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