Introducing our Trusted Network

Platinum Sponsors

Sponsor

Representative

Keith Blackborg

Vanessa Horn

About

Financial Journey is the strategic synergist accelerating your wealth.

If you already have a $3M-$10M+ net worth, you could be at work optional in a year or two if you optimize what you already have for cash-flow.

Financial Journey connects business owners and accredited investors to wealth by providing the framework, strategy, resources, investment access, and community to support and accelerate their journey to “work optional” in 3-5 years. Business owners learn how to prepare for sale, increase the value of their business, decrease their time in business, and maximize the sales price and terms.  Community members benefit through wealth multiplication, superior investments, tax strategy, vision clarity, and a network of high-performing peers. As a result, the community quickly learns how to build their wealth business while enjoying the journey.

Vanessa along with her husband Forrest Horn have built and sold several businesses since 2003. They’ve been active in Real Estate for several years, and began investing in businesses and syndications through Financial Journey in 2021. 

Vanessa has personally worked as a client and investor with Keith Blackborg, Kimberly Bays, and Jonathan Wield prior to joining the Financial Journey team. Ask for her candid feedback. 

Be sure to ask her how working on her “wealth business” has changed her life./participant-directory c

Next Steps

Laser Coaching Session to help take the next steps on your Wealth Plan. We’ll also assess if or how we can help you.

Priority Token

Guest access to next private FJ Community event in Charlotte, NC on Oct. 20th-21st.

(Few guest invites are given to this close-knit community.)

AND/OR 

Free 15 Minutes Coaching Session to ask anything (Wealth or Tax Strategy)

Sponsor

Representative

Kimberly Bays

Matt Bays

About

Kimberly Radaker Bays is the Founder and Managing Principal of Exponential Property Group. Under her leadership, the firm has capitalized over $1Billion of Multifamily Investments with an average IRR and equity multiple of over 30% and 2.0x, respectively. She is responsible for the strategic vision of Exponential Property Group, Exponential Property Management, and the Martha’s Ranch Foundation.

 

 

 

 

Matthew Bays is the Principal and Chief Development Officer for Exponential Property Group and the Chief Executive Officer for Exist Multifamily, Exponential’s materials, cabinetry and graphics company. Matt oversees the identification and execution of new property development opportunities for the firm, as well as leading and growing the multi-million dollar materials and graphics company.

 

Next Steps

Contact Kimberly Bays:

Kim@exppg.com

Priority Token

Exclusive Happy Hour at our Exist Multifamily Facility with Matt and Kim. (Ask for the smoked old fashioned.)

Sponsor

Representative

Jonathan Wield

About

At Unbridled Wealth, we know that you want to be confident when making financial decisions. In order to do that, you need to have someone in your corner to help you make good decisions. The problem is, it can be tough these days to find someone you trust.

We believe that you deserve complete transparency and honesty regarding your finances. We understand that financial uncertainty can be overwhelming, which is why we are committed to building a plan that prioritizes your best interests. Here’s how we do it:

  1.  We’ll pair you with the right Wealth Strategist based on your industry or current
    investment strategy.
  2.  We’ll craft a customized plan tailored to your income and goals.
  3.  We’ll help activate a personalized strategy for your money to make money.

Priority Token

ALL THREE:
1) 60 Minute Financial Review with Jonathan Wield
2) Free Swell or Fellow Mug
3) *Taster of Old Rip Van Winkle 😳 🥃
*Must be 21. First 25 only.

Gold Sponsors

Sponsor

Representative

Jason Sharp

About

Jason calls himself a “professional, passive investor”, personally investing in private assets; managing those assets; and bringing along other investors through syndication since 2013.

Seeking a diversification pivot to his investment strategy, Jason directed his entrepreneurial savvy in 2021 to the world of oil and gas with a focus on cash-flowing projects with significant production upside. Acquisitions thus far have delivered production increases well north of 100% and their associated revenues. His current working interest extends beyond 280 wells.

Prior to the energy sector, he syndicated and managed private investments with deep value-add multifamily real estate. His ownership experience surpasses 10,000 units.


During Jason’s “career 1.0”, he enjoyed a 20-year entrepreneurial IT profession, co-founding three successful consultancies with a focus on process optimization, automated workflows, and enterprise systems integration.


He is passionate about mentoring others, greatly enjoys cooking, appreciates wine, plays golf, and tells deadpan jokes. Jason holds a Bachelor of Science in Aerospace Engineering from the University of Maryland, College Park, MD. He is fluent in French and is an instrument-rated private pilot.

Next Steps

Contact Jason Sharp: 

Jason@capxventures.com

Priority Token

Join Jason for a 2.5hr, small group “Stump the Chump” Q&A private investment dinner! 🧠💰😋

Sponsor

Representative

Todd Johnson

Ron Brooks

About

With a partnership approach, we thoroughly underwrite, manage, and ultimately realize the full potential of each asset. We believe in sourcing and executing real estate deal through developing strategic relationships with professionals, investors, and influencers within their respective regions. 

While maintaining a broad focus, we apply a risk-conscious underwriting process that limits the volume of investment we make. We prioritize charting a clear path to adding value through risk mitigation, operational improvements, and/or asset modification. Our awareness of risk factors drives us to be conservative in our acquisition pricing unless we believe we have unique ability to mitigate these risks.

Next Steps

Contact Todd Johnson: 

Todd@avodahgroup.com

Priority Token

A phone call with a CEO of any of our deals (can invite friends)

Sponsor

Representative

Sean Morris

About

Our mission is to equip dynastic families to live out their God-given Kingdom mandate through the stewardship of relationships and resources. We help a family discover their unique God-given purpose and cultivate a dynastic strategy that strengthens relationships with their children and grandchildren to more fruitfully live out the love of God.

 

Our vision is to be a premier global resource to serve one million dynastic Christian families who enhance the flourishing of communities.

Next Steps

Contact Sean Morris:

Sean@familydynasties.com

Priority Token

Nothing Offered

Sponsor

Representative

Adam Bergman

Ken Gendrich

About

With our expertise in self-directed retirements, we offer an extensive group of investment options that include real estate, private equity, precious metals, cryptocurrency and more. Our mobile app and desktop platform deliver a seamless and straightforward experience to manage your retirement funds. All of our products can be both traditional and Roth. A few are: A full service SDIRA where we do it all for you, a checkbook controlled LLC, a Solo 401k, a ROBS and more. All our products allow you to build wealth tax free. Our Company prioritizes client education and support and offers ongoing blogs, YouTube videos  and a biweekly newsletter. We offer white glove customer service and IRS audit support. 

Next Steps

Choose a self-directed retirement account for tax-advantaged real estate investing. 

Priority Token

Get a Free Coaching Session with one of the IRA Financial Experts

Sponsor

Representative

Phil Stanley

About

PM Squared is a Registered Investment Advisor based in Fort Worth Texas that seeks to provide a family office feel to the everyday investor. To this end we tailor our financial planning services to the individual needs of our clients by offering them an expansive array of investment tools, ranging from the traditional vehicles of stocks, mutual funds, and ETFs to opportunities for cryptocurrency exposure, options trading and private equity offerings.

Next Steps

Contact Phil Stanley: 

Phil@pmsquaredfinancial.com

Priority Token

Nothing Offered

Sponsor

Representative

Lee Bratcher

About

Lee Bratcher is the President and Founder of the Texas Blockchain Council. The Texas Blockchain Council is an industry association with more than 100 member companies and hundreds of individuals that seek to make Texas the jurisdiction of choice for Bitcoin and blockchain innovation. The TBC helped to research two pieces of blockchain legislation that were passed in the 87th Legislative session and an additional two bills in the 88th Session that were signed into effect by Governor Abbott. Lee and the TBC team have a specific focus on the regulatory environment around Bitcoin mining in Texas. The TBC hosted the Texas Blockchain Summit in Austin at which speakers like Senator Ted Cruz, Senator Cynthia Lummis and SEC Commissioner Hester Peirce addressed the sold-out audience. He is also a Captain in the US Army reserves working as Tech Scout for the 75th Innovation Command that supports Army Futures Command. Formerly, Lee was a political science professor at Dallas Baptist University teaching international relations with a research emphasis on property rights. 

Lee was awarded a master’s in International Relations from St. Mary’s University and is in his sixth year as a Ph.D. candidate at UT Dallas with a research emphasis on blockchain land registries. Lee lives in Richardson, TX with his wife Becca and their three daughters. 

Next Steps

Contact Lee Bratcher: 

Lee@texasblockchaincouncil.org

Priority Token

Nothing Offered

Sponsor

Representative

Chihiro G. Kurokawa

About

ZT Corporate is a boutique investment firm founded in 1997. We are headquartered in Houston, Texas with offices in New York and Los Angeles. We partner with accredited investors to invest in automotive dealerships and healthcare businesses, with over $500 million in investor capital deployed. We don’t simply invest in companies; we take pride in directly operating our portfolio companies. Our deep operational experience enables massive value creation, with over 60 completed investments including follow-on opportunities with multiple liquidity events for our investors. 

Next Steps

Contact Chihiro Kurokawa:

Chihiro@ztcorporate.com

Priority Token

Special “First Look” QR code at future deals

Silver Sponsors

Sponsor

Representative

Gregory Treat

About

Avalon Circle Consulting, LLC helps families translate their unique giftings, calling, and vision, into strategic intellectual property (“IP”) that can be actively passed down through the generations.  This IP forms the basis of a new way to structure family businesses, one that explicitly maximizes the distinct values and lifestyle that set apart your family. While the long-term effects of these practices are felt on a generational time-scale, the Avalon Circle Team also assists in documenting and valuing the IP as an asset, potentially allowing family businesses to reduce their tax liability by 50% or more from year one.

Next Steps

Contact Gregory Treat: 

Greg@avaloncircle.com

 

Priority Token

Free workshop with attendee and potential successor setting out a development plan for the successor (successor need not be a blood relative)

Sponsor

Representative

Scott Ellsworth

About

Scott Ellsworth is a Certified Public Accountant who specializes in assisting clients with tax and financial strategies to build their wealth while keeping taxes as low as possible.  He has been assisting clients for almost 35 years and an active investor himself for even longer.  His focus is on developing Tax Strategy for his clients and performing IRA Asset Valuations to cut his client’s tax bill and help them build their wealth to achieve their financial goals.

Next Steps

Contact Scott Ellsworth: 

Sellsworth@ellsworthcpa.com

Priority Token

Discounted Pricing

Sponsor

Representative

Steve Blackwell

About

Mr. Blackwell is the CEO and Co-Founder of Invito Energy Partners LLC an upstream oil and gas company that started in June 2019. Prior roles in energy included COO of US Energy Development Corporation and President of Petromax Operating Company, an oil and gas exploration and production company focused on resource plays in Texas and Oklahoma.  During his tenure as President Petromax the company sold 3 operated and 2 non-operated assets that covered 80 thousand net mineral acres for over $1billion.  Prior to joining Petromax Operating, Mr. Blackwell spent 15 years in the financial services industry in various executive management positions where his management and leadership skills were focused on growing top line revenue and bottom-line profits by directing recruiting, operating, strategic planning and sales and marketing initiatives. Mr. Blackwell received his BSBA in Finance and Accounting from Central Michigan University.

Next Steps

Contact Steve Blackwell:

Sblackwell@invitoep.com

Priority Token

Nothing Offered

Bronze Sponsors

Sponsor

Representative

Lauren Brychell

About

Lauren Brychell is the Investor Relations Manager for Spartan Investment Group, LLC (SIG). In this role, Lauren brings her skills in capital raising and self-storage investing to assist the team with capital raise projects and investor education.

 

Spartan Investment Group (SIG), founded in 2013, has become a prominent self-storage firm since entering the space in 2017. SIG owns 65 self-storage properties across eleven states and provides opportunities to accredited limited partner investors to invest alongside of us.

Next Steps

Contact Lauren Brychell:

Lauren@spartan-investors.com

Priority Token

Special “First Look” QR code at future deals

Sponsor

Representative

Jared Benson

About

Clotine Capital is a unique alternative investment option, ensuring real cash flow to investors within 30-90 days. Beyond outperforming the S&P 500, we are dedicated to investing in fully collateralized, low-risk assets across real estate, private debt, and equity vehicles, maintaining minimized volatility and consistent returns. 

A standout feature we offer is empowering our investors with the freedom to choose their own investment vehicles inside the fund, guaranteeing transparency and control. With a strong foundation laid by our founder, Dan, who has raised over $100 million in capital, our primary commitment is to our investors, ensuring they see returns before we do.

Next Steps

Click Here to receive information on future investment opportunities 

 

Priority Token

Your Choice:

1. Priority access to Carta Capital (Immediate raise is limited to $1M.)

2. Sell your home with Model Realty & receive 1% listing commission discount, up to $10,000.

3. 1st look & option to invest in any future self storage property.

Sponsor

Representative

Rick Rusaw

Derek Bechtel

About

As the Founder and CEO of RDK Philanthropy, Derek’s mission is to grow the impact of faith-based individuals and entities through expert-level philanthropic services. A guiding verse of RDK Philanthropy is Philippians 4:17, where Paul says, “Not that I seek the gift, but I seek the fruit that abounds to your account.” For investors, one of Derek’s clients is Gloo, which is a for-profit impact investment opportunity. Additionally, to balance investing and wealth-generation Derek works with individuals and families to support their philanthropic plans for charitable giving, such as through He Gets Us and other faith-based charities.

 

Next Steps

Contact Derek Bechtel:

Derek@derekbechtel.com

Priority Token

Nothing Offered

Sponsor

Representative

Jeff Redd

About

Jeff Redd, CPA, CGMA has MS and BS in Accounting with an emphasis on taxation from the University of North Texas.  He has been practicing public accounting since 1994 working with small to medium sized businesses and the owners of those businesses.  Focused primarily on income tax planning with an eye towards compliance, he works to provide personalized, targeted income tax plans that are designed to match income tax goals with life goals.  Taxes are tough – talking with your tax advisor about them shouldn’t be!

Next Steps

Contact Jeff Redd:

Jeffr@gdrjcpa.com

 

Priority Token

A free tax strategy session

Sponsor

Representative

Andrew LeBaron

Jacob Amezcua

About

We acquire motels in areas that need additional housing and transform them into desirable apartment communities. Our average acquisition cost is 45-55% less than traditional apartment units, and the average rent per unit is nearly the same. our unique strategy allows investors achieve above-market returns while hedging against inflation.

Next Steps

Contact Andrew LeBaron: 

Andrew@motelstoapartments.com

Contact Jacob Amezcua: 

Jacob@motelstoapartments.com

Priority Token

Improved investor terms in our Reg D 506C Motel to Apartment Conversion Fund

Sponsor

Representative

Lane Kipp

About

All Access International helps you give effectively towards ending spiritual and physical poverty. Like a mutual fund for your giving, 100% of your donations to their pooled-giving fund go to the pre-vetted, high-impact, and cost-effective programs in their portfolio. 

All Access does all of the evaluating, granting, and monitoring of the programs for you. Every month, they send you an impact report on your giving portfolio with program updates, content, and financials.

Next Steps

Contact Lane Kipp:

Lane@allaccessinternational.org

Priority Token

Get a Free Charity Coaching Session with an All Access Expert

Sponsor

Representative

Cary Donham

About

Capital Concepts was founded in 1998 By Blake Yarborough and is home of the Smart Money Loan Process.  Blake has bought and sold more than 450 houses over the years and holds a portfolio of 120 single family doors in Houston TX currently. 

We specialize in investment property financing and have a wide array of loan products and strategies to help both seasoned and new investors make smarter decisions on financing real estate.  We are a single family and multifamily lender who offers hard money rehab loans, traditional conventional financing, DSCR 30 year fixed (no income docs needed) for single family loan options as well as multifamily loan products.   

Next Steps

Contact Cary Donham:

Cary@4smartmoney.com

Priority Token

Nothing Offered