Our Team
It's our passion to empower people to be secure, free, and generous. Our principals employ over 50 years of combined expertise in real estate, analysis, tax structuring, and wealth management to help investors experience this every day.
Managing Partners

David Fisher, CPA
Managing Partner

David Fisher, CPA
Managing Partner
David began his career with KPMG in the tax department and then worked in tax, treasury, and acquisitions for Wells Fargo for over nine years. He was North American Head of Asset and Structured Finance for HSBC’s Investment Banking division. David and his banking teams executed international financings in excess of $8 billion. He graduated from the University of Northern Iowa in 1993, Magna Cum Laude in Accounting, and earned national honors with the Elijah Watt Sells Award on the May 1993 CPA exam. David is primarily responsible for the acquisition, asset management, and financing aspects of the businesses.

Joshua Ungerecht
Managing Partner

Joshua Ungerecht
Managing Partner
Together with Warren Thomas, Joshua has overseen the stewardship of over $1 billion of client equity into real estate since 2003. Joshua graduated from The Master's College, Summa Cum Laude with a B.A. in Theology, Apologetics, and Missions, and is currently on leave from Talbot Graduate School, where he was pursuing an M.A. in Philosophy of Religion and Ethics. He also maintains Series 7, 22, 24, 63, 65, 66, and 79 Securities Licenses and an active California real estate broker license. Joshua serves as chairman of the board for Saving Innocence, a non-profit focused on rescuing children in Los Angeles County from human trafficking.

Warren Thomas, CPA
Managing Partner

Warren Thomas, CPA
Managing Partner
Warren has over 35 years of experience as a CPA and has been an active commercial real estate investor for the past 25 years. Prior to focusing on the securitized 1031 exchange market in 2003, he developed an extensive tax practice including estate planning, financial planning, and real estate advisory services. He graduated in 1978 from Biola University with a B.S. in Business, specializing in Accounting. He also earned a master’s degree in Taxation from Golden Gate University in 1993. He maintains Series 6, 7, 22, 24, 39,63, 66, and 79 Securities Licenses.
Executive Management

Dave Van Steenis, CPA, CFA
Chief Financial Officer

Dave Van Steenis, CPA, CFA
Chief Financial Officer
David currently serves as Chief Financial Officer for Telos Capital, LLC and ExchangeRight Real Estate. He is focused on acquisitions and financial reporting for the Company. David began his career with KPMG in the financial services audit practice, where he served both private and public banking and investment management clients. Most recently, David was with Kaufman Jacobs Real Estate Investments were he was involved in the investment acquisition, capital markets, and financial reporting aspects of their real estate private equity business. Mr. Van Steenis graduated from Trinity Christian College with highest honors with a B.S. in Accounting and a Finance concentration. David is a CPA, a CFA Charterholder, and a member of the CFA Society of Iowa.

Susana Dryden
Chief Operating Officer

Susana Dryden
Chief Operating Officer
Susana serves as the Chief Operating Officer for ExchangeRight Real Estate, focusing on the development, training, and expansion of the firm’s departments. Susana also serves as a Registered Principal and the Chief Compliance Officer for ExchangeRight Securities, LLC a FINRA member Broker-Dealer, that oversees the wholesale activities of ExchangeRight Real Estate. Susana began her career in the industry in 2007 with JRW Investments, Inc. In 2014, she was primarily responsible for forming the Broker-Dealer, Lighthouse Capital Group, LLC which now oversees, JRW Investments. She serves as a Registered Principal and Chief Operating Officer of these firms as well. Susana has been critical to the growth and development of the issuer and other affiliate firms, and ensures the various companies operate in compliance with the regulations instituted by FINRA and the SEC.

Louis Swingrover
Executive Vice President

Louis Swingrover
Executive Vice President
Louis currently serves as the Executive Vice President for ExchangeRight. He is focused on strategic business development at the company, and oversees the Marketing, Creative, Editorial, Public Relations, Software Development, Information Technology, Sales Support, and Investor Relations teams. Prior to joining ExchangeRight, Louis was a serial entrepreneur who co-founded, profitably operated, and sold a boutique corporate compliance firm dedicated to serving industry Sponsors and their investors. He holds a B.A. in Intercultural Studies with a minor in Biblical Studies from Biola University and is currently working to complete his M.A. in Philosophy from Gonzaga University.

Kevin Steines, CPA
Chief Accounting Officer

Kevin Steines, CPA
Chief Accounting Officer
Kevin currently serves as Chief Accounting Officer for Telos Capital and ExchangeRight Real Estate, LLC. He is focused on the financial reporting for the Company. Prior to joining ExchangeRight, Kevin enjoyed a successful career in public accounting. He started his career at Gabelmann & Associates in their audit practice. Most recently, Kevin spent seven years with Honkamp Krueger & Co, P.C., a regional CPA firm based out of Dubuque, IA. Mr. Steines oversaw the day-to-day operations of the accounting and tax practice for one of Honkamp Krueger’s satellite offices. His focus was on corporate and individual tax planning and preparation, financial statement preparation, general business consulting, strategic planning, and franchise services. He graduated in 2006 from Ashford University with a B.S. in Business Administration and Accounting with a Finance concentration, where he was awarded Outstanding Accounting Student for his class. Kevin is a CPA.
Broker-Dealer and RIA Relations

Geoffrey D. Flahardy
Director of National Accounts

Weldon Evans
National Sales Director

David Flamm
Vice President

Beth Veloz
Senior Vice President

Danny Carmona
Senior Vice President

David McCurdy
Senior Vice President

Leo Peters
Senior Vice President

Zach Plahn
Vice President

Larry Baron
Vice President

Scott Peterman
Vice President
Investor Relations

Janessa De La Riva
Investor Relations

Shannon Bailey
Investor Relations

Jacqueline Solorzano
Investor Relations

Riley Blindt
Investor Relations
Investment Analysis

William Spencer
Sr. Investment Analyst

Aaron Bush
Analyst

Bi Soohoo
Analyst

Drake Moser
Analyst
Acquisitions & Legal

Jennifer Chase
Director of Acquisitions

Antoinette Baca
Acquisitions Coordinator

Kat Ju
Real Estate Contract Admin

Stephanie Lee
Legal and Closing Team Coordinator

Pateel Ashjian
Corporate Counsel
Asset Management

Roger Taylor
Director of Asset Management

Kelly Ann Pepin
Facilities Coordinator

Meryl Phay
AM Operations Team Lead

Janna Grigoryan
Senior Facilities Coordinator

Sharlene Francis
Tax & Insurance Coordinator

Maureen Little
Facilities Coordinator

Kevin Tenkman
Facilities Coordinator

Sara Seaman
Asset Manager

Josh Delo
Asset Manager

Malerie Bondy
CAM Reimbursement Coordinator

Ryan Jack
Financial Analyst

Renee Esguerra
Real Estate Coordinator
Operations

Christie Burrow
Operations Manager

Casey Koestner
Executive Assistant

Mary Lynn Deagon
Systems & Projects Manager

Abby Baghdasarian
Executive Assistant

Laya Rashidi
Executive Assistant

Angie Galgocz-Deak
Team Resource Manager

Jenifer Mulcahy
Office Manager

Joanna Ku
Administrative Assistant
Accounting

Carrie Garcia
Assistant Controller

Leah Frink
Senior Accountant

Karina Overgaard
Senior Accountant

Aileen Frias
Senior Accountant

Tony Waechter
Senior Accountant

Juliet Melikian
Staff Accountant

Wesley La Velle
Senior Accountant

Marisa Dimov
Senior Accountant

Dean Miller
Staff Accountant

Hong Cun
Staff Accountant
Communications

Rafael Polendo
Creative Director

Robert Nienhuis
Digital Art Director

Eric Benson
Multimedia Art Director

Matthew Anderson
Senior Graphic Designer

Rebecca Carney
Bulk Email Coordinator

Adelle Grogg
Bulk Email Coordinator
IT and Development

Vance Lanoy
Systems Administrator

Peter Farley
IT Support

Adam Edison
Sr. Data Engineer