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

David Fisher, CPA

Managing Partner

David Fisher, CPA

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

Joshua Ungerecht

Managing Partner

Joshua Ungerecht

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

Warren Thomas, CPA

Managing Partner

Warren Thomas, CPA

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.

Key Management

Dave Van Steenis, CPA, CFA

Dave Van Steenis, CPA, CFA

Chief Financial Officer

Dave Van Steenis, CPA, CFA

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

Susana Dryden

Chief Operating Officer

Susana Dryden

Susana Dryden

Chief Operating Officer

Susana serves as the Chief Operating Officer for ExchangeRight Real Estate, LLC. – She is focused 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 oversee, JRW Investments. She serves as a Registered Principal and CCO 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. 

Kevin Steines, CPA

Kevin Steines, CPA

Controller

Kevin Steines, CPA

Kevin Steines, CPA

Controller

Kevin currently serves as Controller 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

Geoffrey D. Flahardy

Director of National Accounts

Weldon Evans

Weldon Evans

National Sales Director

Beth Veloz

Beth Veloz

Senior Vice President

Danny Carmona

Danny Carmona

Senior Vice President

David McCurdy

David McCurdy

Senior Vice President

Leo Peters

Leo Peters

Senior Vice President

Bill Cerelli

Bill Cerelli

Senior Vice President

Zach Plahn

Zach Plahn

Internal Wholesaler

Larry Baron

Larry Baron

Internal Wholesaler

Scott Peterman

Scott Peterman

Internal Wholesaler

Emily Friesinger

Emily Friesinger

Sales Support

Investor Relations

Joanna Ku

Joanna Ku

Investor Relations

Janessa De La Riva

Janessa De La Riva

Investor Relations

Shannon Bailey

Shannon Bailey

Investor Relations

Jacqueline Solorzano

Jacqueline Solorzano

Investor Relations

Riley Blindt

Riley Blindt

Investor Relations

Investment Analysis

William Spencer

William Spencer

Sr. Investment Analyst

Sara Seaman

Sara Seaman

Analyst

Josh Delo

Josh Delo

Analyst

Aaron Bush

Aaron Bush

Analyst

Bi Soohoo

Bi Soohoo

Analyst

Drake Moser

Drake Moser

Analyst

Asset Management

Roger Taylor

Roger Taylor

Director of Asset Management

Kelly Ann Pepin

Kelly Ann Pepin

Asset Manager

Meryl Maglaya

Meryl Maglaya

Asset Manager

Janna Grigoryan

Janna Grigoryan

Asset Manager

Sharlene Francis

Sharlene Francis

Asset Manager

Maureen Little

Maureen Little

Asset Manager

Kevin Tenkman

Kevin Tenkman

Asset Manager

Malerie Bondy

Malerie Bondy

Asset Manager

Clair Davis

Clair Davis

Asset Manager

Operations

Christie Burrow

Christie Burrow

Operations Manager

Casey Koestner

Casey Koestner

Executive Assistant

Mary Lynn Deagon

Mary Lynn Deagon

Executive Assistant

Abby Baghdasarian

Abby Baghdasarian

Executive Assistant

Laya Rashidi

Laya Rashidi

Executive Assistant

Angie Galgocz-Deak

Angie Galgocz-Deak

Team Resource Manager

Jenifer Mulcahy

Jenifer Mulcahy

Office Manager

Accounting

Carrie Garcia

Carrie Garcia

Assistant Controller

Leah Frink

Leah Frink

Senior Accountant

Karina Overgaard

Karina Overgaard

Senior Accountant

Aileen Frias

Aileen Frias

Senior Accountant

Tony Waechter

Tony Waechter

Senior Accountant

Juliet Melikian

Juliet Melikian

Staff Accountant

Wesley La Velle

Wesley La Velle

Staff Accountant

Marisa Dimov

Marisa Dimov

Staff Accountant

Dean Miller

Dean Miller

Staff Accountant

Hong Cun

Hong Cun

Staff Accountant

Communications

Ralph Polendo

Ralph Polendo

Creative Director

Matthew Anderson

Matthew Anderson

Graphic Designer

IT and Development

Vance Lanoy

Vance Lanoy

Systems Administrator

Peter Farley

Peter Farley

IT Support

ExchangeRight

1055 E. Colorado Blvd, Suite 310
Pasadena, CA 91106

Phone: (855) 317-4448
Fax: (877) 711-4047
Email: info@exchangeright.com

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