Meet the Team

Prior to Forming AFG in November 2001, John served as Senior Vice President and Product Line Manager from 1998 through 2001 for Specialty…

Jeff joined AFG in 2010 coming out of retirement to facilitate fund development and in 2012 became 40% partner.  Prior to joining AFG,…

Dave joined AFG in 2015 and is responsible for AFG’s distressed and high yield investments. Prior to AFG, Dave was a Managing Director…

Tom began his career interning with Allegiance Financial Group in 2014. He graduated from the University of Wisconsin – River Falls with a…

Marcus joined Allegiance Financial Group in 2019 as Controller. Prior to joining AFG, Marcus was an Accounting Supervisor at Guaranteed Rate where he…

Shelly has almost 40 years’ experience in accounting, finance, and corporate tax.  Her background includes accounting, financial forecasting, budgeting, and portfolio acquisition analysis.…

Vicky joined Allegiance Financial Group in 2015. Prior to that Vicky worked as a floor plan coordinator at Manheim Auto Auction, bookkeeper at…

Lindsey has been working in the equipment leasing business for 5 years. Prior to joining Allegiance Financial Group in 2014 Lindsey worked at…

Jody rejoined Allegiance Financial Group (AFG) in 2024 as Sr. Documentation and Compliance Manager. Prior to rejoining AFG, Jody was responsible for Commercial…

Director, Portfolio Acquisitions – Arizona: Ed spent 25 years in the finance and leasing industry working in equipment and portfolio management.  Most recently…