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October 22-23, 2025
The Omni | Houston, TX
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Attendees
Schedule
Houston Guide
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Event Photos
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Speakers

Attendees

Micki Amburn
Loan Officer | South - Trey Bell
Allen Bailey
Loan Officer | Central
Chris Baker
Loan Officer | South - Brad Randle
David Balsz
Branch Manager | PNW
Thomas Beck
Mortgage Branch Mgr II | Mountain West
Tracy Bell
Loan Officer | PNW
Emily Berg
Loan Officer | PNW
Blake Bravo
Loan Officer | Central
Jake Bruess
Loan Officer | PNW
Mikhail Burdeen
Branch Manager | PNW
Curt Burgess
Loan Officer | South - Brad Randle
Brandon Burkhardt
Loan Officer | South - Brad Randle
Nicole Clark
Loan Officer | South - Brad Randle
Stephen Combs
Mortgage Branch Mgr I | Atlantic Coast - Chris Blount
Kristy Cormier
Producing Manager/Loan Officer | South - Trey Bell
Al Dada
Loan Officer | Atlantic Coast - Chris Blount
Jordan Davis
Loan Officer | South - Brad Randle
Kerry Day
Loan Officer | PNW
Anna De La Cruz
Loan Officer | South - Brad Randle
Christy DeCelles
Loan Officer | South - Brad Randle
Reece Dinkins
Loan Officer | Central
Lara Dixon
Loan Officer | South - Brad Randle
Trent Driskell
Loan Officer | PNW
Amy Dussett
Branch Mgr II, Producing | PNW
Jessica Eaves
Loan Officer | South - Mike Newton
Joanathan Ellis
Senior Loan Officer | Atlantic Coast - Chris Blount
Amber Fergusson
Loan Officer | South - Trey Bell
Amanda Filori
Loan Officer | PNW
Dawn Flori
Loan Officer | PNW
Shannon Foley
Loan Officer | Mountain West
Bob Ford
Loan Officer | PNW
Jill Fortner
Loan Officer | PNW
Travis Frances
Loan Officer | South - Mike Newton
Chandler Franke
Loan Officer | South - Brad Randle
Deleana Garcia
Loan Officer | South - Trey Bell
Jeremy Gaskin
Loan Officer | PNW
Renee Gaugler
Loan Officer | Mountain West
Robin Gifford
Loan Officer | South - Trey Bell
Nicholas Gilbert
Branch Manager | PNW
Thomas Giles
Branch Manager | PNW
Sonya Glasser
Team Lead LO III | Mountain West
Angie Haag
Loan Officer | Central
Aaron Haffner
Loan Officer | PNW
Jamie Hallford
Loan Officer | Central
Josh Hallford
Loan Officer | Central
Kevin Hansen
Loan Officer | PNW
Joey Hansen
Loan Officer | Mountain West
Cathy Hart
Loan Officer | South - Trey Bell
Jacob Head
Loan Officer | South - Brad Randle
Victoria Henke
Loan Officer | South - Brand Randle
Charles Hoyer
Loan Officer | South - Brad Randle
Jason Humphries
Loan Officer | Mountain West
Cammie Hunt
Mortgage Branch Mgr II | Atlantic Coast - Chris Blount
Rose Jackson
Divisional Production Manager | Corporate
Gina Jackson
Senior Vice President | Central
Brian Jones
Loan Officer | PNW
Brenda Kees
Loan Officer | South - Mike Newton
Shanna Keller
Loan Officer | Mountain West
Rosy King
Loan Officer | Central
Todd Kitchen
Loan Officer | Central
Sherrie Kitto
Loan Officer | Mountain West
Craig Kleinhammer
Loan Officer | South - Brad Randle
Ilya Kosenkov
Loan Officer | PNW
Ralph Kraus
Loan Officer | PNW
Cathy Larsen
Loan Officer | South - Trey Bell
Erin Lefler
Loan Officer | South - Brad Randle
Joe Lombardo
Prod Branch Sales Mgr | PNW
Christian Lopez
Loan Officer | PNW
Victoria Lujan
Loan Officer | Central
Mike Lynch
Loan Officer | PNW
Aryan Mashayekhi
Branch Manager | PNW
Drew Mayes
Branch Manager/Loan Officer | PNW
John Mayhue
Team Lead LO III | Central
Susan Mcclay
Loan Officer | Central
Ben McElroy
Loan Officer | Atlantic Coast - Chris Blount
George Mendoza
Loan Officer | South - Brad Randle
Gregory Meyer
Branch Mgr II, Producing | South - Brad Randle
James Miller
Mortgage Branch Mgr I | Central
Elizabeth Miller
Loan Officer | South - Trey Bell
Stephanie Morgan
Loan Officer | South - Trey Bell
Flavio Munoz
Loan Officer | PNW
Christina Namauleg
Loan Officer | PNW
Hank Nelson
Loan Officer | Mountain West
Heather Newton
Production Associate | Atlantic Coast - Chris Blount
Ryan Niles
Loan Officer | PNW
Harrison O'Dell
Loan Officer | South - Brad Randle
Amy Oehler
Loan Officer | Central
Sharla Ortega
Loan Officer | Central
Keisha Penn
Loan Officer | South - Brad Randle
Brandon Polka
Loan Officer | South - Trey Bell
Brody Preston
Loan Officer | South - Trey Bell
Nicholas Ramirez
Loan Officer | South - Brad Randle
Tina Reeder
Loan Officer | PNW
Mauricio Rincones
Loan Officer | South - Brad Randle
Emily Riofrio
Loan Officer | Atlantic Coast - Chris Blount
Heather Robert
Mortgage Branch Mgr II | Central
Jeff Robert
Loan Officer | Central
Donnie Roberts
Loan Officer | South - Brad Randle
Micheal Rockey
Prod Branch Sales Mgr | PNW
Bill Rodriguez
Loan Officer | Mountain West
Craig Ronning
Branch Mgr V - Producing | PNW
Charla Rueda
Loan Officer | PNW
Kristen Rushing
Loan Officer | South - Trey Bell
Lorenzo Sanchez
Loan Officer | South - Brad Randle
Lauren Sandoval
Branch Manager | Central
Nikki Sandoval-Belt
Branch Mgr I Team Lead | Mountain West
Becky Savois
Loan Officer | South - Trey Bell
Allen Scott
Loan Officer | PNW
Sean Severide
Branch Mgr II, Producing | Central
Bo Smith
Mortgage Branch Mgr I | Atlantic Coast - Chris Blount
Heather Smith
Loan Officer | South - Trey Bell
Ashlie Sowers
Loan Officer | Central
Katie Spenk
Loan Officer | South - Brad Randle
Billie Spurlin
Market Manager | South - Brad Randle
Kevin Struhar
Loan Officer | Mountain West
Kevin Struhar
Loan Officer | Mountain West
Kevin Sullivan
Branch Manager/Loan Officer | Mountain West
Victoria Todd
Loan Officer | Central
Adriana Trevino
Loan Officer | South - Brad Randle
Brian Vega
Loan Officer | South - Trey Bell
Paul Ventrella
Loan Officer | South - Brad Randle
Veronica Verdugo
Loan Officer | South - Brad Randle
Gerardo Villarreal
Loan Officer | South - Brand Randle
Lynn Wallis
Loan Officer | Central
Daniel Walsh
Loan Officer | PNW
Jacob Washburn
Sr. Mortgage Advisor | PNW
Amber Whipp
Loan Officer | Central
Renee Wiginton
Loan Officer | PNW
Scott Williams
Loan Officer | South - Brad Randle
Bart Worthing
Loan Officer | South - Trey Bell
Amanda Zakoske
Loan Officer | South - Mike Newton
Nora Ziel
Loan Officer | Mountain West
Madeline Barksdale
Executive Admininstrative Assistant | Atlantic Coast - Chris Blount
Tara Bradley
Production Associate | Mountain West
Michelle Braun
Production Associate | Mountain West
Leighann Cantu
Production Manager | South - Mike Newton
Pam Carpani
Production Associate | South - Trey Bell
Amira Darwich
Social Media Coordinator | Mountain West
Patrick Emerson
Production Associate | Atlantic Coast - Chris Blount
Nick Johnson
Production Associate | PNW
Nicole Lai
Transaction Coordintor | South - Trey Bell
Kimberly Link
Production Associate | Central
Martin Lopez
Production Associate | Central
Ryan Lopez
Loan Officer Assistant | Mountain West
Lori Mayhue
Business Development Manager | Central
Sierra Monger
Production Associate | Mountain West
Blair Rincones
Production Associate | South - Brad Randle
Karla Rockey
Sales Support Specialist | PNW
Mike Ruiz
LOA | Central
Abigail Samora
Production Associate | Mountain West
Silvia Smith
Transaction Coordinator | South - Trey Bell
Shannon Smith
Sales Support Specialist | Atlantic Coast - Chris Blount
Katelyn Sullivan
Production Associate | South - Trey Bell
Kourtney Wiese
Sales Support Specialist | PNW
Melanie Adkins
Area Manager - Grace Home Lending | South - Mike Newton
Chris Blount
Regional Manager | Atlantic Coast - Chris Blount
Brad Dusek
President, Harmony Home Lending | Mountain West
Bret Eickhoff
Builder Area Manager | PNW
Jaime Garcia
Regional Manager | South - Mike Newton
Jeanette Garcia
President, Nest Home Lending | Mountain West
Mary Hutchinson
Branch Mgr I, Producing | South - Mike Newton
Jessie Jackson
SVP, Managing Director CLD | Corporate
Lonnie Jenkins
VP Builder Division | Mountain West
Rhonda Johnson
Area Manager - Producing | PNW
Mike Landis
CEO, Nest Home Lending | Mountain West
Chris Lopez
President, Priority HL | PNW
Kelly Marsh
SVP, Regional Manager | Central
Jason Peifer
Sales Manager | Mountain West
Alexandria Rodriguez
Branch Mgr 1 Team Lead | Atlantic Coast - Chris Blount
Adam Ruggles
Sales Manager | South - Brad Randle
Jonathan Seal
Area Sales Manager | South - Brad Randle
Rod See
SVP, Managing Director CLD | Corporate
Darin Smith
Loan Officer | South - Trey Bell
Justin Smith
Area Manager | Mountain West
Megan Teel
Loan Officer/Branch Manager | South - Trey Bell
Trey Bell
Division President | South - Trey Bell
Jay Crowell
President, National Retail Division | Retail
Mike Newton
Division President | South - Mike Newton
Brad Randle
President, Velocio | South - Brad Randle
Paula Barksdale
Director of Mortgage Risk Mitigation | Corporate
Jason Bartels
SVP Infrastructure & Dev. Ops | Corporate
Jaime Borcic
General Counsel - Servicing | Legal
Anastacia Chan
VP of Strategic Initiatives - PNW | PNW
Anne Connolly
VP - Secondary Marketing | Corporate
Kim Coons
Sr Director of Talent & Onboarding | PNW
Lisa Cortez
National Director of Builder Outreach | Corporate
Steven Dykes
Director IT Service Management | Corporate
Noah Elrod
SVP, Treasury Services Director | Banking
Lana Ewing
Area Manager | Corporate
Willie French
SVP, Human Resources | Corporate
Roy Garcia
VP Operations - Lendlo | South - Trey Bell
Mike Iorio
SVP, Strategic Partnerships | Corporate
Will Larson
VP - National Retail Division, Product Support Manager | Corporate
Chey Loraine-Gerz
Youtube Strategist | Corporate
Neil Merrit
SVP, Head of Product Strategy & Development | Corporate
Kelsey Ruby
Trainer - Central Region | Central
Kim Sharp
VP Secondary Marketing | Corporate
Brittany Soles
Specialized Industries Relationship Manager | Banking
Mahayla Tooley
Training Director | Corporate
Alice Von Seggern
VP Production Support | Corporate
Dionne Ward
SVP Secondary Marketing | Corporate
Jules Washburn
Branch Business Development | PNW
Karen Wilson
Production Support Manager | Corporate
Melissa Wolfe
Regional Operations & Team Strategies Manager | Corporate
Jeff Wren
Compensation Manager | Corporate
Paul Ferrando
SVP Director National Mortgage Lending Operations | Corporate
Stephanie Rembert
Reg Ops Director, South Region | Corporate
Kelly Zitlow
EVP of Sales & Marketing | Corporate
Scott Almy
President & CEO, CCB | Corporate
Adam Laird
CEO, CHL | Corporate
Jamal Chubb
Recruiter | Corporate
Paul Reed
Sr. Recruiter | Corporate
Todd Sanguras
National Director of Recruiting and Talent | Corporate

Schedule

Time Event Name Location
3:30 PM - 5:30 PM

Pre-Event Bonus Workshops

The Power of Daily Wins with Steve Caputo
Top Producer Playbook: What's Working Right NOW
AI as Your Partner & Strategist
A.C.E Your Day with Sara Caputo
Timbergrove & River Oaks Meeting Rooms
6:00 PM Welcome Cocktail Party The Landing
Time Event Name Speakers Location
7:00 AM Breakfast Constellation Ballroom
7:00 AM Check-In Post Oak Ballroom Prefunction
8:00 AM Doors Open
8:30 AM - 9:30 AM Opening Keynote: Mind Shift Erwin McManus Post Oak Ballroom
9:30 AM - 10:30 AM Deep Dive with Erwin McManus Erwin McManus Post Oak Ballroom
10:30 AM - 10:45 AM Break & Photo Op with Erwin McManus Erwin McManus Post Oak Ballroom Foyer
10:45 AM - 11:05 AM Resilience Redefined Jay Crowell Post Oak Ballroom
11:05 AM - 12:05 PM Session: Unpacking Mental Frameworks Sara & Steve Caputo Post Oak Ballroom
12:05 PM - 12:50 PM Lunch Constellation Ballroom
12:50 PM - 1:05 PM Executive Vision Casting Adam & Scott Post Oak Ballroom
1:05 PM - 2:25 PM Session: Navigating Adversity Sara & Steve Caputo Post Oak Ballroom
2:25 PM - 2:35 PM Break Post Oak Ballroom Prefunction
2:35 PM - 3:05 PM Session: Building Real Work Resilience Sara & Steve Caputo Post Oak Ballroom
3:05 PM - 3:25 PM Digital Deep Dive Colby Jenson Post Oak Ballroom
3:25 PM - 3:40 PM Ink, Identity, and the Cornerstone Brand TL Nguyen Post Oak Ballroom
3:40 PM - 4:45 PM Winning Through Uncertainty Sam Goodwin Post Oak Ballroom
4:45 PM - 5:00 PM LevelUp LO Live Closing Post Oak Ballroom
5:00 PM - 5:30 PM Break
5:30 PM - 6:30 PM Happy Hour Pool Area
6:30 PM - 8:30 PM Dinner Constellation Ballroom

Speakers

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Erwin Mcmanus
Learn More About Erwin
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Sam Goodwin
Learn More About Sam
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Sara Caputo
Learn More About Sara
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Steve Caputo
Learn More About Steve
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Kelly Zitlow
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TL Nguyen
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Jay Crowell
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Colby Jenson