About Us
Commercial Equity Solutions, LLC is the product of people from multiple companies collaborating to serve a market-driven problem.
Roger
P. Simard, CFP
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.
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 21st 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.
Chuck 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.
Ted Schmidt, Director of Marketing
Ted
has been involved in lead generation since his very first job when he
set appointments for a "free estimate" for central air conditioning in
So. California 1975. After studying Finance, Real Estate and Law at Cal
Poly Pomona, Ted became a mortgage broker in the 1980's. When the
Internet emerged, Ted set up The
Mortgage Leads Network which was the first automated mortgage lead tracking
and distribution system in 1999 and was the first to market
non-exclusive and Cherry
Picked Leads. His company now has over 40,000 registered
users and over 1 million leads. Thousands of mortgage brokers relied
on The Mortgage Leads Network as their primary lead vendor through
the mortgage boom and bust. Over the last few years he has
focused on residential
loan modification and short
sale leads . Today, Ted focuses on commercial loan
modification lead generation through his network of web sites and his
proprietary lists of consumers who have used his mortgage finding service.
Larry Larsen, Client Management Services
Mr.
Larsen is a 30 year veteran of contact relationship management systems
implementation. Beginning in 1980 he served as promoter at WRG
Productions, responsible for opening 50 telemarketing call centers
promoting national fund raising campaigns at local concert venues.
Clients included Mothers Against Drunk Driving (MADD), Vanished
Children's Alliance, and the Shiners Children's Hospitals. Mr. Larsen
owned the Associated Marketing Group, a design and development firm for
the Link to Success from 1990 - 2002. He assisted this consortium of 75
independently owned telemarketing companies, representing 1.2 million
monthly hours of call center services, with design, development, and
implementation. Additionally, while Principal and Director of Business
Development of Discovery Call Center Solutions, his firm was
responsible for pilot studies and benchmarking to determine viability
for call center outsourcing and management for corporate America.
During this time, he was owner of Outsource Telemanagement Corporation,
a call center management firm that worked as the holding company for
the design and development systems for call centers. From 2002 to 2006
he was the Principal in charge of Business Development for The Mortgage
Resource Center. His firm managed the file processing of 63 independent
mortgage brokerages nationwide. Clients included Anchor Financial,
Lending Tree, and Ameriquest. He served as Contact Management
Coordinator at Sun Exchange Properties, a commercial real estate
investment firm from 2007 to 2009.