Roger P. Simard is the founding principal of Genesis Financial and Real Estate Services, LLC and Genesis Financial Advisors, LLC. He heads the firm's corporate and personal financial planning practice and oversees all operations. Mr. Simard concentrates his work in the fields of financial planning, real estate investing, tax planning, and portfolio management. Mr. Simard is a Certified Financial Planner™ and has over 19 years of experience helping individuals and businesses achieve financial success. Mr. Simard was a speaker for The Prudential Spirit of Community Awards, a nationwide youth recognition program honoring secondary school students for outstanding service. He is a frequent speaker and radio guest on business and taxation issues and successful investment strategies and has been quoted in the Personal Real Estate Investor Magazine.

Tamilyn M. Simard - President - Designated Broker, Genesis Real Estate

Tamilyn M. Simard is the President of Genesis Financial and Real Estate Services, LLC and Designated Broker of Genesis Real Estate Investment Group, LLC. She heads the firm's corporate practice and oversees all operations. Her history of traditional financial planning, insurance, and investment services gives her Commercial Realtor® status a unique perspective on commercial real estate investing and real estate portfolio management. Mrs. Simard has over 20 years of experience helping individuals and businesses achieve financial success. Her affiliations include the Scottsdale Area Association of Realtors® and the National Association of Realtors®. She is a NAR® GREEN Designee, and can provide consulting services for clients on the sustainability, energy efficiency, or other "green" aspects of their home or any home they may be looking to purchase. Mrs. Simard is serving on the local board of Taste of the Nation®, a national fund raiser for Share Our Strength®, which provides funding for local food banks and food security services.

Jeremy J. Schoenfelder - Executive Director/Alternative Strategies

Jeremy Schoenfelder is Founder and President of Sienna Partners, LLC , a consulting firm that has served, among other industries, various real estate businesses including finance, contracting and sales organizations.  He served as portfolio manager for two real estate investment funds where he was involved in the creation of investment strategies, due diligence process and acquisition process.  Known for his ability to analyze projects both qualitatively and quantitatively, he seeks to mitigate risks while providing a significant probability for success.  He has also served in business development roles allowing him to gain a significant number of contacts within the real estate and investment fields.  Jeremy also serves on the Board of Directors of MITC, a not for profit organization whose mission is to continuously integrate new concepts and innovations into all aspects of education, community, government, and business.  The program objective is to analyze global innovations that will become the basis of the 21^st Century economy.  These trends will emerge from the combination of successful commercialized innovations operating and interacting on a global basis.  Jeremy recently accepted an advisory board position with Greater China Corporation, a US public company focused on seven industry sectors including:  Financial Services, Technology & Media, Healthcare, Consumer, Real Estate, Education, and Natural Resources-Manufacturing-Industry.  He holds a BS in Mathematics from Northern Arizona University, and is a licensed Realtor® in the state of Arizona.

Serving as Director of Genesis Tax Advisors, Alex Starcevic is responsible for assisting clients with tax planning, preparation of corporate and individual tax returns, and business accounting and bookkeeping services. As an IRS Enrolled Agent with 10 years of tax preparation experience, Alex is able to help clients address the most difficult tax issues. Mr. Starcevic’s background is in small business bookkeeping, accounting, and operations. His tax professional experience includes HR Block, Tax Professionals, LLC, and as a staff accountant for American Express. He holds an Arizona Real Estate License, an Arizona Insurance License in Life, Health, Property and Casualty and a Series 65 Securities License. Mr. Starcevic has earned a Bachelor of Science degree in finance from Arizona State University and a minor in accounting from The University of Phoenix.

Charles E Matheny – Executive Director / Commercial Consulting

Matheny is a thirty year commercial real estate professional.  He has a wealth of experience working in the commercial real estate industry in many roles including; commercial broker, landlord, developer, joint venture partner and tenant.  Chuck is the president of RevCorp Inc , a twenty year old commercial property management and brokerage company in the Metro Phoenix market.  His background includes ten years with Cummings Properties of Boston Massachusetts one of the largest and most successful commercial real estate firms in New England.  There he worked as a senior asset manager and leasing coordinator.  While at Cummings he helped the firm grow from 2 million to 8 million square feet of holdings in commercial real estate.   Matheny has lived in the Phoenix area for the last ten years and has put together several successful commercial joint ventures and acted as a commercial broker in multiple transactions.  He also owns three Sport Clips  Men’s Hair salons and brought this franchise to Arizona acting in the role of an area developer.  He has hands on experience working through commercial debt restructuring situations and he understands the necessity of preparation in obtaining desired outcomes.  Matheny hold a BS in Finance from Arizona State University.