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Our Team

Home Office

Charles Bailey


Charles Bailey has been a professional in the Financial Services industry since 1996 in the Tampa, Florida, area.  He originally began his career with Mutual of New York, and subsequently moved his business, along with our FastTrak program, to AXA Advisors in 2005.
Charles' responsibilities within the company include:  developing relationships with top-tier management of SBA Lender institutions and their Business Development Officers, developing relationships with Business Brokers and Intermediaries within the SBA lending industry, development and training of our Regional Vice Presidents across the country, day-to-day management of The Bailey Group’s internal operations, and directing the company’s marketing initiatives through our Value Proposition.  As they say, never hesitate to call the president of the company when needed!!

CA Lic. # 0E22324 ; AR Lic. # 262103

You may contact Charles at: charles@thebaileygp.com


Kathy Williams

Case Management Administrative Assistant

Kathy Williams joined The Bailey Group in March of 2013.  Her background includes both financial services and the banking industry.  In her role as Case Management Administrative Assistant, Kathy assists with various aspects in support of Case Management objectives for new client cases.
Kathy can be reached at: kathy@thebaileygp.com


Christy Nichols

Case Management Administrative Assistant

Christy joined The Bailey Group in September of 2013.  She has worked in a variety of capacities, including Health Care, and as well, manages her family-owned DJ business.  In her role as Case Management Administrative Assistant, Christy assists with various aspects in support of Case Management objectives for new client cases.

You may contact Christy at: christy@thebaileygp.com

Karina McAdams

Case Management Administrative Assistant

Karina joined The Bailey Group in November of 2014.  In her role as Case Management Administrative Assistant, Karina works directly with our customers to initially review their life insurance needs and their SBA loan parameters, kicks off the process, and sets a plan in place to make sure the life insurance is in place before the loan closing date.

You may contact Karina at:  karina@thebaileygp.com


Danielle Llanes

Case Management Administrative Assistant

Danielle Llanes joined TBG in August 2013.  Her background includes healthcare administration in a variety of capacities.  In her role as Case Management Administrative Assistant, Danielle assists with various aspects in support of Case Management objectives for new client cases.

Danielle can be reached at: danielle@thebaileygp.com

Arielle Burg

Case Management / Policy Administration Assistant


Arielle Burg has been with The Bailey Group since May 2015.  Arielle supports our Home Office team in both the Case Management and Policy Administrative divisions and has a very appreciative understanding of the needs for our customers to have the most positive experience possible with TBG.


Arielle Burg can be reached at Arielle@thebaileygp.com



Celeste Sparks

Policy Administration & Closings Manager

Celeste has been with The Bailey Group since February of 2010.  Celeste oversees numerous aspects of our internal operations, including customer relations, policy administration and office administration.

If the rest of us need an answer for something, Celeste will know it or find the person who does!

You may contact Celeste at: celeste@thebaileygp.com

Kathleen Rooney

Policy Administration Assistant

Kathleen Rooney joined The Bailey Group in March of 2014.  Her background includes both insurance and education, teaching middle school.  In her role within our Policy Administration division, along with other responsibilities, Kathleen works with SBA Lenders and Borrowers once a life insurance policy has been approved to assist all parties in receiving their required documents in preparation for the SBA loan closing.

You may contact Kathleen at:  krooney@thebaileygp.com

The named individuals are not licensed registered representatives and cannot offer securities or investment products. These individuals work in an administrative capacity.




Regional Vice Presidents

Adam Snelling
Charlotte, NC

11325 North Community House Rd, Ste 450 / Charlotte, NC  28277
tel: 704.540.2923 / cell: 803.627.0912

Anthony Hauseman
Tucson, AZ

5151 E Broadway Blvd, Ste 1200 / Tucson, AZ  85711
tel: 520.512.5953/ cell: 520.204.3652

Brendan McMurtrie
San Diego, CA

701 B Street, Suite 1500 / San Diego, CA  92101
tel: 619.557.8245 / cell: 760.458.8568

Brendan Snyder
Scottsdale, AZ

14851 N Scottsdale Rd, Suite 103 / Scottsdale, AZ  85254
tel: 480.444.3738 / cell: 602.330.2770

Chad Stranlund
Minneapolis, MN

2 Meridian Crossings, Suite 450 / Minneapolis, MN   55423
tel: 612.243.3208 / cell: 952.210.4745

Christopher Lee
Birmingham, AL

3500 Colonnade Pkwy, Suite 150 / Birmingham, AL  35243
tel: 205.970.5238 / cell: 334.524.7440

Cortney Williams
Sacramento, CA

12009 Foundation Pl, Ste 300 / Gold River, CA  95670
tel: 916.294.4434 / cell: 916.320.1979

Daniel Halos, ChFC
Seattle, WA

10500 NE 8th Street, Suite 1600 / Bellevue, WA  98004
tel: 206.956.6270 / cell: 206.604.2136
Ilya Ishayev
Los Angeles, CA

21700 Oxnard Street, Suite 1100 / Woodland Hills, CA  91367
tel: 818.587.4238 / cell: 310.570.8717

Jonathan Barrett
Woodbridge, NJ

90 Woodbridge Center Dr, 7th Floor / Woodbridge, NJ  07095
tel: 732.326.6124 / cell: 732.326.4900


Jonathan Zollo
Tampa, FL

4890 W Kennedy Blvd, Suite 800 / Tampa, FL  33609
tel: 813.466.3123 / cell: 727.642.5916
Joseph A. Davis
Salt Lake City, UT

2825 East Cottonwood Parkway Suite 430 / SLC, UT  84121
tel: 801.620.0586 / cell:  801.458.8688
Luke Maciorowski
Chicago, IL

1515 W 22nd St, Suite 300 / Oak Brook, IL  60523
tel: 630.575.5038 / cell: 708.421.2783
Mark King
Williamsville, NY

350 Essjay Road, Suite 300 / Williamsville, NY  14221
tel: 716.626.2540 / cell: 716.984.1012
Matthew Goelzer
Milwaukee, WI

111 E Kilbourn Ave, Suite 800 / Milwaukee, WI 53202
tel: 414.226.8001 / cell: 414.331.0888
Matthew Presser
Central/Southern FL

20 N Orange Ave, Suite 1300 / Orlando, FL  32801
tel: 407.246.6500 ext 183 / cell: 407.575.2123

Miles Sawyer-Wicker
Fort Worth / Dallas, TX

801 Cherry Street, Unit 34, Suite 2300 / Fort Worth, TX  76102
tel: 817.347.4008 / cell: 817.343.4422

Ned Gallagher
Philadelphia / PA

40 Monument Rd / Bala Cynwyd, PA  19004
tel: 610.660.4611 / cell: 484.645.6155
Philip Lahr
Central and Northern NC

134 Sunset Ave / Asheboro, NC  27203
tel: 336.629.9616 ext 16 / cell: 336.964.5662
Ryan DeMarco
Austin, TX

9606 No MoPac Expressway, Ste 950 / Austin, TX  78759
tel: 512.794.2334 / cell: 512.461.6549
Steven Heck
St. Louis, MO

8235 Forsyth Blvd, Suite 800 / St Louis, MO  63105
tel: 314.746.2752 / cell: 314.749.0045
Sylvia Kimball
Las Vegas, NV

8329 West Sunset Road, Suite 220 / Las Vegas, NV 89113
tel: 702.750.3100, ext 3111 / cell: 702.575.2104