Our Team & Values
Brandon Poulin
Founder & Chief Executive Officer
Brandon Poulin is a believer, husband, father, and seasoned entrepreneur with over a decade of experience building and scaling businesses. As the former CEO and Founder of the 4th fastest-growing private company in America (Inc. 5000, 2019), he’s generated $200M+ in revenue, served 700K+ customers, and led teams of 150+. Brandon has launched and raised capital for real estate funds, advised 7–9 figure companies, and earned honors like the Gold Stevie® Award for Entrepreneur of the Year. He’s passionate about growth, impact, and funding the fight against human trafficking.
Registrations: Series 82, 63 and 24
Nicholas Bayerle
Co-Founder & Chief Capital Markets Officer
Nicholas Bayerle began his journey in ministry, serving in 14 countries before turning to business to create impact through capital. He’s been named a Top 30 Entrepreneur Under 30 by Influencive, featured in Forbes, and successfully built and exited his last company.
Nicholas raised over $10M in just months without a pre-existing network pioneering a fresh approach to capital raising. With deep experience in communication and sales, he’s generated 8-figure revenue and helped clients drive $100M+ in results. A Believer, husband, and father, Nicholas lives by the mantra: “The secret to living is giving.”
Registrations: Series 82, 63 and 24
Dan Roberts
Chief Compliance Officer
Daniel Roberts has 20+ years in financial services, specializing in compliance and regulatory oversight for major firms. He holds multiple FINRA licenses and has led large teams through complex operational and regulatory transitions.
Registrations: Series 4, 7, 24, 50, 53, 55, 66
Ken George
Financial Operations Officer
Ken George is a seasoned financial expert with 40 years in broker-dealer compliance and operations. A licensed CPA and FINRA Series 27 holder, he’s served as FINOP and advisor to firms across various structures.
Registrations: Series 27
Dan Legaye
Securities Attorney
Daniel E. LeGaye is a securities attorney with 40+ years of experience in regulatory compliance and AML. He’s held key FINRA licenses and served as General Counsel for multiple financial firms.
Registrations: Series 39, 7, 22, 63, 28, 99
Jessica Peart
Head of Business Operations
Jessica Peart is a business leader with 25+ years of experience driving growth, culture, and team performance. A wife, mom and outdoor adventurer, she’s passionate about helping others live their best lives.
Austin Lahr
Head of Revenue Operations
Austin Lahr is a husband, father, seasoned revenue leader, and investor/entrepreneur with a Finance degree from the University of Arizona. He's held roles at RBC, CBRE, ADP, Oracle NetSuite, and as CRO at startups—closing thousands of deals and generating $100M+ value. At FavorPoint Capital, he enables frictionless issuer-investor experiences.
Karan Jhajj
Senior Investment Analyst
KJ is an investor with experience in private equity and real estate. At Valna Holdings, he led acquisitions, growing the portfolio to $300M+ across industrial, mixed-use, and self-storage assets. At Chicago-based InvestBev, he scaled AUM from $25M to $500M+. With Canadian real estate roots and a Schulich degree, KJ excels in value-add strategies and capital structuring.
Liz Webb
Executive Assistant
Liz delivers operational excellence with a keen eye for detail. She holds a History degree, is certified in Project Management, and excels in optimizing workflows and managing logistics. Outside work, she’s a wife, mom, and outdoor enthusiast who loves mountains, beaches, and sunny days.
Our Values
- FaithExpectation of what can be possible.
- A Game EverydayBringing our best effort to every interaction.
- VisionForward thinking and planning for long-term investment success.
- OwnershipTaking responsibility and embracing accountability for outcomes.
- ResourcefulFind a way.
- Play as a TeamVictory is achieved together.
- OptimismAttack each day with an enthusiasm unknown to mankind.
- ImpactFocus on serving coworkers, clients, and partners.
- No A-HolesA team of the type of people you want to work with.
- TransparencyBe real. Embrace truth even when it's uncomfortable.
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Address: 16220 N. Scottsdale Road, Suite 300, Scottsdale, AZ 85254
The information on this website is for informational purposes only. Nothing included on this website should be construed as an offer to sell nor a solicitation of an offer to buy any security. Investments offered will only be available to those investors meeting the definition of Accredited Investor under Rule 501(a) of the Securities Act of 1933 and will only be offered via a confidential Private Placement Memorandum (“PPM”). This material should not be construed as tax or legal advice. Please consult with your trusted advisor(s) before making any financial decision. There are substantial risks with any private investment including general market conditions, lack of liquidity, lack of operating history, interest rate risk, general economic risks, construction and development risks, and potential for changes in tax law. Past performance is not indicative of future results. Investors should not be willing to invest in private placement offerings unless they can afford to lose their entire investment.