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
Justin Lopez
Head of Generosity
Keith Andel
Chief Financial Officer
Anne York
SVP of People Strategy & Operations
Amber Allen
SVP of Product Development and Integration
Kaili Winters
SVP of Compliance
Michael French
Head of Investments
Vince Kelly
Chief of Staff
Brandon Lanz
Vice President – Dallas
brandon.lanz@49financial.com
David Farrell
Vice President of Field Integration
david.farrell@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 – Atlanta
patrick.mundlin@49financial.com
Ted Grant
Vice President – Atlanta
ted.grant@49financial.com
Tim Rodgers
Market Vice President – NW Arkansas
tim.rodgers@49financial.com
Boston Prachyl
Associate Vice President
boston.prachyl@49financial.com
Chase Bertrand
Vice President
chase.bertrand@49financial.com
Stephen Rao
Associate Vice President
stephen.rao@49financial.com
Lincoln Rock
Vice President
lincoln.rock@49financial.com
Zach Hawkins
Director of Senior Associate Development
zach.hawkins@49financial.com
Cole McKelvey
Associate
cole.mckelvey@49financial.com