Senior advisors who have sat on your side of the table.

Steven Johnson brings more than 30 years of experience in banking and lending, including mortgage and commercial lending, where he consistently ranked among the top producers in his markets. Over his career he has held leadership roles in loan production, market management, and strategy, and has worked alongside business owners through growth, financing, acquisitions, and ownership changes.

Steven founded Orion Cost Segregation, which helps property owners identify accelerated depreciation opportunities, and he advises on mergers and acquisitions. He is also an active investor, with holdings spanning residential and commercial income-producing real estate, multifamily housing, and businesses in the energy sector, including oil field services and aggregate production. As an owner himself, he understands the decisions business owners face because he makes them too.

Steven earned his Bachelor of Business Administration in Business Management from Stephen F. Austin State University, following earlier studies at the University of North Texas. A bilingual communicator, he divides his time between Fredericksburg, Texas, and Medellín, Colombia. Outside of work, Steven enjoys the outdoors and traveling with his wife and two children.

Evan O’Brien is a Certified Public Accountant with more than a decade of experience in banking, financial analysis, treasury management, and investment strategy. His background includes executive leadership roles at Sonora Bank, where he served as Executive Vice President and Chief Financial Officer before becoming Chief Investment Officer. Earlier in his career, he held positions with USAA and Advisors Asset Management.

Evan brings a broad understanding of financial operations and a thoughtful, analytical approach to evaluating financial decisions. He earned his Bachelor of Business Administration in Finance from Texas State University and his MBA in Finance from Our Lady of the Lake University.

Evan lives in Boerne, Texas, with his wife and family. Outside of work, he enjoys spending time with his family and exploring the outdoors.