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