Our Team

Cohesion Business Advisors is a full-service Business Advising firm based in TX.

Our Team:

Our Team Cohesion Business Advisors, Business Advising

Robert H. Rinker, CLU CHFC

Partner, Wealth Manager, Business Strategist

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.



Our Team Cohesion Business Advisors, Business Advising

Matthew Bonadona

Partner

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.




Our Team Cohesion Business Advisors, Business Advising

John Mark Prewitt, CPA, MS

Partner

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.




Our Team Cohesion Business Advisors, Business Advising

Dana R. Pinkerton, CPA

Manager

Prior to joining Cohesion Business Advisors, Dana was a Manager in the Private Accounting Solutions practice at Andersen Tax.  She focused on accounting for high net worth individuals and families with complex organizational structures with a variety of investments in corporations, partnerships, alternative investments, and oil and gas production.  Additionally, Dana worked with a start-up company setting up the accounting process and documenting accounting policies and procedures.

EDUCATION AND TRAINING

Dana has experience in managerial accounting and financial reporting in both public and private companies.  After graduating from Baylor University with a B.B.A in Finance and Economics, Dana was a Staff Accountant and Controller for a regional group of private country, athletic and dining clubs owned and managed by ClubCorp and a Senior Accountant/Financial Reporting and Revenue Accounting Manager for Maxus Energy Corporation.  She also has experience with a multi-unit restaurant group and a start-up online retailer.

COMMUNITY INVOLVEMENT

Giving back to the community is a priority for Dana.  She has served on various non-profit boards in Dallas in financial and operational advisory positions contributing to increased revenue, decreased costs, and organizational efficiencies.  She enjoys volunteering with Saint Michael and All Angels Episcopal Church Farmers' Market and Women's Exchange. The proceeds from each organization benefit numerous community non-profits and mission endeavors.

PERSONAL

Dana lives with her husband Gary and their Goldendoodle, Murphy, in the Kessler Park area of Dallas.  Outside of work and volunteering, Dana enjoys spending time with her adult children who all live in Dallas, traveling, baking and reading.



Our Team Cohesion Business Advisors, Business Advising

Matthew Miller

Staff Accountant

Marti has 31 plus years of experience in the financial services industry. Over those 31 years, she has gained invaluable industry knowledge by working with an array of financial firms.

EDUCATION AND TRAINING

Marti 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

Marti resides in Waxahachie, Texas, with her husband Steve. She has 6 children, three whom still reside at home, and 4 grandchildren. When not tending to 4 dogs and a cat, you can find her watching her favorite teams, the Dallas Cowboys and the Texas Aggies.




Our Team Cohesion Business Advisors, Business Advising

Brianna Hernandez

Administrative Assistant

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 Lane

Client Liaison

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. 

Get In Touch

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.

Please fill out this form and let us know how we can be of service. We will happily offer you an initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

BrokerCheck by FINRA

Cohesion Business Advisors


4245 North Central Expressway, Suite 235,
Dallas, TX 75205

T: (214) 778-2482
F: (214) 528-1793
E: matt@cohesionba.com

Connect

Facebook  LinkedIn  Twitter 

© 2021

Search  Site Map  Privacy Policy  Disclaimer
Back to top

Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • Investment advisory services offered through SCF Investment Advisors Inc., SCF Securities, Inc., Cohesion Wealth Advisors, LLC, and Prewitt CPA, PLLC are independently owned and operated. • Securities offerings limited to residents of LA, OK, AR, TX CA, KS, ME. • Check the background of this investment professional on FINRA's BrokerCheck

Get In Touch

Client Portal Login

Subscribe to our Newsletter