Meet the Team | 49 Financial

Travis Penfield

CEO & Founder

Hunter Lloyd

Founding Partner

Kyle Sims

Founding Partner, Dallas Managing Partner

[email protected]

Justin Lopez

Senior Vice President of Operations

Michael French

Senior Vice President of Investments

Keith Andel, CPA

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

Managing Partner of Los Angeles

[email protected]

Greg Rosner

Managing Partner of Charlotte

[email protected]

Jeff Salladin

Director of Development – Dallas

[email protected]

Brandon Lanz

Vice President

[email protected]

Stephen Rao

Vice President

[email protected]

Jonathan Rice

Associate Vice President

[email protected]

August Vordenbaum

Associate

[email protected]

Michael Wuest

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]

Boston Prachyl

Associate

[email protected]

Clayton Anderson

Director of Investment Operations

Bryan Farney

Director of Investments

Tyler Staniford

Investment Analyst

Kristin Griffin

Investment Analyst

Jacob Villarreal

Investment Analyst

August Mays

Investment Analyst

Ryan Rourke

Investment Analyst

Kristen Harper

Investment Analyst

Payten Ricks

Investment Operations Partnerships Coordinator

[email protected]

Anne York

Vice President of Field Operations

Lesley Heard

Director of Recruiting

Vince Kelly

Chief of Staff

Jeremy Cooper

Solutions Architect

Ivan Mills

Business Architect

Nick Adams

Controller

Mary Calhoun

Business Operations Manager

Christine Blasl

HR Manager

[email protected]

Haley Payne

Field Operations Specialist – Learning & Development

Stef Lewerenz

Field Operations Specialist – Testing & Onboarding

Natalie Smith

Executive Assistant

Nick Campagna

Staff Accountant

Cole Gerlovich

Revenue Accountant

Lauren Buckley

Events & Marketing Coordinator

Lizah Okoniewski

Field Operations Coordinator

Collin Plotts

Dallas Branch Operations Coordinator

Jake Davidson

Austin Branch Operations Coordinator

[email protected]

Lauren Alexander

Houston Branch Operations Coordinator

Shannon Thoms

Atlanta Branch Operations Coordinator

Alex Eaton

Associate

[email protected]

Benjamin Long

Associate

[email protected]

DJ Catherman

Associate

[email protected]

Grant Boren

Associate

[email protected]

Jackson Painter

Associate

[email protected]

Jonathan Covington

Associate

[email protected]

Kris Blasl

Associate

[email protected]

Michael Ihlenfeldt, CFP®

Associate

[email protected]

Neil Tjon-Hing

Associate

[email protected]

Adam Dahlstrom

Associate

[email protected]

Alexander Hamilton

Associate

[email protected]

Austin Flajnik

Associate

[email protected]

Ava Behar

Associate

[email protected]

Chris Houser

Associate

[email protected]

Cole McKelvey

Associate

[email protected]

Collin Osbahr

Associate

[email protected]

Conner Haney

Associate

[email protected]

Corey Boone

Associate

[email protected]

Dalyn Love

Associate

[email protected]

Erez Bullock

Associate

[email protected]

Harrison DeShazo

Associate

[email protected]

Kade Stanley

Associate

[email protected]

Justin Jones

Associate

[email protected]

Kristian Mtetwa

Associate

[email protected]

Kyle Kevorkian

Associate

[email protected]

Micah Damrow

Associate

[email protected]

Lincoln Rock

Associate

[email protected]

Mitch Johnson

Associate

[email protected]

Mitch Roper

Associate

[email protected]

Quinn Davis

Associate

[email protected]

Wyatt Broome

Associate

[email protected]

Brandon Ezell

Associate

[email protected]

Bryce Berryman

Associate

[email protected]

Eric Larsen

Associate

[email protected]

Jimmy Henry

Associate

[email protected]

Lane Curry

Associate

[email protected]

Leslie Bonorden

Associate

[email protected]

Logan Thompson

Associate

[email protected]

Luke Heiligenthal

Associate

[email protected]

Luke Victor

Associate

[email protected]

Matt Horvath

Associate

[email protected]

Michaela Evans

Associate

[email protected]

Nick Ryan

Associate

[email protected]

Sam Sloan

Associate

[email protected]

Stephen Davis

Associate

[email protected]

Steven Campbell

Associate

[email protected]

Grace McCasland

Associate

[email protected]

Bailey Dial

Associate

[email protected]

Liv Shin

Associate

[email protected]

Brooke Etheridge

Associate

[email protected]

Bethany Taylor

Financial Professional

[email protected]

Blake Bartlett

Financial Professional

[email protected]

Brian Stolle

Financial Professional

[email protected]

Caleb Borders

Financial Professional

[email protected]

Caleb Lampton

Financial Professional

[email protected]

Cameron McIlhenny

Financial Professional

[email protected]

Carson Cheek

Financial Professional

[email protected]

Chris O’Brien

Financial Professional

[email protected]

Christopher Riley

Financial Professional

[email protected]

Cole Witte

Financial Professional

[email protected]

Colin Moral

Financial Professional

[email protected]

Dawson Moses

Financial Professional

[email protected]

Ellie Sevcik

Financial Professional

[email protected]

Frank Merkle

Financial Professional

[email protected]

George Hughes

Financial Professional

[email protected]

Griffin Rea

Financial Professional

[email protected]

Hayden Baker

Financial Professional

[email protected]

Jackson O’Brien

Financial Professional

[email protected]

Jacob Roos

Financial Professional

[email protected]

Johnny Oliver

Financial Professional

[email protected]

Jonah Vela

Financial Professional

[email protected]

Jordan McFarland

Financial Professional

[email protected]

Knight Doggett

Financial Professional

[email protected]

Kyle Sweeney

Financial Professional

[email protected]

Liam McClafferty

Financial Professional

[email protected]

Madison Severn

Financial Professional

[email protected]

Nate Lindemuth

Financial Professional

Rameen Sarwarzad

Financial Professional

[email protected]

Nathan Fontenot

Financial Professional

[email protected]

Noah Barker

Financial Professional

[email protected]

Pablo Vazquez

Financial Professional

[email protected]

Parker Teague

Financial Professional

[email protected]

Ryan Botzong

Financial Professional

[email protected]

Sean Robinson

Financial Professional

[email protected]

Soha Dessouky

Financial Professional

[email protected]

Brock Martin

Financial Professional

[email protected]

Cody Turner

Financial Professional

[email protected]

Ethan Beckham

Financial Professional

[email protected]

Isabelle Peterson

Financial Professional

[email protected]

Jacob Wieder

Financial Professional

[email protected]

JR Jolly

Financial Professional

[email protected]

Kyle Hampton

Financial Professional

[email protected]

Luke Mangan

Financial Professional

[email protected]

Richard Surdykowski

Financial Professional

[email protected]

Ted Yeaney

Financial Professional

[email protected]

TJ Reynolds

Financial Professional

[email protected]

Victor Dowless

Financial Professional

[email protected]

William Sparks

Financial Professional

[email protected]

William Sullivan

Financial Professional

[email protected]

Torrey Patrie

Financial Professional

[email protected]

Senior Leadership

CEO & Founder

Founding Partner

Founding Partner, Dallas Managing Partner

Senior Vice President of Operations

Senior Vice President of Investments

Senior Vice President of Finance & Accounting

Partner

Managing Partner of Houston

Managing Partner of Atlanta

Managing Partner of Northwest Arkansas

Managing Partner of Los Angeles

Managing Partner of Charlotte

Leadership

Director of Development – Dallas

Vice President

Vice President

Associate Vice President

Associate

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate Vice President

Associate

Investment Operations

Director of Investment Operations

Director of Investments

Investment Analyst

Investment Analyst

Investment Analyst

Investment Analyst

Investment Analyst

Investment Analyst

Investment Operations Partnerships Coordinator

HQ

Vice President of Field Operations

Director of Recruiting

Chief of Staff

Solutions Architect

Business Architect

Controller

Business Operations Manager

HR Manager

Field Operations Specialist – Learning & Development

Field Operations Specialist – Testing & Onboarding

Executive Assistant

Staff Accountant

Revenue Accountant

Events & Marketing Coordinator

Field Operations Coordinator

Dallas Branch Operations Coordinator

Austin Branch Operations Coordinator

Houston Branch Operations Coordinator

Atlanta Branch Operations Coordinator

Associates

Associate

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Associate

Associate

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Associate

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Associate

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