Our people are experienced and highly knowledgeable financial market professionals, each an expert in their field. We bring more than a century of experience to meet your loan, mortgage, financial advisory, or fund raising need.
President and CEO
Daytona Beach Office / St. Louis Office
Chuck heads the Daytona Beach office and specializes in church, educational financing (including colleges and universities, Charter and faith-based schools, plus secondary education including academies and specialty institutions),and not-for-profit organizations. Financing expertise includes mortgages, loans, and capital market financing (public and private offerings). His speciality is "mega-church" finance with its special needs and capital market finance methods.
Kevin B Burgess
Senior Vice President and Managing Director
Boca Raton, Florida
Kevin manages the Boca Raton office and is one of the nation's leading financial experts in charter school and private school financing. Kevin managed seven percent of the entire Florida working capital funding marketplace and achieved the first Florida private high school working capital loan programs under the McKay and Step Up For Children education programs. His expertise and experience in education finance has also included managing working capital funding for some of the nation's largest banks, including Bank of America and Fifth Third Bank.
Kevin is also a leading education management specialist, and one of the founding members of VSCHOOLZ
, among of the nation's premier blended learning education providers. Kevin co-authored a study on the useage of blended learning in faith-based schools which was published internationally in 2013. Kevin brings extraordinary experience to help manage financial and programmatic issues facing charter schools, private schools, and faith-based schools.
Global Financial Systems Executive Manager / Sr. Director
Mark is a management expert, CPA, Pastor and Director of Wayman Academy in Jacksonville. Mark provides special consulting services to help churches and not-for-profits to organize and stabilize their finances and ready them for growth and financing stability. Mark is a senior global advisor to the African Methodist Episcopal Church.
Senior Vice President
Cape Girardeau, Missouri
Debbie specializes in church and not-for-profit organization finance and manages marketing needs for those organizations. She served as Regional Director for MBA programs for a Midwestern college; has been professor of marketing and business for three universities, and was marketing manager for a multi-state bank. Her speciality is in education finance and business development for not-for-profit and religious organizations.
Questions or concerns?
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