Meet the team

Joel Banes

CEO

Stephen Bone

Managing Director, Whole Loan Trading

Jennifer Coltharp

Director of Lender Relations

John Hirt

Managing Director, Financial Strategies

Brian Swanson

Chief Operating Officer

Financial Strategists

Lisa Banes

Associate Financial Strategist

Marie Fitts

Financial Strategist

Ben Garvin

Associate Financial Strategist

Casey Goodwin

Financial Strategist

Daniel Gully

Associate Financial Strategist

Wagner Gurkin

Associate Financial Strategist

Jack Ihrke

Associate Financial Strategist

Matt Ihrke

FRM, Financial Strategist

Lee Olswanger

Associate Financial Strategist

Mario Ovelar

Associate Financial Strategist

Jack Paratore

Financial Strategist

Steven Shelton

Financial Strategist

Sam Wilson

Associate Financial Strategist

Trading

Hailey Atwill-Layrock

SBA Trader

Maddy Danziger

Whole Loan Analyst

Richard Fuchs

Managing Director, Socially Responsible Investing

Matt Monaco

Partner

Jim Tait

Managing Director, Mortgage-Backed Securities

Operations & Support

Kevin Bentley

Director of Compliance

Margaret Echols

SBA Settlements

Brandon Hamann

Marketing Coordinator

Carl Moerbe, CFA

Chief Strategist

Denise Omar

Human Resources

Nancy Raileanu

Director of Strategist Training and Support

Donna Reed

Settlement Specialist

Denice Susen

Director of Operations

Jonathan Wood

Programmer