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Our Team

 


John B. Jones, Chairman Emeritus  Visit John on LinkedIn

John Jones, CEO of Kinsman, says his ADD personality always keeps him moving in different directions. Most of John’s time is spent reviewing potential deals and interviewing prospective team members, looking for individuals who can run a company or have the potential to run a company. Over the years, John has learned that having the right people in place is the secret to all business success.

 

Mr. Jones has over 30 years of experience in pioneering and operating firms in a variety of fields including banking, real estate and civil, geotechnical and environmental engineering.

 

Prior to becoming an entrepreneur, John spent 14 years as an Officer in the U. S. Army. His last assignment was as a Test Group Director of underground nuclear test programs in the Defense Nuclear Agency. After leaving the Army, John came to Dallas to open and run an office for a geotechnical engineering firm. Two years later, he founded Jones & Boyd, a civil engineering firm, followed by Alpha Testing, a geotechnical engineering firm. As a Registered Professional Engineer, John was involved in the design and construction of numerous development projects. His interest in real estate development began in the early 80s when he developed a number of industrial/tech buildings, as well as several retail projects.

 

In the mid 80s, John turned his attention to the environmental industry. He founded CURA, an environmental engineering firm, and managed to escape the real estate collapse of the late 80s. He returned to real estate development in the mid 90s, developing industrial, retail, and medical office projects.

 

John is an achiever and a visionary. Along with a true passion for what he does, Mr. Jones has a strong ability to evaluate the viability of real estate transactions and business opportunities. He is sought after by colleagues and past clients for business advice and consulting.

 

John is a Registered Professional Engineer in Texas and more than 10 other states. He is chairman of eight companies and former chairman of United Community Bank, which he founded in 1998. Mr. Jones is also on the board of non-profit organizations such as Power Point Ministries.

 

John graduated from the University of Missouri at Rolla with a Bachelor of Science degree in Engineering. He then earned a Master of Science in Systems Management from the University of Southern California. He is also a graduate of the Owner/President Management program at Harvard University.


Mike Perkins, CEO  Visit Mike on LinkedIn

Mike Perkins serves as the Chief Executive Officer for Kinsman Ventures. He is responsible for managing Kinsman’s financial performance and underwriting new developments, acquisitions and other business ventures.

Additionally, Mike manages the financial relationships between Kinsman and financial institutions as well as investment partnerships with Kinsman Equity Partners. His areas of expertise include financial analysis, capital budgeting, real estate analysis and evaluation, business planning and evaluation, and project management and development.

 

Mike's entrepreneurial interests have brought him to Kinsman's parent company where he manages the financial resources of over 20 operating companies and investment partnerships while serving as CFO.

 

Prior to joining Kinsman, Mike was a lead analyst with Sprint for seven years where he specialized in project management and development. Mike holds a Bachelor of Business Administration from Baylor University and a Masters of Business Administration with a concentration in Finance from the University of North Texas.

 


Susan McFarland  Visit Susan on LinkedIn

Susan McFarland has played an integral role in the formation and start-up phase of more than 10 businesses. Susan’s focus at Kinsman is evaluating systems to ensure company growth as well as industry compliance. Her expertise includes business entity formation, business regulatory issues, as well as development of policies and procedures. Susan holds a Bachelor of Science Degree in Management Science from the State University of New York.



Bob Lamse, President of Talis Advisory Services, LLC  Visit Bob on LinkedIn

Bob Lamse, President of Talis Advisory Services, LLC, has a diverse financial background that allows him to tailor unique investment plans to meet specific needs and goals.

Prior to joining Talis, Bob gained five years of valuable experience as a Tax Manager/CPA/CFP® for Ernst & Young in Dallas. He went on to own and operate a successful franchise from the ground up which gave him first-hand insight into running a small business.

After his time at Ernst & Young, Bob became the Chief Financial Officer for two very successful and rapidly growing companies, Highgate Holdings and Fortune Hi-Tech Marketing. Over 15 years as CFO, Bob oversaw large investment portfolios for his companies and worked with the majority of the top Wall Street brokerage firms. Although these firms have areas of expertise, he saw the built-in conflict of interest from the typical commission-driven brokerage industry. Therefore, Bob became an avid proponent of the fee-only Registered Investment Advisor Approach.

D Magazine named Bob one of the Best Wealth Managers in Dallas. He holds a BBA in Accounting and a Master of Taxation degree from Baylor University and serves as a member of the Texas Health Resources Foundation Board of Trustees.

 

Brent Everett, Chief Investment Officer of Talis Advisory Services, LLC  Visit Bob on LinkedIn

As the Chief Investment Officer for Talis, Brent Everett spends the majority of his time developing solutions to apply the latest financial economic research to real world portfolios. Applying this theoretical and empirical research to the portfolio design process increases the investor's chance of capturing higher expected rates of return. He is the chairman of the firm's Investment Committee and also serves as the firm's Chief Compliance Officer.

 

Prior to Talis, Brent’s background includes experience in strategic marketing, executive management and investor relations in the semiconductor and equipment manufacturing industries. In 1999, Brent founded Profisys, LLC, a fee-only Registered Investment Advisor. While serving as Managing Director of Profisys, he developed the investment philosophy that is the basis for the portfolio models currently used by Talis Advisors. 

 

Brent is a member of the Investment Management Consultants Association, Inc. (IMCA). He also has been quoted in Financial Time's Financial Advisor IQ and Financial Planning. He has discussed small cap stock investing on CNNfn and is a featured financial columnist for 14 community newspapers. Brent was the co-host of the Peaceful Wealth Radio Hour on CNN.


Dorothy Freeman, Managing Director

of Jones Square Financial Services, LLC  Visit Bob on LinkedIn

Dorothy Freeman currently holds the position of Managing Director of Jones Square Financial Services, LLC, a diversified financial services firm offering solutions to small business clients. The specific services offered include bookkeeping, tax, payroll, QuickBooks® consulting, personal financial planning and general business consulting.

 

Formerly, Dorothy held the position of Director of Bookkeeping. She has been with Jones Square since 2004. Her expertise includes accounting software, accounts receivable, accounts payable, bank reconciliation, payroll and sales tax.

 

Dorothy received a Bachelor of Business Administration in Accounting from Midwestern State University and a Bachelor of Science in Clothing and Textiles from Texas Tech University.

 

 

 


Jeremie B. Stenman, Managing Partner of JHME Real Estate Advisors  Visit Bob on LinkedIn

Jeremie brings over fifteen years of real estate and financial services advisory to the jhme platform. His focus and leadership revolves around the sourcing, structuring and execution of all services within jhme's channels for institutional capital sources, commercial banks, investment banks, REITs and private equity. Key relationships and a service-oriented approach to supporting capital deployment on behalf of clients has produced a fully-integrated consulting and due diligence operation for the jhme Consulting Service practice. Jeremie’s leadership skills provide the coordination of all disciplines within jhme’s service model to ultimately provide finite and empirical due diligence processes that foster underlying value, mitigate risk and support the client’s capital allocation strategy. 

 

Prior to joining jhme, Jeremie was responsible for the procurement and placement of debt and equity capital for three publicly traded REITs. This role entailed being part of managing the debt horizon for a $2.8 billion portfolio and consisted of the valuation, sourcing and closing of various components of a diversified commercial real estate portfolio. He has completed capitalization efforts across a broad range of property types including multi-family, office, industrial, hospitality, retail and raw land. Capitalization structures have included conventional permanent financing (CMBS and balance sheet), mezzanine debt, bridge loans and construction capitalization vehicles. He assisted in the development of an EB-5 investment entity, several newly developed real estate investment platforms and has been a part of the sourcing, valuation and closing of over $1.2 billion in real estate transactions.

 

Jeremie received his Bachelors in Business Administration from Stephen F. Austin University where he was a member of Theta Chi Fraternity and the Rugby Team. He attended the University of Wyoming for MBA studies.

 

 

 


Jeff Chapman, CEO of Bridgepoint Communications, Inc.  Visit Bob on LinkedIn

Jeff Chapman is responsible for leading business strategy and development. Chapman brings a wealth of experience to BCI. Prior to joining the BCI team, he served as Executive Vice President for Construction and Engineering at FiberLight. Chapman was also one of the founding members of PEG Bandwidth and helped grow that company to more than 1,500 sites with significant revenue in 14 states.


Gina Aldaz, Director of Marketing  Visit Bob on LinkedIn

As our Marketing Director, Gina Aldaz manages branding and communication for Kinsman Ventures.

Her responsibilities include client relations and internal communications, management of company messaging and marketing tools as well as community outreach.

 

Gina comes to Kinsman with a background in marketing and communications through her employment with 1013Communications, E.W. Scripps, Cox Communications, American City Business Journals, Emmis Communications and Texas Monthly. She has a Master’s of Science in Journalism from Northwestern University’s Medill School of Journalism and a B.A. in English and Linguistics from the University of Texas at Austin.


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