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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

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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

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