Our Team
Nicky Bravo- Head of Customer Relationship Department
Nicky Bravo- Head of Customer Relationship Department
Nicky Bravo- Head of Customer Relationship Department
Nicky has been an integral part of our team since the very beginning, guiding us through our journey from a humble vision to a thriving enterprise. As the Head of the Customer Relationship Department, she is dedicated to building meaningful connections and ensuring that each client feels valued and supported. Her unwavering commitment to
Nicky has been an integral part of our team since the very beginning, guiding us through our journey from a humble vision to a thriving enterprise. As the Head of the Customer Relationship Department, she is dedicated to building meaningful connections and ensuring that each client feels valued and supported. Her unwavering commitment to helping small business owners secure the capital they need to start, manage, and grow their businesses has been a cornerstone of our success. With her passion for fostering trust and delivering exceptional service, Nicky continues to shape our client-first philosophy.
Margaux Smith– Head of Business Development
Nicky Bravo- Head of Customer Relationship Department
Nicky Bravo- Head of Customer Relationship Department
Margaux leads our Business Development Department with a visionary approach, ensuring our organization stays ahead in the ever-evolving banking, investments, and insurance industries. Her expertise and strategic insights enable us to adopt cutting-edge tools and trends, positioning our company for sustained growth and innovation. Margaux
Margaux leads our Business Development Department with a visionary approach, ensuring our organization stays ahead in the ever-evolving banking, investments, and insurance industries. Her expertise and strategic insights enable us to adopt cutting-edge tools and trends, positioning our company for sustained growth and innovation. Margaux's leadership and dedication play a pivotal role in fostering valuable partnerships and driving our success in a competitive marketplace.
Jessica Jordan – Head of Underwriting Department
Nicky Bravo- Head of Customer Relationship Department
Jessica Jordan – Head of Underwriting Department
Jessica leads our Underwriting Department with unparalleled expertise and dedication. Known for her exceptional attention to detail and efficiency, she ensures that all lending applications are processed promptly and accurately. Her commitment to streamlining operations and maintaining high standards has earned her a reputation as the bac
Jessica leads our Underwriting Department with unparalleled expertise and dedication. Known for her exceptional attention to detail and efficiency, she ensures that all lending applications are processed promptly and accurately. Her commitment to streamlining operations and maintaining high standards has earned her a reputation as the backbone of our lending process. Jessica’s leadership and proficiency help us deliver timely financial solutions to our clients, reinforcing our promise of excellence in service.
Kristopher Bravo-Business Relationship Banker
Kristopher Bravo is a trusted advisor to thousands of accomplished professionals and business owners, dedicated to helping them elevate, expand, and secure their financial success. Kristopher has earned distinction as an SBA Preferred Lender, celebrated for crafting personalized financial solutions tailored to his clients' unique goals and aspirations.
A proud alumnus of Washington State University, Kristopher holds a Bachelor's degree in Finance. He further sharpened his expertise with a Master's in Economics and a Ph.D. in Human Behavioral Sciences. This multidisciplinary background enables Kristopher to deliver innovative, strategic financial solutions while fostering deep, enduring relationships with his valued clients.
Kristopher resides in the prestigious Newport Beach, California community, where he blends his extensive financial acumen with a genuine passion for empowering ambitious individuals and businesses. His unwavering commitment to excellence, professionalism, and personalized service inspires clients to achieve their dreams and build lasting legacies.