Org chart
Brian G. Philpot
CEO & Principal Owner
Brian G. Philpot
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Dan Kashdin
CFO & COO
Travis Stepro
Chief Credit Officer
Courtney Eelman
Chief Strategy & Risk Officer
John Culbreth
Chief Accounting Officer
David Mieczkowski
Chief Investment Officer
Jim Pruitt
Chief Appraiser
Adara Richter
Chief of Staff
Brian Park
General Counsel
Mac Miller
SVP, Co-Owner
Craig Lickley
Managing Director
Cameron Flowers
Managing Director
Curt Covington
Senior Director, Partner Relations
Pat Spinosa
Director, Business Development & Client Relations
Max Davis
Director, Private Client Group
Fernanda Ospina
Director, Revenue Operations
A.J. Porreca
Director of Portfolio Management
Joe Kelly
Director, Loan Servicing
Jeff Worthen
Director of Fund Operations
Veronica Rodriguez
Director of Marketing
Mandy Valdes
Director of Syndications
Carson Morter
Director, Lending
Clint Tedder
Director, Lending
Evan Atchinson
Director, Lending
Will Messina
Director, Lending
Ethan Cooper
Senior Director, Client Relations
Sarah Krapf
Director of Investor Relations
Kurt Gregg
Director, Lending
Jenny Hickox
Associate Director, Lending
Luke Wilmoth
Associate Director, Lending
Rachel Cashdollar
Associate Director, Equity Operations
Miles Reiten
Relationship Manager
Jake Kinney
Intake Coordinator
