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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.

Moises Peraza

VP of Sales Development

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About Moises

About Moises

Moises is an innovative global executive, a recognized speaker on trade and market entry strategies, and a former diplomat with over 25 years of experience leading companies ranging from startups to multinationals in diverse industries, including finance, FMCG, consumer electronics, and IT. He holds a Bachelor of Science in Industrial & Systems Engineering and an MBA in International Management from Thunderbird. Moises' life mission is empowering individuals, enriching their lives, fostering a deeper understanding of the world, and promoting joy and fulfillment.

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.

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!