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.
Cassandra Montalvo
Marketing Director
Al Moses
Data Analyst
Victor Miller
Account Manager
David Stern
Account Manager
Jacob Sarvis
Underwriting
Mike Lesner
VP Sales
Elijah Gonzalez
Senior Advisor
Michael Davis
Senior Advisor
Adam Morris
Account Manager
Diana Babayeva
Client Relations Manager
Kevin Davis
Senior Advisor
Ben Harris
Senior Advisor
Gabriel Cohen
Co-Founder and President