Keystone Financial Services
Consulting
Loans
Lender's Services
What we do
Management Consulting
Keystone Financial Services (‘KFS‘) Management Consulting improves financial management and creates growth. We provide consulting and virtual CFO services to startups and middle market companies. Our professionals create accounting/finance infrastructure, and manage clients’ finances professionally, and cost-efficiently.
- Financial management
- Transaction Preparation
- Growth creation
- Fundraising
- Turnaround
- Strategic business advisory
Business and Real Estate Loans
- Lenders specify desired loan/borrower criteria
- Borrowers describe credit request
- Platform matches borrower with lender
Business Loans
Real Estate Loans
Lenders
Loan Marketplace
Lender Network
Lender’s Services
Lender’s Services
KFS provides comprehensive Lender’s Services along the entire credit process. We proud ourselves with in-depth due diligence services before credit is extended, comprehensive monitoring services while debt is outstanding, and creative workout solutions for restructuring.
- Field Examinations
- Quality of Earnings
- Workout Assistance
- Integrity Monitoring
- Collateral Monitoring
Field Examinations
Quality of Earnings
Integrity Monitoring
Collateral Monitoring
Workout Assistance
Our Team
KFS team has decades of finance experience. We are devoted to contributing our joint expertise to offer financial solutions to our clients.
Mark Johnson
FOUNDER
Mark oversees all aspects of project planning, development, and execution. He is responsible for facilitating city and governmental program opportunities and coordinating project marketing.
Judy Davis
FOUNDER
Ms.Davis has been acquiring and developing land, along with single family construction projects throughout Houston over the last decade. Judy holds an LLB degree and a BA degree in Business.
Ron Yates
CFO
Ron is CFO for KFS, overseeing accounting, finance, underwriting, acquisitions, dispositions, and asset management. Ron has over 20 years of experience in commercial real estate finance. Ron holds a B.A. degree in Economics and an M.B.A. degree in finance.
Rita Brown
Executive Vice President
Rita Brown, Executive Vice President, leads KFS's growth strategies and investment decisions. Rita is a wall Street veteran, having executed dozens of transactions. Before joining KFS, Rita served as VP of Sourcing and Logistics for an international sports brands company.
Robert Williams
Project Manager
Robert joined KFS from a leadign bank as Project supervisor. Previously Robert worked as a System Engineer. Robert holds a Bachelor of Science (BSc) in Mechanical Engineering and a Master of Science (MSc) in Management Engineering.
Lea Tylor
Operations Manager
Ms. Tylor is responsible for operations, sales management, and customer service. Prior to KFS,Lea was a Foreclosure Assistant with Southwest Trustee Services.
Why KFS
Impact
KFS seeks to move the needle in your business by delivering tangible deliverables in defined period of time. We provide focused services that will accelerate growth, optimize operations, increase profitability, or facilitate a more successful transaction.
Experience
KFS’s Professionals have decades of experience with middle market companies, financial management, and capital markets. We bring outside perspective and best practice knowledge to each engagement.
Cost effective
KFS provides high quality financial services for a fraction of the cost of a comparably-experienced in-house staff. We offer cost-effective solutions for businesses who need the financial expertise, but currently cannot justify the cost of full time staff.
Keystone Financial Services
Contact Us to Grow Your Business
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