Meet the Team
The Coastal Bend OZ Team
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.
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.
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.
The Coastal Bend OZ Advisory Board
earned his degree in business finance from the University of Notre Dame (1980) and his Law Degree from Wayne State University Law School (1983).