OUR TEAM

MANAGING PRINCIPALS

Robert A. Bourne

Chief Executive Officer

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Stephen K. Case

Chief Investment Officer

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Samuel G. Spears

Chief Financial Officer

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EXECUTIVE LEADERSHIP

Dave Richey

SVP of Asset Management (BFG)

Chief Operating Officer (Park Avenue Lifestyle)

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Joanne Ball

VP Transactions and Compliance

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Jade Miller

VP of Capital Markets

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Justin Domeck

Director of Accounting

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INVESTMENTS & FINANCE

Stephen K. Case

Chief Investment Officer

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Samuel G. Spears

Chief Financial Officer

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Dave Richey

SVP of Asset Management (BFG)

Chief Operating Officer (Park Avenue Lifestyle)

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Joanne Ball

VP Transactions and Compliance

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Connie Lowry, CPA

Special Projects

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Brian Jones, CFA

Senior Analyst

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Jason Raleigh

Senior Financial Analyst

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ACCOUNTING

Justin Domeck, CPA

Director of Accounting

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Kristen Kielkucki, CPA

Accounting Manager

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Nicholas Kikuchi, MBA

Accounting Manager

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Jane Kosloski, CPA

Senior Accountant II

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Gianfranco Bertola

Senior Accountant

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Virginia Torres

AP Specialist and Payroll Coordinator

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PARK AVENUE LIFESTYLE

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Dave Richey

Chief Operating Officer

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Melissa Owens, MBA

SVP of Sales and Marketing

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Kristy Brady, RN

VP of Health, Wellness, and Resident Experience

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Candice Phillips, RN

Regional Director of Operations

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Justin Domeck

Director of Accounting

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Tiffany Colwell, LPN

Clinical Operations Specialist

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CAPITAL MARKETS TEAM AND INVESTOR RELATIONS

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Jade Miller

VP of Capital Markets

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Jeremy Francioli, MBA, CIMA, EA

SVP of Sales

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Conner Bourne, MBA

VP of Sales

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Linda Bohnert, CFP®

Business Development Specialist

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Katie Pollard

Director of Marketing and Communications

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Monica Ciochir

Executive Assistant

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Robert A. Bourne

Mr. Bourne has over 45 years of finance and investment experience in capital markets, senior housing, healthcare, hospitality, restaurant, retail, office, multifamily, and residential development, and was formerly a Certified Public Accountant.

Prior to co founding Bourne Financial Group in 2014, Mr. Bourne partnered with James M. Seneff, Jr. for over 40 years in building CNL Financial Group, Inc. (“CNL”), serving as Vice Chairman and on the Board of Directors for many of CNL’s sponsored funds. During his tenure at CNL, CNL formed or acquired companies with approximately $30 billion in assets, including National Retail Properties, Inc. (NYSE: NNN). Trustreet Properties, Inc. (sold to GE Capital in 2007), CNL Hotels & Resorts, Inc. (sold to an affiliate of Morgan Stanley in 2007), and CNL Retirement Properties, Inc. (sold to HCP in 2006), as well as several other REITs, such as CNL Lifestyle Properties, Inc. and CNL Healthcare Properties, Inc.

Mr. Bourne served as Vice Chairman of CNLBancshares, Inc., the holding company for CNL Bank, a $1.4 billion bank with 16 branches in the State of Florida, which merged with Valley National Bank. Mr. Bourne also serves on the Foundation Board of Lake Highland Preparatory School, and on the Board of Directors of the Steadman Philippon Research Institute.

Prior to CNL, Mr. Bourne worked as a tax manager with Coopers & Lybrand and is a graduate of Florida State University with B.A. in Accounting with honors.

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Stephen K. Case

Mr. Case is responsible for underwriting and sourcing new investment opportunities, as well as managing Bourne Financial Group’s existing assets. Mr. Case has a decade of experience in real estate and private equity. He has underwritten over $1.7 billion in closed transactions across multiple industries including senior housing, multifamily, hospitality, and agriculture, among others.

Mr. Case began his career in 2006 as an analyst at J.P. Morgan. He later spent two years underwriting acquisitions for CNL followed by six years performing acquisitions and asset management at a middle market private equity firm in Dallas, Texas. Mr. Case holds a B.S. in Business Administration with a minor in Marketing from Pepperdine University.

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Samuel G. Spears

Mr. Spears brings to the company over 10 years of real estate experience. His responsibilities include leadership of the accounting, finance and treasury functions at Bourne Financial Group, and he serves an important role in the operational strategy across its investment platform. He plays an integral role in the financing strategies and relationships for the entire real estate portfolio.

Mr. Spears joined Bourne Financial Group in April 2018 as the Vice President of Operations and has over six years of public accounting experience in the real estate sector, primarily focusing on publicly traded and non-listed REITs. Prior to joining Bourne Financial Group, Mr. Spears began his career in the assurance practice of Ernst and Young. During his tenure at Ernst and Young, Mr. Spears was involved in auditing a wide variety of business combinations, asset acquisitions, property development and Form 10 spin-off filings for companies in both the private and public sectors.

Mr. Spears holds a B.S. in Business Administration, Accounting, and a Master of Accountancy from Auburn University. Mr. Spears is licensed as a Certified Public Accountant in the State of Florida and holds a Real Estate license in the State of Florida. Mr. Spears has also been a member of the American Institute of Certified Public Accountants since 2014.

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Dave Richey

Dave Richey brings a wealth of Seniors Housing experience to both Bourne Financial Group, where he oversees the portfolio of assets as the SVP of Asset Management, and Park Avenue Lifestyle, where he is responsible for overseeing day-to-day operations and executing operational strategy as Chief Operating Officer.

After graduating with a B.A. in Business Administration from Cedarville University, Dave initially began his career as a Licensed Nursing Home Administrator. More recently, Dave worked for 11 years with Senior Lifestyle Corporation, where he progressed from community leadership to regional leadership, and then served as the Vice President of Operations. Dave was responsible for the strategic planning and oversight of five portfolios, which comprised 3,200+ units and generated upwards of $189 Million in revenue.

Dave also garnered experience in the finance and investment sector as the Acquisitions and Development Director for a boutique investment group. Dave has overseen both startup and turnaround projects in multiple states. He is a creative problem solver who brings an entrepreneurial approach to business—always driving improvement through creation of new revenue streams and value-add services.

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Joanne Ball

Joanne Ball brings over 30 years of experience in the real estate industry to her role as VP of Transactions and Compliance. Ms. Ball manages all aspects of real estate and loan closings, including formation of entities, preparation of organizational charts, coordination of due diligence such as title, survey, Phase I reports and appraisals. She works closely with the executive team and outside counsel on document preparation and review. Additionally, Ms. Ball manages the property and liability insurance coverages as well as coordination of real estate tax filings for all BFG entities. She oversees all areas of compliance, including annual report filings, registered agent management, and license renewals. Her responsibilities also include new deal administration, such as review of confidentiality agreement and document requests.

Prior to joining BFG in October 2018, Ms. Ball served in a variety of roles for CNL—including Real Estate Specialist, Transaction Manager, Director of Compliance, and VP of Transactions and Compliance. Throughout her career she has established an extensive track record of quality performance and has established and maintained strong relationships with vendors, tenants, and lenders. She serves with a high level of integrity and dedication and is a critical asset to the BFG team. Outside of work, you can find Joanne at the gym, golfing, or enjoying the lake with her husband.

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Jade Miller

Jade Miller is responsible for structuring the Bourne investment programs; sourcing equity with Broker Dealer, RIA, and Institutional relationships; and managing sales efforts across all offerings and distribution operations. Ms. Miller has seven years of experience in alternative investment distributions and has successfully launched and closed nine private placement offerings.

Jade began her career in 2013 as a Junior Planner with Ameriprise Financial, where she was introduced to alternative investments. Ms. Miller joined CNL Securities in 2014 on the sales desk and was involved in raising over $1 billion in equity across multiple asset structures and asset classes, including seniors housing and private equity. Jade’s experience also includes a year of private equity focusing specifically on middle-market debt and the QSR industry. Jade joined Bourne Financial Group in March of 2018 to assist in BFG sales efforts and since then has built the sales team and led the launch of six Bourne Seniors Housing offerings.

Jade holds a B.S. in Finance and Economics from the University of Alabama. She holds series 7 and series 63 licenses.

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Justin Domeck

Justin Domeck oversees the Accounting and Financial Reporting aspects of Bourne Financial Group, the Bourne Seniors Housing Funds and their communities, as well as for Park Avenue Lifestyle. Mr. Domeck spent the first nine years of his career working with PricewaterhouseCoopers, which included auditing various industries including commercial real estate and seniors housing. He also spent three of those years working in PwC’s capital markets and accounting advisory practice in Zurich, Switzerland.

Mr. Domeck holds a Masters in Accounting from University of Central Florida and a B.S. in Accounting from Furman University. Mr. Domeck appreciates working for an organization that cares about people, including its associates and investors, as well as the residents of BFG’s communities. Outside of work, Justin enjoys the great outdoors, specifically hiking in the mountains and traveling to new places.

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Connie Lowry

Connie Lowry currently serves as Project Specialist, applying over 30 years of accounting, finance, and regulatory reporting experience in the real estate and capital markets industries to a variety of critical projects. Ms. Lowry previously served as Chief Financial Officer of BFG through December 2018, where she was instrumental in the company’s formation and the establishment of financial and reporting procedures.

Prior to joining BFG in 2015, Ms. Lowry served in numerous capacities at CNL for nearly 25 years. From 1988 to 2008 she served in various roles including Chief Financial Officer and Financial Operations Officer of CNL’s broker-dealer firm, as well as Senior Vice President overseeing the accounting and SEC reporting for 21 public, non-listed REITs and real estate limited partnerships in the restaurant, retail, hospitality, and seniors housing sectors. From 2011 to 2015 she served as a consultant regarding accounting and financial reporting matters for various REITs and a business development company.

From 2008 to 2010, Ms. Lowry served as Chief Financial Officer and Chief Compliance Officer of DePrince, Race and Zollo, a boutique investment firm serving institutional clients. Prior to joining CNL in 1988, Ms. Lowry worked as a Senior Auditor with Coopers & Lybrand, CPAs, and on the audit staff of two CPA firms in the Orlando area.

Connie is a graduate of the University of Central Florida with a B.A. in Accounting and is a licensed Certified Public Accountant in the State of Florida. In her free time, she enjoys traveling, gardening, and photography.

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Brian Jones

Brian Jones, CFA, is responsible for analyzing and optimizing the financial performance of the assets in the Bourne portfolio. This entails collecting and analyzing performance data from each community and working closely with the asset management team and BFG’s operating partners to identify trends and develop strategies for performance improvement. Mr. Jones is also responsible for building and updating reports to disseminate asset management information to senior management and external business partners.

Mr. Jones holds a M.S. in Finance from Villanova University and a B.S. in Mathematics from the University of Central Florida. He also holds the Chartered Financial Analyst® designation. Mr. Jones is a strong collaborator who appreciates the collaborative open-door culture at BFG. Outside of work, Brian enjoys attending UCF and Orlando Magic games, collecting bourbon, cooking, bowling, researching and investing in variety of markets, and reading and learning about new technologies.

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Jason Raleigh

Jason Raleigh is responsible for sourcing, underwriting, and executing on new investment opportunities for BFG, as well as helping to execute on special situations across BFG’s asset management, financing, and investment platforms.

Prior to joining BFG, Jason worked as an Associate at Cushman & Wakefield’s Capital Markets Group, where he participated in over $3 billion of capital markets executions across various real estate asset classes. Prior to Cushman & Wakefield, Jason was a Production Analyst at Freddie Mac where was responsible for originating and closing a $1 billion pipeline of multifamily mortgages.

Jason holds a B.A. in Economics with a minor in Real Estate from University of Connecticut. He appreciates working for BFG because of the team’s commitment to striving for greatness in every endeavor. Outside of work, you can find Jason skiing, golfing, running, or hiking.

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Kristen Kielkucki

Kristen Kielkucki is an Accounting Manager and is responsible for the accounting and preparation of financial statements for two Bourne Seniors Housing funds and two Delaware Statutory Trusts. Ms. Kielkucki also helps oversee accounting processes, and she is involved on the administrative side of Yardi for Park Avenue Lifestyle. Prior to joining BFG in October 2017, Ms. Kielkucki worked for Sentio Healthcare Properties, a private REIT that invested in Seniors Housing and Medical Office buildings.

Ms. Kielkucki holds a Masters in Accounting and B.S. in Accounting from Florida Atlantic University, and she became a Certified Public Accounting in the State of Florida in 2015.

Kristen is driven by a strong sense of empathy and loves working in an industry that is helping care for the aging American population. A lifelong learner, Kristen strives for constant self-improvement at work and in her personal life, where she enjoys yoga, thrifting, and golf.

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Nicholas Kikuchi

Nicholas Kikuchi joined BFG in September of 2021. Mr. Kikuchi is responsible for consolidating entities, preparing financial statements, and accounts payable. Prior to joining BFG, Nicholas was a Revenue Accounting Supervisor at Darden Restaurants from 2017 through 2021. He also previously served as a Senior Accountant at Universal Parks and Resorts and as an Auditor at KPMG.

Nicholas holds a B.S. in Accounting from the University of Florida and an MBA from the University of Central Florida. A true team player, he appreciates working with amazing people and brings to his career a commitment to lifelong learning. In his free time, Nicholas enjoys spending time with his wife and their four young children, traveling, and trying new restaurants.

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Jane Kosloski

In her role as Senior Accountant II, Jane Kosloski is responsible for reviewing operator financials and preparing financial consolidations for all Bourne Seniors Housing funds. Prior to joining BFG in September 2019, Ms. Kosloski’s accounting career began with the Orlando Magic, where she served from 1997-2011 as an A/P Coordinator, a Staff Accountant, and an Accounting Manager & Assistant Controller. She has also served as an Accounting Manager for North American Crane Bureau, and for the Girl Scouts of America.

Ms. Kosloski holds a B.S.B.A specializing in Accounting from the University of Central Florida, and she is a Certified Public Accountant. She enjoys working with the people at BFG and focusing her professional growth on the real estate investment industry. Outside of work, Jane loves hiking in the mountains, reading, and spending time with family.

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Gianfranco Bertola

Gianfranco Bertola oversees the accounting for Bourne Seniors Housing funds and the Park Avenue Lifestyle communities. Prior to joining BFG in June 2021, Mr. Bertola served for three years as a Client Accountant for Cushman & Wakefield, where he specialized in multi-family property accounting. He also previously served as a Staff Accountant for BridgeWell Capital. Mr. Bertola holds a B.S. in Accounting from the University of Central Florida, where he also played D1A soccer. He applies high personal standards for excellence to his career, and he values the BFG leadership team’s commitment to regarding people as the most important asset. Outside of work, Gianfranco enjoys hiking, lifting weights, and playing soccer. Close Window

Virginia Torres

Virginia Torres brings over 10 years of accounting experience to her role as Payroll Coordinator and Accounts Payable Specialist for BFG. Ms. Torres has previously served in payroll and accounting supervisory roles for various private companies in the bookkeeping, public accountancy, and manufacturing industries.

Ms. Torres holds a B.S. in Business Administration and Management from the University of Florida Warrington College of Business. She is driven by a high degree of personal integrity, reliability, and honesty. Virginia likes to spend her free time with her family, cooking, and enjoying nature.

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Melissa Owens

Melissa has over 17 years sales and marketing experience in the seniors housing industry. She has worked for several prominent seniors housing operators including Morningside Assisted Living, Elmcroft Senior Living, Eclipse Senior Living and—most recently—Enlivant Senior Living, where she served as the Vice President of Sales and Marketing. Melissa is responsible for overseeing all of Park Avenue’s sales and marketing activities.

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Kristy Brady

Kristy has over 16 years experience in the seniors housing industry, specifically in the areas of clinical operations, wellness, and resident experience. Most recently, Kristy served as a Senior Project Specialist and Regional Director of Quality Services for Eclipse Senior Living, where she was responsible for the national training of over 100 senior living communities and oversaw clinical operations at 14 senior living communities in the Midwest. Kristy is responsible for overseeing all clinical operations, wellness activities, and resident experience operations at Park Avenue’s communities.

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Candice Phillips

After obtaining her licensure as a Registered Nurse in 2004, Candice began her nursing career in the ED and ICU at Doctors West Hospital. In 2015, Candice brought her nursing expertise to seniors housing leadership as the Health & Wellness Director for Senior Lifestyle (SLC). During her six-year tenure with SLC, she also served as a Divisional Director of Health & Wellness and as the Executive Director of an SLC community. Candice is currently overseeing regional operations for the first Park Avenue Lifestyle communities in Tennessee and Arkansas, offering experienced leadership and hands-on support to equip the associates at each community to provide superior care and high-quality service to residents and their loved ones. Candice holds an Associate Degree from Southern State Community College and a BSN in Nursing, with a focus in leadership and management, from Western Governor’s University.

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Tiffany Colwell, LPN

Tiffany Colwell is the Clinical Operations Specialist for Park Avenue Lifestyle, where she is responsible for training clinical staff on electronic charting systems and assisting with the oversight of clinical operations at the communities. Ms. Colwell has worked in healthcare, specifically senior living, for the last 10 years, most recently serving as a Health and Wellness Director for Senior Lifestyle in Cincinnati, Ohio. Ms. Colwell earned her LPN certificate from Clark State College in 2017. Ms. Colwell’s mission is to make a positive impact in the lives of seniors, stemming from a strong sense of personal integrity and compassion. She shares the values of Park Avenue Lifestyle and is passionate about providing genuine care for residents and meaningful support for the associates at our communities. In her free time, Tiffany enjoys live music and spending time in the great outdoors with her golden retriever, Bella. Close Window

Jeremy Francioli

Jeremias Francioli joined Bourne Financial Group in 2018 as Senior Vice President of Sales for the West Coast. With nearly 20 years of wholesaling experience, he previously served as Vice President of Sales at Triloma Securities, where he was responsible for the company’s sales and marketing efforts in the independent broker-dealer and RIA space, covering California, Arizona, Utah, Nevada and Hawaii. Prior to Triloma, Francioli served as Vice President of Sales at CNL Securities.

Mr. Francioli has a Bachelor’s Degree in Business from the University of Wisconsin Steven’s Point and an MBA in Finance from Marquette University. He also earned his CIMA Designation through the Investment Management Consulting Association, completed at the Wharton school of Business. Mr. Francioli holds series 7, 63 and 65 securities licenses. On a personal note, Mr. Francioli enjoys spending time with his family, surfing, and competing in short distance Triathlons.

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Conner Bourne

Conner Bourne is a Vice President of Sales for Bourne Financial Group, covering the Eastern region. In his previous role as a Business Development Specialist for BFG, Conner has assisted in raising over $70 million of capital while serving in a variety of capacities throughout the east region and the entire country. Prior to joining BFG in September of 2018, Mr. Bourne was an Internal Sales Representative with Triloma Securities. He has been involved in raising approximately $350 million of equity in investment programs relating to the fields of energy, conservation, and seniors housing real estate. Conner currently holds series 7 and 63 securities licenses through FINRA.

Mr. Bourne received a Bachelor’s Degree in Communications from Wheaton College in 2011. He spent his early career coaching football at both the high school and college levels, before receiving his MBA from the Crummer Graduate School of Business at Rollins College in 2018. Mr. Bourne, a Winter Park native, is a Deacon at Mosaic Church located in Winter Garden Florida.

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Linda Bohnert

Linda S. Bohnert, CFP®, is a Business Development Specialist for Bourne Financial Group. Prior to joining BFG in January 2019, Linda was an internal wholesaler for Triloma, where she partnered with vice presidents of sales to promote a variety of investment solutions via consultative, relationship-building calls with financial professionals and registered investment advisors in the Western region. Linda has also served as a senior internal sales consultant for Franklin Square, for LEAF Financial Group, and for CNL Securities.

Linda received her B.S. in Education from the State University College of Oneonta. She holds a Certified Financial Planner, CFP® designation and FINRA Series 7 and 63 securities licenses.

Linda is currently on the Board of Directors of Walnut Creek Sister Cities and does volunteer work at The Trinity Center, which provides support for homeless and working poor adult men and women in Walnut Creek and Central Contra Costa County. Linda lives in Walnut Creek, California with her husband and two children. In her spare time, Linda enjoys traveling, photography, cooking, and hiking.

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Katie Pollard

Katie Pollard is responsible for writing, designing, and editing external and internal communication materials for BFG. This includes building presentations, drafting investor communications, and designing marketing materials for the capital markets team, including print, web, email, and video collateral. She previously served as the HR Manager and Administrative Manager for BFG, executing a variety of personnel, investor services, and administrative responsibilities.

Ms. Pollard’s prior career includes a range of experience in different roles and industries. From 2014-2018 she served as the Administrative Manager and Communications Director for Lake Baldwin Church, where she was responsible for congregational communication, event coordination, office management, bookkeeping, and volunteer team oversight. From 2010-2014 Ms. Pollard founded and ran a floral design business, which serviced 200+ weddings and events in the greater Nashville area. She has also served as a freelance writer and copy editor for Sweetfish Media, a marketing firm that produces blog and podcast content for entrepreneurs. Katie applies a creative eye and attention to detail to all of BFG’s internal and external communications.

Ms. Pollard holds a B.A. in Music Performance from Belmont University and is set to complete an M.B.A from Florida State University in May 2022. Katie regularly serves as a volunteer musician at her church, and she enjoys painting, yoga, hiking, and spending time with her husband and three young children.

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Monica Ciochir

Monica Ciochir brings over 25 years of experience to her role as Executive Assistant, with expertise in Human Resources, Accounts Payable, Scheduling, Data Management, Customer Service and Project Coordination. Originally hailing from New York, Ms. Ciochir has extensive experience in the finance, insurance, and banking industries, having previously worked for Dun & Bradstreet, Credit Suisse First Boston, First Empire Securities, and The Hartford.

Monica is driven by a commitment to excellence and enjoys investing her time and talent into producing quality results on a wide variety of Administrative and Capital Markets projects. She brings a high degree of skill and professionalism to support all BFG teams and business functions and ensure the successful execution of the company’s goals. Outside of work, Monica enjoys traveling and spending time with her two college-bound children.

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