Jamie Patel is a dedicated Funding Specialist with a passion for helping small businesses thrive. With a background in business development and a track record of successful funding placements, Jamie excels in identifying tailored financing options that align with each client's unique needs. Jamie holds a degree in Business Administration and has previously worked with various startups, providing them with essential capital and strategic advice. When not working, Jamie loves cooking and exploring new culinary trends.

Morgan Lee is our Client Relationship Manager, known for their exceptional communication skills and commitment to client satisfaction. Morgan's role involves building and maintaining strong relationships with clients, ensuring their needs are met, and providing personalized support throughout the financing process. With a background in customer service and project management, Morgan is adept at navigating complex situations and delivering solutions that drive success. In their free time, Morgan enjoys gardening and volunteering at local community events.

Taylor Brooks serves as the Operations Director, overseeing the firm's day-to-day activities and ensuring smooth operational processes. With a background in operational management and a talent for streamlining workflows, Taylor plays a crucial role in optimizing our internal systems and enhancing efficiency. Taylor's experience includes managing large-scale projects and implementing strategic initiatives that boost productivity. Outside of work, Taylor is an enthusiastic traveler and enjoys exploring new cultures and destinations.