Our Team

OFFICES IN
8 CITIES

LICENSED TO SERVE ALL 50 STATES

The Team

Meet Our People

 

At 49 Financial, we work hard to insure we are doing things with a sense of teamwork, gratitude, loyalty, excellence and authenticity.

Meet the team that makes this all possible.

 

49 FINANCIAL

SENIOR LEADERSHIP

Travis Penfield

FOUNDER & CEO

Justin Lopez

CHIEF OPERATING OFFICER

Michael French

SVP OF INVESTMENTS

Dean Dillenberg

MANAGING PARTNER OF LOS ANGELES

Matt Foxhall

MANAGING PARTNER OF AUSTIN & JACKSONVILLE

Hunter Lloyd

FOUNDING PARTNER

Keith Andel, CPA

CHIEF FINANCIAL OFFICER

Brandon Lanz

MANAGING PARTNER OF DALLAS

Greg Rosner

MANAGING PARTNER OF CHARLOTTE

Patrick Mundlin

MANAGING PARTNER OF ATLANTA

Kyle Sims

FOUNDING PARTNER

Anne York

SENIOR VICE PRESIDENT OF FIELD OPERATIONS

David Farrell

MANAGING PARTNER OF PRODUCT DEVELOPMENT

Josh Henson

MANAGING PARTNER OF HOUSTON

Tim Rodgers

MANAGING PARTNER OF NW ARKANSAS

Investments & Planning Operations

Bryan Farney

Director of Investments

Kristin Griffin

Investment & Planning Ops Team Lead

Dawson Moses

Investment & Planning Ops Coordinator

Bryce Berryman

Business Processing Coordinator

Kyle Hampton

Investment & Planning Ops Coordinator

Michael Clemens

Business Processing Coordinator

Jeremy Cooper

Investment & Planning Ops Director

Manav Shah

Portfolio Manager

Ryan Rourke

Investment & Planning Ops Coordinator

Jacob Garrity

Business Processing Coordinator

Kyler Barnett

Business Processing Coordinator

Jacob Villarreal

Investment & Planning Ops Team Lead

August Mays

Investment & Planning Ops Coordinator

Kristen Harper

Investment & Planning Ops Coordinator

TJ Reynolds

Investment & Planning Ops Coordinator

Lauren Alexander

Business Processing Coordinator

Leadership

Boston Prachyl

Vice President

Stephen Rao

Vice President

Cole McKelvey

Associate

Kristian Mtetwa

Associate

Rachel Gurinsky

Associate

Grace McCasland

Associate

Liv Shin

Associate

Ryan Botzong

Associate

Chase Bertrand

Vice President

Michael Wuest

Senior Associate

Corey Boone

Associate

Leslie Bonorden

Associate

Brooke Etheridge

Associate

Hayden Baker

Associate

Luke Heilgenthal

Associate

DJ Catherman

Associate

Lincoln Rock

Vice President

Nick Bishop

Associate Vice President

Jimmy Henry

Associate

Noah Behrman

Associate

Caleb Borders

Associate

Jacob Roos

Associate

Parker Teague

Associate

Headquarters

Amber Allen

SVP of Corporate Integration

Christina Vance

Sales Enablement Director

Ivan Mills

Director of Business Development

Nick Adams

Controller

Nicole Macaluso

Events Manager

Haley Payne

Senior Content Specialist

Nick Campagna

Senior Accountant

Collin Plotts

Field Ops Specialist

Lauren Anderson

Recruiter

Megan Brittany Terrazas

Executive Assistant

Noah Engelker

Recruiting Operations Coordinator

Jake Davidson

Austin Geography Operations Coordinator

Pablo Vazquez

Houston Geography Operations Coordinator

Rylee Behrman

NW Arkansas Geography Operations Coordinator

Hooria Ashraf

HR Coordinator

Mia Scholl

Recruiting Operations Coordinator

Nia Wattley

Dallas Geography Operations Coordinator

Vince Kelly

Chief of Staff

Chris Zapata

Director of Geography Operations

Katie Wussow

Learning & Development Director

Stephanie Marshall

Director of Marketing

Ricky West

FP&A Manager

Isabella Medford

Field Operations Project Manager

Tyler Staniford

Private Wealth Financial Strategist

Isabelle Peterson

Recruiting Operations Coordinator

Lauren Martin

Office Manager

Mike DeFrees

Internal Coach

Sarah Villarreal

Bridge Specialist

Jo Hartz

Private Wealth Client Operations Coordinator

Payten Ricks

Private Wealth Relationship Coordinator

Shannon Thoms

Atlanta Geography Operations Coordinator

Lizah Okoniewski

Field Operations Coordinator- Strategy

Michaela Evans

Recruiting Operations Coordinator

Chris Deschenes

VP of Business Development

Clayton Anderson

Client Services Director

Lesley Heard

Recruiting Director

Christine Blasl

HR Manager

Teri Dusold

Recruiting Manager

Mary Calhoun

Marketing Project Manager

Cameron Thierry

Revenue Accountant

Jordan McFarland

Warm Recruiting Specialist

Lexie Ryan

Recruiting Operations Coordinator

Natalie Smith

Executive Assistant to the CEO

Amy King

Charlotte Geography Operations Coordinator

Mercedes Petrus

Jacksonville Geography Operations Coordinator/Executive Assistant

Portia Nagano

Los Angeles Geography Operations Coordinator

Taylor Vandersmitte

Executive Assistant to Founding Partner

Madison Harward

Bridge Coordinator

Mikayla Berbach

NW Arkansas Geography Operations Coordinator

Associates

August Vordenbaum

Senior Associate

Grant Boren

Senior Associate

Zachary Hawkins

Senior Associate

Adam Dahlstron

Associate

Conner Haney

Associate

Kyle Kevorkian

Associate

Quinn Davis

Associate

Brandon Ezell

Associate

Carson Cheek

Associate

Eric Larsen

Associate

Griffin Rea

Associate

Jonah Vela

Associate

Luke Blackmon

Associate

Nathan Fontenot

Associate

Soha Dessouky

Associate

Drew Horton

Associate

Chase Carlson

Associate

Devin Berkowitz

Associate

Harold Pressley

Associate

Jonathan Harrison

Associate

Lauren Baccari

Associate

Owen Freese

Associate

Benjamin Long

Senior Associate

Kris Blasl

Senior Associate

Mitch Johnson

Senior Associate

Ava Behar

Associate

Dalyn Love

Associate

Mitch Roper

Associate

Sam Sloan

Associate

Brock Martin

Associate

Chandler Warren

Associate

Ethan Beckham

Associate

Hunter Millsaps

Associate

Kyle Sweeney

Associate

Luke Mangan

Associate

Ricky Brenek

Associate

Torrey Patrie

Associate

Andrew Rose

Associate

Cole Breaux

Associate

Dylan Bishop

Associate

Hunter Favorite

Associate

Joseph Bolling

Associate

Michael Ray

Associate

Tyler Dodson

Associate

Connor Bradley

Senior Associate

Michael Ihlenfeldt

Senior Associate

Alex Eaton

Associate

Chris Houser

Associate

Justin Jones

Associate

Nick Ryan

Associate

Stephen Davis

Associate

Cameron McIlhenny

Associate

Connor Stiscak

Associate

Evan Enerlich

Associate

Jackson O'Brien

Associate

Lane Curry

Associate

Micah Damrow

Associate

Sam Alves

Associate

Will Sparks

Associate

Ava Smagacz

Associate

Cole Pettis

Associate

Garrett Newberry

Associate

Jace Engel

Associate

Joshua Studebaker

Associate

Nathan Allen

Associate

Financial Professionals

Andrew Wood

Financial Professional

Brogan Mooney

Financial Professional

Christopher Spalthoff

Financial Professional

Fisher Koons

Financial Professional

Jimmy Williams

Financial Professional

Maximilian Hillerbrand

Financial Professional

Myles Thomas

Financial Professional

Ronan Dooney

Financial Professional

Travis Towell

Financial Professional

Anthony Rugnetta

Financial Professional

Cameron Morris

Financial Professional

Dana Cabela

Financial Professional

Frates Newsom

Financial Professional

Kyle Jackson

Financial Professional

Michael Tingue

Financial Professional

Parker Olson

Financial Professional

Sultaan Shabazz

Financial Professional

Victoria Tamplin

Financial Professional

Blake Leffingwell

Financial Professional

Cameron Whritenour

Financial Professional

Davis Brunson

Financial Professional

Grayson Gradke

Financial Professional

Louis Aquino

Financial Professional

Mitchell Lefevre

Financial Professional

Patrick Urey

Financial Professional

Thomas Campbell

Financial Professional

Zack Bernstein

Financial Professional

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