OUR TEAM

TREVOR T. CALTON, MBA

President 

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Trevor is a veteran of Commercial Real Estate & Mortgage Banking since 1997, with experience in real estate sales, commercial lending, capital markets, investment acquisitions, and asset management. Throughout his career, Trevor has analyzed, sold, or acquired thousands of commercial real estate assets, overseen the management of more than 6000 units of multifamily housing, and underwritten billions of dollars of commercial loans and mortgage-backed securities.

​Trevor was also a Professor of Real Estate Finance at Portland State University in the Masters of Real Estate Development (MRED) program from 2011-2019. In his spare time, he volunteers teaching career-building and development workshops for professionals, students, and at-risk youth. He speaks regularly for universities, non-profits, and professional associations throughout the United States.

Trevor is the recipient of numerous national and local community service awards, including the prestigious United States Presidential Volunteer Service Award, the Portland Business Journal's 'Forty Under 40' Award, and many others. He earned both his Bachelor's degree and his MBA from the University of Oregon.

JEFF SHINDLER, MRED

Vice President, Commercial Lending

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Jeff Shindler has been a real estate investor and developer in Portland since 2012. He is a graduate of Portland State University's Masters of Real Estate Development program. With expertise in valuation, acquisitions and financial analysis, Jeff brings the experience and perspective of an owner / developer to lending and finance.

 

Jeff is an avid skier, mountain biker and scuba diver, and loves spending time with his daughter exploring the Pacific Northwest.

MONIQUE LUM, MRED, CPA

Vice President, Commercial Lending

Certified Public Accountant

Licensed Principal Real Estate Broker

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Monique Lum has worked in finance and accounting since 2001. She has experience as a commercial real estate broker, she owns and manages her own investment properties, and she has developed a condominium project. Her work as an accountant includes business valuations, reviews & taxes, managerial accounting, and contract CFO services. 

She enjoys studying the real estate market and recently graduated from the Masters of Real Estate Development program at Portland State University.

JASON BLUTH

Vice President, Residential & Commercial Lending

Project Management Professional
Bilingual English/Spanish

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Jason Bluth is a graduate of Arizona State University and uses his residential and commercial lending experience to provide a full-service approach to meet customer needs.  Jason is a 20-year veteran of Intel Corp and Nike, where he led many projects, developed business models, and conducted financial planning and analysis.  He is bilingual in English and Spanish and is a certified Project Management Professional.  

 

Jason’s strengths include his analytical skills, project management leadership, and his ability to integrate broad-scope projects in all areas of lending to meet both your short and long-term business needs.

GREGORY BATTIS

Financial Analyst

Gregory Battis is a financial analyst with experience in equity research. Gregory brings strong problem solving and analytical skills to the team. He is also a finance and economics student at Portland State University.

When Gregory is not working or studying, he enjoys traveling the globe and playing chess.

Interested in joining our team? Contact us to inquire about career opportunities.