Get to know our team
From top to bottom, our team of motivated professionals have a passion for supporting local business growth and delivering great client experiences.
Jacob Sarvis
Underwriting
Cassandra Montalvo
Marketing Director
Diana Babayeva
Client Relations Manager
Adam Morris
Account Manager
Michael Davis
Senior Advisor
Victor Miller
Account Manager
Elijah Gonzalez
Senior Advisor
Al Moses
Data Analyst
Ben Harris
Senior Advisor
Kevin Davis
Senior Advisor
David Stern
Account Manager
Mike Lesner
VP Sales
Gabriel Cohen
Co-Founder and President