difference. For more information
David Brewer began his legal career at the international law firm Fulbright and Jaworski in Houston, and is the founder David R. Brewer, Attorney at Law, PLLC, where he leads a team of legal professionals addressing the needs of small-to-medium sized businesses, and the people who own them. Brewer Law clients are business people of all types -- investors, doctors, real estate developers, manufacturers, accountants, professionals, and family owned businesses. Brewer Law helps its clients establish proper business entities, and addresses all their business legal needs, including commercial litigation. For business owners’ personal needs David performs asset protection and estate planning and probate, including estate litigation. David has a special expertise in real estate – both transactions and litigation. In addition, his firm has a family lawyer to address those crossover needs for his business clientele. For more information
Max is a Certified Public Accountant, a Certified Valuation Analyst and a Certified Fraud Examiner. He is the Founder and Managing Member of Lummis Consulting Services, LLC - a certified public accounting firm specializing in M&A due diligence, business appraisal, and expert witness services (economic damages).
Since opening the firm in 2012, Max and his team have assisted numerous buyers and sellers with pre and post-close diligence and valuation services. Over the years, Max has given expert witness testimony more than 20 times in state and federal court related to economic damages and business valuation. For more information
Mark is the best-selling author of Change Agents with Brian Tracy. Mark Rafail has built a strong reputation as an insurance expert and a trusted adviser to his clients, family and peers. His agency is consistently ranked in the Top 1% Of Farmers Agencies and is a proud sponsor of the Houston Association of Realtors, the Commercial Real Estate Network, and Soaring Kidz which focuses on special needs children in Houston. His team’s goal is to make sure they protect their clients with the right kind of life insurance, property & casualty insurance, and malpractice insurance. Mark has been recognized in the top one-half of one percent of all Life Insurance Agents in the Farmers system because he truly cares about his clients and is willing to be a resource for all insurance questions.
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On December 8, 2004, Regay decided to go for it! The vision she had for RMH Marketing & Media became a reality. Regay opened the doors with one goal in mind—to be a strategic and creative thinker for her clients and to advise them on all aspects of their marketing programs to drive business.
As clients’ needs are constantly evolving, Regay ensures her team adapts to be on top of the latest and greatest industry trends and best practices. She remains closely involved with over 200 RMH clients to date, leading creative thought and driving strategy. Her client dedication coupled with a contagious energy level will leave you, needless to say, inspired!
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Houston-area native Stephanie Finch has been helping her clients achieve their real estate goals for over a decade with more than 400 homes sold. Her team is centered around customer satisfaction whether it’s selling your home for top dollar, relocating to Houston, buying your very first home or finding the right investment property for passive income. Stephanie is the Principal Broker for Finch Properties and has earned the Certified Negotiation Expert (CNE) designation. In addition to operating her own brokerage, Stephanie is an active real estate investor and landlord. She has wide array of resources and contacts to offer her clients before, during and after the sale. For more information
Sheryl Lyons is Founder and President of Culture Spark, helping business leaders build work environments their people love and cultures that bring competitive advantage. She launched Culture Spark after three years as CEO for a human resources firm, where she worked her way from HR Generalist to CEO over ten years.
Sheryl holds an MBA from University of Texas and a BA from Texas A&M University. She is an accomplished public speaker, a member of Vistage International, Growth Advocates, the National Business Development Association, a founding member of the Industry Master’s Forum, and serves on the board of Houston Community ToolBank. For more information
Ted Leitch is a Director with Expense Reduction Analysts (ERA). ERA helps organizations unlock extra cash flow out of their supplier base, allowing them to put that extra cash flow back in to their business. We have over 700 consultants and analysts who specialize in specific expense category industries, bringing intimate "insider” knowledge and data of supplier industries not available to your internal procurement resources.
Prior to joining ERA six years ago, Ted spent fifteen years in sales management, operations management and executive management for two Fortune 500 financial services firms. Ted currently serves as a board member for Heroes for Children and Archway Academy. For more information
Hazem A. Ahmed
Hazem serves as Executive Vice President of Integrity Bank, and manages the Southeast Houston office which opened in September of 2013. He has been with the bank as a Lender and Shareholder since its inception in 2007. In addition to assisting in the establishment of the bank, he is primarily responsible for managing and creating relationships that center around the client’s financial needs and growth.
Hazem holds a Bachelor of Science degree in Finance from the University of Houston, and received his Graduate Banking degree in 2012 from the Southwest Graduate School of Banking where he served as an elected officer since commencement. For more information
Jason is the owner and founder of Halcyon Technologies which was founded in 2009. Before starting his primary business, he graduated top of his class with a Computer and Electrical Engineering Degree which has helped him in his business as well as having over 20 years experience. Halcyon Technologies specializes in the design, sale, installation, and service of consumer electronics in residential and small commercial applications. Jason's vast knowledge of electronics helps Halcyon deal in a wide array of solutions including home automation with lighting, thermostat, and shade control. Halcyon also designs security systems, camera systems, access control systems, networks, phone systems, conference rooms and media rooms.
As founder and managing director of Belvoir Real Estate Group, Matthew Goldsby is passionate about building people, properties and communities. Matthew’s background includes nearly 15 years of experience in the commercial real estate industry spanning brokerage, management, development, and investment services. He brings a unique perspective and a creative approach to every challenge, and he fosters an internal culture of mentorship and continuous growth. A well-respected Houston real estate professional, Matthew has worked with properties cumulatively valued at over $700 million throughout his career and has overseen Belvoir’s rapid organic growth since 2012.
Michael’s experience in commercial real estate consulting and valuation spans more than 30 years, extending across all types of commercial properties. He founded MBLane and Associates in 1999, which has prepared over 400 commercial appraisals each year for the past 10 years, with valuations exceeding $1.0 billion annually. In 2009, Michael founded Lane Property Tax Advocates, which represents many commercial clients with assessments of more than $1.5 billion. In addition to being a designated member of The Appraisal Institute, he is a state certified general appraiser, real estate broker and a senior property tax consultant. A graduate of the University of Arkansas, Michael is a Lifetime Committeeman of the Houston Livestock Show and Rodeo and has served on numerous charity boards.
Christopher R. Manske, CFP® graduated from the United States Military Academy at West Point and is a graduate of Rice University's Certified Financial Planner's curriculum. He’s been praised by Research Magazine, ML Advisor Magazine, and his firm was listed by the Houston Business Journal in the top sixty-one investment practices in town in 2013. He’s been listed every year Texas Monthly has published their Houston’s Five Star Advisor list and less than 20 others can say the same. Chris is a member of Mensa, a life member of HLSR, and he serves as a board member for the charity KIPP.
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Jason Sowers is the Founder and President of Sowers & Company, PC, a Certified Public Accounting firm that provides professional and personalized service related to Tax Management, Consulting, and Compliance for small-to-medium sized businesses, as well as high income and high net-worth individuals and families. Sowers & Company, PC also provides outsourced accounting solutions for its non-profit and business clients, and client representation related to tax matters with the IRS and other taxing authorities. Their clients operate in a variety of industries including health care, real estate, manufacturing, oil & gas, and various service industries. Jason is a graduate of UT Austin with a BBA and a Master's in Professional Accounting (tax emphasis). Previously, Jason was a Manager at Arthur Andersen in their Private Client Services Group. For more information
Kelsey partners with Houston businesses to boost productivity, enhance creativity and develop strong, positive corporate culture through building all-levels, non-sweaty yoga classes to the workplace. As the founder and Chief Yoga Officer of Yoga Balance, Inc., she is passionate about helping business owners care for their employees in a whole new way. She and her team of highly skilled yoga teachers hand tailor classes that respond to the needs of Houston’s busiest offices.
Kelsey holds a Bachelor of Arts degree in Marketing, a Master of Arts degree in Theological Studies and is a 200 hour Registered Yoga Teacher. Kelsey’s own yoga practice began while she was a collegiate rower at Marietta College and has deepened and expanded through diligent study and practice. She combines her creativity, experience and research obsession to build thoughtful, hand tailored classes for her clients, on their schedule, at their location.
Duncan is a partner at B2B CFO. He has over 28 years of experience as a senior-level executive with extensive finance, accounting and operational experience in diverse industries including Energy, Healthcare, Security, Printing, Manufacturing, Employment and Financial Services. He has a demonstrated and proven ability to improve operations, impact business growth and maximize profits through achievements in finance and accounting management, cost reductions, internal controls, and productivity/efficiency improvements.
With a focus on small to medium size companies, He has experience with start-ups, established companies looking to restructure debt or in need of growth capital, and exit strategies that have included outright stock and asset sales, selling a company to its employees through an employee stock-ownership plan, and taking a company public. For more information
Robson is on a journey to fix how employers purchase healthcare. He is the first of only two Houston advisors certified by The Health Rosetta, a national non-profit aggregating proven best practices that simplifies implementation to lower costs and improves the employee’s experience. He lives out his mission through Clarus Benefits Group, an independent Texas consulting firm focused on Employee Benefits, Compliance & Human Resources. Robson is determined to help every person and company burdened with the escalating costs of healthcare by shifting the focus to Employer-Built Healthcare.
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Neal Benedict is the founder of Silver Brick Sales Solutions, a Sandler Sales Training Partner, and author. He has been responsible for multiple start-ups as well as an advisor to early stage companies. Prior to becoming an entrepreneur Neal held senior roles at companies such as Intel, Eaton & Reuters. Neal holds an MBA and M.Ed. from the Pennsylvania State University.