Corporate Investment Experts 2025

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Some people list houses. Hilary Schultz builds solutions. With over 20 years in the industry as a licensed Realtor in Texas and Florida, she helps homeowners sell with confidence—whether through a fast and fair cash offer, a carefully structured listing, or a creative financing strategy. She and her husband operate a portfolio of real estate companies that cover every stage of the home-selling process. From acquiring and renovating distressed properties to managing long-term investments, their businesses are designed to create value while giving sellers real options. Hilary understands that no two home sales are alike, which is why she takes a problem-solving approach to every transaction. Her expertise in market trends, negotiations, and deal structuring allows her to help homeowners find the best path forward—quickly, efficiently, and with real financial results.

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.

Lon Welsh, founder of Ironton Capital, brings over two decades of experience in real estate and consulting. Previously a strategic consultant with Deloitte and Arthur Andersen (Accenture), he went on to build Your Castle Real Estate, managing over 700 Realtors and $2.5 billion in transactions in 2022 alone. At Ironton Capital, his mission is to provide busy professionals with passive, diversified real estate investments to help them grow their wealth and secure a stable financial future. With a focus on high-quality, investment-grade properties, Ironton Capital allows accredited investors to build wealth without the time commitment of managing their own rentals. Lon’s extensive experience, from authoring multiple real estate books to helping create numerous millionaires, drives the firm’s commitment to making a meaningful impact in both investors' lives and communities.

Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.

I’m Mark Damsgaard, VP of Marketing at Vancis Capital, following the merger with Global Residence Index, which I founded. As a Danish national fluent in both Danish and English, I’ve been involved in the investment migration industry since 2015. My journey started by helping service providers expand their client bases through digital marketing, but I quickly saw a gap in the market for genuine, client-focused advice. That led me to transform Global Residence Index from an informational website into a consultancy firm dedicated to offering unbiased, transparent guidance. At Vancis Capital, I continue to prioritize a client-first approach, leveraging strong relationships with local attorneys and industry professionals to ensure our clients receive personalized, up-to-date advice. My goal is to help individuals navigate the complexities of obtaining a golden visa or citizenship by investment while staying ahead of market trends and regulatory changes.

The daughter of a modern-day wildcatter and a day trader, both of whom are business owners, I grew up in Houston surrounded by business risk and the “ups and downs” of the oil and gas industry. So, it is no surprise I am considered very business-minded when it comes to advising my clients, whether it is about the acquisition of another company, the purchase of real estate, the negotiation of a commercial lease, or the setting up of a new business venture. While in law school, I gained valuable experience interning with the second largest CPA firm in the United States, the federal government, and a national non-profit organization. I spent my last year of law school as a Shapiro Fellow at the Securities and Exchange Commission. While there, I worked on high-profile securities litigation cases and investigations, and in some cases right alongside the Federal Bureau of Investigation, the Department of Justice, and the Internal Revenue Service. Upon graduation from law school, I went to work for a major accounting firm where I assisted major Houston oil and gas clients with international taxation transactions. I received my Bachelor of Business Administration in Accounting and General Business from Texas Tech University. Upon graduation, I was awarded “highest ranking graduate” from the Rawls College of Business. After completing undergraduate studies, I attended The George Washington University Law School where I received my Juris Doctorate in 2014. Upon graduation, I was awarded the Presidential Volunteer Service Award for extensive pro bono work with the homeless and unemployed in the heart of Washington, D.C. While handling multiple large acquisitions for a Fortune 200 company at the same time, I went back to school to obtain my L.L.M. and a Certificate in International Taxation from Georgetown University. Upon graduation, I was once again recognized for pro bono work in my local community. I am a managing partner with Quadros, Migl & Crosby PLLC, a growing boutique Texas business law firm with four locations throughout the state.