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David Andrews, Christmas Tree Chair; Kunthear Mam-Douglas, Scott Pharr

Bryan’s House Family Holiday Celebration featured take-home three-to-four-foot-tall custom Christmas trees, a Toy Drive, candy canes and toys and stockings filled with goodies for every child.        

Hosted by Ann and Todd Nelson at Venture X – Braniff Centre, Dallas, the event was chaired by Regina Bruce and Dr. Carla Russo and sponsored by the Lone Star Monarchs.        

Regina said, “This was a wonderful opportunity to share laughter and joy with the kids and families served at Bryan’s House this year.  We all helped bring heartfelt holiday cheer to 100 families.”       

Chaired by David Andrews of TerraMai Reclaimed Wood, the Christmas Tree Project featured 110 Christmas trees decorated in colorful and fanciful themes decorated by 51 donors. Each family took home at least one Christmas tree.  See list below. The Toy Drive was chaired by Adam Bernal, Kirby Phelps and Ronni Nicole Pierce.       

Each family had the opportunity to have their photo with Santa, lunch donated by Jeanne Lewis and Jersey Mike’s, dozens of holiday-decorated cookies and milk, along with all of the special treats mentioned above. The children’s smiles abounded as all in all, it was a lovely, fun and joyful day in the spirit of celebrating the holidays.  

The committee included Rick Adams, Sharon Adams, Anna Berman, Scout Dawson, Kristi Eakin Hall, Jeanne Lewis, Bodii Lim, Kunthear Mam-Douglas, Glenn Morrill, Diane Moten, John Pickett, Shayema Rahim, Elizabeth Smith and Cindi Tesseneer.       

Bryan’s House representatives included Stefani Held, Founder; Dr. Keith Mankin, Board Chair; Sandra Amaya, Maria Castro, LaQuasha Cook, Dalia Fuetes, Marilyn Quinones, Michelle Ramirez, Debra Rodriguez and Diana Tellez

To learn more about Bryan’s House, visit the website for more details at www.BryansHouse.org


Christmas Tree Project Donors:  
97W Design, Jennifer Bell, Anna Berman, Debbie Brackenridge, Brookhaven College, Regina Bruce, Coeval Studio, Chad Collum and Steve Kemble, Corgan, Cross Architects, Dallas Eagle, EDG Design, ENTOS Design, Gensler, GFF, Go Studio, GUIDE Architecture, Mark Steven Hayes, HOK, Jacobs, Keaton Interiors, Corey Lark, Lone Star Monarchs, Kunthear Mam-Douglas and Edward Douglas, Melrose Design Haus, Monsieur Holiday and Couture, Diane Moten, Debbie Murray, Lisa Nault, The Nielsen Collection, Perkins and Will, Scott Pharr, Preston Hollow Women’s Club’s Marvelous Mahjong Group, Pretty Lovely Affair, QPC Finish, Shayema Rahim, David Roberts, Cindy Ryan, Elizabeth Smith, Smith Group, Studio 11 Design, Studio B Design Group, TerraMai Reclaimed Wood, Marrisa and Chris Tindell, Brett Turner, US Surfaces, Verona Marble Company, Rachel Williams and Andre Yabin.

About Bryan’s House: The mission of Bryan’s House is to provide children with special needs and their families with trusted case management, educational, therapeutic, and medically-supported care.  www.BryansHouse.org

About Lone Star Monarchs:  To inspire and nurture the human spirit, as together, we build an effective network of individuals and organizations to support a broad spectrum of charitable organizations in Dallas and throughout Texas. Lone Star Monarchs’ (LSM) purpose is exclusively educational and charitable to connect people and enrich lives.

LSM welcomes all people who value our mission. We are committed to inclusive environments of diverse individuals, organizations and communities. We promote volunteerism and a spirit of service.

LSM has no paid employees. All contributions and funds raised go to LSM services and grants for our service partners.  www.lonestarmonarchs.org

 Photos by Thomas Garza and Duke Morse

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In a spirit of unity and cultural celebration, the Asian Culture And Education Society USA in Dallas, Texas recently marked the observance of both Black History Month and Lunar Chinese New Year with a series of heartwarming initiatives and festive events. The society's endeavors aimed not only to honor the diverse cultural heritage of its members but also to spread joy and inclusivity within the community.

As part of their celebrations, the Asian Culture And Education Society USA extended a hand of kindness to the special education children at a local elementary school. Members of the society prepared and distributed red envelopes filled with a delightful assortment of treats including pizzas, toys, goodies, and snacks, along with candies symbolizing the joy and prosperity associated with the Lunar Chinese New Year. This gesture of goodwill brought smiles to the faces of the children and demonstrated the society's commitment to fostering inclusivity and compassion.

The festivities culminated in an annual celebration party hosted by the Asian Culture And Education Society USA. The event served as a vibrant showcase of Asian culture and traditions, featuring a variety of performances and activities for the community to enjoy. Attendees were treated to mesmerizing displays of traditional music, dance, and theatrical performances, which highlighted the richness and diversity of Asian heritage. The atmosphere was filled with laughter, camaraderie, and a shared appreciation for cultural diversity.

Apart from the annual celebration party, the ACAESUSA's Youth Council  special performances for the wider community, actively participating in the events by volunteering and showcasing their talents. These performances were a means to bridge cultural gaps and foster cross-cultural understanding. Through music, dance, and various artistic expressions, the society endeavored to involve and enlighten the community about the beauty and significance of Asian culture.

During these events, we're deeply grateful for the help from Ni Hao, UCA, Gendap, Dallas City Library, the Dallas Police Department, Cesar Chavez Learning Center and TC-2 Mr.Gipson's class. We're truly fortunate to have their support.

Several awards were presented during the event, including the Inspirational ACAESUSA Mentor Award to Gendap President Mrs. Beverly Hill, and Mr. Jay Ho. The AAPI Media Excellence Award was bestowed upon Hojun Choi and Tiffany Liou, while the Inspirational AAPI Leader Award went to Yosselin Muller and Youth Volunteer and Youth Leadership Awards were presented to Eric Wang, Jessica Wu, Amy Xu and Harris Xie.

The Asian Culture And Education Society USA's celebration of Blank History Month and Lunar Chinese New Year exemplifies the power of community and cultural exchange. Through acts of kindness, festive gatherings, and vibrant performances, the society succeeded in spreading joy, fostering inclusivity, and celebrating the rich tapestry of Asian heritage. As the celebrations come to a close, the spirit of unity and cultural appreciation will continue to resonate within the community, leaving a lasting impact on all who participated.

Contact:

Jan XIe

President of  Asian Culture And Education Society USA

2148102718

janxie@acaesusa.org

 

 

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Courtesy of WellMed

Thirty-five-year-old Drew Rosiles was very busy. Spending time with his fiancée and traveling extensively for work left little time to worry about this health, so when he started experiencing some troubling symptoms, he reasoned them away.

"For two weeks, I had tunnel vision, tingling sensations and occasional chest pain," Drew recalled. He attributed it to fatigue. Driving home one day, the symptoms were so severe he worried he was endangering others by being on the road, so he pulled over and decided to schedule an appointment to see his primary care physician, Dr. Anis Ansari.

At the doctor visit, Simm Kapkeo, one of the certified medical assistants (CMA) at WellMed at Hebron in Carrollton, Texas, conducted Drew’s assessment. Simm recognized the urgency in Drew's symptoms, and after an initial review of his EKG, he knew something was seriously wrong.

"I acted on instinct," Simm said. "I knew something wasn't right."

Though Dr. Ansari was with another patient, Simm realized this could not wait.

"When I saw the abnormal EKG, I knew it was critical," Simm recalled. He politely knocked on the door and asked Dr. Ansari to review the EKG results.

Dr. Ansari's composed-yet-grave tone while he shared the diagnosis of a full heart blockage hit Drew hard. "Your heart rate is at 38 beats per minute," Dr. Ansari revealed. "I've called your parents to come get you; you can't drive."

Drew's mind raced with panic as he thought about his fiancée and the uncertain road ahead. "The seriousness hit me," he recalled. His parents drove him to Baylor, Scott & White Heart Hospital in Plano, where he was immediately admitted and taken into surgery.

The whirlwind continued as Drew underwent heart surgery and received a pacemaker.

"I feared the unknown," Drew confessed. "But the medical team's support eased my worries." Simm's compassionate hug and reassurance had a strong impact. "He knew I was scared," Drew gratefully acknowledged.

Life post-surgery brought adjustments — including limits on lifting and being extra cautious in certain environments. His work in environmental health safety requires him to avoid places and items with high magnetic fields, making lifestyle changes such as refraining from using headphones, wearing his watch on his right wrist and using his phone on his right ear or speakerphone.

"I've had to adapt," Drew admitted. "But the support from friends and my caring medical team made it manageable."

This experience changed me," Drew said. "It amplified my respect for health care professionals and the importance of regular health check-ups." His advice to others facing similar health concerns? "Don't delay seeking help. Trust your instincts and communicate openly with your health care provider,” he said. “This journey has been a testament to the importance of listening to your body and the incredible impact of timely care.”

His story is one of strength, thankfulness and the priceless impact of a caring health care team.

Today, Drew remains grateful.

"This journey taught me to prioritize health and cherish every moment," he said. "I owe my life to the remarkable care from WellMed and Simm Kapkeo."

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Artist Tom Hoitsma, widely known for his large-format gestural abstract paintings, found inspiration for his new metal wall sculptures in the wreckage left by a devastating tornado, which tore through his Dallas neighborhood in October 2019. With 140 mile per hour winds, the super-charged tornado ripped through old Preston Hollow, including Hoitsma’s street, leaving a path of destruction and debris. 

While on a walk with his 12-year-old daughter the morning after the tornado, Hoitsma witnessed a couple standing in front of what was left of their home. The roof was gone and only a few exterior walls were still standing. The only structure left was an interior wall with a white door (the exterior walls to that room were gone) that the couple and their two daughters huddled against during the storm. They survived without a scratch, and Hoistma couldn't help noticing an odd, almost joyful euphoria about them. They had survived against the odds and were somehow given a chance to rebuild. 

“We have all seen images of this kind of destruction in the media but to walk the neighborhood the next morning and see the destruction with my own eyes was completely surreal and deeply disturbing,” Hoitsma said. “That moment got me thinking about how humans are so resilient. We see this again and again from every corner of the world. Events in our lives can destroy our neighborhoods or break our hearts, but somehow, we are not defeated.” 

From the debris left by the destruction, beauty was created. It became Hoitsma’s mission to take whatever mangled material he could find and create something new that was vibrant and beautiful. His abstract sculptures symbolize how our hearts get bumped, bruised and battered but remain full of hope and joy. The sculptures represent the change from tragic life events to finding joy once again, with use of the twisted metal to create the perfect metaphor.

“This work, born of the tragedy and loss, is an examination of how we are able to create joy from unimaginable heart break, and the unstoppable resiliency of the human spirit,” he added.   

The first few of the abstracted “heart shaped” metal wall sculptures were constructed from the debris found following the tornado, however, Hoitsma now uses his own metals that mimic the original scrap debris after realizing the limitations of the found metals. Constructed of aluminum and finished with automotive paint, they are 100 percent weatherproof and can be placed in any indoor or outdoor living area. Pricing and additional detail can be found here.

Hoitsma is also well known for his large-format gestural abstract paintings on canvas, which now are available by commission or through galleries where he is represented around the United States, including: Dallas, Los Angeles, Seattle, Denver, Chicago, Florida, Massachusetts and New Jersey. In addition to his metal wall sculptures and paintings, Tom is experienced in documentary filmmaking and has produced a variety of award-winning music television series including the documentary series, “The Texas Music Scene,” which continues to air throughout the country. For more information, please visit https://tomhoitsma.com/.  

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Fairmont Dallas invites guests to elevate their game day experience at Pyramid Lobby Bar as the go-to spot for sports fans and foodies alike with a new game day menu that will be available on Sunday, February 11 beginning at 5:30pm

The Lineup

Indulge in a winning combination of flavors with specially crafted game day bites and drinks featuring:

  • Beast Sliders with queso menonita, balsamic glazed cipollini onions, and frisee for $9

  • Confit Buffalo Wings with carrots, celery, and buttermilk ranch for $15

  • Short Rib Tostada with white cheddar, escabeche, avocado, and cotija for $6

  • Loaded Battered Fries with smoked cheddar, bacon, malt vinegar, horseradish crema, and green onion for $12

  • Signature cocktails including Jalapeño Tailgate and Red Zone Punch

  • $22 beer buckets with a choice of four imported or local brews and a free beer roulette spin with the chance to win specials

  • $7 draft beer

Keep the celebrations rolling with National Margarita Day on Thursday, February 22. Pyramid Lobby Bar will serve a margarita flight featuring a classic margarita, spicy margarita, and a Paloma. Each margarita flight is served with complimentary chips and salsa.

 

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Is it time for your roof to be looked at? With the cessation of the intense Texan heat, the cooler months present an ideal window for a thorough inspection, enabling professionals to detect potential issues with greater ease and accuracy.

Winter provides a unique opportunity for Texas businesses to assess the integrity of their roofing structures. With the cessation of the intense Texan heat, the cooler months present an ideal window for a thorough inspection, enabling professionals to detect potential issues with greater ease and accuracy.

The reasoning is straightforward.

Prolonged exposure to summer’s harsh elements can exacerbate roofing vulnerabilities. Identifying these before severe weather sets in is crucial to maintaining the structure's longevity and functionality.

Unseen Winter Damage

Winter poses unique challenges for roofing systems beyond the immediately visible. Snow and ice, though uncommon in Texas, can conceal damage that compromises a roof's integrity in inconspicuous ways.

As temperatures fluctuate, Texas roofs can suffer from thermal cycling, expanding and contracting materials that may crack or loosen. This often-unnoticed wear and tear can lead to costly repairs if not identified and addressed promptly during a winter inspection.

Ignoring the subtle signs of winter damage is a risk no business should take. Undetected issues can swiftly lead to significant structural concerns.

Hidden Ice Impact

Texas winters, though mild, can still foster the formation of ice that wreaks havoc on commercial roofing systems silently and efficiently.

Ice dams can form at the edges of roofs, forcing water back under shingles, and compromising their integrity and the underlying structure.

Even small accumulations of ice create additional weight and can introduce water intrusion as they melt, capable of causing unseen damage that can be extensive over time.

Prompt detection and remediation of ice-related damage is essential in preventing prolonged and costly impairments to the roof structure.

Addressing Water Intrusion Early

Water intrusion can be insidious and damaging.

Unchecked, water intrusion weakens structural integrity incrementally. When moisture infiltrates a commercial roof, it may not be immediately apparent. However, the cumulative effects can be profound, necessitating extensive repairs or even premature replacement. Therefore, early detection and rectification are crucial to maintaining the lifespan of your roofing investment.

It's imperative to act before leaks spread.

Initial signs of water intrusion—stains, mold, or mildew—must be investigated without delay. Small breaches can rapidly expand, allowing more water ingress with each passing rainstorm or snowmelt. Acting swiftly diminishes the potential for expansive damage, preserving structural integrity and indoor air quality.

Resolve issues to prevent extensive costs down the line.

Timely intervention deters expensive and disruptive restoration efforts. By addressing water intrusion during its initial stages, businesses can minimize repair costs and avert the disruption to operations that major restorations often entail. As we commence the 2023 fiscal year, proactive measures can ensure your commercial property remains secure and fully operational.

Seasonal Maintenance Cycle

Embracing a seasonal maintenance cycle is a pivotal element in sustaining the integrity of your business's roof. Winter, in particular, presents a strategic window for inspection, as cooler temperatures and less intense Texas sunshine make the endeavor both safer and more productive. Post-summer examinations can reveal the cumulative wear from scorching heat and violent storms, providing a timely opportunity to address any damage before it worsens.

Inclusion of roof inspections within a consistent maintenance regimen ensures that vulnerabilities are not simply left to chance, analogous to a routine health check-up. There is merit in adopting this "preventative care" approach for structural elements of your enterprise. Rigorous inspections in winter can uncover issues that are less discernible in the hustle of busier seasons. By strategically timing these inspections, businesses position themselves to rectify emerging problems during a period that traditionally experiences a lull in commercial activity, thus minimizing operational disruptions.

Preparing for Spring Storms

Spring storms in Texas can be particularly severe, with threats ranging from torrential rains to hail and high winds. A winter roof inspection primes your business for these challenges.

  • Conduct a thorough roof inspection to identify any potential vulnerabilities.

  • Ensure all drainage systems are clear and fully functional.

  • Repair or replace damaged shingles or roof membranes promptly.

  • Secure loose equipment or materials that could become airborne in strong winds.

  • Trim nearby tree limbs that could cause damage during a storm.

Proactive measures taken now can prevent costly damages when seasonal weather strikes.

Roof readiness is a safeguard against the unpredictability of spring storms, mitigating the risks to your business's operations and assets.

Optimal Conditions for Repairs

Roof repairs require specific conditions to ensure long-lasting efficacy and safety.

  1. Lower Humidity: Cooler, dry weather allows materials to set properly without risk of moisture-caused complications.

  2. Mild Temperatures: Bonding agents and sealants often need mild temperatures for optimal adhesion.

  3. Reduced Storm Activity: Winter provides a window with fewer rainstorms, enabling uninterrupted repair work.

  4. Material Compatibility: Certain roofing materials are best installed at specific temperature ranges to avoid brittleness or thermal expansion issues.

It's imperative to schedule repairs when the weather best accommodates roofing materials and methods.

A carefully timed repair in winter can prolong the life of your roofing system, ensuring durability against the elements.

Winter inspections enable issues to be addressed before they escalate, often without interrupting daily business functions. By identifying and resolving these concerns during a quieter season, businesses minimize the risk of having to conduct emergency repairs, which could necessitate unexpected operational downtimes and potentially compromise customer service and revenue streams.

Ensure continuity of operations with strategic timing.

Businesses keen on maintaining uninterrupted service find winter an opportune time to inspect and repair their roofs. The leaner workloads of roofing professionals during these months permit faster response times. Be proactive, secure peace of mind, and focus on your business’s core activities knowing your roofing needs are managed efficiently.

Tucker Roofing Systems is a leading provider of high-quality roofing solutions dedicated to excellence in craftsmanship and customer satisfaction. With over 60 years of experience, we specialize in installations, repairs, and replacements, serving both residential and commercial clients. Contact us at (972) 833-2271 to schedule a consultation.

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When their eyes locked, it was love at first sight. Charles Owen of Argyle just knew it was meant to be when he saw Zeke’s face for the first time.

When their eyes locked, it was love at first sight. Charles Owen of Argyle just knew it was meant to be when he saw Zeke’s face for the first time. 

“This was the start of a life-long relationship,” said Owen. “The truck pulled up and Zeke was super sweet. He came over to the corner of the pick-up and just wanted some attention. At first, I didn’t even notice the truck had a dog in the back, he was that calm. I didn’t go looking to adopt another dog, but seeing how sweet Zeke was just made me want him!” 

As the general manager of Park Place Lexus Grapevine, Owen and members of his team were at Apollo Support & Rescue in Justin to present the no-kill animal shelter with a grant from Park Place Dealerships Season of Giving Campaign.

While there, a man drove up to surrender the five-year-old Bernese Mountain dog.

“Unfortunately, this is not at all uncommon,” explained Danielle Stewart, Apollo Support & Rescue founder. “Many days we arrive to find abandoned animals tied to our fence. It’s really heartbreaking.”

“I know it was a hard decision for Zeke’s previous owners to take him to Apollo,” said Owen. “I hope they know Zeke found his forever home and gets all the love and attention he wants!”

Eighteen North Texas non-profits received a Season of Giving grant from Park Place Dealerships in November. The dealership group awarded $100,000 to the non-profits who serve the greater Dallas/Fort Worth area.

Park Place received applications from more than 400 North Texas area non-profits. They selected the recipients for a Season of Giving grant that aligns with one of Park Place’s Four Pillars of Giving: Education; Medical Research; Advocacy; or the Arts.

“For more than 35 years, Park Place has partnered with local charities that serve Dallas/Fort Worth and surrounding areas,” said Kara Connor, Park Place Dealership’s Experiential Marketing Manager. “We have developed relationships with many amazing organizations who serve North Texas in meaningful ways. We are excited to learn more about these new recipients and learn how we can work together going forward to help them achieve their goals.” 

Park Place Dealerships was founded in 1987 and has been engaged in the community through its support of the arts, medical research, children’s advocacy, and education. Park Place employs more than 1,400 members and operates eight full-service dealerships representing luxury brands including Lexus, Mercedes-Benz, Porsche, Volvo, Acura, and Land Rover. Park Place BodyWerks Collision Centers in Fort Worth and Dallas, and the Park Place Auto Auction, round out the company’s offerings. Park Place was acquired in 2020 by Asbury Automotive Group, Inc., a Fortune 500 company headquartered in Duluth, GA. For more information, visit parkplace.com

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Robert S. Kaplan, former President and CEO of the Federal Reserve Bank of Dallas and former Vice Chair and CEO of the Investment Banking and Asset Management Division at Goldman Sachs, and William (Bill) D. Rowe II, Founder, Chairman and CEO of Rowe Global, joined Sam L. Susser, Chairman and CEO of Susser Bank, for a 2024 Economic Outlook discussion.

Robert S. Kaplan, former President and CEO of the Federal Reserve Bank of Dallas and former Vice Chair and CEO of the Investment Banking and Asset Management Division at Goldman Sachs, and William (Bill) D. Rowe II, Founder, Chairman and CEO of Rowe Global, joined Sam L. Susser, Chairman and CEO of Susser Bank, for a 2024 Economic Outlook discussion at Old Parkland with 100 clients and bank executives in attendance. Together, they discussed the 2024 economic outlook, recent trends and developments in the national and Texas economy and opportunities for Texas businesses and communities. 

Rowe moderated the panel where Kaplan discussed inflation, interest rates, US fiscal policy and stressed the importance of investing in education in Texas. Susser discussed the current state of banking in Texas and addressed the root cause and aftermath of the three bank failures that occurred in March of 2023. 

During the conversation, Susser shared that the Bank was highly liquid, well capitalized and had a successful year, crossing over the $2.2 billion mark for the first time. Susser Bank continues to focus on core deposits, investing in technology and cultivating a team of talented bankers to solve what’s next for our clients. 

As the meeting drew to a close, the group expressed optimism about continued population growth and the short and long-term future of Texas and its leading role in our nation’s innovation and business growth. 

Founded 63 years ago, Susser Bank has operated under the ownership and direction of Susser Banc Holdings Corporation since July 2, 2018. 

Susser Bank is a Texas-based company offering a full suite of personal and commercial banking solutions with branches in Dallas, Arlington, Bedford, Fort Worth, Garland, Houston, San Antonio, Round Rock and an LPO in Austin. The company is a diversified bank with robust capital, liquidity, and leading-edge technology led by the Susser family and a legacy of six generations of Texas entrepreneurs. Susser Bank is dedicated to building long-term client relationships and providing outstanding financial solutions that strengthen Texas. More information is available at susserbank.com.

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Ethics Symposium_1-24-2024_5113 (1) (1).JPG Keynote speaker Dr. Melinda Sutton, Associate Vice President for Student Affairs and Dean of Students at SMU, spoke at Shelton's Ethics Symposium about the ethics of student conduct and academic integrity.

Shelton's eleventh- and twelfth-grade students attended Shelton's 22nd Ethics Symposium, "Everyday Ethics," on Jan. 24, 2024. Activities included guided discussions, small group exercises and panel discussions with guest presenters. Speakers and panelists engaged students with lessons learned from real-world professional experiences. Keynote speaker Dr. Melinda Sutton, Associate Vice President for Student Affairs and Dean of Students at SMU, spoke about the ethics of student conduct and academic integrity. Chase Miller (Shelton Class of 2014), who is Executive Vice President at NAI Robert Lynn, delivered the “Charge of the Day.” 

Panels included: 

The Ethics of Taking Action (the responsibility of being an engaged citizen):

  • Cara Mendelsohn, Dallas City Council Member, District 12, Chair of the Ad Hoc Committee on General Investigating and Ethics
  • Gromer Jeffers, Dallas Morning News political reporter

Ethics of Taking Care (sustainability, protecting the environment, taking care of our community):

  • Carlos R. Evans, Dallas Director of the Office of Environmental Quality & Sustainability, Dallas City Hall
  • Avery McKitrick, University of Texas-Dallas’ Senior Sustainability Coordinator for Operations and Engagement
  • Chris Guldi, former Conservation Chair of the Dallas Sierra Club 

The Ethics of Taking Heart (knowing right from wrong, recovering from mistakes, building resiliency):

  • Michael Berry, Executive Director of Youth Guidance and former program supervisor of B.A.M., Becoming a Man in Dallas Independent School District, a mentoring program that guides young men to become positive members of their community
  • Tim Grigsby, CEO of the 24 Hour Club, which offers support services for homeless alcoholics and addicts
  • Mandi Patton, Program Manager of the 24 Hour Club
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True North Advisors, LLC (“True North”), a Texas-based registered investment adviser (“RIA”), today announced it has entered into a strategic partnership with Wealth Partners Capital Group (“WPCG”), a financial services holding company, and HGGC, a firm focused on partnership investing. WPCG and HGGC have made a minority equity investment in True North to help accelerate True North’s growth via targeted acquisitions. The management team of True North remain majority shareholders and will continue to control the decision-making and operations of the firm. 

   

Founded in 2000 by Scott Wood and Mark Gehlbach, True North is one of the fastest growing RIAs in Texas1 and one of the top 150 RIAs in the country2. Headquartered in Dallas with an additional office in Fort Worth, the firm serves significant business owners, entrepreneurs, and families with wealth planning, investment management and business transaction planning solutions. In addition, True North oversees a growing, turnkey alternative investment platform, Western Alternative Strategies, that offers exclusive access to institutional-quality private investments. The firm manages over $3.3 billion in assets under management.

 

True North’s partnership with WPCG and HGGC will allow the firm to remain focused on serving its clients while expanding its presence in Texas and the Southwest, where True North’s leadership and brand is well established and highly regarded.  

 

“We are confident that this partnership will open up new opportunities for growth, creativity, and success,” said Mark Gehlbach, President and Co-founder of True North. “WPCG’s expertise in identifying strategic opportunities will undoubtedly enrich the depth and breadth of our core offerings, providing our clients with even more comprehensive solutions,” added Scott Wood, CEO and Co-founder of True North. 

 

“With a deep and experienced management team, strong regional brand and a unique approach to planning and investments, True North is poised to become the leading wealth management firm in the Southwest,” said John Copeland, Managing Partner of WPCG. “We are excited to partner with Scott, Mark and the entire True North team in growing the firm and attracting the highest level of advisory talent.”

 

“True North is well positioned to expand its platform, and we are pleased to bring additional resources to help the firm continue its momentum through both organic growth and strategic M&A,” said Neil White, President of HGGC. “We look forward to supporting the management team on these and other business-building initiatives in the coming years.” HGGC will invest in True North via Aspire Holdings, a holding company dedicated to investing in the wealth management space.

 

The partnership closed January 22, 2024. Financial and legal terms of the transaction will not be disclosed. Colchester Partners LLC served as the financial advisor to True North. Alston & Bird and Kirkland & Ellis LLP served as legal counsel to True North and the new investor group, respectively.

 

 

About True North Advisors

 

True North Advisors is a privately-owned Multi-Family Office serving families, business owners and entrepreneurs with the highest level of service since 2000. The firm’s mission is Fulfilling Lives™, and it delivers on this promise by providing integrated wealth planning, investment, and alternative solutions that create multi-generational portfolio longevity. The firm has over $3.3B in assets under management (as of 12/31/23), and has been recognized by Forbes / SHOOK Research as one of the 2023 Top 150 RIAs in America, recognized throughout North Texas as the #1 Best Place to Work in the Medium Sized Business Category by Dallas Business Journal, consecutively honored as a Top Wealth Management Firm and Best Financial Planner by D Magazine, and ranked as one of the Fastest Growing Middle Market 50 Businesses in Dallas. For more information, please visitwww.truenorthadvisors.com.

 

About Wealth Partners Capital Group

 

Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. For more information, please visit www.wealthpcg.com.

 

About HGGC

 

HGGC is a leading middle-market investment firm based in Palo Alto, Calif. with over $6.9 billion in cumulative capital commitments. HGGC is focused on partnerships with management teams, founders and sponsors who reinvest alongside HGGC, creating a strong alignment of interests. HGGC makes investments in RIAs via its Aspire Holdings platform, which is targeting $300 million of total investment in the space. More information is available at hggc.com.