We are a dynamic group of professionals with diverse backgrounds in banking & finance, united by our passion for the whole loan sector. With extensive expertise in loan origination, credit buckets, and a deep understanding of capital markets, our team is committed to delivering exceptional financial solutions and fostering growth in the Memphis community. Together, we strive to provide personalized service, drive meaningful impact, and create lasting relationships with our clients.
Our Team
Joel Banes
CEO



Kevin Bentley
Director of Compliance



Stephen Bone
Managing Director, Whole Loan Trading



Katie Campbell
Client Services Associate
Jennifer Coltharp
Director of Lender Relations



Teressa Currier
Registered Client Services Associate



Maddy Danziger
Vice President, Whole Loan Trading






Marie Fitts
Financial Strategist
Ben Garvin
Financial Strategist






Casey Goodwin
Financial Strategist



John Hirt
Managing Director, Sales
Jack Ihrke
Whole Loan Analyst II



Doug Ingram
Director of Econometrics



Joel Ingram
Settlements Coordinator



Madeleine Lewis
Lender Relations Associate






Alston Meeks
Financial Strategist
Carl Moerbe, CFA
Managing Director, Chief Strategist



Jacob Munsell
Strategist Analyst



Lee Olswanger
Financial Strategist



Denise Omar, HRCM
Director of Human Resources



Mario Ovelar
Financial Strategist



Jack Paratore
Financial Strategist



Tarasha Payne
Director of Accounting



Holly Ralls
Executive Assistant



Donna Reed
Accounting Specialist



Steven Shelton
Financial Strategist



Scott Soltau
Managing Director, Senior Financial Strategist



Katie Campbell
Managing Director, MBS Trading



Nathan Turner
IT Manager



Scott Vogel
Managing Director, Investor Relations



John Wade
Product Specialist



Sam Wilson
Financial Strategist



Contact
Need Help?
Click here for our Frequently Asked Questions.
Contact us by Phone
901-261-5900
Mon-Fri,
Contact us by Mail
Please send all correspondence regarding opening an account; buying, selling or exchanging shares; changing your account registration or other account related activities to:
6401 Poplar Avenue, Suite 500
Memphis, Tennessee 38119