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Care & expertise

THE CAPITALAX TEAM

Meet THE CapitalAx Team

The Capitalax team

corporate team:

Meet THE CapitalAx Team

The Capitalax team

Leo Johns

President – Managing Director

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About Leo

About Leo

Leo Johns received his Bachelors in Finance from Texas Tech University. He was a Multi-Unit Franchisee for 5 years, running 5 territories in 4 markets throughout Texas. Leo attended a prestigious commercial loan broker training program taught by industry leaders. He is well-versed in commercial lending and very passionate about finance!

April Jones - CapitalAx Team

April Jones

Director of Investment Real Estate Lending

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About April

About April

April Jones is a native Texan with ties to the beautiful Pacific Northwest. She received her BBA from Oregon State University. April moved back to Texas in 2012 and discovered the mortgage industry. She has over 10 years of experience lending on the residential side helping first-time homebuyers and investors find their ideal properties.

She is a high-energy and social person who loves to connect with people and find ways to help them grow their wealth through real estate, investments, and business opportunities. April is committed to finding the best solution for each client helping them achieve their goals.

Business development:

Meet THE CapitalAx Team

The Capitalax team

Rick McClure

Senior VP of Sales Development

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About Rick

About Rick

Rick McClure has an extensive background in Operations and Sales Management. An entrepreneur at heart, Rick is always looking to connect with and help others grow. With over 7 years in Residential and Commercial Lending, Rick has a passion for helping business owners achieve their dreams.

Ramon Valeriano

VP of Sales Development

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About Ramon

About Ramon

Ramon is a seasoned real estate executive with leadership experience in the mortgage, real estate, and banking industries. He specializes in real estate services for buyers, sellers, and investors and is skilled in Finance, Negotiation, Budgeting, Operations Management, and Analytical Skills. Ramon received his BBA in Finance with Real Estate Option from Angelo State University.

Kevin Bales

VP of Sales Development 

About Kevin

About Kevin

Kevin is a 5th generation Texas and has called the Texas Hill Country his home since graduating from Texas Tech University in 1984. He founded and co-founded two multi-million dollar startups, from the ground up, just a few short years after moving to the Austin area, both in the depth of an economic recession.

Kevin obtained his Series 7 and Series 66 securities licenses and approaches commercial lending as much from the financial advisory side as he does from a straight traditional lending approach.

Kevin is also a licensed Mortgage Loan Originator working with clients in the QM, Non-QM and hard money lending space.

Kevin is committed to delivering exceptional results and to helping his clients access the working capital solutions they need to drive their business forward.

Jorge Farias

VP of Sales Development

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About Jorge

About Jorge

As a seasoned finance professional with over 16 years of experience, Jorge Farias brings a wealth of knowledge and expertise to the table. A graduate of the W.P. School of Business at Arizona State, Jorge has honed his skills in working with Fortune 500, start-ups, and SaaS organizations. Throughout his corporate career and entrepreneurship background, Jorge has diligently assisted numerous clients, providing them with strategic guidance and financial solutions. With a deep understanding of the intricacies of the finance industry, Jorge is committed to delivering exceptional results and helping individuals and businesses achieve their financial goals.

Ash Patel

VP of Sales Development

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About Ash

About Ash

Astute, results-oriented leader with proven success in acquiring, repositioning and managing
mid-scale to full-service hotel assets. Ashish Patel is a firm believer in and subscribes to the
universal principles that define the success as the byproduct of doing the right thing to all
parties involved In the transaction that includes first and foremost the paying guest, team
members, investors, partners, vendors and the community at large. This commonsense approach has enabled Mr. Patel to significantly increase the value of under-performing hotel assets that has resulted in greater returns and profits. The unique approach of this process uses a combination of deploying innovative technology solutions, expense management, accurate forecasting, and budgeting. Mr. Patel is a critical thinker and adept negotiator who can apply extensive experience of the industry and the industry contacts
to rapid revenue and profit growth opportunities. Mr. Patel expertly delegates, directs resources, technology, and expenses to achieve the end objectives. Mr. Patel has served as The Chairman and President of New Braunfels Lodging and Restaurant Association. Mr. Patel was also responsible to launch the Convention and
Visitor Bureau for the City of Balcones heights in Texas. He served as the first Chairman of the
Board of the CVB there. Mr. Patel has also served as board members of many civic and
nonprofit organizations. Mr. Patel has used his years of experience in Hospitality Industry to add value in following areas of hospitality business - Strategic Planning - Due-Diligence - Feasibility Study -
Marketing Analysis - Sales & Marketing - Internet Marketing - Technology Solutions –
Renovation - hotel Human Resource (the most important resource of any business)
Development. In past two decades, Mr. Patel have been involved in the acquisition, management, and
disposition of Hotel assets worth over 200 million dollars.
The current economic conditions have resulted in numerous hotel asset defaults and thus has
created an urgent opportunity to acquire the distressed assets. Mr. Patel is well positioned to
identify the right assets to acquire. Mr. Patel, along with his business associates is looking to
acquire assets worth over $170 million in 2024.

Fred Werlein

VP of Sales Development

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About Fred

About Fred

After a decorated Navy career, Fred found a new home in the Hospitality industry, working his way up from Sales Manager to General Manager, and eventually served as Executive Director of a Major Market Hotel Association. Seeing a need where business owners were being ripped off, the entrepreneurial bug bit and Fred established a Financial Services Company, providing card processing and buy-now-pay-later services. Now Fred is taking his passion to the Commercial Lending space, where he continues to provide results with superior customer service.

Justis Zachary

VP of Sales Development

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About Justis

About Justis

Justis Zachary is currently a student at Austin Christian University in Georgetown Texas, studying to earn my bachelor's degree in Business Administration.

Real estate has been something that I have grown very passionate about and has led me to pursue wholesale and commercial lending experience. I'm passionate about all things business and entrepreneur related and am constantly looking to solve problems and find solutions for others.

Garrett Sheppard

VP of Sales Development

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About Garrett

About Garrett

Garrett Sheppard has led a life marked by athletic prowess, entrepreneurial spirit, and a commitment to community service. As a college athlete turned professional MMA fighter, Garrett's journey is a testament to his dedication, resilience, and versatility. His entrepreneurial ventures span across various sectors, with a significant focus on sales, from door-to-door to high-ticket sales, showcasing his exceptional communication skills and business acumen.

In the realm of aesthetics and wellness, Garrett has achieved notable success with awards for the best local med spa and best body contouring. His commitment to social welfare is evident through the establishment of "Hard to Love," a local non-profit organization, reflecting his dedication to giving back to the community.

Garrett's pursuit of continuous personal and professional development is highlighted by his achievements in earning certificates in CPR, Professional Social Media Management, and Professional Project Management. His entrepreneurial journey culminated in the founding of "Sheppards of Leadership," a testament to his leadership skills and passion for guiding others.

Currently, Garrett is thriving in his role as Vice President of Sales Development, where he applies his extensive skills in sales and finance to support businesses in their growth and development. His desire to empower others is a driving force behind his professional endeavors, aiming to inspire and assist others in achieving their goals.

Garrett's legacy is shaped by his commitment to empowering others, a trait he hopes to be remembered for. His biography, intended for a professional profile and speaking engagements, is particularly relevant to business owners, commercial real estate investors, and professionals in the construction industry. Garrett's story is not just one of personal success but also of his unwavering dedication to lifting others towards their aspirations.

Ashley Ramos

VP of Sales Development

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About Ashley

About Ashley

Ashley Ramos has an extensive background in Real Estate and Mortgage Finance. As a Realtor for 3 years and a licensed Mortgage Loan Originator for 12 years, Ashley has experience in Residential and Commercial Lending. Ashley's passion is helping Individuals and Business Owners find solutions to their needs.

Oscar Mieses

VP of Sales Development

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About Oscar

About Oscar

Oscar Mieses is a seasoned professional with a strong background in Operations and Sales Management. With an entrepreneurial spirit, Oscar is inspired to launch his own home rental company. He is passionate about providing top-of-the-line customer service, focusing on building long-term relationships with his clients. Oscar thrives on leading teams to success and takes pride in developing top-notch sales representatives who embody his leadership style and values, ensuring a legacy of excellence in sales management.

Alejandra Estrada

VP of Sales Development

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About Alejandra

About Alejandra

Alejandra Estrada is a multifaceted professional with an entrepreneurial spirit, excelling in real estate investment, general contracting, interior design, investment lending, online dropshipping, and more.

As a Real Estate Investor, Alejandra specializes in flipping properties, buy-and-hold strategies, and creative financing techniques, including owner finance, wraps, and subject-to transactions. Her keen eye for design has led her to create stunning interiors for office buildings, mobile homes, and RVs, delivering exceptional value and aesthetic appeal to her clients.

In her role as a Lender, Alejandra supports both new and experienced investors in expanding their portfolios. Her commitment to guiding clients through every step reflects her passion for their success. She is dedicated to finding tailored solutions to every situation, ensuring optimal outcomes for her clients.

Her educational background includes multiple Associate degrees in Radio & Television, Public Speaking, Advertising, Marketing, and Video and Audio Production. She has produced numerous TV and radio commercials, hosted events, podcasts, and interviews. As a motivational speaker and certified NLP practitioner, she leverages her extensive media experience to inspire and educate others. Her holistic approach to life and business embodies her belief in the power of investing in oneself.

Her professional achievements are complemented by her multiple certifications in Real Estate Investing, where she demonstrates outstanding sales and negotiation skills across various markets. Her dedication to continuous learning and self-improvement spans personal, professional, physical, mental, and emotional development.

Alejandra is a dynamic and driven professional whose expertise and passion make her a respected figure. By focusing on helping her clients achieve their goals and finding solutions to every situation, she ensures that her work consistently exceeds expectations.

Joey Powers

VP of Sales Development

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About Joey

About Joey

Joey Powers
Born in Abilene, TX
Reside in Lubbock, TX
Bachelors Degree from McMurry University
Very active single father of 2 beautiful daughters (11y and 10y) and their extra-curricular activities keep me very busy. In my free time I enjoy golf, water sports, traveling, cooking and entertaining friends. I love helping people, especially entrepreneurs!

jOIN OUR SALES TEAM

At CapitalAx, we’re always seeking motivated, organized, and friendly individuals to help us provide extraordinary service for our clients. In return, we offer:

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Career advancement opportunities

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Fast funding turnaround times

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Excellent commissions and incentives

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Opportunity to work from a variety of locations

Proven sales experience is preferred, but not required. Please contact us to learn more about career opportunities. 

Learn More About Joining Our Team!