Cohesion Business Advisors is a full-service Business Advising firm based in TX.
Email: robert@cohesionba.com
Prior to joining Cohesion Business Advisors, Robert began his career as a Registered Representative with The Principal Financial Group, a Fortune 500 company, as a business market specialist concentrating in Non Qualified Business plans. Robert then moved to Lincoln Financial Advisors focusing on privately held businesses implementing estate and business planning to coordinate with Legacy plans and exit strategies. In 2003 he joined Goodrich Financial to focus on Qualified and Non Qualified plans and Investment Management for business owners and key executives.
EDUCATION AND TRAINING
Robert has earned numerous industry awards including President’s Club Winner at Principal Financial Group, Vice-President’s Council at Lincoln Financial, and Eagle Award Winner at Woodbury Financial. He has also achieved the industry professional accreditations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC.). Robert received his Bachelors in Business Administration, Investment Analysis, from Texas A & M University. Robert is a registered representative and Investment Advisor Representative (IAR) of SCF Securities and holds a Group 1, Series 6 , 7, 63 and 66 licenses.
PERSONAL & COMMUNITY INVOLVEMENT
Additionally, Robert also devotes time to the North Dallas community. He is the current President of the Southwest Lacrosse Officials Association and past President and Chairman of KidNet Foundation/Jonathan’s Place, a charity devoted to helping abused and neglected children; He has held officer positions with the Richardson Rotary Club, Collin County Extension Service Program Council and the North Texas Chapter of U. S. Lacrosse.
Robert resides in Dallas, Texas, with his wife, Kim, and two children. In addition to providing client’s with exceptional service, Robert is an avid golfer and a member of Prestonwood Country Club, where he also plays tennis with his wife Kim. Robert enjoys Hunting and Fishing. He believes that all generations should enjoy the wonderful outdoors that is part of the southern United States.
Email: matt@cohesionba.com
Matthew has always been fascinated with investing and proper money management habits. He is currently a Partner of Cohesion Wealth Advisors, LLC and Cohesion Business Advisors, LLC both based in Dallas, Texas. Matthew continues to practice in the Wealth management space but has received multiple requests to help with consulting of his clients business operations. Matthew has worked with budgeting, structure analysis, forecasting, and placement for the past 7 years on the business owner’s personal side and has implemented a system to bring his knowledge to businesses.
Both his parents and grandparents owned their own businesses which instilled in Matthew an entrepreneurial spirit and a passion for helping small business owners and individuals develop a “blueprint” for pursuing their financial goals. During the past four years, Matthew has worked with a dedicated estate consultant to become an expert in Estate strategies. He has developed a great knowledge of the insurance and financial services industries and has since realized that most people who are in business lack someone to help guide their back office so that they can grow their practice.
EDUCATION AND TRAINING
After graduating from Nicholls State University in Thibodaux, Louisiana, Matthew began his financial advisory career with Ameriprise Financial and moved to Woodbury Financial Services to become an independent representative in 2008. In 2016, Matthew left Woodbury and is now working with SCF Securities. Matthew works closely with other professionals within the financial community and has held several educational seminars instructing clients with financial education. He is currently licensed in Louisiana, Oklahoma, Kansas, Mississippi and Texas and holds a Series 7, 65 and 63 license.
PERSONAL & COMMUNITY INVOLVEMENT
Matthew believes strongly in helping those in and around the community. He helps people as a career, as well as outside of the office. He has coordinated charitable dinners during the holidays for unfortunate children and participated in multiple cook-offs benefiting various Louisiana towns. Matthew is always on the look-out for fun and creative ways to raise awareness for others in need.
While living in Louisiana, he was an active member of the Chamber of Commerce and a leader with Nicholls State University’s Young Entrepreneur Program, developed to help high school juniors and seniors in constructing their own businesses.
Email: jm@cohesionba.com
In 2012, John Mark (JM) founded Prewitt CPA in order to serve small businesses' and individuals' tax needs. JM grew up in a family full of business owners, which instilled an entrepreneurial spirit and a passion for helping small businesses and individuals develop a better understanding of tax planning.
EDUCATION AND TRAINING
After graduating from Texas A&M University in College Station, Texas (BBA Accounting & MS Finance), JM began his accounting career with PwC and later his financial advisory business with Woodbury Financial.
In addition to being a CPA, he is currently securities licensed (Series 7 & 66). In 2016, JM also became a Founding Partner in Cohesion Wealth Advisors, a full service financial advisory firm, and in 2017 helped to found Cohesion Business Advisors, a full service consulting firm.
PERSONAL & COMMUNITY INVOLVEMENT
John Mark and his wife, Carleigh, currently reside in Dallas, TX. Outside of work, John Mark is an avid outdoorsman, Aggie football fan, and is an active member of the Touchdown Club of Dallas, Park Cities Quail, and Dallas Safari Club.
Bill joined the team in March 2021, and currently serves as the Manager of Advisory Services for Cohesion Business Advisors. Prior to joining CBA, Bill worked in corporate finance/accounting for Grainger, a Fortune 500 company, as well as in operations and expansion roles for Foxtrot, a Chicago-based startup.
EDUCATION AND TRAINING
After graduating from the University of Illinois with a degree in Accountancy, Bill began his career in corporate finance/accounting at Grainger. While at Grainger, Bill worked in International Financial Planning & Analysis, and led the Finance/Accounting aspects for the start-up of two subsidiaries (one in Dusseldorf, Germany and one in Chicago, IL). Bill is a Certified Public Accountant with 10 years of experience in FP&A, International Finance/Accounting, and Operations, and is experienced with companies ranging from start-ups to larger, Fortune 500 corporations.
PERSONAL
Bill and his wife, Bridget, are originally from Chicago, IL, and moved to Dallas in 2018. In addition to golf, they enjoy exploring the outdoors with their two dogs.
Rachana joined the Cohesion team in 2019 and currently assists clients with general accounting and bookkeeping needs and financial reporting.
EDUCATION AND TRAINING
Rachana graduated from the University of Oklahoma with a BBA in Business Management and a BAC (Bachelors of Accountancy). After graduation she began her accounting career with Deloitte & Touche. Rachana has over 10 years experience in auditing, general accounting and tax and is a Certified Public Accountant. She joined Cohesion Business Advisors in 2019.
PERSONAL
Rachana and her husband currently reside in North Dallas with their 2 children and spend their weekends attending various sports games. She enjoys reading, volunteering at school and spending time with her family.
Matt has joined Cohesion Business Advisors in 2020. He has gained invaluable industry knowledge by working with an array of clients.
EDUCATION AND TRAINING
Matt is responsible for the team’s operational management and works closely with clients to provide a high level of service and effective solutions for all financial needs.
PERSONAL
Matt resides in Dallas, Texas.
Brianna Hernandez joins Cohesion Business having a knack for understanding and serving client needs who are seeking guidance in the account and financial industries. Having the working knowledge of the firm's processes allows her the ability to welcome and serve your needs daily.
EDUCATION AND TRAINING
She joined our team as a part time student at Strayer University, continuing her Bachelor's Degree in Business Administrative in order to provide a high level of client service, clear communication, and trusted guidance. Brianna is an integral part of the team helping clients understand QuickBooks and the pathway for their desired financial outcomes.
PERSONAL
Brianna resides in Duncanville, Texas where she is a proud first-time homeowner. When not working or studying, Brianna loves to travel and tour different parts of the country.
Taylor joined the team in November 2020 and currently serves as a client liaison for Prewitt CPA, PLLC and Cohesion Business Advisors.
EDUCATION AND TRAINING
She has 10 years of experience working in client focused roles, with a specialty in AP accounting and realtionship management. Taylor has primarily worked in the energy industry, most notable leading the accounts payable team for a small oil and gas operator in Austin, Texas. She has also spent time working in private wealth management, assisting with client's financial needs, and servicing their portfolios. Taylor's attention to detail, mixed with her love of people and nuturing personality makes her a great fit for our client liaison role. She graduated from Texas Christian University on the Dean's Honors List, with a Bachelor of Science in Public Relations.
PERSONAL
Taylor was born and raised in Dallas, TX and currently lives in the Briarwood area. Outside of work Taylor enjoys traveling with her fiancé, hiking, going to yoga, participating in Dallas Junior Garden Club and playing with her niece and nephew, who lives just down the street from her.
We help business owners take care of the back office portion of their business so they can focus on their company’s growth. If you need help managing any aspect of your home or business's finances, we want to hear from you.
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