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Steve Lopez

Steve Lopez began his career in 1996 when he founded JCL Industries, LLC, a Corporate Consulting Firm providing statistical predictive analytics to multinational manufacturers and firms. Mr. Lopez pursued project management opportunities for the Department of Defense Contractors, process, procedures, and protocol development for medical and pharmaceutical firms, and risk assessment/management jobs across the country. Recognizing the rising demand for quality risk assessment and management, Mr. Lopez focused his efforts in insurance.

In 2006, Lopez expanded his business services by founding SL & Associates, LLC, a Private Client Asset Protection, Liability Mitigation, Insurance Advisory Firm. The primary focus is to provide high net worth individuals, business owners and physicians with the highest level of protection services available and the financial instruments to cover unforeseen losses. In 2013, Lopez expanded into the Norwest Ohio territory and now serves the general public with over 1,700 clients in 10 states and brokers over 30 insurance carriers in all lines of insurance.

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Tony Alexander
CEO

talexander@greatoakfunding.com

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Jason Downey
Fund Manager

jdowney@greatoakfunding.com

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Blaise Dietz
Managing Director

bdietz@greatoakfunding.com

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Spencer S. Cropper
CFO

scropper@greatoakfunding.com

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