Our Team and Experience


Rooted in the Rockies.

Our team strives to make Colorado a better place every day while being excellent stewards of our investor's capital. We have chosen leading national firms for legal guidance and fund administration to ensure best practices in the emerging OZ space, and we immerse ourselves in the communities in which we invest.

  • Played major role in designating OZ tracts in Colorado
  • Established reputation as seasoned real estate investors with hundreds of transactions in Colorado
  • Partner in each community at the private and public levels - "boots on the ground" approach with long standing relationships
  • Cross-functional experience spans real estate, operations and technology
Partner, Chairman

Stephanie Copeland

LinkedIn logo

Stephanie led the team that designated Colorado’s Opportunity Zones and has 30 years of senior operating experience. Stephanie leads our portfolio development, both sourcing projects and capital. Stephanie splits time between Denver and Vail.

Managing Partner

Chris Montgomery

LinkedIn logo

Chris has led the investment of over $105M in over 750 assets throughout Colorado and Texas. Chris leads our financial operations and serves as expert on OZ regulations. Chris is a Steamboat local.

Partner

Shawn Bertini

LinkedIn logo

Shawn founded and built West Slope Angels, a network of Colorado angel investors and startups. Shawn heads our compliance, technology and operations. Shawn is a Steamboat local.

Partner

Amanda Montgomery

LinkedIn logo

Amanda is a technologist at heart and co-founder of West Slope Angels. When not building robots, she is building our amazing outdoor hospitality projects across Colorado. Amanda is a Steamboat local.

Investments and Ops

Marco Vienna

LinkedIn logo

Marco previously built investment platforms and financial products. Marco manages our business development, operations, fundraising and communications. Marco is a Silverthorne local serving on the board of the Summit Economic Partnership.

Analyst

Kyle Oberkoetter

LinkedIn logo

Kyle previously developed housing and owned and operated small businesses. Kyle manages our project onboarding, financials, and forecasting. Kyle is a Basalt local serving on their Planning and Zoning Commission.

Director of Finance

Tyler Leblanc

LinkedIn logo

Tyler comes from public accounting with several years of experience assisting businesses in various stages. Tyler manages our internal financial controls, procedures, and financial forecasting. Tyler resides in Boise.

Development Lead

Weston Bierma

LinkedIn logo

Weston previously oversaw multifamily housing projects for the Town of Vail and City of Aspen. He specializes in modular construction and pre-project planning. Weston manages our estimating, contracting, and oversight of vertical construction. Weston is a Vail local.

Director of Outdoor Hospitality

Corri Bradbury

LinkedIn logo

Corri previously worked in luxury hospitality and property management. Corri manages the outdoor hospitality portfolio. Corri is a Steamboat native.

Bookkeeper

Teresa Barin

LinkedIn logo

Teresa has worked in accounting and marketing for several small businesses in the food and beverage, retail, and construction industries. She manages the accounting for the hospitality portfolio. Teresa is a Steamboat local.

Portfolio Manager

Kevin Goodman

LinkedIn logo

Kevin previously managed a multifamily portfolio in Denver and co-founded a private equity real estate group. Kevin oversees the operations and reporting for our multifamily properties. Kevin resides in Denver.

Hospitality Operations Manager

Beck Fisher

LinkedIn logo

Beck previously worked in property management and maintenance. He oversees our hospitality portfolio. Beck is a Colorado native and Steamboat local.

Office Manager

Brett Ferrier

LinkedIn logo

Brett has worked in human resources, accounting and the relocation industry holding a variety of positions. She now assists with our internal operations. She is a Hayden local.

Systems and Training Manager

Hannah Mitchell

LinkedIn logo

Hannah previously managed one of the Four Points Funding portfolio hospitality businesses. She now coordinates systems and training for our entire hospitality portfolio. Hannah resides in Gypsum.

Marketing Manager

Mandy Peterson

LinkedIn logo

Mandy has a background in communication design and marketing. Raised in Colorado and a Hayden local, Mandy is passionate about promoting the region and its vibrant community through thoughtful marketing initiatives.

Bookkeeper

Alyssa Stauffer

LinkedIn logo

Alyssa has experience working with small businesses, particularly in the hospitality industry. She specializes in financial records, ensuring accuracy, and providing valuable insights to help businesses grow. Alyssa resides in Fort Collins.

Guest Services Manager

Sonia Homick

LinkedIn logo

Sonia has a background in luxury hospitality and guest experience. Currently, she manages the front-of-house operations for each property in our portfolio, focusing on elevating guest service and overall experience.

Housing Development Team

Our team continues to expand as we become more vertically integrated and can control more aspects of investing, development and property management. Namely, in 2021, we assembled a seasoned development team to lead our portfolio of ground-up housing developments.

Mike Foster

Mike came to real estate development after 17 years in the architecture world with an extensive knowledge for the Rocky Mountain region. Mike oversees the design of all of our housing projects. Mike resides in Denver.

Michael O'Connor

Michael has over 25 years of development experience. He performs due diligence on new opportunities and plays a hands-on role in managing all aspects of the development process for our housing projects. Michael is a Vail local.

Rob McKenzie

Rob has led the acquisition, financing and asset management of over 8000 multifamily units over the last 15 years. Rob oversees the development, acquisition, and management of various of our housing projects. Rob resides in Denver.