Our Team – i3 Advisor

Experts Who’ve Led. Now Aligned to Help You Win

At i3 Advisors, each member of our team is a seasoned leader in their respective domain—finance, operations, marketing, tax strategy, and more. But what makes us different is how we work together. We don’t just advise—we integrate. We meet regularly, share insights, and build strategies as one unified C-suite to move your business forward.

Tom Matthesen

Value Growth Advisor / CEO Coach

Tom Matthesen is a seasoned CEO and strategic advisor with a passion for helping middle
market companies grow their enterprise value. With a career spanning over three decades, Tom
has successfully led businesses through complex turnarounds, high-growth phases, capital
restructurings, and exits—often under challenging macroeconomic conditions.
Tom works directly with entrepreneurs and business leaders to assess and elevate every dimension of their company: financial, operational, cultural, and strategic. His approach is hands-on, rooted in real-world experience, and laser-focused on delivering measurable improvements in profitability, cash flow, and long-term value.

Most importantly, Tom understands the unique pressures that CEOs face—often without a safe,
trusted space to turn. His passion and mission is to serve as a confidential partner, sounding board, and problem solver for entrepreneurs navigating complexity and growth.
Tom holds an MBA from Georgia State University’s J. Mack Robinson College of Business, a
Finance degree from the University of Colorado, and a Graduate Degree in Banking from the
University of Delaware (graduated with distinction). He is also Six Sigma certified.”

Anthony Bird

Fractional CFO / Estate & Tax Strategist

Anthony Bird is a seasoned CPA and high net worth advisor based in Southlake, Texas, with over 30 years of experience in financial services and wealth management. As President of F2 Analytics, Anthony specializes in advising affluent clients on complex estate, tax, and financial planning strategies. He began his career as an accountant with KPMG (formerly Pete Marwick) before moving into financial services, where he has held leadership roles at New York Life, The Heritage Organization, and Alliance Partners. Anthony is a graduate of the University of Texas at Arlington and is known for his passion for mentoring, teaching, and building lasting client relationships.

Randy McCall

Strategic Tax Advisor

Randy McCall is a Dallas-Fort Worth-based CPA and strategic tax advisor with a track record of helping businesses and individuals save thousands—sometimes millions—of dollars through advanced, legal tax strategies. As President of Randy McCall, Inc., he specializes in income tax planning, IRS resolution, and maximizing credits like the Employee Retention Credit (ERC). With extensive experience as a CFO and co-founder in the oil and gas sector, Randy brings both financial leadership and practical business insight to his clients. He is recognized for his ethical approach, deep expertise, and commitment to uncovering tax savings that conventional advisors often miss.

Brian Czerwinski

Wealth Management Advisor

Brian Czerwinski is a Dallas-Fort Worth-based financial advisor with over 25 years of experience helping high-net-worth individuals and families navigate complex financial landscapes. As President of Czerwinski Wealth Management, he specializes in comprehensive wealth management, retirement planning, and investment strategies tailored to each client’s unique needs. Brian is known for his client-centric approach, deep industry knowledge, and dedication to building long-term relationships that foster financial security and growth.

Michael Visentine

Business Integrator / EOS Implementer

Michael Visentine is a business advisor and integrator, known for his work with EOS Worldwide and his passion for helping entrepreneurs and small business owners break through growth barriers. Drawing on nearly two decades as a business owner himself, Michael specializes in implementing the Entrepreneurial Operating System (EOS) to help leadership teams achieve clarity, accountability, and sustainable growth. He is recognized for his collaborative approach, commitment to core values like integrity and excellence, and his dedication to transforming siloed operations into integrated, high-performing teams.

Andy Roller

Fractional CMO / Brand & Marketing Strategist

Andy Roller is a seasoned marketing strategist, entrepreneur, and the founder of Expio, a digital marketing agency based in Texas. With over 20 years of experience helping brands gain clarity, visibility, and trust, Andy serves as the Fractional CMO for i3 Advisors, where he helps high-growth businesses align messaging, marketing, and strategy to drive results. Andy’s career spans consulting and creative direction for startups, healthcare organizations, investment groups, and legacy brands undergoing transformation. His frameworks for strategic growth – such as “Be Clear. Be Found. Be Followed.” – are used to train marketing teams, scale lead generation systems, and improve conversion across digital platforms. A graduate of Belmont University and Fuller Seminary and a lifelong learner in branding, business, and behavioral psychology.

Julie Bird

Operations & Contracts Leader

Julie Bird is an accomplished administrative and contracts management leader with over 20 years of experience streamlining operations and driving efficiency in diverse business environments. Currently Manager of Contracts & Data Management at CompHealth, Julie is recognized for her expertise in contract negotiation, process development, and team leadership. Her background spans business operations, project management, and strategic planning, with a proven record of improving customer experience and supporting digital transformation initiatives. Julie is known for her analytical mindset, exceptional communication skills, and dedication to delivering outstanding results for both clients and organizations.