Preferred Partners

Heritage Risk Advisors recommends these preferred partners to our clients for their outstanding service and excellent reputation.

1031 Exchange

ERG
Lu Ann Blough
972.863.1031
luann [at] erg1031 [dot] com
www.erg1031.com

Advertising, Marketing & Social Media

Alebrije Advertising
Uriel Vazquez
CEO - Creative Director
uriel [at] alebrijeadvertising [dot] com
214-457-5480
alebrijeadvertising.com

Appraisers

Ace Appraisals
Jewelry and Fine Values Appraiser
Consultations & Estate Services, Inc.
Collette Brown, ISA AM
Cell : 214.477.1077
Cbrown2217 [at] aol [dot] com
www.aceestatesales.com

American Equine Services
Equine Appraiser
Michelle Stallings
Cell : 940.368.3736
Office : 940.365.2860
MichelleStallings [dot] texas [at] gmail [dot] com
www.americanequineservices.com

Miller Appraisal Inc.
Real Estate Appraiser
Jeff Miller
Cell : 214.682.5528
Office : 214.575.0400
jeff [at] millerappraisalinc [dot] com
PO Box 1690
Frisco, TX 75034
www.millerappraisalinc.com

Business Operations & Financial Consulting

Asset Protection in Texas
David H. Disraeli
President
512-464-1110
david [at] pcfo [dot] net
www.llcformationtexas.com

Business Credit Literacy Initiative – BCLI
Suzanne Ricketts
Executive Director
575-650-2308
CollinTX [at] 99BusinessCredit [dot] org
www.collintx.99businesscredit.org

GMG/Stryde Savings
John W Prewitt
Senior Advisor
972 670-5044
john [at] nobizcost [dot] com
strydesavings.com

Commercial & Multifamily Realtors

All Star Home Group
Cathy Crowe
214.850.4527
cathy [at] allstarhomegroup [dot] com
www.allstarhomegroup.com

The Multifamily Group
Paul Yazbeck
972-379-9844
paul [dot] yazbeck [at] multifamilygrp [dot] com
multifamilygrp.com

Commercial Construction/Engineering/Architecture

Heritage Construction and Consulting
Bracy Wilson / Sales Specialist
972-587-6265
bracy [at] heritageccs [dot] com
Facebook
www.heritageccs.com

Walter P Moore
Jacob Bice, PhD, PE
Structural, Diagnostics,
Civil, Traffic, Parking, Transportation,
Enclosure, Water & Construction
Engineering Services
214-740-6223 p
713-410-1465 c
800-364-7300
jbice [at] walterpmoore [dot] com
www.walterpmoore.com

Commercial Lending

11 Capital Finance
Ryan O'Mara
877-957-4357 x 735
Get a Quote Now »
romara [at] 11capitalfinance [dot] com
www.11capitalfinance.com

First Citizens Bank
Kimberly Ralph
214-665-3401
Kimberly [dot] ralph [at] firstcitizens [dot] com

Jasmine Evans
214-665-3400
Jasmine [dot] evans [at] firstcitizens [dot] com
www.firstcitizens.com

GMG/Stryde Savings
John W Prewitt
Senior Advisor
972 670-5044
john [at] nobizcost [dot] com
strydesavings.com

Old Capital
Paul Pebbles, James Eng, Carlos Flores
469-293-2900
fax: 469-340-0050
www.oldcapitallending.com

PEAK Multifamily Funding
Anton Mattli - CEO
5900 S Lake Forest Drive
Suite 280
McKinney TX 75070
Offices 972.725.7878
Cell 214.534.3647
amattli [at] peakmff [dot] com
www.peakmff.com

Commercial Property Tax

Alliance Tax Advisors
Rob Wheelock
VP Business Development
433 E. Las Colinas Blvd. Suite 300
Irving, Texas 75039
(O) 214-496-9800 x126
(M) 214-212-6910
rwheelock [at] ATATax [dot] com
www.atatax.com

GMG/Stryde Savings
John W Prewitt
Senior Advisor
972 670-5044
john [at] nobizcost [dot] com
strydesavings.com

Energy Solutions

EnergyServ Solutions Inc.
Lance McGee
214-263-7092
lance [at] Energy-Serv [dot] com
energy-serv.com

Health Insurance

ANBTX
Will DeOre
972.419.7545
will [dot] deore [at] anbtxinsurance [dot] com

US Health Advisors
Mario Jasso
817.475.1687‬
jose [dot] jasso [at] ushadvisors [dot] com

US Health Advisors
Bob Belen
Cell: 469.628.8326
Robert [dot] belen [at] ushadvisors [dot] com
www.ushagent.com

IT Consulting

TekCom Computer
Steve Puckett / Owner
sales [at] tekcomcomputer [dot] com
www.tekcomcomputer.com

Inspectors

Legal Services

Lonergan Law Firm PLLC
Gaylene Rogers Lonergan
214.760.6768
12801 N Central Expy #150
Dallas Tx 75243
grogers [at] lonerganlaw [dot] com
www.lonerganlaw.com

Sapp & Sturgill, PLLC
Matthew B. Sapp, J.D.
Partner
PO Box 331481
Fort Worth, TX 76163
817-438-0775
sappsturgill [at] gmail [dot] com

Michael Sturgill, J.D.
Partner
PO Box 331481
Fort Worth, TX 76163
817-438-0775
sappsturgill [at] gmail [dot] com
www.sappsturgill.com

Walter P Moore
Jacob Bice, PhD, PE
Insurance & Litigation Support
Investigation for Civil & Structural Losses
214-740-6223 p
713-410-1465 c
800-364-7300
jbice [at] walterpmoore [dot] com
www.walterpmoore.com

Loan Servicing & Reporting

August REI
Amy Sayre
972.767.9219
amy [at] augustrei [dot] com
www.augustrei.com

Photography

Duran Photography
Mike Duran
940.497.4449
mduran [at] duranphotography [dot] com
www.duranphotography.com

Plumbers

Precision Plumbing
“Service You Can Trust”
precisionplumbingdallas [at] gmail [dot] com
469.248.2136
precision-plumbing.com

Property Management

A Plus Management
Amy Karns
Real Estate BROKER, WCR, CRS, GRI, NARPM
469.215.2042
manager [at] aplusrocks [dot] com
www.aplusrocks.com

Empire Industries
Kevin Davidson
832.654.0527
kevin [at] empireindustriesllc [dot] com
www.empireindustriesllc.com

Property Management Inc.
Mark Fleitman
940 231-0587
mark [at] pmiunited [dot] com
www.pmiunited.com

Texas Urban Living
5-25 unit Multifamily
Art Carrillo
Cell: 214.714.5590
Office: 214.823.7783
art [at] texasurbanliving [dot] com
www.texasurbanliving.com

Public Adjuster

Ralph Cicatello
Public Adjuster
“When catastrophe happens, hire YOUR adjuster”
Texas Public Adjuster #1263192
832.335.3772
Ralph_cicatello [at] hotmail [dot] com

Real Estate Networking Groups

Apartment Investor Mastery
events @ Tarrant County, Frisco and Grapevine.
Organized by Brad Sumrok
(214) 620-4723
apartmentinvestormastery.com

DREIG
Joe Boston
682-237-9498
joe [at] dallasreig [dot] com
www.dallasreig.com

Propelio
Ryan Harper
ryan [at] propelio [dot] com
www.propelio.com

The Real Estate Party
844-438-4374
service [at] heritageriskadvisors [dot] com
www.heritagerisk.com

Think Multifamily
Mark & Tamiel Kenney
mark [at] thinkmultifamily [dot] com
tami [at] thinkmultifamily [dot] com
thinkmultifamily.com

Real Estate Remodeling

DREIG
Joe Boston
682-237-9498
joe [at] dallasreig [dot] com
www.dallasreig.com

Residential Lending

11 Capital Finance
Ryan O'Mara
877-957-4357 x 735
Get a Quote Now »
romara [at] 11capitalfinance [dot] com
www.11capitalfinance.com

DFW Investor Lending
Hard Money Lender
Frank Friesenhahn
Cell: 972.365.6260
Office: 888.382.4818
frank [at] dfwil [dot] com
www.dfwinvestorlending.com

Investmark Mortgage
Nick & Tony Sicilian
nick [at] freedomprivatemoney [dot] com
tjsicilian [at] gmail [dot] com

loanDepot
Brian Fuller
940.206.7580
817.872.7934
bfuller [at] loandepot [dot] com
www.loandepot.com

Lone Star Hard Money
Eugene Oller, Underwriter
12750 Merit Drive Ste 800
Dallas, TX 75251
972-630-6681
www.lonestar-hardmoney.com

My Rehab Lender
“First in Private Lending’
Hard Money & Traditional Financing
855.385.4505
www.myrehablender.com

Noble Mortgage
Houston: 713-680-8100
Dallas: 214-506-3843
info [at] noblemortgage [dot] com
www.noblemoney.com

North American Financial
Carol Ussery
469.863.8006
cussery [at] townsquarefinancial [dot] com
www.carolussery.com

Texas Quest Capital
Daniel Fleming
972.757.5665
daniel [at] texasquestcapital [dot] com
www.texasquestcapital.com

Residential Property Tax

Property Tax Managers
Rob Wheelock
Dallas, Texas
(O) 214.496.9800 x126
(M) 214.212.6910
rob [at] propertytaxmanagers [dot] com
propertytaxmanagers.com

Residential Realtors

All Star Home Group
Cathy Crowe
214.850.4527
cathy [at] allstarhomegroup [dot] com
www.allstarhomegroup.com

Juli Sells DFW
Juli Pitra
214-284-0632
JuliSellsDFW [at] gmail [dot] com
julisellsdfw.com

Keller Williams
Tonia McMahon
940.230.0052
tonia [dot] mcmahon [at] kw [dot] com

Keller Williams
Ashleigh Herrera
214.663.2063
ashleighherrera [at] kw [dot] com

Keller Williams
Lynn Barnett
469.939.6512
lynnbarnett [at] kw [dot] com

Metroplex Realty
Jere Becker
214.442.3985
jere [at] metroplexrealty [dot] com
www.dfwrealestate.com

Remax
Cheryl Bowers
972.342.8176
Cheryl [at] bestcbhomes [dot] com
northtexashomes.expert

Tino's Real Estate
Jeremy Constantino
Mobile: 469-369-5108
Office: 972-836-9295 ext.3514
cons7292 [at] gmail [dot] com
www.tinosrealestate.com

Restoration Services

Advantage Solutions
Nate Piper
214-448-5100
npiper [at] advantagess [dot] com
advantagess.com

American Technologies, Inc.
1.800.400.9353
www.atirestoration.com

Miracle Steam Carpet Cleaning & Restoration
Charles Green
240.893.2119
lcgreen [at] miraclesteam [dot] com
miraclesteam.com

Security Services

Nortex Security
Chris Owens
972.294.9638
info [at] nortexsecurity [dot] com
nortexsecurity.com

Title Companies

First Western Title
Steve Harriman
817.781.2914
steveh [at] firstwesterntitle [dot] com
firstwesterntitle.com

Title companies

Patel Law Group
972-650-6848
www.patellegal.com

Wholesaling

3rd Angle Investments
Chuck Taylor
214.693.4941
chuck [at] 3rdangleinvestments [dot] com
www.3rdangleinvestments.com

All Star Home Group
Cathy Crowe
214.850.4527
cathy [at] allstarhomegroup [dot] com

Harry Crowe
214.802.6581
harry [at] allstarhomegroup [dot] com
www.allstarhomegroup.com

Dallas REIG
Joe Boston Group (Next Level Realty Group)
682-237-9498
joe [at] dallasreig [dot] com
www.dallasreig.com

Myers Home Buyers
Matt Drahos
214-893-7748
mdrahos [at] myershomesbuyers [dot] com
myershomebuyers.com

Strike First Properties
Pete Tredwell
817-523-8580
pete [at] strikefirstproperties [dot] com
www.strikefirstproperties.com

Tino's Real Estate
Jeremy Constantino
Mobile: 469-369-5108
Office: 972-836-9295 ext.3514
cons7292 [at] gmail [dot] com
www.tinosrealestate.com