THE FINANCE FORUM BOARD
TERESA THOMPSON
Paychex HR/Oasis
214-907-1472 (Cell)
tathompson@paychex.com
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Teresa Thompson is a Professional Employer Consultant for Oasis PEO, A Paychex Company which is currently one of the nation’s largest publicly held PEO (Professional Employer Organization) and services companies in all 50 states. Teresa’s services allow business owners to focus on growing their business by streamlining the administrative burdens of payroll administration, risk management, employee benefits, and human resource management. With more than 31 years of experience in the PEO industry, she is a recipient of numerous President’s Club awards, and is a highly regarded speaker on her subject matter across the industry. She earned a Bachelor of Arts from Ouachita Baptist University and currently resides in Coppell with her husband, Dr. Tom Thompson and family.
DUSTIN GIBSON
Sunflower Bank, SVP, Collin County Market President
214-244-8334 (Cell)
Dustin.Gibson@sunflowerbank.com
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Dustin is Collin County Market President for Sunflower Bank, focusing on commercial and transactional lending in the lower-middle market. Sunflower Bank, a $7B institution based in Denver with deep historical roots in Texas and throughout the Southwest, is focused on significant growth in DFW. Dustin has been in the banking industry in Dallas for 25 years providing loans and commercial banking services for entrepreneurs and companies across the state. He offers a unique perspective to business owners as a past entrepreneur, himself. Dustin supports Responder Impact, a ministry for first responders in Frisco Police and Fire. He has served for 10 years as a board member for The Finance Forum. Dustin enjoys spending time at the lake with family and traveling for exciting college football games around the country. He is a graduate of The University of Oklahoma with post-graduate work at SMU’s Southwest Graduate School of Banking.
CHIP SCOGGINS
Texas Capital Bank, VP, RM Business Banking
972-342-6311 (Cell)
chip.scoggins@texascapitalbank.com
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Chip Scoggins is Vice President, Relationship Manager at Texas Capital Bank. His background includes 35 years of experience in banking, asset-based lending, factoring, healthcare finance, and purchase order financing for small- and medium-sized commercial businesses in the Southwest and across the United States. Although the majority of Scoggins’ career has been in new business development, his additional experience in credit, operations, and managing turnaround portfolios has established a strong background in structuring customized capital solutions to a wide base of industries and businesses involved in services, wholesale distribution, manufacturing, assembly, fabrication, import, and export. Scoggins earned a Bachelor of Science in Accounting from Clemson University and an MBA from Winthrop University. He serves on the Board of The Finance Forum and was Chairman of the 2022 Annual Charity Golf Tournament supporting Equest, a non-profit equestrian center located in Dallas.
SABRINA TURNER
Healthy Health Care, Founder
817-296-6597 (Cell)
sabrina@healthyhealthcare.info
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As the owner of a healthcare consulting firm, Sabrina leverages all 20 years of her career experience to help the most important members of our economy, small businesses and independent contractors/solopreneurs, find affordable, high quality health insurance.
One of her greatest strengths and passions is developing relationships and connecting people. She accomplishes this through the servant leadership mentality; you have to give to get. For the past 7.5 years, she has coordinated and hosts a monthly networking event called The Dave Peters Legacy Connect group that includes top Professionals in DFW and is designed to increase referrals through targeted introductions and business intelligence sharing.
AJ JORDAN
UBS, Financial Advisor
214-981-0599 (Cell)
alec.j.jordan@ubs.com
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AJ advises a wide array of clients including individuals, families, their businesses, and their other advisors, including their CPA's and attorneys. He holds the FINRA Series 7 and Series 66 securities licenses. Additionally, AJ holds a CEPA certification.
Before he joined UBS, AJ worked in the International Tax Group at KPMG. He graduated from Baylor University with a degree in Finance, Accounting and Entrepreneurship. While attending school, he was a member of the Baylor Business Fellows honor program, as well as Alpha Tau Omega.
AJ, along with his wife, Ally, are both lifelong Dallas residents. When not working, they enjoy cooking and taking their dog to the dog park.
BRYAN BALLOWE
TradeCap Partners, Co-Founder and Managing Partner
(972) 898-0267 (Cell)
(214) 800-2092 (Office)
bballowe@tradecappartners.com
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Bryan Ballowe is Co-Founder and Managing Partner of TradeCap Partners, who provides short-term working capital to companies through Purchase Order Financing. Bryan started his financial career in banking, as a global financial analyst underwriting senior debt and high yield bonds for various companies in the media and telecom industries. He has over 20 years of experience in PO Finance, including; underwriting, portfolio management, and also as a principal and investment committee member, at a prior firm.
Bryan holds a B.B.A. in Finance and a B.S. in Economics from Southern Methodist University as well as an MBA from Southern Methodist University in Corporate Finance. Bryan was also a varsity letter winner and member of Southern Methodist University’s men’s basketball 1993 Southwest Conference championship team.
Michael Castaldo
Texas Security Bank, Relationship Manager Commercial Banking
(817) 929-6760 (Cell)
(469) 398-4803 (Office)
michael.castaldo@texassecuritybank.com
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Michael Castaldo is a Relationship Manager for Texas Security Bank, a DFW based bank for owner-managed businesses and lower-middle market companies. Texas Security Bank’s mission is to Elevate the Champions of Free Enterprise, with the aim of providing companies the resources they need to be successful. Michael started his career as a financial analyst underwriting senior debt issuances for various companies in the healthcare sector. He has since spent the last 5 years providing commercial lending and treasury management services for companies across the state of Texas. Michael enjoys spending time in the mountains hiking and snowboarding, and during the fall traveling to Arkansas Razorback football games. He graduated with a degree in Finance from the UofA in 2015.
Travis Bell
Managing Director of Originations
(972) 896-9596 (Cell)
(469) 609-8539 (Office)
travis.bell@stonebriarcf.com
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Travis Bell is a Managing Director - Originations at Stonebriar Commercial Finance. In his 5 years at Stonebriar, Travis has originated and closed over $300MM in loans. Before his time at Stonebriar Commercial Finance, Travis started a travel company that generated over $5MM in revenue across 10,000+ customers. Travis has developed a well-rounded skill set in real estate finance, transaction structuring, leadership, entrepreneurship, sales and relationship management over the course of his professional career. Travis is also a member of the Frisco Young Professionals and Friends In Real Estate. Outside of work, Travis enjoys traveling, being in the great outdoors, motorsports, and mentoring future young leaders.