Meet the Team | 49 Financial

Travis Penfield

CEO & Founder

Hunter Lloyd

Founding Partner

[email protected]

Kyle Sims

Founding Partner, Dallas Managing Partner

[email protected]

Justin Lopez

Senior Vice President of Operations

Keith Andel

Senior Vice President of Finance & Accounting

David Farrell

Partner

[email protected]

Josh Henson

Managing Partner of Houston

[email protected]

Patrick Mundlin

Managing Partner of Atlanta

[email protected]

Tim Rodgers

Managing Partner of Northwest Arkansas

[email protected]

Dean Dillenberg

Vice President

[email protected]

Greg Rosner

Vice President

[email protected]

Jeff Salladin

Director of Development – Dallas

[email protected]

Brandon Lanz

Associate Vice President

[email protected]

Jonathan Rice

Associate Vice President

[email protected]

Michael Wuest

Associate Vice President

[email protected]

Stephen Rao

Associate Vice President

[email protected]

Zach Hawkins

Associate Vice President

[email protected]

Noah Behrman

Associate Vice President

[email protected]

Chase Bertrand

Associate Vice President

[email protected]

Nick Bishop

Associate Vice President

[email protected]

Connor Bradley

Associate Vice President

[email protected]

Rachel Gurinsky

Associate Vice President

[email protected]

August Vordenbaum

Associate Vice President

[email protected]

Boston Prachyl

Associate

[email protected]

Ethan Woods

Associate Vice President

[email protected]

Clayton Anderson

Director of Investment Operations

Bryan Farney

Director of Investments

Tyler Staniford

Investment Analyst

Jonathan Covington

Investment Analyst

Kristin Griffin

Investment Analyst

Jacob Villarreal

Investment Analyst

Payten Ricks

Investment Operations Partnerships Coordinator

[email protected]

Anne York

Director of Field Operations

Marissa Harris

Senior Specialist – Learning and Development

Jeremy Cooper

Solutions Architect

Mary Calhoun

Business Operations Specialist – Projects & Marketing

Stef Lewerenz

Field Operations Specialist – Testing & Onboarding

Haley Payne

Field Operations Specialist – Recruiting

Nick Champagna

Staff Accountant

Collin Plotts

Dallas Branch Operations Coordinator

Shannon Thoms

Atlanta Branch Operations Coordinator

Lauren Alexander

Houston Branch Operations Coordinator

Jake Davidson

Austin Branch Operations Coordinator

Benjamin Long

Associate

[email protected]

Corey Boone

Associate

[email protected]

Dalyn Love

Associate

[email protected]

Grant Boren

Associate

[email protected]

Jackson Painter

Associate

[email protected]

Kris Blasl

Associate

[email protected]

Mitch Johnson

Associate

[email protected]

Neil Tjon-Hing

Associate

[email protected]

Michael Ihlenfeldt

Associate

[email protected]

Adam Dahlstrom

Associate

[email protected]

Alex Eaton

Associate

[email protected]

Alexander Hamilton

Associate

[email protected]

Chris Houser

Associate

[email protected]

Cole McKelvey

Associate

[email protected]

Collin Osbahr

Associate

[email protected]

Conner Haney

Associate

[email protected]

DJ Catherman

Associate

[email protected]

Erez Bullock

Associate

[email protected]

Harrison Deshazo

Associate

[email protected]

Justin Jones

Associate

[email protected]

Kade Stanley

Associate

kade.s[email protected]

Lincoln Rock

Associate

[email protected]

Kyle Kevorkian

Associate

[email protected]

Micah Damrow

Associate

[email protected]

Quinn Davis

Associate

[email protected]

Will Primos

Associate

[email protected]

Ryan Vassil

Associate

[email protected]

August Mays

Financial Professional

[email protected]

Austin Flajnik

Associate

[email protected]

Ava Behar

Associate

[email protected]

Blake Weddle

Financial Professional

[email protected]

Brandon Ezell

Financial Professional

[email protected]

Bryce Berryman

Financial Professional

[email protected]

Cameron Walter

Financial Professional

[email protected]

Daniel Reget

Financial Professional

[email protected]

Emily Alexander

Financial Professional

[email protected]

Eric Burrell

Financial Professional

[email protected]

Eston White

Financial Professional

[email protected]

Jimmy Henry

Financial Professional

[email protected]

Kristen Harper

Financial Professional

[email protected]

Leslie Bonorden

Financial Professional

[email protected]

Kristian Mtetwa

Associate

[email protected]

Lily Seward

Associate

[email protected]

Logan Thompson

Financial Professional

[email protected]

Matt Horvath

Financial Professional

[email protected]

Luke Victor

Financial Professional

[email protected]

Mitch Roper

Associate

[email protected]

Rameen Sarwarzad

Financial Professional

[email protected]

Ryan Rourke

Financial Professional

[email protected]

Sam Sloan

Financial Professional

[email protected]

Steven Campbell

Financial Professional

[email protected]

Stephen Davis

Financial Professional

[email protected]

Travis Dodson

Financial Professional

[email protected]

Wyatt Broome

Associate

[email protected]

Senior Leadership

CEO & Founder

Founding Partner

Founding Partner, Dallas Managing Partner

Senior Vice President of Operations

Senior Vice President of Finance & Accounting

Partner

Managing Partner of Houston

Managing Partner of Atlanta

Managing Partner of Northwest Arkansas

Vice President

Vice President

Leadership

Director of Development – Dallas

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate

Associate Vice President

Investment Operations

Director of Investment Operations

Director of Investments

Investment Analyst

Investment Analyst

Investment Analyst

Investment Analyst

Investment Operations Partnerships Coordinator

HQ

Director of Field Operations

Senior Specialist – Learning and Development

Solutions Architect

Business Operations Specialist – Projects & Marketing

Field Operations Specialist – Testing & Onboarding

Field Operations Specialist – Recruiting

Staff Accountant

Dallas Branch Operations Coordinator

Atlanta Branch Operations Coordinator

Houston Branch Operations Coordinator

Austin Branch Operations Coordinator

Associates

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Associate

Financial Professional

Associate

Associate

Financial Professional

Financial Professional