Leads firm strategy, structured lending architecture, and institutional partner alignment. The founding architect of the firm’s private credit structures and non-traditional financing frameworks for complex and illiquid assets.

Oversees the firm’s asset monetization division, leading the C.A.R.R. Program as the primary intake, screening, and qualification framework. Expertise spans securities, commodities, and alternative assets with a focus on converting underutilized assets into deployable capital.

Serves as the firm’s primary control authority for capital deployment, overseeing transaction economics, compliance readiness, and contractual execution. Her background in structured finance and complex financial modeling drives disciplined, repeatable outcomes across all counterparties.

With 25 years of military service and deep experience in farm loans, construction, and Public Improvement Districts, brings a ground-up understanding of how capital becomes infrastructure. Helps investors engineer bespoke financial strategies aligned with their long-term objectives.

Leads investment strategy and capital deployment with a mission-driven perspective spanning venture capital, entrepreneurship, and social impact. Focused on supporting transformative companies outside traditional financing models — accelerating innovation in underserved and emerging markets.

Drives strategic initiatives and operational excellence across all business divisions at Phoenix Capital Solutions. A data-driven, science-based approach to process optimization ensures seamless execution of the firm’s growth strategy and exceptional client outcomes.

Proven expertise across commercial real estate, energy, technology, hospitality, and large-scale infrastructure at the highest levels of finance. Known for structuring complex, high-stakes transactions and cultivating powerful global relationships that drive lasting value.

A financial strategist with 12 years of FP&A experience, including full P&L ownership of $100M+ businesses and venture capital raises across Biotech, Real Estate, and Fintech. Brings executive-level analytical insight and entrepreneurial perspective to every engagement.

Leads client onboarding and intake operations for the C.A.R.R. Program, serving as a key liaison between clients, intermediaries, and senior leadership. A relationship-driven approach and attention to detail ensure a seamless experience from the earliest stages of deal structuring.

Combines extensive experience across international real estate, energy, technology, and banking instruments with senior leadership rooted in U.S. Military service. Leverages strategic vision and global relationships to deliver exceptional value and transformative impact worldwide.

Deep expertise in large-ticket real estate transactions, complex negotiations, and asset-owner relationships supports Phoenix Capital Solutions’ origination efforts. Bridges asset-side insight with capital-market awareness, helping clients align objectives before transactions advance.

Brings experience in multifamily real estate development and global facilitation of commercial and residential property acquisitions. Committed to protecting and building generational wealth through strategic investments and personalized, lifestyle-aligned service.