Chuck Klein
Founding Partner &
Managing Partner

Mergers & Acquisition
Negotiation Dynamics
Warehouse Reviews


[email protected]
512-501-2813
Dr. Andy Schell, CPA, CMB
Founding Partner &
Managing Partner

"The Profit Doctor"
Hedging & Accounting
Strategy & Transformation
Finance & Servicing

[email protected]
512-501-2812
Theresa Marie, CIO
Managing Director


Technology & Operations
Servicing & Procedures
Encompass Management
Computer System Migration

[email protected]
512-501-2804
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John Jacobs, CMB
Senior Consultant
Capital Markets Expert
Hedging Implementation

[email protected]
210-601-1409
Meahgan Riley
Accountant & Project Manager
MBS Sales Support
Mortgage Bookkeeper

[email protected]
512-501-2819
Jody Natoli
Document Custody Expert
Operational Assessment
Warehouse Reviews

[email protected]
512-501-2817
Shelly Gingras
Senior Accountant
Loan Accounting Expert
Certified in all QuickBooks

[email protected]
512-501-2819
Dana Van Zant
Consultant
Origination Compliance Expert
Warehouse Reviews

[email protected]
512-977-9900 x402
Erin Dee, MBA
Senior Consultant
Mortgage Operations Expert
Broker to Banker Conversions

[email protected]
512-368-9433
Jewell Salazar
Consultant
Social Media Strategist
[email protected]
Open Position
Mortgage Accountant
[email protected]
Alice Alvey, M_CMB
Senior Consultant
Nationally Known Expert in Mortgage Operations

[email protected]
800-278-0200
Kathie Thomas, CFE
Senior Consultant
Origination Compliance Expert
Warehouse Reviews

[email protected]
512-501-2816
David Hopson
Senior Consultant
Hedging Analytics
Financial Forecasting

[email protected]
512-501-2814
Dan Cooper, CMB
Senior Consultant
Capital Markets Expert
Agency Securitization

[email protected]
512-977-9900 x402
Open Position
Encompass Admin
[email protected]
Tony Musgrave
Attorney
Mortgage General Counsel
Regulatory Compliance Expert

[email protected]
512-977-9900 x402
Suzanne Adele, CPM
Senior Consultant
Six Sigma Blackbelt
Project Management Expert

[email protected]
512-977-9900 x402
Vaughn Pearson
Senior Consultant
Bank Governance Expert
Graduate Instructor SMU

[email protected]
512-977-9900 x402
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