Jon Freeman: Founder, Principal Owner, and President
As founder, principal owner and President of Stonecrest Financial, Jon Freeman is a visionary who has successfully seeded and grown Stonecrest’s many divisions. He is an active real estate investor, cultivating a portfolio of significant properties in the San Francisco Bay Area and nationwide since 1986. Jon earned his BA in Business Administration from the University of San Diego and is a California licensed Real Estate Broker. Jon is also dedicated to ‘hand up’ philanthropy by supporting social enterprise and women’s education initiatives that empower women to lift themselves out of poverty.
BRE # 01182556 ; NMLS # 245308
Shafiq Taymuree, Executive Vice President
Shafiq is Executive Vice President of Stonecrest Financial. Shafiq has senior-level experience in lending, asset management and underwriting, and has been with Stonecrest since 1998. He attended California State University, Hayward (now Cal State East Bay), where he majored in finance.
BRE # 01220811 ; NMLS # 247846
Jeffrey Morway, Vice President
Jeff has been in various leadership roles at Stonecrest since 1987 and currently serves as vice president. Jeff also produces residential and commercial loans. Jeff works hard to create long-lasting relationships with his investors and clients; many of them have been with him for more than 20 years. Jeff attended the University of Arizona where he majored in finance and business administration.
BRE # 00992667 ; NMLS # 254425
Lisa Fuller, Director of Finance
Lisa joined Stonecrest in 2009 as our director of finance. She is responsible for all financials for the various divisions of Stonecrest and manages the accounting department. She has a Bachelor of Science degree in business administration from California State University, Hayward (now Cal State East Bay) and is a California Certified Public Accountant. Lisa has worked in the accounting sector since 1991.
Leigh Faber, Operations Manager
Leigh has been in the financial service industry for over 20 years. She has been a Project Consultant for the FDIC, the Vice President of Loan Default Administration, an Investment Manager for a real estate family office, the Director of Investor Relations for a financial service sector asset management firm, and a Vice President of Capital Introduction. Leigh is a California native with a degree in Political Science from Loyola Marymount University. She has expertise in single family loan servicing, real estate development, alternative investments and structured products. She is a co-founder of the Northwest Hedge Fund Society, an Original Director of REOMAC and a member of 100 Women in Hedge Funds as well as participates with Hedge Funds Care which focuses on neglected and abused children.
Erika Luitjens, Manager, Special Projects & HR
Erika has been with Stonecrest since 2011 and is the point person for many initiatives in marketing, HR, and office management. She manages Stonecrest’s digital media footprint, including web & social media platform development as well as digital marketing for the company’s three lines of business (mortgage lending, investments, and acquisitions). Most recently Erika has been named Executive Director for Capcon Foundation, a Stonecrest prosocial initiative to provide Impact Investment vehicles for the company’s growing investor base. Erika has a Bachelors in Business Administration from the Babes Bolyai University, Cluj- Napoca, Romania..
Joan Verduzco, Fund Administrator
Joan Verduzco is responsible for investor contracts, accounts and inquiries, financial reporting and system administration for the Secured Income Fund and Private Capital Fund. Prior to assuming the role as Fund Administration, she was responsible for financial, administrator, accounting and escrow for Stonecrest Financial and Stonecrest Properties. Joan graduated from the University of Denver and loves spending time with her husband, kids and the growing number of grandchildren.
Christina Gray, Senior Investment Relations Manager
Christina joined the Stonecrest team in 2006 with the task of expanding our family of Real Estate Funds. For the past decade, she has helped grow our 5 funds to over $200,000,000 in managed assets. Through Stonecrest’s Alternative Real Estate Investments, she strategically works with RIA Advisors and Individual Investors to achieve higher yields, diversification and steady income. Christina is deeply involved with the Financial Planning Association and is currently serving her 5th year on the San Francisco FPA Board as the Director of Corporate Sponsors. She has also been involved with the Silicon Valley FPA Chapter for over 8 years. Prior to joining Stonecrest, Christina was a top producer at AT&T in the telecommunications industry and Tricom Technology based out of London, England. She holds a Bachelor of Science degree from UCSC, and lives with her husband David in Saratoga with her grown children nearby in San Francisco.
Kara Paik, Senior RIA Consultant
Kara brings a love of real estate investing, passion for serving financial advisors, and decade of experience helping assess the role of alternative investments in client portfolios to her role as Senior RIA Consultant at Stonecrest. Her education includes a J.D. from Yale Law School and her professional background covers equity derivatives and fixed income mutual funds, as well as mortgage finance and real estate. She founded a corporate relocation company, Instant New Yorker, where she specialized in representing New York City property owners. Kara is deeply committed to the advisor community as board member of Financial Planning Association of San Francisco in 2016 and board member of Financial Planning Association of the East Bay in 2017. Her commitment extends to CFA, where she served on the Management Committee of CFA San Francisco’s 2016 Wealth Management Series. She sponsored the WMS series since its 2015 launch in San Francisco and 2016 launch in Los Angeles. Kara is also a member of CFA Society of Los Angeles’ Wealth Management League, an invitation-only networking group. A native of San Diego, Kara now lives in San Francisco, from where she serves RIAs up and down the West Coast. She recently took up golfing and would love to find out it runs in her genes.
Gary Nakamura, Senior RIA Consultant
Gary entered the financial services business in 1995 and has spent the past 19 years consulting with financial advisers about their investment management process at various global wealth management firms including Merrill Lynch, Morgan Stanley Smith Barney, UBS as well as independent Registered Investment Advisors (RIA’s) across all of the western United States. Having consulted about various investment solutions including variable annuities, mutual funds (for all asset classes), and public and private real estate, it’s the real estate sector that he is most passionate about. A graduate of the University of California in Irvine with a double major in Economics and Information and Computer Science, Gary is born and raised in Long Beach, California but has lived in Golden, Colorado for the past 13 years with his wife, young son and newly adopted Labradoodle puppy.