Meet our Team

Advisory Board

Kevin Paul is an accomplished entrepreneur, investor, and philanthropist, known for his leadership as the CEO of **Castle Rock Capital**, a private equity fund investing primarily in multi family housing. With a diverse background spanning 30 years in multifamily housing, construction, oil and gas, retail, and land development, Kevin has a keen eye for business opportunities and a deep commitment to creating lasting value for his investors and the communities he serves. Beyond his business success, Kevin is passionate about social impact, actively working to eliminate human trafficking and improve the lives of others. He is also dedicated to building a legacy that emphasizes freedom, adventure, and intentional living. Kevin is driven by his desire to make a significant difference in his community and beyond.

Paul Hutchinson is a philanthropist, entrepreneur, and passionate advocate for ending human trafficking. As the co-founder of Bridge Investment Group, he has successfully led the acquisition and management of billions in real estate assets. Beyond his business acumen, Paul is deeply committed to humanitarian efforts, working on the front lines to rescue trafficking victims and raise global awareness. His inspirational leadership and dedication to justice have earned him recognition as a transformative force for change in both the financial and humanitarian sectors.

Paul Neumann is the Global Strategist of the Child Liberation Foundation (CLF), driving its global expansion to combat child sex trafficking and human trafficking. He also leads (PURPLE), a social marketing initiative that raises funds and awareness to eradicate modern slavery, with proceeds supporting The Global Freedom Fund to drive innovation and healing for victims. With over 20 years in the investment industry, Paul has worked with startups and corporations worth up to $9 billion, including leadership roles at Merrill Lynch and Morgan Stanley. Beyond finance, he co-founded Goldfish Swim School and chaired Smart Start Central Oklahoma, demonstrating his commitment to early childhood development. Highly skilled in asset valuation, investment strategy, and risk management, Paul leads with passion, a servant’s heart, and a warrior’s spirit to create meaningful impact

Scott McGrath is the Chief Compliance Officer at Nexxess, a firm specializing in financial, tax, and trust planning services. With over 20 years of experience in financial planning and compliance, he plays a pivotal role in ensuring the company’s adherence to regulatory standards. Scott holds the designations of Master Financial Planner® (MFP®), Certified Trust and Estate Planner® (CTEP®), and Chartered Wealth Manager® (CWM®). He is based in the Dallas-Fort Worth area of Texas and is accessible via email at scott.mcgrath@nexxess.com or by phone at (903) 399-1130. Nexxess

Jay Bloom is an American entrepreneur and investor known for his ventures across multiple industries. Born in Japan and raised in a Jewish household, he earned an MBA from Fordham University. Bloom began his career with Magnavest, later working in real estate risk management before co-founding Pet Assure, which he sold before retiring at 33. He has since invested in aviation, tourism, real estate, and renewable energy, co-founding Pegasus Group Holdings and leading efforts to bring an NBA team to Las Vegas. In 2023, he declined a Titan submersible dive to the Titanic, which later tragically imploded.

Grant Cardone is an internationally renowned entrepreneur, bestselling author, and motivational speaker specializing in real estate investment, sales training, and business development. As the founder and CEO of Cardone Capital, he has built a multi-billion-dollar real estate portfolio, providing everyday investors access to institutional-grade opportunities. Known for his high-energy style and “10X” philosophy, Cardone inspires individuals and businesses to maximize their potential and achieve extraordinary success. His influence extends globally through books, live events, and digital programs, making him one of the most recognized figures in personal and professional development.

Joel Osteen is a renowned pastor, author, and inspirational speaker, best known as the senior pastor of Lakewood Church in Houston, Texas, one of the largest congregations in the world. Born on March 5, 1963, Osteen initially worked behind the scenes at Lakewood before stepping into leadership in 1999 following the passing of his father, John Osteen. Under his guidance, the church has grown exponentially, reaching millions globally through weekly services, television broadcasts, and online platforms. Known for his uplifting and practical messages, Joel has authored several #1 New York Times bestselling books, including Your Best Life Now. Alongside his wife, Victoria, who serves as co-pastor, and their two children, Joel continues to inspire people worldwide with a message of faith, hope, and positivity.

Eric Colton is the founder of Untrafficked, an organization dedicated to combating human trafficking and supporting survivors. With a deep commitment to ending modern-day slavery, Eric leverages his expertise in advocacy, policy, and law enforcement collaboration to raise awareness and provide resources for those affected by trafficking. His leadership in Untrafficked aims to empower individuals, influence legislation, and promote global partnerships to eradicate human trafficking. Through his efforts, Eric has become a key figure in the fight for justice and the protection of vulnerable populations.

Venessa Hutchinson is the Director of the Child Liberation Foundation, a nonprofit organization dedicated to eradicating human trafficking and rescuing vulnerable children from exploitation worldwide. With a deep passion for creating safe and thriving futures for at-risk youth, Venessa leads initiatives that focus on prevention, rescue operations, and aftercare support for survivors. Drawing on years of experience in nonprofit leadership and advocacy, she has built strong partnerships with government agencies, law enforcement, and community organizations to expand the foundation’s impact. Venessa’s unwavering commitment to justice and her belief in the power of collective action drive her mission to protect children and restore hope to countless lives.

Phil Warthen is a retired individual currently residing in Mineral Wells, Texas. He attended high school in Buhl, Idaho.
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Phil joined Facebook in October 2011. Facebook Beyond this, there is limited publicly available information about his personal or professional life.
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Natalie Trivibulchaikul is the CEO and Founder of T15 Marketing & Media and T15 Tech Solutions, where she integrates innovation with purpose to transform businesses through strategic marketing and technological solutions. Instagram Raised in a strict, low-income household, Natalie overcame significant challenges, including working multiple jobs to support her family, and became the first woman in her family to pursue higher education. GoFundMe She is a passionate entrepreneur, advocate, and storyteller, dedicated to making a positive impact in her community.

Michael D. Butler, known as the “Simon Cowell of book publishing,” is a global speaker, book publisher, and host of “Around the World with Michael D.” Michael D. Butler As the founder of Beyond Publishing, he has helped authors in over 30 countries become best-sellers and international speakers. Amazon Beyond his publishing endeavors, Michael is an ultra runner and the founder of the nonprofit organization 1040 Impact, which aims to end human trafficking. Instagram When not traveling to support his authors’ book launches, he enjoys spending time with his four sons and two grandsons.

Michael Bailey is a dynamic and influential figure, recognized for his innovative contributions across various fields. Whether as a psychologist, historian, environmentalist, or creative artist, Bailey’s work is marked by a profound commitment to pushing boundaries and inspiring change. As a prominent leader, he has received accolades for his groundbreaking research, environmental activism, and creative endeavors, including award-winning publications and impactful documentaries. A visionary thinker with a passion for transformation, Michael Bailey continues to leave a massive and enduring legacy through his dedication to excellence and his drive to make a positive impact on the world.

Condoleezza Rice is an American political scientist, diplomat, and former U.S. Secretary of State, known for breaking barriers as one of the highest-ranking women in U.S. government. Born on November 14, 1954, in Birmingham, Alabama, Rice rose to prominence in international relations and national security, becoming the first African American woman to serve as Secretary of State under President George W. Bush from 2005 to 2009. Prior to her tenure as Secretary of State, she was National Security Advisor, where she played a pivotal role in shaping U.S. foreign policy during the early 2000s. A respected academic, Rice has also served as a professor at Stanford University, focusing on political science and international relations. She continues to be an influential voice in global politics, public service, and education.

Ken Gee is the founder and managing member of KRI Partners, a real estate private equity and investor education firm. With over 26 years of experience in real estate, banking, private equity, and real estate investing, he has been involved in transactions valued at more than $2.0 billion, focusing on the acquisition, management, and financing of multifamily real estate projects. Prior to establishing KRI Partners, Ken was a CPA with Deloitte in their tax and M&A practice, serving major clients including some of the largest private equity and real estate firms in the U.S. He also has experience as a commercial lender at a large regional bank in Cleveland and owned and operated several certified Cessna Pilot Centers in Northeast Ohio. Ken is married with three grown children and enjoys learning, spending time with his family, and helping people create wealth through real estate. KRI Partners

Alex Spiro is a prominent American attorney known for his work in criminal defense and civil litigation. He gained significant attention for his high-profile cases, representing notable clients, including rapper Jay-Z and businessman Elon Musk. Spiro is known for his aggressive legal strategies and his ability to handle complex, media-heavy cases. A graduate of Harvard Law School, he has built a reputation as a skilled litigator with a focus on both criminal and civil matters. His expertise spans across various legal fields, including defamation, securities, and regulatory issues. Spiro’s legal prowess and success in high-stakes cases have made him a sought-after attorney in the legal community.

Daniel Steele is the President and Chief Operating Officer at GavinHeath, a staffing and consulting firm based in Greenwood Village, Colorado. With a diverse background in law enforcement and military service, he began his career as a Security Police Officer in the United States Air Force in 1995. In 1999, he joined the Denver Police Department, serving in various roles including Detective Sergeant and founding the FBI Rocky Mountain Innocence Lost Task Force. THE ORG Transitioning to the private sector, Steele joined GavinHeath in 2019, where he has been instrumental in leading the company’s operations and diversity initiatives. He is an active member of the company’s Diversity, Equity, and Inclusion Committee, reflecting his commitment to fostering an inclusive workplace. GavinHeath Beyond his professional responsibilities, Steele engages in community service, exemplified by his participation as a speaker at the Denver Street School’s Hope Academy Boots & Bling charity event, supporting adolescent girls who have experienced complex trauma. GavinHeath His leadership has contributed to GavinHeath’s recognition, including winning the Small Business Award in the Small category by the Denver Business Journal in 2023. Bizjournals

Patrick Farah is the Co-Founder and Managing Partner of The Power Company USA LLC, a role he has held since August 2006. THE ORG With over 9 years of experience in the energy services sector, Public Utilities Commission of Ohio Farah has been instrumental in partnering with thousands of clients nationwide to leverage deregulated energy rates and enhance energy efficiency solutions. THE ORG Prior to founding The Power Company, he co-founded U.S. First Energy, securing a significant commercial sales agreement with Suez Energy that generated over $400 million in contract value. THE ORG Earlier in his career, Farah served as COO and CMO of Nutraceutical Supplement and Distribution Inc., where he contributed to revenue growth reaching $50 million. THE ORG He holds a Bachelor of Science degree in Biology and Chemistry from Shepherd University. THE ORG In recognition of his leadership, Farah was awarded Top Office Manager in September 2014.

Rob Woodward is an American restaurateur and politician who served as a Republican member of the Colorado State Senate, representing District 15, from January 4, 2019, to January 9, 2023. Wikipedia Born in Wyoming, Woodward has been a Colorado resident since the 1990s. He earned a Bachelor of Science in Finance from Colorado State University and an MBA with a concentration in finance from DePaul University. At the age of 21, he opened his first Subway franchise and eventually expanded to own 28 franchises across Northern Colorado, Wyoming, and Nebraska, employing over 450 individuals. During his tenure in the state senate, Woodward served on the Senate Statutory Revision Committee, the Legislative Audit Committee, and the Business, Labor, and Technology Committee. He is married to Paula, and together they have three children: Andrew, Allie, and Kate. Wikipedia

Robert Martinez is the Founder and CEO of Rockstar Capital, a real estate investment and property management firm based in Houston, Texas. Since establishing the company in 2011, he has overseen the acquisition and management of over 5,243 rental units across 30 apartment communities. Robert Martinez Under his leadership, Rockstar Capital has expanded its portfolio to 24 apartment communities, totaling 4,849 units. Robert Martinez Robert holds an Engineering Degree from Texas A&M University and is the only person to have won the National Apartment Association’s Independent Rental Owner of the Year Paragon Award twice, first in 2013 and again in 2019. Robert Martinez Beyond his professional achievements, he is a dedicated father to his two sons, Ryan and Conner, with whom he shares a passion for soccer. Robert Martinez

Holly Fanáh Whitrock Steele is the Co-Founder and CEO of GavinHeath, a staffing and consulting firm based in Centennial, Colorado, established in 2015. Titan100 She began her career in 1988 as an Operational Specialist at Medical Charge Recovery, Inc., a hospital medical record auditing firm. THE ORG Throughout her professional journey, Holly has held various leadership roles, including Executive Vice President and Co-Founder at HealthcareReports.com and Partner at Medical Business Resources. THE ORG Under her leadership, GavinHeath has received notable accolades, such as the “2020 Iacocca Award” recognizing outstanding business professionals. GavinHeath In 2023, Holly was honored as one of the Titan 100, highlighting her as a top CEO in Colorado. Titan100 She pursued Pre-Medicine studies at Harding University and is committed to fostering diversity and inclusion within her organization. THE ORG

Marilyn Paul is the Executive Director of Options for Women Pregnancy Help Clinic, a nonprofit organization based in Lakeland, Florida. Under her leadership, the clinic offers free medical services, including pregnancy testing, ultrasounds, STD testing, and wellness exams, to support women facing unplanned pregnancies. Marilyn is dedicated to providing compassionate care and resources to empower women in making informed decisions about their reproductive health. She is also involved in community outreach, collaborating with local organizations to extend support to those in need.

Camilo Sandoval is a multidisciplinary artist born in Bogotá, Colombia, currently residing in Cologne, Germany. His work focuses on experimental computing, advocating for a symbiotic relationship between humans and machines. Camilo’s artistic practice explores themes such as machine identity, transhumanism, and human-machine cooperation. He has exhibited his work in various international venues, including the Max Ernst Museum in Brühl, Germany, and the Ars Electronica Festival in Linz, Austria. Camilo holds a diploma in Media Arts from the Academy of Media Arts Cologne (KHM) and has received several honors, such as the Grand Art Prize for Outstanding Artistic Achievements from Freunde der KHM in 2022.

Jason Lyons is a former CIA intelligence officer and Marine Corps veteran with over a decade of service. During his tenure with the CIA, he specialized in comprehensive intelligence operations across the Middle East, South America, and Africa, and collaborated with both foreign and U.S. intelligence partners. Prior to his CIA career, Lyons served in the Marine Corps for ten years. He holds a Bachelor of Arts in History and Political Science. Currently, he co-hosts “Eyes On” alongside Andy Milburn, a program affiliated with The Team House. Podtail

Luke Robb, a native of Columbia, Missouri, graduated from Father Tolton Catholic High School in 2023. During his high school years, he was an active member of the men’s track and field team, specializing in cross country and the 3200-meter events. Standing at 6 feet tall and weighing 155 pounds, Luke achieved a personal record of 17:44 in the 5K. He was recognized as Freshman of the Year and earned 1st Team All-Area honors. Beyond athletics, Luke maintained a strong academic record, earning Academic All-State honors in both 2019 and 2020, and was a member of the Key Club, a service-oriented organization.
NCSA College Recruiting

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Maggie Slater is the founder of Here4U, a web-based application designed to assist sexual assault survivors in navigating their options and accessing resources. Through Here4U, survivors can explore care and justice pathways, receive customized resource reports, and make informed decisions about their next steps. The app has been implemented at institutions such as Arizona State University and Temple University, with plans for further expansion. In addition to her work with Here4U, Maggie is the owner of Aliferous Technology, a San Marcos-based company that co-developed the app.

Nic McGrue is a highly accomplished attorney and founder of Polymath Legal PC, a law firm specializing in corporate, securities, and real estate law. With a keen focus on helping entrepreneurs and investors navigate complex legal landscapes, Nic has built a reputation for his strategic counsel in areas such as private equity, crowdfunding, and syndications. He is deeply committed to empowering clients to achieve their business and investment goals while ensuring full compliance with regulatory requirements. Beyond his professional pursuits, Nic is a dedicated mentor and speaker, sharing his expertise at industry conferences and educational events.

Dustin Weaver is a Market Analyst with RealPage’s Data Analytics division, specializing in conventional apartment market analysis, research, and data methodology. He leverages his experience collaborating with institutional investors, operators, lenders, and REITs to facilitate the effective consumption and application of multifamily data and analysis. Dustin has contributed to RealPage’s Analytics Blog, providing insights into supply trends and market performance. He has also participated in webcasts, such as the “Market Intelligence: Q4 Texas Update,” discussing key apartment performance indicators across Texas markets.

Matt Saunders serves as Vice Chairman at Newmark, specializing in the disposition of both institutional and non-institutional multifamily assets. Since joining Newmark in 2012, he has been involved in over $12 billion of multifamily transactions, overseeing all aspects of the marketing process, including pricing strategies, valuation/modeling, negotiation, and closing. His expertise in the Houston multifamily real estate market has earned him multiple accolades, including the Houston Business Journal’s “Heavy Hitter’s Award” and CoStar’s “Power Broker Award.” Matt holds a Master of Business Administration from Rice University’s Jones School of Management and a Bachelor of Science degree from Texas A&M University.

Anthony L. Marré is the Managing Shareholder at Wilson Cribbs & Goren, P.C., a prominent real estate law firm based in Houston, Texas. He earned his Juris Doctor from the University of Houston Law Center in 2006 and was admitted to the Texas Bar the same year. Specializing in commercial real estate law, Mr. Marré is board-certified by the Texas Board of Legal Specialization. His expertise encompasses various aspects of real estate transactions, including land use and zoning law. Since 2019, he has been recognized in “The Best Lawyers in America” for his work in real estate law. Under his leadership, Wilson Cribbs & Goren continues to provide high-quality legal services to the commercial real estate community.

David Sanders is a Partner at Deloitte Tax LLP, leading the Real Estate industry team in the Houston office. With over 22 years of public accounting experience, he serves a variety of real estate companies, including publicly traded REITs and private operating companies. Additionally, David leads the Private Wealth practice for the Texas market, focusing on serving private companies and high-net-worth individuals. He is a frequent speaker to many professional organizations, including the National Association of Real Estate Companies.

Greg Henson is a Senior Associate at Chamberlain Hrdlicka’s Houston office, specializing in Corporate, Securities & Finance law. He advises private companies, private equity firms, and family offices on various corporate and transactional matters, including mergers, acquisitions, divestitures, joint ventures, private securities offerings, and investment fund structuring. Greg earned his Juris Doctor from the University of Texas School of Law in 2016 and a Bachelor of Arts in Government Honors from the University of Texas at Austin in 2013. He is admitted to practice law in Texas.

Neal Bawa is a data-driven real estate investor, entrepreneur, and educator known for his expertise in using technology and analytics to optimize multifamily and commercial real estate investments. As the founder of Grocapitus and MultifamilyU, he has led the acquisition and management of over $1 billion in assets across multiple states. Neal is recognized for his innovative approach to market analysis, utilizing big data to identify high-growth opportunities. A sought-after speaker and mentor, he shares insights on syndication, asset management, and economic trends, helping investors maximize returns through data-backed decision-making.

James Fox serves as the Director of Financial Services and a Senior Trust Consultant at Nexxess International, where he specializes in Capital Deferment Trusts and Corporate Sales. Based in the Dallas-Fort Worth area, James offers in-person consultations to clients seeking expert financial guidance. He can be reached via email at james.fox@nexxess.com or by phone at (800) 248-3128 Ext 503.

Khaye Shoo is a member of the Nexxess International team, contributing to the company’s consulting services. While specific details about Khaye’s role and background are limited, Nexxess International is known for its expertise in financial planning, tax planning, and trust planning.

Ronald Borek serves as an Insurance Director and Trust Consultant at Nexxess International, where he specializes in providing clients with tailored insurance solutions and trust consulting services. He can be reached via email at ronald.borek@nexxess.com or by phone at (800) 248-3128 Ext 512.

Raymond Stephney is a Trust Consultant at Nexxess International, specializing in Capital Deferment Trust services. He offers in-person consultations across multiple regions, including Texas (Dallas-Fort Worth and statewide), Nevada (Las Vegas and Reno), New Mexico, Georgia, Florida (Miami and Orlando), and Southern California (San Diego). Clients can reach him via email at raymond.stephney@nexxess.com or by phone at (562) 294-1701.

Sami Small is a member of the Nexxess International team, contributing to the company’s consulting services. While specific details about Sami’s role and background are limited, Nexxess International is known for its expertise in financial planning, tax planning, and trust planning.

Ady Cambel is a dynamic leader at Nexxess, renowned for his innovative approach to financial strategy and trust management. With a robust background in asset protection and capital gains deferment, Ady has dedicated his career to crafting tailored solutions that empower clients to navigate complex financial landscapes with confidence. His forward-thinking vision and commitment to excellence have earned him recognition as a trusted advisor, consistently driving sustainable growth and operational efficiency at Nexxess. Through his strategic insights and deep industry expertise, Ady continues to shape the firm’s mission of delivering cutting-edge financial solutions that align with the evolving needs of today’s investors.

Dave Dogget is a seasoned professional at Nexxess, celebrated for his deep expertise in trust management and financial strategy. With a robust background in asset protection and capital gains deferment, he skillfully navigates complex financial landscapes to craft innovative solutions that meet the unique needs of each client. Known for his strategic insight and collaborative approach, Dave plays a pivotal role in driving operational excellence and sustainable growth within the organization. His commitment to transparency and personalized service has solidified his reputation as a trusted advisor, continually elevating the standard of financial innovation at Nexxess.

Connor Crome is a forward-thinking professional at Nexxess, renowned for his strategic approach to financial solutions and trust management. With a strong background in asset protection and capital gains deferment, Connor consistently delivers innovative strategies that empower clients to optimize their financial portfolios. His analytical expertise and commitment to personalized service enable him to navigate complex market dynamics with ease, fostering robust relationships with investors and stakeholders alike. As a key contributor to Nexxess’s mission of providing cutting-edge financial guidance, Connor continually seeks to refine processes and implement best practices, ensuring the firm remains at the forefront of the industry.

Victor Larosa is a strategic powerhouse at Nexxess, renowned for his innovative approach to trust management and financial planning. With extensive experience in asset protection and capital gains deferment, he consistently devises creative solutions that help clients safeguard and grow their wealth. His analytical acumen and commitment to excellence enable him to navigate complex financial challenges with confidence, fostering lasting relationships built on trust and transparency. As a key member of the Nexxess team, Victor is dedicated to driving the firm’s mission of delivering cutting-edge financial strategies tailored to meet the evolving needs of today’s investors.