Meet the Team

General Partner

John Berlet

As the General Partner of Tandem Trust Real Estate LLP and Coastal Bend OZ Fund Manager, John brings his experience to the organization formed to build wealth for his partners and investors. As CEO of Tandem Trust Financial LLC, he has assisted his clients in reaching their financial goals for the past 40 years.
Legal Counsel

Nathaniel Dodson

Advises clients on matters related to securities, financing, real estate, opportunity zones, and M&A. Through leveraging his expertise in the industry along with the help from his long list of trusted connections, Nathaniel has represented over $2 Billion in real estate and business funding transactions.

Executive Assistant

Sue Ogren

Sue’s career has spanned 4 decades with positions that include Managing a Multi-location Retail Operation. At the very core, there has been a focused calling; service and accuracy in everything she does. Her skills in research and communications are a large part of what she contributes to her administrative position.

Community Impact Director

Lolly Overton

Lolly has been a noteworthy leader in the financial industry for over 20 years.  Driven by her passion to help people, she takes pride in providing the best service possible, both to her clients and her community. Her experience as a mortgage professional and credit counselor has allowed her to build partnerships and working relationships with local community nonprofits and service-based organizations.

Investor Relations

Stormy Johnson

Stormy began his career in insurance, and has owned an insurance and financial services agency since 1996. He started fixing and flipping houses in 2002 and soon realized that his true passion was in real estate, helping people manage risk, and to design a plan to build their assets. He has since invested in short-term rentals in both Central Texas and Coastal Bend and has been a Registered Representative in securities transactions since 2000.