Dr. Eric N. Shelly is an entrepreneur and investor. After earning a BA in Physics at Franklin & Marshall College and a DMD from the University of Pennsylvania, Eric established and grew a thriving multi-doctor, multi-office dental business which has prospered for three decades.

Eric sold his dental business and now focuses on sharing his skills, connections, knowledge, and opportunities with successful professionals. He and his team build and manage diversified strategic portfolios and projects targeting high yields, tax advantages, and equity growth and preservation.

Currently, Eric and his team are focusing on the clean energy technology space, where they have acquired over $50 million in assets over the past 2 years.

John Harasin obtained three degrees from the University of Michigan with a Bachelor of Science in Biology, Master of Science in Environmental Health Studies (cell chemistry), and a Doctorate in Dental Surgery. In 2014, John joined Freedom Founders, an organization founded to teach health care providers how to invest in hard assets, focused primarily on real estate to create financial freedom through cash flow investments. He was the first member to receive the Freedom Founder’s Free For Life Award.

After multiple awards for demonstrating his desire to lead others and his ability to take action, he was asked to join the Freedom Founders Leadership Team. Amongst his many duties, John’s passion was evaluating potential members, onboarded qualifying individuals to the group, and mentoring them on how to orchestrate their path to financial freedom.

After obtaining his own financial independence, John sold his dental practice in 2017, and continues to educate himself and others on growing their net worth through passive investment in a diversity of real and tax advantaged assets.

New Phase Advisory Services Managing Partner, Gary Varney, is a senior financial executive with over 30 years of business experience in small and mid-size firms with a heavy concentration in high-growth start-ups and early-stage enterprises.

Gary is a Certified Public Accountant and Certified Management Accountant and earned his B.S. in accounting from the University of Delaware. His career started in public accounting with a Wilmington, Delaware-based regional firm.

Before creating his own consulting practice, Gary spent five years as the Vice President and Chief Financial Officer for Leading Edge Logistics. He helped double the size of the company through organic growth as well as acquisitions.

For two and a half years, Rowan Shelly studied culinary arts at Johnson & Wales University. His Associate’s Degree in culinary arts included basic business management and nutrition.

At 23, Rowan bought and sold his first fix-and-flip property and played an instrumental role in acquiring a 4-plex rental property.

Rowan has attended several high-level master-mind meet-ups such as Freedom Founders, High-Speed Alliance, and The Real Estate Guys Summit.

As an Executive Assistant, he has worked closely with Eric Shelly assisting in over 12 syndication investments. He has specialized in investor on-boarding, legal document management, document inscription software manipulation, and investor relations.

For more than 40 years, Roy has been a key player in the shale oil industry as an attorney, corporate advisor, and business owner and has played a key role in the development of one of the largest onshore oil and gas programs in Texas including coal program development. He specializes in advising and organizing all phases of transactions, leasing, drilling, and mining programs, start-up companies, working with government officials, and construction projects for major energy companies. His wealth of experience includes several business degrees, solid expertise in all aspects of field and mineral, fossil fuel and natural resource development, and project management with prove skillfulness in negotiation with government officials and private and public corporate liaison.

Tim is a certified public accountant and partner of ProVision Wealth Strategist, a firm specializing in developing wealth and tax strategies for entrepreneurs, professionals and investors. With more than 16 years of experience, Tim is a highly-trained and educated professional with focus in public accounting, working with highly diversified market groups. Tim received his undergraduate and Master’s degree in Accountancy from Arizona State University. There, he studied accounting, tax and business information systems.

Mauricio is the founder and CEO of Premier Law Group. With almost 20 years of securities experience, Mauricio is one of the premier syndication attorneys in the country focusing exclusively on syndications for real estate investors. Named as a “Rising Star” by Super Lawyers magazine, Mauricio is an educator at heart and regularly travels around the country speaking to real estate investors on how the syndication legal piece fits into the overall syndication puzzle. A constant on the real estate investing podcast circuit, Mauricio is a regular contributor to The Real Estate Guys Radio Show where Maurcio is Robert Helms’ personal attorney. He has also been featured on the Lifetime Cashflow through Real Estate (Rod Khleif), the Ken McIlroy Podcast, and the Best Ever Real Estate Show (Joe Fairless) among countless others.

Staci Gray and her team at Organize To Scale™ align with mission-driven leaders to develop strategic initiatives, provide operational disciplines and streamline day-to-day execution for quickly maximizing results.  We accomplish this by building strong processes and teams around clearly defined goals so that real estate syndicators can confidently raise capital, do deals and consistently produce profits for their investors. To learn more about Organize To Scale™, visit www.OrganizeToScale.com.