Our Team

We strive to embody a sense of teamwork, gratitude, loyalty, excellence and authenticity. Meet the team that makes this possible. 

OFFICES IN
8 CITIES

LICENSED TO SERVE ALL 50 STATES

Departments
Travis Penfield
Founder & CEO
Hunter Lloyd
Founding Partner & Chief Product Officer
Kyle Sims
Founding Partner & National Managing Partner
Keith Andel
Chief Financial Officer
Justin Lopez
Head of Generosity
Anne York
SVP of People Strategy & Operations
Michael French
Head of Investments
Amber Allen
SVP of Product Development and Integration
Kaili Winters
SVP of Compliance
Vince Kelly
Chief of Staff
David Farrell
Vice President of Field Integration
david.farrell@49financial.com
Brandon Lanz
Vice President – Dallas
brandon.lanz@49financial.com
Dean Dillenberg
Market Vice President – Los Angeles
dean.dillenberg@49financial.com
Greg Rosner
Market Vice President – Charlotte
greg.rosner@49financial.com
Josh Henson
Market Vice President – Houston
josh.henson@49financial.com
Matt Foxhall
Market Vice President – Austin & Jacksonville
matthew.foxhall@49financial.com
Patrick Mundlin
Market Vice President
patrick.mundlin@49financial.com
Ted Grant
Vice President – Atlanta
ted.grant@49financial.com
Tim Rodgers
Market Vice President – NW Arkansas
tim.rodgers@49financial.com
Chase Bertrand
Vice President
chase.bertrand@49financial.com
Lincoln Rock
Vice President
lincoln.rock@49financial.com
Zach Hawkins
Director of Senior Associate Development
zach.hawkins@49financial.com
Boston Prachyl
Associate Vice President
boston.prachyl@49financial.com
Hayden Baker
Associate Vice President
hayden.baker@49financial.com
Jimmy Henry
Associate Vice President
james.henry@49financial.com