Get to Know Your FLOCK Team

Leadership Team | Board of Directors | Investment Committee | Board of Advisors

Leadership Team

The Flock management team is chosen for their leadership abilities. They are industry thought leaders with the expectation to create actionable insights that solve the challenges present in the challenging markets and asset classes in which FLOCK works. These leaders have the ability to understand our industry and market trends and visualize what has to be done. They bring the tenacity, grit and sheer will power to achieve sustainable growth for our clients and investors.

Michael Flock
Chief Executive Officer

Michael Flock has been involved in the credit, collections debt buying, and outsourcing businesses for more than 20 years, beginning with Dun & Bradstreet and more recently as a financial advisor and investment…

John Wheeler
Chief Financial Officer

John Wheeler has more than 17 years of experience in finance and investment banking, including a focus on M&A and capital raise transactions for companies in the specialty finance services industries. In 2008,…

Damon Edmonson
Chief of Analytics

Damon W. Edmonson, with 20 years of experience in the receivables management industry, is FLOCK’s chief business analyst, providing underwriting for new investments, borrower evaluation…

Tom Palmer
Director of Finance

Tom Palmer brings to FLOCK’s finance group over 30 years of experience in accounting and financial leadership roles, including Director of Finance in the receivables management industry and significant accounting oversight…

Greg Paulo
VP of Business Development

Greg Paulo has 25 years of operational and sales experience in the Accounts Receivable Management Industry. Most recently, Greg worked at Navient as a Sr. Director managing the Campus, State and Municipal…

Daniel Paul
Accounting Manager

Daniel Paul is Flock’s lead accountant and financial analyst. Prior to joining Flock Advisors in 2009, Daniel was a staff accountant with Worldwide Asset Management, which at the time was the largest debt buyer in the U.S.…

Michael Bernstein
Chief Executive Officer of MEB Finance Solutions, LLC – a Flock Channel Partner

Mr. Bernstein founded CreditMax, LLC in 2001 and built it into one of the 25 largest debt buyers in the ARM industry by 2005 when the company generated over $60mm in revenue. In 2009, during the…

Jessica Smith
Staff Accountant

Jessica Smith joined Flock Specialty Finance in 2017 as a Staff Accountant as part of Flock’s accounting team. Her responsibilities include assisting with day to day accounting functions such as month end closing, financial statement…

Charlotte Schaffer
Executive Administrative Assistant

Charlotte Schaffer joined Flock Specialty Finance in 2017 as the Executive Assistant. Her responsibilities include office and administrative support to assist executive management, as well as, website…

Board Of Directors

Flock Finance's Board of Directors is a team of professionals who are passionate, experienced, leaders in the specialty finance business. They serve as benevolent stewards for the organization, investors and clients alike. They serve as FLOCK's mentors while steering our Vision, Mission and Values.

Michael Flock
Chairman

Danny Strickland
Independant Consultant | Innovation Frameworks, LLC

Danny Strickland is the Principal and Founder of Innovation Frameworks, since March 2008. Previously he was Senior Vice President and Chief Innovation and Technology Officer of Coca Cola…

David S. Fisher, CPA, CFA^®, CFP^®
SignatureFD, LLC

David Fisher is a co-founder and Chief Investment Officer of SignatureFD, LLC. He provides investment consulting and comprehensive wealth management to the firm’s high...

Stephen M. Davis
Davis Development | Davis Exploration, LLC

Stephen M. Davis serves as the Vice President of Davis Development. Davis Development is a class A multifamily housing development, construction and management company based in Atlanta…

G. Kinsey Roper III
Glenbrook Hills Capital, LLC

G. Kinsey Roper III is the founder and Managing Partner of Glenbrook Hills Capital, LLC, a lower middle market private equity firm focusing on the Southeast and Mid-Atlantic regions. Prior to this, Kinsey was a Partner…

Investment Committee

The FLOCK investment committee consists of FLOCK management and investors. This committee reviews all significant activity related to the individual investments FLOCK makes in the debt buying and performing asset classes. The committee carefully weighs the risks and rewards of each transaction and insures our investments meet the organization's return requirements.

Michael Flock
Chairman

John Wheeler
FLOCK Specialty Finance

David S. Fisher, CPA, CFA^®, CFP^®
Co-Founder, Chief Investment Officer

David Fisher is a co-founder and Chief Investment Officer of SignatureFD, LLC. He provides investment consulting and comprehensive wealth management...

Stephen M. Davis
Davis Development | Davis Exploration, LLC

Stephen M. Davis serves as the Vice President of Davis Development. Davis Development is a class A multifamily housing development, construction and management company based in Atlanta…

Clifford L. Bateman
Partner, Technivest Trading, LLC

As a partner along with two of his sons, Clifford L. Bateman operates his family office, in Travelers Rest, South Carolina, as well as, Technivest Group, Inc., an investment company which…

Board Of Advisors

In the spirit of "The Wisdom of Teams", FLOCK understands that we cannot be experts in all things. As we explore new investment opportunities, asset classes, technology and processes, FLOCK has developed relationships with experts in areas to provide insight and help solve the challenging problems.

Michael E. Hollingsworth II
Partner

Michael Hollingsworth II, partner of Nelson Mullins Riley & Scarborough’s Atlanta office, is co-head of the firm’s Mergers & Acquisitions Group and the Investment Management Group. Mr. Hollingsworth focuses on middle-market corporate transactions, including mergers...

Jennifer Lewis Priestley, Ph.D.
Associate Dean & Director

Jennifer Lewis Priestley is the Associate Dean of The Graduate College and the Director of the Analytics and Data Science Institute at Kennesaw State University. In 2012, the SAS Institute recognized Dr. Priestley as the...

Irwin Bernstein
Founder

Irwin Bernstein is the founder of CMS Services, an online tool created to simplify the gathering, sharing, reviewing and updating of an ARM firm’s Compliance Management System and provide an online compliance verification tool for creditors and debt…

Reid E. Simpson
Managing Partner

Reid Simpson is a seasoned financial executive with a proven track record of creating value for shareholders. His experience includes over 26 years of chief financial officer positions with large and small companies across varied business industries such as information…

Terry Bradford Cox, PhD
President

Terry Cox has over 30 years of organization design, development and research experience focused on brand development, knowledge work, social technical systems and managing change. He is known for his unique ability for defining the strategic …

Kenneth B. Shilson
CPA, NABD Founder & President

Kenneth B. Shilson, CPA, is President of Subprime Analytics, a consulting company which provides subprime portfolio analysis services and custom credit scoring solutions (Profit Max). The firm also delivers due diligence…

G. Kinsey Roper III
Founder & Managing Partner

Carl Harkleroad
Founder

Carl Harkleroad is the founder of Imagined.Cloud, LLC, a software development company based in Jacksonville, Florida that is focused on building Cloud based applications and services for the ARM Industry…

Andrew Dietz
Founder & Partner

Andrew Dietz is Founder of Creative Growth and Co-Founder and Partner of Creative Influence, a sales-enabled public relations and content firm for business-to-business organizations that links content to conversations and conversions. He advises B2B and...