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Our team is here to help. Book a call directly with us and we'll answer your questions, walk you through the program, or help with anything SBA-related.

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Meet the team

Real SBA professionals - not actors. We've originated, packaged, and closed deals at every level.

  • Shane Pierson

    Founder

    Nearly 20 years in SBA 7(a) and 504 lending. Currently SBA National Sales Manager at CB&T / Phoenix Lender Services, Shane has funded over $75,000,000 annually in SBA 7(a) originations. He built The Broker's Codex to give new brokers the real-world knowledge that took him years to accumulate.

    Schedule a Call with Shane Pierson

  • Stephanie Castagnier Dunn

    EVP & Chief SBA Revenue Officer

    25+ years in SBA lending. EVP and Chief SBA Revenue Officer at CB&T / Phoenix SBA - previously President of SBA Lending at Live Oak Bank, the #1 SBA Lender in the U.S. Stephanie brings institutional-level expertise to every deal and every broker she mentors.

    Schedule a Call with Stephanie Castagnier Dunn

  • Brian Congelliere

    Business Development & Deal Structuring

    Attorney-turned-SBA lender with a J.D. from BYU Law School and a decade-plus as a Business Development Officer. Brian bridges the gap between legal structure and deal execution - if your deal has complexity, he's seen it before.

    Schedule a Call with Brian Congelliere