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Our Team
Our team comprises dedicated professionals who bring a diverse range of skills and expertise to the table. We collaborate seamlessly to achieve our clients' goals. Each team member contributes unique insights and perspectives, fostering a dynamic and creative environment where ideas flourish. Together, we are committed to driving success, delivering high-quality results, and exceeding expectations to propel our company forward.
Meet the Team
The smartest people work every day to provide the best service and make our clients happy
  • James Turner
    Founder & CEO
  • John Moffitt
    Co-Founder & President
  • Scott Williams, CPA
    Managing Partner, Financial Services
  • Chandler Minaldi
    SVP of Growth
  • Greg Blount
    Director, Venture Debt
  • Val Zinchenko
    Head of Technology
  • McKenzie Clark
    Operations
  • Hayden Krug
    Product Management
  • Florencia Fustinoni
    Vice President,
    Client Operations
  • Paz Pina
    Vice President
  • Sophia Walker
    Vice President
  • Rebecca Batty
    Financial Services Consultant
  • Alex Branch
    Analyst
  • Chris Richardson
    Analyst
  • Peter Bendoris
    Advisor
  • Tom Racca
    Advisor
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