Meet the team

Joel Banes

CEO

Stephen Bone

Managing Director, Whole Loan Trading

John Hirt

Managing Director, Financial Strategies

Brian Swanson

Chief Operating Officer

Lender Relations

Jennifer Coltharp

Director of Lender Relations

Donna Reed

Lender Relations Associate

Financial Strategists

Lisa Banes

Associate Financial Strategist

Marie Fitts

Financial Strategist

Richard Fuchs

Managing Director, Socially Responsible Investing

Ben Garvin

Financial Strategist

Casey Goodwin

Financial Strategist

Wagner Gurkin

Associate Financial Strategist

Jack Ihrke

Financial Strategist

Matt Ihrke

FRM, Financial Strategist

Alston Meeks

Associate Financial Strategist

Carl Moerbe, CFA

Chief Strategist

Lee Olswanger

Financial Strategist

Sam Wilson

Associate Financial Strategist

Mario Ovelar

Associate Financial Strategist

Jack Paratore

Financial Strategist

Paul G. Smith

Associate Financial Strategist

Steven Shelton

Financial Strategist

Trading

Hailey Atwill-Layrock

SBA Trader

Maddy Danziger

Whole Loan Trader

Matt Monaco

Partner

Jim Tait

Managing Director, Mortgage-Backed Securities

Operations & Support

Kevin Bentley

Director of Compliance

Katie Campbell

Client Services Associate

Margaret Echols

SBA Settlements

Dylan Finney

Client Services Associate

Brandon Hamann

Marketing Coordinator

Chase Mednikow

Executive Assistant

Denise Omar

Human Resources

Tarasha Payne

Director of Accounting

Nancy Raileanu

Director of Strategist Training and Support

Denice Susen

Director of Operations

Jonathan Wood

Programmer