C5 TEXAS
WHO WE ARE
RICK COVERT
President & Chairman
President
Covert FLP and Covert Investment
Dallas, Texas
COLEEN BECK
President/CEO, retired
Union State Bank
Beck Family Foundation
Austin/Killeen, Texas
JIM CALANDRA
Managing Director
Head of Financial Advisory Services
Capstone Partners
Dallas, Texas
MICHAEL CASCO
VP of Recruiting
GlobeLife
McKinney, Texas
MOENIKA COLEMAN
Supervisory General Attorney
Office of Chief Counsel
Internal Revenue Service
Dallas, Texas
CAROLYN DAWSON
Sr. VP Enterprise Health Care Service, retired
Newport Health Care
Dallas, Texas
RICK DEITCH
Founder & Managing Partner
RSR Finance
Dallas, Texas
DUSTIN ELDRIDGE
Founder & Head Wealth Coach
TEAM Private Wealth Management
Dallas, Texas
JAMES DICKEY
CEO
JD Key
Austin, Texas
LEIGH HARRIS
Vice President
Lockton Dunning Benefits
Dallas, Texas
SY HENDERSON
Sr. Director- North American and Global Indirect Procurement
Bacardi
BEN HERNANDEZ
Co-Founder & Partner
Skytale Group, LLC
Dallas, Texas
BRIAN IRWIN
Treasurer- Finance Committee Chair
Managing Director Alvarez and MarsalMICHAEL LAND
City Manager
City of Coppell
Coppell, Texas
KEREN TREJO MARTIN
Chief Executive Officer
Ketsali Dallas, Texas
BRIAN MATTISON
Employer Benefits Consultant
USI Insurance Services
Dallas, Texas
MARK MIDDLETON
Plant Manager
Ball Corporation
Fort Worth, Texas
REBECCA BELL-STANTON
Willowbend ADR Group
Dallas, Texas
CORBIN TIPS
Associate Banker
J.P. Morgan Private Bank
Dallas, Texas
PATRICK WILSON
Unit Director
H-E-B Grocery
Austin, Texas
DARREN WOODSON
C5 Texas Spokesperson
Executive Vice President
Cresa
Dallas, Texas