We provide essential services to commercial real estate properties.
We maximize the value of the properties we serve for our tenants, customers, partners, and communities.
We execute our Purpose and accomplish our Mission by finding, developing and retaining teammates with these Values:
Passion: We must enjoy and have fun with what we do to do it well.
Love: We treat others as we want to be treated, and value the same in return.
Expertise: We need intellect, education, training and experience to be highly competent.
Trust: We maximize our effectiveness by empowering teammates to make decisions.
Honesty: We expect our team and others to be truthful, fair and respecful in our relationships.
Fidelis was formed in 2003 to own, develop, and manage mid- to large-scale Class A retail shopping centers. Commencing operations with 1 million square feet of retail properties in the greater Houston area, with a consistent and aggressive development, redevelopment, and acquisition program, Fidelis has grown to approximately 20 million square feet, including 2 million square feet in various stages of development or redevelopment.
Our larger retail centers are typically anchored by leading grocers and national retailers. The scale of these anchor merchants provides smaller retailers with maximum market exposure, frequent and repetitive foot traffic, and the kind of drawing power that only well-known, brand-name retailers can produce. Fidelis also owns and manages a variety of local neighborhood centers that are as convenient as they are crucial to the communities they serve.
With a holistic view that can only be obtained through experience as developer and owner/operator, we work closely with brokers and tenants to find right-sized, right-priced locations and spaces to help ensure success. We strive for long-term relationships and know the only way to establish this is through continued support and service throughout the longevity of a partnership.
As a developer and owner/operator, our holistic view allows us to work closely with tenants, businesses, brokers, and communities to find right-sized, right-priced, and properly spaced locations that help ensure success. We strive for long-term relationships and know the only way to establish this is through continued support and commitment to our tenants, communities, and partners.
At Fidelis, we know that quality tenants aren’t the only essential element in designing a property that flourishes; that’s why we are passionate about development and property management. From the planned development that area residents have been waiting for, to the neighborhood center that has been a community staple for years, we are committed to creating and maintaining inviting and well-maintained facilities that we are proud to have as part of our portfolio now and for years to come. To this end, we take proactive measures to ensure our properties are highly visible, aesthetically pleasing, and easily accessible. In addition, we continuously seek ways to improve each and every property we serve. Of course, we couldn’t do that if we didn’t have the right people in place.
The Fidelis team is comprised of about 100 teammates who have vast experience in their chosen specialties. Be it acquisitions, development, construction, leasing, legal, property management, marketing, or accounting, team members work together to accomplish our sole and focused mission to maximize the value of the real estate we serve for our tenants, customers, partners, and communities. If we succeed in our mission, we will guarantee success for all our stakeholders.
Our acquisitions team has the experience and skills required to procure opportunistic locations.
Our construction group is committed to delivering on time, within budget, high-quality improvements.
Our leasing agents use their established tenant and broker relationships to ensure our centers have the best merchants, service providers, healthcare operators, and restaurants possible.
Our legal team’s knowledge and experience has few peers in our industry.
Our dedicated property management team works hard to make sure each property is properly supported and any issue promptly attended.
Our marketing team is tasked with branding each property and all tenants in the most desirable fashion across all mediums.
Our accounting team performs its comprehensive functions in an accurate and timely manner to establish a smooth workflow and reporting process with our tenants and partners.
So, if you’re looking for a convenient location, attractive property, desirable co-tenants, and an overall favorable experience, you’ve come to the right place.
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Kevin joined the Fidelis Construction team as Senior Construction Manager in October of 2022 where he manages several construction projects, developing budgets, and managing outside consultants and contractors including planning and scheduling. Previous experience includes knowledge of AutoCAD, building codes, and building standards, as well as conducting design reviews and coordinating with general contractors. Kevin brings over 20 years of combined design and construction experience to his position at Fidelis.
Kevin has a bachelor’s degree in environmental design from Texas A&M University. He is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). He enjoys sports, exercising, being outdoors, traveling, and spending time with his wife and four children.
Glenn is an owner of Fidelis Realty Partners, Ltd., and the Co-President and Chief Operating Officer. In this capacity, he leads all operations of Fidelis company-wide, including the acquisitions, dispositions and financings processes, legal, administrative, and investor relations. Glenn joined Alan Hassenflu and Lynn Davis at Fidelis in 2007, initially as Executive Vice President, General Counsel & Chief Administrative Officer, from the law firm of Nathan Sommers Jacobs where he was a partner specializing in commercial real estate. While at Nathan Sommers, Glenn served as Fidelis’ outside counsel for many years. Glenn began his legal career in 1995 at the law firm of Winstead Sechrest & Minick. Prior to obtaining his law degree, Glenn was a Captain in the U.S. Marine Corps and served in the first Gulf War; Operations Desert Shield and Desert Storm in the early 1990s. Glenn has over 25 years of commercial real estate experience and strong expertise in real property development, acquisition, disposition, and financing.
Glenn earned his Doctor of Jurisprudence degree in 1995 from South Texas College of Law in Houston, Texas, where he was an editor of the law review. His undergraduate studies were completed at Radford University in Virginia. He is a licensed attorney in the State Bar of Texas and a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers), the Real Estate Section of the Texas State Bar, and the Houston Bar Association. Additionally, he is a board member for the TIRZ 17 Redevelopment Authority and the Memorial City Management District. Glenn resides in the Memorial area of Houston, where he and his wife, Michelle, raised three children.
Julia started her career with Fidelis in 2017 on the retail leasing and development team. As a Leasing Representative, she is tasked with marketing and leasing over 5 million square feet of real estate assets in the Houston area. Prior to joining Fidelis, Julia worked as a recruiter helping Houston’s largest oil and gas companies build their financing and accounting teams.
In 2011, Julia graduated from Texas A&M University with a degree in Parks, Recreation and Tourism Sciences, with an emphasis on Tourism Resources Management. She is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers) and a volunteer on the Breeders Greeters Committee of the Houston Livestock Show and Rodeo. Julia is a native Houstonian and, in her free time, she enjoys skiing, hunting, traveling, and being in the water.
Steve joined Fidelis as Senior Accountant in November of 2021. In this role, he is key in the preparation of financial statements, annual budgets, recoveries, and monthly closing for specific shopping centers in his portfolio. Steve has experience in this capacity such as collaborating and preparing annual budgets, reviewing year-end tenant reconciliations, and working closely with internal and external auditors on annual financial and operation audits.
Steve is a graduate of Texas Tech University holding a Bachelor of Business Administration in Accounting. He is a native Texan, raised in New Braunfels before moving to Houston in the early ’90s. He and his wife, Maggie, have a son, Luke, who keeps them both busy in the evenings and on weekends. Steve enjoys beach activities such as jet skiing, volleyball, and surfing. In his downtime, he likes to play a round of golf, go for a run on the bayou, or relax on the couch and watch whatever sports are on, preferably the Houston Astros!
Trey joined Fidelis as an Assistant Property Manager in 2017 and, through his success, was quickly promoted to Senior Property Manager then Vice President of Property Management. With a strong work ethic and excellent leadership skills, Trey has exhibited strength in each of our company values. This position will enable Trey to train our great team of property managers to execute our purpose and accomplish our mission. He will also be responsible for managing several property managers. Prior to Fidelis, Trey spent six years as a general manager in the restaurant industry where he oversaw over 40 employees and directed operations, financials, and inventory for multiple restaurants.
In 2011, Trey graduated from the University of Houston with a BBA in Marketing. He is an active member of the International Council of Shopping Centers. Born and raised in Houston, Trey is an avid Houston sports fan who also enjoys hunting and fishing in his free time. Trey and his wife married in 2018 and had their first child in 2021. They reside in the Houston suburb of Richmond, Texas.
Matt joined Fidelis in 2015 as a member of the leasing and development team. Quickly working his way up to Leasing Director, he is responsible for marketing and leasing over seven million square feet of commercial real estate assets in Texas, Louisiana, Tennessee, and Illinois.
Matt earned his bachelor’s degree from Princeton University, where he majored in political science and competed on the Division I Men’s Track & Field team as a sprinter and long jumper. Matt was raised in Houston, graduating with honors from Episcopal High School and receiving a one-year postgraduate degree from The Lawrenceville School. He is a licensed Texas real estate agent and an active member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). He is passionate about real estate, traveling, and spending time with family and friends.
Starting as Staff Accountant in March of 2021, Mayra comes to Fidelis with several years of commercial real estate experience in accounting. With her industry specific skills, she is responsible for the daily operations of several Fidelis properties.
Mayra received her Bachelor of Science in Interdisciplinary Studies from Sam Houston State University and her Certificate of Accountancy from the University of Houston. Mayra is an avid runner and loves spending time with her husband and their three dogs.
Jodi joined Fidelis as a Senior Property Manager in September 2020. She manages Meyerland Plaza, one of Houston's most prominent shopping centers. She brings over 20 years' experience managing office and medical, but specializes in retail shopping centers.
Jodi holds a Texas Real Estate License and is a past member of IREM Houston. She is a fitness enthusiast and enjoys lifting weights, running, and cycling. She also loves traveling and spending time with her husband and their American Bulldog rescue, Petey.
As Leasing Director, John is responsible for the marketing and leasing of Fidelis’ commercial real estate assets. He started his career as an intern, at the newly formed Fidelis, in the summer of 2003. After a brief hiatus to continue his pursuit of a finance degree from Texas A&M University, as well as an opportunity to work overseas, he returned to Fidelis in 2005 and has been an integral part of the leasing team ever since.
John earned his degree in Finance from Texas A&M. He is an active member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). A born and bred Houstonian, John attended Lamar High School and now resides in the Energy Corridor with his wife and two children. When John is not attending his children's ever-growing list of activities, he enjoys watching Houston and A&M games, playing golf, spending time outdoors, cooking, and traveling.
With 20 years of extensive experience in accounting, Peter currently holds a Senior Accountant position at Fidelis. He has worked in the residential, hospitality, and commercial industries for his entire career where he was responsible for financial reports, reconciliations, and audits. Additionally, Peter demonstrated leadership abilities which he will carry out in his role at Fidelis.
Peter received his Bachelor of Business Administration in General Business from the University of Houston – Downtown. He is a native Houstonian and enjoys playing golf, traveling, and spending time with family.
Lynn Davis is co-founder and co-owner of Fidelis Realty Partners and, since its inception in 2003, has worked to grow Fidelis into one of the largest commercial real estate firms in the Houston area. Serving as Co-President and Chief Leasing & Development Officer, she oversees the leasing of Fidelis’ entire 20 million square foot retail portfolio; one of the key revenue-producing activities in the company. Together with her team, she has created, renewed, and processed approximately 3,000 lease transactions totaling 10MM square feet with a combined contract value of $1.5 billion. Not only does Lynn offer guidance with leasing strategies and execution, but she is also an integral part of new development, asset management, and investment direction.
Prior to the formation of Fidelis, Lynn joined Trammell Crow Company in 1987, serving as a marketing representative and property manager in their Houston office, before quickly ascending the ranks to become Marketing Director and Vice President. There, she held the distinction of being the top retail broker and producer nationwide for Trammell Crow in 2000, 2001, and 2002. With her proven success in the commercial real estate industry, Lynn has cemented herself as a top executive in her field.
Lynn holds a Bachelor of Business Administration from the University of Texas at Austin where she remains actively involved, serving on the Executive Council of the McCombs School of Business Real Estate Finance and Investment Center, on the Advisory Board for McCombs REIT Fund, and as a mentor to future professionals interested in commercial real estate. Lynn serves on a variety of other boards and planning committees such as West Houston Young Life and, previously, the Cattle Baron’s Ball which benefits cancer research in the Houston area. She is also an active member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). Additionally, she was voted One of the Top 15 Women in Commercial Real Estate in 2012 and named One of the Top Houston Power Women in 2019 by the Houston Business Journal. She is a licensed Texas real estate broker and a member of the International Council of Shopping Centers. Lynn and her husband, Jeff, have two grown daughters.
Bethany started with Fidelis in November of 2021 as an administrative assistant with over 15 years of experience as a legal secretary in the legal and administrative fields. She was quickly promoted to Assistant Property Manager, assisting property managers with all aspects of managing the property portfolio, such as rent collection, sales reporting, insurance, invoicing, permit applications, property inspections, and liaising with tenants and vendors to resolve issues. Bethany also assists with the preparation of annual mailouts including charge letters, tax letters, and reconciliations. One of her goals is to learn as much as she can about all things related to property management.
After living in England for 20 years, Bethany returned home to Texas, where she was born and raised. She works out of our Conroe, Texas, office, located within 336 Marketplace. She is mom to two cats and a betta fish. In her spare time, she loves listening to music and reading.
During the summer of 2019, Emily was an intern at Fidelis, assisting with the filing and organizing of contracts and helping develop projection templates for our construction department. Joining Fidelis in the summer of 2021 as a Tenant Construction Coordinator, she now oversees all tenant buildouts. Emily’s experience ranges from reviewing submittals, shop drawings, and samples from contractors to overseeing on-site activities including coordination with contractors.
Emily is a graduate of the University of Houston College of Technology with a bachelor’s degree in construction management. She has been an active member of the CREW Houston chapter since 2018 and is also a member of the National Association of Women in Construction and ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). As a native Houstonian, being a part of the growth and development of her home city is very fulfilling. In her spare time, she enjoys spending time with her two Dobermans and traveling with family.
Derek has been a Staff Accountant at Fidelis since January 2019. He is responsible for recording, reconciling, and monitoring properties’ financial information. In addition to billing responsibilities like accounts receivables and payables, he also works on special projects including reconciliations, audit, and budget support.
Derek graduated with a BS in Accounting and a BS in Business Administration from Northwestern State University in Natchitoches, Louisiana. While there, he was a part of the NSU Crew where he both rowed and coached. Derek continues to live an active lifestyle and spends his free time coaching the Rice University crew and rowing for Greater Houston Rowing Club.
Channing started her career with Fidelis as an analyst in 2020. She conducted research and worked on special projects for the retail leasing and development team. In 2022, Channing was promoted to Leasing Representative. In this role, she has her own portfolio of properties that she is responsible for leasing up.
In 2020, Channing earned her BBA in Real Estate with a certificate in Entrepreneurship from the University of Georgia. Channing was raised in Houston and graduated from The Kinkaid School in 2016. She is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). In her free time, she enjoys cooking, traveling, and spending time with friends and family.
In January of 2021, Jennifer joined Fidelis as a Senior Property Manager and is committed to the company’s mission and core values. With over a decade of commercial real estate experience, she has an extensive background in budget preparation and implementation, reforecasting, reconciliations, and asset transitions for industrial, retail, and office. Jennifer has a successful record of forging strong and long-lasting relationships with clients and tenants by setting high standards for customer service, both internal and external. Her role will focus on the overall operations and daily activities of managing several retail shopping centers.
Jennifer attended Lone Star College and CRIH where she earned her paralegal certification. She is currently an active member of IREM and is pursuing her CPM designation. When not at work, Jennifer enjoys traveling and spending time with her family.
As Senior Manager of Construction & Development, Kevin is responsible for managing multiple construction projects as well as developing budgets and managing consultants and contractors. He brings over 15 years’ experience in construction to his position at Fidelis.
Kevin earned his BS and MA degrees from Sam Houston State University in Huntsville, Texas. He is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). Kevin is very involved in his church and, in his free time, enjoys spending time with his wife and two children.
Being promoted from Attorney to Associate Counsel in 2022, Catie handles a wide variety of tasks for the Legal department. She brings a variety of experience in the legal field and has been a practicing attorney since 2016.
With a Bachelor of Arts degree in Political Science from Louisiana State University, Caitlin went on to earn her Juris Doctorate from Southern University Law Center. Caitlin is a member of the American Bar Association, Association of Corporate Counsel, Houston Bar Association, Houston Young Lawyers Association, and ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). She is a lifelong equestrian and can usually be found riding horses at the barn or in the show ring on weekends. She and her husband reside in Cypress with their two dogs.
Alan is one of the founders of Fidelis and currently serves as President and Chief Executive Officer where he is responsible for the overall operation as well as serving as the lead for its investment and development activities. After earning a bachelor’s degree from Texas Tech University, he began his career at Price Waterhouse in Dallas and achieved his CPA certification. After receiving an MBA from the University of Texas at Austin, Alan began his career in real estate. He spent the first 15 years with Trammell Crow Company in Houston. Starting out as a leasing agent, Alan advanced to become a Senior Managing Director. While there, he was the largest retail investor and developer within the Trammel Crow Company. He left Trammell Crow to create Fidelis.
Active in an array of business activities and organizations, Alan is a licensed real estate broker, member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers), and currently serves, or has served, on numerous corporate, educational, non-profit, political, municipal, and civic boards and committees including Chairman of the Houston Realty Business Coalition, Commercial Retail Council for the Urban Land Institute, Chairman of the Board for ProVision, Inc., and the Advisory Boards of Amegy Bank and Texas Tech University’s Rawls College of Business. In addition, he previously was a City Councilman for the City of Southside Place within Houston, where he resides with his wife, Cherie. He and his wife have two grown sons.
As a Property Manager at Fidelis, John is responsible for supporting the Senior Property Manager in managing six retail shopping centers throughout the Houston metropolitan area, working out of the office located at 336 Marketplace in Conroe, Texas. He began his career in property management, specifically in the commercial real estate sector, in 2012.
John was born and raised in Houston and enjoys winter camping, hiking, cycling, reading, history, science, and traveling the world. He is also a volunteer at the Houston Food Bank where he dedicated a vast amount of his free time.
Antonio supervises the Meyerland Plaza Shopping Center where he has been the Maintenance Supervisor since 1993. Prior to that, he worked for a building maintenance company doing construction work.
Hailing from Salvador, Brazil, Antonio got his education there before moving to the United States. His favorite sport to watch and play is soccer. He enjoys spending time with his wife and two boys.
Joining the Fidelis team as a Senior Property Accountant in 2020, Porfirio takes the lead in performing month-end close procedures, financial statement preparation and reporting, annual budgeting, and annual tenant recovery reconciliations for his portfolio of properties. He brings 11 years of experience in commercial real estate including knowledge of full-cycle accounting for both domestic and international properties.
Porfirio completed a Bachelor’s degree in Business Administration (Finance) from the McCombs School of Business at the University of Texas in Austin. He lived abroad for 15 years in Panama, Brazil, Paraguay, Spain, Greece, and Mexico, and is fully bilingual in English and Spanish. He enjoys spending time with family and friends, and some of his interests include traveling, playing soccer, watching the Houston Dynamo, and cycling.
In October 2022, Isis came to Fidelis as our Junior Graphic Designer. She is responsible for helping develop and maintain marketing collateral in various forms of print and digital media. Prior to joining Fidelis, Isis worked as a marketing coordinator assisting with various tasks relating to graphic design and print, maintaining social media sites, and conducting market research.
In 2019, Isis graduated from the University of Houston with a Bachelor of Science in digital media with a minor in organizational leadership and supervision. She is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). Born in San Juan, Puerto Rico, Isis moved to Texas at the age of ten and has been here ever since. In her free time, she enjoys gaming, painting, sewing, and spending time with her cat and two dogs.
As the Investment and Finance Manager, Martha is responsible for managing all acquisitions, dispositions, and financing transactions for Fidelis as well as investor relations. She brings over 25 years of commercial real estate experience to her position at Fidelis, including a background in loan underwriting, due diligence, and valuation.
Martha earned her Bachelor of Arts in Economics from Middlebury College and is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). Martha was raised in Maine and has lived in both Boston and Kansas City before moving to Houston with her husband and two sons. She is an avid fitness enthusiast and enjoys music, books, art, travel, and hanging out with her dogs.
Melanie brings over 30 years of experience to her position as Executive Vice President & Retail Property Management Leader at Fidelis. She is responsible for managing the team of property managers who perform the day-to-day operations for all properties owned and managed by Fidelis. Prior to joining Fidelis, Melanie managed retail and office properties in the Dallas area until relocating to Houston to open a new office for Protea Real Estate. Here she served as Regional Manager from 1998 until 2003 when she joined Fidelis. Due to her extensive experience in property management, she has vastly improved our processes and the way we service our properties.
Melanie is a member of the Houston Building Owners and Managers Association, ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers), and the Institute of Real Estate Management. In her free time, she enjoys spending time with friends and family.
Brian has been a paralegal since 1976, assisting in all aspects of syndicated finance and commercial real estate transactions. He joined the Fidelis legal team in 2008, focusing primarily on drafting and negotiating retail and office leases.
He attended Daemen College in Buffalo, New York where he earned a Bachelor's degree in History and Government. After graduation, he completed the Legal Assistant Program at Adelphi University in Garden City, New York. Brian was born in a suburb of Buffalo, New York, and moved to Spring, Texas in 1981 with his wife and son. He enjoys visiting museums and spending time outdoors.
Tamarra joined Fidelis Realty Partners in 2012 and is now a Senior Paralegal. She has over 30 years of experience in preparing, reviewing, revising, and finalizing commercial real estate transactional documents. She has accumulated over 10 years of experience specializing in the drafting and negotiation of retail shopping center leases, as well as purchase, sale, and construction contract documents.
Tamarra earned her Bachelor of Arts degree in Legal Studies from the University of Central Florida in Orlando, Florida. She is a long-standing member of the National Association of Legal Assistants, Inc. where she received her Paralegal certification through their nationally recognized CP (certified paralegal) program. In her free time, she enjoys spending time with family and friends, particularly in tropical destinations. She resides in Cypress with her husband, Darryl, and they have one grown son.
In July of 2021, Talia joined the Fidelis team as an Administrative Assistant. While she manages travel arrangements and calendars for the executives, she also takes great pleasure in being able to help her teammates with other tasks whenever she can. In addition to admin duties, her past experience includes accounts receivable, accounts payable, payroll, sales tax, billing, and preparing expense reports.
Talia earned her Bachelor of Arts degree from Texas State University. In her free time, she likes to read, crochet, and bake. She loves spoiling her dogs and fostering other dogs as well. Talia is a native Houstonian (though she still hasn’t gotten used to this heat!).
In late 2021, Kacee began as a temporary receptionist for Fidelis. Even as a temp, it was clear that she had the skills and attitude that fit great with the Fidelis team. Therefore, Kacee was offered a position as Receptionist / Administrative Assistant in December of that same year. In 2022, she became Staff Account and now assists senior accountants with activities such as accounts receivable, monthly commercial billings, depositing checks, and bank reconciliations. Kacee started her career in the food industry, working her way up to management which transitioned into managing a local insulation company.
Kacee is originally from a small town south of San Antonio. At eighteen, she moved to Dallas then relocated to Houston three years later. Kacee is a cat lover, enjoys watching game shows, and is an unapologetic super-napper and super-snacker.
Linda joined Fidelis in July of 2022 as a Senior Lease Administrator where she coordinates with several departments to ensure that accurate and detailed lease information is properly input and managed within Fidelis’ record-keeping system. Attention to detail is vital in this role as she inputs various data for newly executed leases, lease renewals, and terminated leases. Linda has over 30 years of commercial real estate experience. In prior roles, she provided lease administration duties, prepared lease documents, and acted as liaison between in-house counsel and management/leasing teams.
Linda was born and raised in Michigan (Go Blue!) then spent 20 years in Minnesota before relocating her family to Houston in 2004. In her free time, Linda enjoys spending time with her husband, three adult children, and four grandkids, as well as traveling with her best friends, otherwise known as her sisters.
Lucy started at Fidelis in October of 2022 as a Senior Accountant. She plays a lead role in the preparation of financial statements, annual budgets, recoveries, account reconciliations, and monthly closing for a portfolio of properties. Working in several countries, Lucy has had various accounting/financial roles with duties such as performing due diligence, financial modeling, assets acquisition and disposition, and preparing and reviewing financial statements, as well as a variety of required month- and year-end activities.
In Vietnam, Lucy received her Bachelor of Science in Finance & Banking from Hanoi Foreign Trade University. Here in the US, she earned her Master’s in Finance from the University of Texas at Dallas. In her free time, she enjoys gardening, traveling, and spending time with family. She and her husband reside in Katy with their two kids, William and Celine.
Karen joined Fidelis in 2018 as an Administrative Assistant and was promoted to Administrative Manager in March of 2021. In this role, Karen oversees the admin team, manages insurance and 401(k) benefits, information technology needs, in and out processing, general administrative support for all offices and departments, and electronic and physical filing systems, as well as our monthly birthday celebrations, the holiday party and other fun, team-building events. Her belief in superior service is evident in everything she does. She brings over 30 years of office management and administration experience to Fidelis, including accounting, payroll, and human resources. Earlier in her career, Karen worked in oil and gas and the non-profit sector.
Karen is a member of the American Society of Administrative Professionals and recently earned her PACE certification. She volunteers with the Alzheimer’s Association and enjoys mentoring administrative professionals. She has a passion for orchids, dogs, spending time with her family, and anything that will allow her to be creative. She lives in the Atascocita/Kingwood area with her husband and two dogs.
Focusing primarily on assisting with drafting retail leases, Daylin joined Fidelis in April of 2022 as a Legal Assistant. She assists in various aspects of records management and legal and commercial real estate transactions. Prior experience includes overseeing office processes, systems, and workflow, scheduling appointments, preparing documents, creating PowerPoint presentations, and documenting the details of meetings.
Daylin earned a Bachelor of Science in Human Resources & Development with a minor in Business from Texas A&M University. She has called Houston home for the last five years but frequently visits her hometown, Hallettsville, to visit family and do outdoor adventures like hunting and fishing. A few of Daylin’s favorite things are road trips with friends, music, and her two nephews.
In December of 2021, Bryce joined Fidelis as Senior Accountant where he plays a lead role in the preparation of financial statements, annual budgets, recoveries, and monthly closing for several Fidelis properties within his portfolio. His previous experience in real estate accounting such as maintaining and preparing financial reports, assisting with annual audits, and preparing financial reports and operating budgets for retail properties, as well as CAM reconciliations, will serve him well in this position.
Bryce received a Bachelor of Business Administration and a Master of Science in Accounting from Sam Houston State University in Huntsville, Texas. Bryce loves to play ultimate, racquetball, and disc golf in his free time. He and his wife can often be seen walking their dog, Huck, through their neighborhood.
As Receivable / Recoveries Supervisor, Sandy oversees staff accountants assisting with cash receipts and the recovery process in addition to any collection issues and training new hires on how recoveries work with their portfolio. She also works with the internal audit team on SOX processes and is responsible for a periodic company-wide training class covering an overview of recovery setup. In previous positions, Sandy maintained accounts for third-party owners including preparing and auditing monthly financial reports and completing P&L statements.
Sandy received her Associate of Arts degree from Blinn Junior College. She has a son, Charlie, who is 17 and super busy with honor society and Spanish honor society, and a daughter, Katelynn, who is 14 and starting her high school career and extremely interested in FFA. She also has two fur babies, Kodiak, a chocolate lab, and Sugar, a yellow lab. In her free time, Sandy enjoys going out to their family property in Flatonia, Texas, where they enjoy evening campfires and good company with friends and extended family.
In April of 2022, Brenda joined Fidelis as Senior Property Manager. She has over 12 years of experience in progressive roles in the industry and has been involved with construction projects, budgeting, and other aspects of managing retail shopping centers. Brenda has a passion for building relationships and setting high standards for customer service. She will be managing the Fidelis portfolio north of Houston, Texas, in Conroe and The Woodlands.
Brenda is a native Canadian who is enjoying the warmth of Texas. She ran her first marathon in 2020 and has since transitioned to weight lighting as her exercise of choice. In her spare time, she enjoys playing board games with her husband and friends.
In August of 2022, Elizabeth came to Fidelis as an Assistant Property Manager at Meyerland Plaza in Houston, Texas. Officing at the Plaza, she assists in the day-to-day operations and tenant relations of one of the largest and most well-known shopping centers in the Houston area. In addition to over 20 years in customer service, she brings almost a decade of office and retail management experience to the team.
Elizabeth majored in History with an English minor at Texas State University. When not at work, she loves spending time in the kitchen cooking good food for family and friends. Her love of the Astros can only be outmatched by her love for Donald and their three rescue kittens.
Aneeka joined Fidelis as an Accounting Intern in November 2019. After graduating, she began a full-time position as a Staff Accountant in August 2020.
She received her Bachelor of Business Administration in Finance and Marketing from the C.T. Bauer College of Business at the University of Houston in 2020. Outside of work, she enjoys watching movies, reading mysteries and spending time with her family. She was born and raised in Houston and resides in Sugar Land, Texas.
Beginning her career in commercial real estate in 2006, Stephanie comes to Fidelis with a solid knowledge of real estate management principles and techniques. As Property Manager she assists with the management and daily operations of several retail shopping centers including budgeting, approving invoices, inspecting properties, and managing and scheduling maintenance with vendors and tenants for her assigned properties.
Stephanie is a native Houstonian and an active member of the Texas Offshore Performance Powerboat Squadron. In her free time, she enjoys High-Performance Racing in the Gulf Coast Waters or spending time with the Boat Club of Clear Lake. She also enjoys volunteering at the Houston Livestock Show and Rodeo and is part of the Bar-B-Que Cook-Off Team.
Donna is a Senior Accountant at Fidelis and has been in the commercial real estate industry since 2005. She has an extensive background and knowledge in accounting, recoveries, financial and tax reporting, preparation of yearly budgets, reconciling, and maintaining property cash balances.
Donna is bilingual in English and Spanish. She enjoys camping, playing softball, and spending time with her family. She and her husband live in the Katy area with their two dogs, Tank and Elvis.
With over 25 years' experience in graphic design and marketing, Stacey joined Fidelis in 2016 as a graphic designer and marketing specialist. As the department and her responsibilities grew, in 2020 she was promoted to Marketing Manager where she leads the marketing department. Stacey is responsible for developing, implementing, and executing all digital and print marketing strategies. In addition to maintaining website and social media content, managing media relations, and conducting market research, she is also responsible for organizing all retail conventions and events. Stacey supports the retail, healthcare, residential, and industrial divisions, as needed.
Stacey earned a BFA in Advertising and Graphic Design from Sam Houston State University. She is an award-winning graphic designer, winning both the GHBA Prism Award and an NAHB Star Award for Best Special Promotion for a Builder. She is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). Stacey is an avid reader and enjoys photography and the outdoors. She and her three children live in the suburbs west of Houston.
Martha started as a Staff Accountant for Fidelis in 2017 before being promoted to Senior Accountant. She is responsible for monthly financial reporting, reviewing payables and receivables, performing account reconciliations, processing annual tax payments, preparing annual budgets, and assisting in the preparation of recoveries and construction draws.
Martha is a graduate of the University of Houston Downtown and has a Bachelor of Business Administration in Accounting. She was born in Zamora, Michoacán, Mexico. She moved to Orosi, California, when she was one, then on to Pasadena, Texas, at the age of six and has been there ever since. She now lives there with her husband and child. When she’s not busy with her daughter, she spends her time baking or barbecuing with her parents and three brothers.
Eric has been in property maintenance for many years. His experience includes handling not only the tile work, drywall, and painting, but also the HVAC, roofing, plumbing, and electrical primarily for regional shopping centers.
Married with three children, Eric also has 2 dogs, 4 cats, 30 sheep and goats, and 50 chickens. When not at work, his hobbies include fishing and hunting.
Efrain joined Fidelis in 2015 as the Operations Manager at San Jacinto Mall and is now Retail Construction & Facilities Manager for all properties. He has over 15 years of commercial real estate experience, specializing in HVAC, electrical, plumbing, roofing, and construction projects primarily at regional shopping centers. He is a licensed Maintenance Electrician.
Efrain attended Lee College in Baytown, Texas, and received his two-year degree in computer maintenance and networking. He is married with three kids and has three dogs and eight chickens. He enjoys working out, reading books, watching documentaries, and visiting museums.
In 2022, Reid was promoted from Associate Counsel in the Legal Department to Senior Associate Counsel. Some of his duties include handling the legal aspect of the tenant leases for the properties that fall under his domain, in addition to various duties associated with acquiring new properties.
He received his Bachelor's degree from the University of Washington where he majored in political science before earning his Juris Doctorate from the University of Houston Law Center in 2009. He is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). Born in Honolulu, Hawaii, he has called Houston home since 2006. As an avid sports fan, Reid regularly participates in, but never wins, fantasy football. He also enjoys spending time outdoors. He resides in Katy, Texas, with his wife, Olivia, and two sons, Joshua and Jacob.
Andy has been with Fidelis since January of 2018. His responsibilities as a Staff Accountant include daily accounts receivables and payables, preparing monthly commercial billings, processing quarterly distributions, and calculating year-end reconciliations.
Andy was born and raised in Houston and received his Bachelor of Business Administration in Accounting and Marketing at the University of Houston. Some of his favorite hobbies are working out, tending to his office garden, cooking new recipes, and experiencing unique restaurants around the city.
Shortly after moving to Houston, My Nguyen joined Fidelis as Staff Accountant in August of 2021. As Staff Accountant, she works on tasks such as accounts payable and receivable, monthly commercial billings, quarterly distributions, and year-end reconciliations for properties assigned to her. My has several years of experience in tax accounting and related activities.
My received her Bachelor of Science in Business Administration from the University of New Orleans followed by an Associate of Science in Hospitality Management from Delgado Community College, then a Master of Science in Accounting from the University of New Orleans. To satisfy her passion for Vietnamese traditional music, My plays the Vietnamese zither – dan tranh.
Jim joined Fidelis as Vice President of Construction in May of 2022 to oversee all retail construction projects and was quickly promoted to Vice President – Development & Construction for our retail and industrial divisions. He has over 30 years of commercial construction and development experience which aids him in leading the Fidelis development and construction teams. His past positions include field project manager, construction territorial supervisor, manager of construction and image, director of corporate real estate and development, and director of project management. With about the same number of years of experience on the tenant and landlord side, Jim gained a comprehensive understanding of the industry.
With a BS in Civil Engineering from Valparaiso University, Jim went on to earn his MBA from Keller Graduate School of Management. He is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). Jim relocated to Houston from Chicago to join Fidelis and in his spare time enjoys working out and attending professional sports events. He has two sons and one daughter.
With over 10 years' experience in a variety of asset management roles such as retail, office, healthcare, and industrial, Sherri joins Fidelis as Senior Property Manager. She is responsible for the overall operation of several retail centers in the Fidelis portfolio in Houston and surrounding areas. In her career, Sherri began as an administrative assistant and quickly moved to property manager and senior manager. Her experience in strategic and financial planning and preparation and implementation of budgets and monthly operating reports will greatly aid her in this role.
Sherri earned a bachelor’s degree from Sam Houston State University where she graduated magna cum laude She has held her Real Estate License since 2006. Sherri is a native Houstonian and enjoys spending time with family and friends, traveling, hiking, and biking.
After a productive internship where Patrick entered and processed payables, cash receipts, billings, and general charges for several properties, he accepted a Staff Accountant position at Fidelis in May of 2022. As Staff Accountant, he handles many accounting activities such as accounts payable and receivable, monthly commercial billings, quarterly distributions, and year-end reconciliations. Upon joining Fidelis, Patrick had prior experience maintaining financial statements as well as receivables and payables.
Patrick graduated with a bachelor's degree in Accounting from the University of Houston at Clear Lake. He was born and raised in Houston and his hobbies include weightlifting, mountain biking, playing video games, and bouldering.
In 2017, Luke began his real estate career as an intern at Fidelis. After graduating, he started a full-time position in the property management office at Meyerland Plaza. Shortly thereafter, he became Assistant Manager in the Construction Department. In 2022, he moved to the development side as Assistant Manager – Development & Preconstruction. In his new role, Luke works on permitting and entitlement processes for new developments, negotiates design contracts, reviews tenant work letters, manages design consultants, and works on proforma budgets for new developments.
Luke earned his Bachelor’s degree in Political Science from the University of Houston. He is a member of the ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers) and active in the Young Professionals’ Group at Depelchin Children’s Center. He is a native Houstonian and enjoys sports, reading, and spending time with his family. He lives with his wife and child, and their two dogs.
With over 30 years of financial accounting experience in commercial real estate, LeDeanna serves as a Senior Accountant at Fidelis. Her responsibilities include corporate financial reporting for high profile investment funds, reviewing financials, and analyzing various reporting methodologies and applications inclusive of all accounting processes. She plays an integral role during the preparation of annual budgets, reconciliations, and annual tax payments for a large portfolio consisting of retail and office assets. Finally, she works closely with our development and construction team while securing funding along with processing and preparing construction loan draws.
LaDeanna has one daughter, a son-in-law, three grandchildren, and a cat named Harley. Most of her time outside of work is spent with family and at church. She likes everything about true crime stories and enjoys going to wine tastings and outdoor festivals.
With over 14 years of commercial property management experience, Monica brings a wealth of knowledge and unsurpassed passion to the table in construction build-outs, leasing, contract management, maintenance, tenant relations, and five-star customer service. In her current role as Property Manager, she manages and assists in the day-to-day operations of retail shopping centers. Monica started her real estate career listing and selling residential properties before transitioning to managing commercial properties.
Monica is a born and raised Houstonian and attended the University of Houston.
Candace joined the Fidelis team in June of 2020 as a Property Accountant. She is primarily responsible for monthly financial reporting, performing account reconciliations, and annual budgets. She has been working in commercial real estate accounting since 2016.
Candace received her Bachelor of Business Administration in Accounting from the University of Houston Downtown in 2014. In her spare time, she enjoys traveling, trying new restaurants, working out, and spending time with family and friends.
Combining her organizational and administrative competencies with her innate creativity, Susie brings a unique skill set to Fidelis. She joined the company in June 2019 as an Assistant Property Manager with over four years of experience in customer service and tenant/vendor relations.
Susie earned an Associate degree in Fine Arts from The Art Institute of Dallas in 2015. She is bilingual, fluent in both English and Spanish. In her free time, she enjoys teaching Zumba, spending time with her family, and traveling.
Mike is a Senior Associate Counsel in the Legal department. He brings 15 years of legal experience in the commercial real estate, residential real estate, and financial services sectors to his position at Fidelis.
Mike earned a Bachelor of Arts in Political Science from Stanford University in 2001 and a Juris Doctorate from the University of Texas School of Law in 2004. He is a board member of the Hispanic Bar Association of Houston, where he currently serves as the chair of its scholarship committee. He is also a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). A native Houstonian, Mike lives in The Heights with his wife and three children. He is an avid Houston Rockets fan and enjoys running and coaching his kids in his free time.
A Senior Accountant with nine years of accounting experience, including three years in commercial real estate, Michael joined the Fidelis team in 2021. He is responsible for the preparation of financial statements for a large portfolio of properties, reviewing payables and receivables, account reconciliations, annual budgets, coordination of tax returns, and distribution of K-1s to partners.
Michael is a licensed CPA who earned a Bachelor of Business Administration and Master of Accountancy degrees from Texas State University. He was born in Pennsylvania but likes to say he got to Texas as fast as he could (when he was 8). In his free time, Michael enjoys traveling, attending concerts and music festivals, and grilling with friends.
Heather joined Fidelis in 2021 as Assistant Property Manager and was quickly promoted to Property Manager in 2022. Her career spans over 25 years where she’s managed and produced successful direct mail campaigns for four presidential campaigns, numerous statewide races, and state legislative campaigns. Heather will assist in the management of multiple properties within the Fidelis portfolio.
As a graduate of Texas A&M University, Heather serves on the board of the Houston Aggie Medical Society which assists Texas A&M medical students at Houston Methodist Hospital in the Medical Center. She also serves as Vice President of the Memorial High School Tennis Team where she works closely with the booster club and coaches. She is married and has two children.
In January of 2022, Pareasa started a new position at Fidelis as a Senior Treasury Analyst. Here she will create the treasury process and procedures, set up users, handle wire, ACH, and online payments, open and close bank accounts, and open, close, and maintain lockboxes. Additionally, Pareasa assists in reviewing and posting daily cash receipts and monthly billings and handling positive pay. Her prior experience includes managing daily loan advances, reconciling general ledgers, and reviewing margin and trade settlement reports.
Pareasa received her BBA in Finance at the University of Houston and is a licensed realtor. She has been passionate about finance and business since the age of six when used to recruit friends to work with her in her various entrepreneurial pursuits (selling lemonade, raking neighbors’ leaves, washing cars, etc). Some of Pareasa's hobbies include art and interior design (she needs a creative outlet to counterbalance accounting). In her free time, she enjoys spending time with friends and family.
In her capacity as Insurance Manager, Mary is responsible for various insurance-related tasks for the entire portfolio of Fidelis properties and companies, as well as current and future discretionary real estate investment funds. She assists Property Management and Leasing with insurance inquiries and Construction with the builder's risk program including quarterly reporting and claims. She spent her entire career in the property and casualty insurance realm, owning an insurance agency for nine of those years.
Mary received her Bachelor of Science degree in Risk Management and Insurance from Excelsior College and is working on her MBA in Business Administration at Olivet College. She holds insurance licenses as a General Lines Agent for Property and Casualty in addition to Group One. Mary is active in the Houston CPCU Society Chapter where she serves as Education Chair assisting students earning their bachelor's degree in related fields. Mary is a native Houstonian who enjoys cooking, which she perfects regularly as a member of the Gourmet Gals, a ladies gourmet cooking group. She has traveled extensively in many parts of the world and is always looking forward to her next adventure!
As Staff Accountant, Nisha handles many accounting activities such as accounts payable and receivable, monthly commercial billings, quarterly distributions, and year-end reconciliations. She joined Fidelis in May of 2022 with several years’ experience assisting in a variety of accounting, payroll, and tax return duties.
Nisha graduated with a bachelor’s degree in finance from the University of Houston – Victoria in July 2021 and is currently enrolled in a master’s program in accountancy. She is set to graduate with her master’s by December 2022. Nisha moved to Houston from Queens, New York, after her senior year of high school. She enjoys weight training with her friends, cooking using new recipes, and building and modifying cars in her free time.
Dung has over 20 years of combined accounting experience in both the retail sector and commercial real estate. Promoted from Assistant Controller to Controller, she is responsible for assisting the Chief Accounting Officer in creating, implementing, maintaining, and ensuring compliance of all internal and external accounting policies and procedures. Among her responsibilities is providing leadership, training, guidance, and supervision to her accounting staff. She also supports the healthcare division of Fidelis.
Originally from Edmonton, Alberta, Canada, Dung has lived in Houston for most of her life and earned her Bachelor’s in Accounting and Finance Management from the University of Houston. Outside of work, she enjoys spending time with her family, home improvement projects, and watching Astros baseball. She and her husband live with their four children in Sugar Land, Texas.
Mary joined Fidelis in 2010 with over 17 years of combined accounting and property management experience in the commercial real estate industry. Promoted from Assistant Controller to Controller, she assists the Chief Accounting Officer with compliance and implementation of all accounting best practices and internal control policies and procedures. Her other responsibilities include reviewing the financial reports of several of the largest joint venture properties that we manage for completeness, accuracy, and compliance, coordinating financial audits, budgets, and the processing of property taxes. She also shares in the responsibility of supervising, training, and supporting the Accounting team.
Mary received her Bachelor of Business Administration in Accountancy from the University of Houston. She is a native Houstonian and, in her spare time, enjoys scrapbooking and spending time with her family.
Henry joined Fidelis in June of 2021 as a Property Accountant. His experience includes performing audits, reconciliations, and preparing year-end journal entries, preparing annual and quarterly payroll tax forms, and billing and reconciling common area maintenance fees. Here, he is responsible for monthly financial reporting, performing account reconciliations, and managing annual budgets.
Henry is a graduate of the University of Houston – Downtown holding a Bachelor of Business Administration in Accounting. A native Houstonian, Henry lives in Richmond with his wife and four children. He is an avid sports fan and participates in basketball and bowling leagues in his spare time.
Kayla began at Fidelis in 2021 as a fall intern. Later that year, after graduation, she was hired as Staff Accountant. Her responsibilities include assisting senior accountants with accounts payable and creating monthly calendars.
Kayla received her Bachelor of Business Administration in Finance from C.T. Bauer College of Business at the University of Houston. There, she was involved in an organization called the Finance Association as a community service intern. Born and raised in Houston, Kayla loves learning new dances, watching great TV shows, and spend time with her dog, family, and friends.
As Property Manager for Fidelis, Steven has over a decade of experience with a variety of commercial properties that consist mainly of retail shopping centers. His duties at Fidelis include managing property operations such as monitoring building maintenance, initiating repairs, overseeing construction, collecting rent payments, creating budgets, preparing contracts, managing finances, inspecting properties, and communicating with tenants. His portfolio consists of seven Class A properties in prominent locations in the Houston area with a total square footage of over 500,000.
Steven holds a Bachelor’s degree in Business Administration with a Management concentration from St. Edwards University in Austin, Texas. He has held his Texas real estate license since 2005.
Carson Wilson joined Fidelis as an analyst and leasing agent in August of 2003 and in 2009 was promoted to the role of Marketing Director. In 2013, he was promoted to Vice President - Leasing, and in 2023, to Senior Vice President – Leasing & Development. He was the second employee hired by Fidelis, now with over eighty team members. He has consistently been the top-producing agent every year since 2003. During his career, Carson has been directly involved in the leasing and development or redevelopment of more than 13 million square feet of commercial real estate in Texas and Louisiana. His primary focus is on anchor leasing for the Fidelis portfolio. He has also been hired to serve as an expert witness on landlord and tenant matters in various legal proceedings.
Carson is a native Houstonian. He graduated from The Kinkaid School in 1998 and then earned his BBA in real estate finance from Southern Methodist University in 2003. He is an active member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers) and St. Martin’s Church. He and his wife, Lindsey, have two young sons.
Gladys has served as Senior Vice President & Controller of Fidelis Realty Partners since January of 2004. She oversees the day-to-day operations of the accounting department and is ultimately responsible for the financial reporting of the company and all of its properties. Gladys has over 30 years of Accounting experience, 25 of which are in residential and commercial real estate. She began her career as Property Accountant with Judwin Properties before going on to serve as Assistant Controller & Senior Accountant at Trammell Crow Company for nine years. She also held the positions of Plant Controller at Imperial Sugar Refinery and Accounting Manager for Operations at the Texas Medical Center.
Gladys received a Bachelor of Science degree in Accounting from St. Paul University and is a licensed CPA in the state of Texas. She is a member of the Texas Society of Philippine American CPAs and also serves as a member of the Finance Council at her church in Sugar Land.
Kevin joined the Fidelis team in October of 2022 and serves in roles pertaining to equity fund management and capital markets. In these roles, he is involved in a variety of tasks related to the investments and management of Fidelis’ equity funds as well as managing the portfolio of loans that support Fidelis’ retail assets. Prior to joining Fidelis, Kevin served as the Senior Vice President of Commercial Lending for a private equity company focused on originating and managing a debt fund of apartment construction loans. Before that, he served in a number of positions focusing on relationship management, portfolio management, and analysis of commercial real estate lending. He started his career as a member of an officer development program after college.
Before starting his career, Kevin graduated with a BBA in finance from Texas Christian University in Fort Worth, Texas. He was raised in Houston and in his spare time enjoys traveling, exploring restaurants, cooking, spending time with friends and family, watching and playing a variety of different sports, and skiing every opportunity he gets.
In November of 2022, Tommi became Property Administrator working out of our Conroe office. In addition to administrative duties, Tommi acts as liaison addressing day-to-day operations and tenant relations including rent collection, distribution of invoices, and annual reconciliations, as well as overseeing third-party vendors such as cleaning, landscaping, and parking lot maintenance providers. Prior experience includes property tours with prospective tenants, conflict resolution, and records management.
Tommi attended Lonestar College for Business Administration & Management. She is a native Houstonian and enjoys fishing, traveling, the beach, spending time with family, and taking adventures with her son.
Ann joined Fidelis in November of 2022 as Senior Manager – Development & Preconstruction. In this role, she manages the preconstruction process including feasibility studies, entitlements, and design and permitting for new and redevelopment projects. Previous roles include managing the development of a 600,000 SF vertical mixed-use project outside Washington DC, working through preliminary redevelopment of the Altana Civic Center, and overseeing the development of 40 new locations for a Texas-based restaurant chain. During her time in Southern California, Ann developed over 1 million square feet of community commercial projects throughout San Diego county. Ann’s experience working with municipalities and managing consultant teams of architects, engineers, landscape architects, traffic engineers, utility designers, and signage manufacturers will serve her well in this role.
With a BA in Business, Economics and Marketing from California State University, Sonoma, Ann also holds a Paralegal Certificate from the University of San Diego.
Karla joined Fidelis in December of 2022 as Corporate Accountant handling a variety of corporate accounting duties. She began her career in human resources before moving to accounting where she verified and reconciled invoices, maintained purchase order logs, processed expense reports, set up new vendors, reconciled the general ledger, and assisted in the preparation and posting of corporate entries.
With a BS in Applied Arts & Science from the University of Houston-Downtown, Karla is currently pursuing a Master of Business Administration with a concentration in Accounting. She moved to Houston from Monterrey, Mexico, when she was 11 years old and has lived here ever since. Karla loves traveling and enjoys outdoor activities such as hiking, biking, and swimming.
Genesis started as Staff Accountant at Fidelis in December 2022. As Staff Accountant, she reconciles tenant ledgers, posts monthly rent charges, processes weekly check runs, prepares monthly billings, and assists with monthly bank reconciliations, as well as yearly auditing, budgeting, and year-end closing. Genesis' prior experience includes processing daily rent payments, managing journal entries, posting monthly utility bills, auditing escrow accounts, and preparing accounts payable analytical reports.
Born and raised in Harlem, Genesis moved to Houston from Manhattan, New York, where she studied accounting at New York City College. She is bilingual and fluent in both English and Spanish. Not only is she a music junkie with dancing as her favorite hobby, but Genesis loves traveling, exploring new places, and trying new things. One thing is for sure, she is always looking forward to her next adventure.
With eight years of previous experience in commercial real estate, Michelle began her employment at Fidelis in 2015. Her role as Senior Lease Administrator encompasses co-managing all aspects of lease administration.
Michelle earned an AA with a concentration in paralegal studies from San Jacinto College. Hiking, cooking, and being an avid follower of the tiny house movement are a few of Michelle’s interests. She has two daughters and three granddaughters.
Thomas began at Fidelis in 2021 as a fall intern. In March of 2023, he was hired as Payables Staff Accountant. His responsibilities include preparing and processing invoices as well as mentoring and training interns on accounts payable procedures.
Born and raised in Houston, Thomas received his Bachelor of Business Administration in Accounting from the University of St Thomas. He was involved in his church choir where he taught piano. Thomas enjoys playing basketball, practicing car photography, and hanging out at home.
As a Fidelis Property Manager, Lisa assists the Senior Property Manager in managing several properties throughout the Dallas-Fort Worth Metroplex. Lisa aids with tasks and acts as liaison in projects such as property maintenance, tenant relations, and building upkeep. She comes to Fidelis with over eight years of experience in the commercial real estate industry including leasing, accounting, and property administration and management.
Lisa graduated from the University of North Texas in 2012 with a Bachelor of Science in Merchandising and a minor in Accounting. She is a member of BOMA in Dallas and Fort Worth and received a BOMA TOBY award in 2016 in the local and regional divisions for the Southwest Region. She is a transplant from Toledo, Ohio, but has spent most of her life in Texas, which she considers her true home state. Lisa is an avid Pittsburgh Steelers fan and in her free time enjoys collecting vinyl records, attending rock concerts, and spending time with her tabby cat, Flynn.
Rick is President of the Fidelis Realty Partners office located in Dallas, Texas, where he oversees all acquisition, development, and investment activity in the DFW metropolitan area. Rick devoted over 17 years to Trammell Crow Company, where he was involved with structuring, reviewing, or approving more than $5 billion of acquisition, development, and structured finance transactions. He quickly moved up through the ranks, ending as Senior Managing Director of the Development & Investment Group and serving as a key member of the company’s Operating Committee. After leaving Trammel Crow in 2005, Rick was founding partner of Parkwood Real Estate Partners, a privately-held real estate investment company responsible for sourcing and structuring over 60 real estate investments exceeding $1 billion. From there, he became the Chief Investment Officer for CNL Fund Management, sponsoring real estate funds and securing over $2.5 billion in real estate investments.
Rick graduated from the University of Colorado with a degree in Finance and later completed his Master of Business Administration at Southern Methodist University. He is a member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers) and the Urban Land Institute. He has three grown children and lives with his wife in the DFW area.
As Senior Property Manager in Dallas, Texas, Kelly is responsible for the overall operation of the retail centers in and around the Dallas/Fort Worth area, totaling about 1,664,000 square feet. She began her commercial real estate career in 2005 and has experience in retail, industrial, and office property management.
Kelly is a native Dallasite and an active member of the Dallas Building Owners and Managers Association. She is married with two children and has two rescue dogs. Kelly enjoys reading, cooking, and traveling in her free time.
Alex joins the Fidelis team as Senior Construction Manager in our DFW office. In this role, he will manage all retail construction-related activities in that area. Previously, Alex has been responsible for negotiating contracts, establishing timelines, maintaining project budgets, controlling costs, and approving and monitoring change orders. Additionally, he has overseen construction sites and general contractors ensuring a high level of quality and safety.
Alex received a Bachelor of Science in Civil Engineering from Southern Methodist University and a PhD in Civil Engineering from Madison University. He is a Marine and is fluent in Spanish. Alex and his wife, Francis, have four children and six grandchildren. He loves playing guitar, enjoys going to the gun range, and has a black belt second degree in Karate.
Melanie joined the DFW Property Management team in December of 2021 as a Property Manager. She manages several properties throughout the Dallas-Fort Worth Metroplex. Prior to joining Fidelis, Melanie managed office properties for over five years. She also has previous experience in retail assisting with various property management, accounting, leasing, marketing, and construction projects.
Melanie attended the University of North Texas graduating with a Bachelor of Business Administration in Real Estate. She is a member of the Building Owners and Managers Association in Dallas. Outside of work, Melanie loves spending time with friends and visiting family. She enjoys being outdoors, trying out new coffee shops, and spending time with her rescue dog, Josie.
Caisey joined the Fidelis DFW office in August of 2021 as an Administrative Assistant. In addition to various administrative duties such as greeting visitors and ordering office supplies, she is also responsible for maintaining tenant and vendor contact lists, tasks pertaining to vacancy requests, and a few other duties to assist property management. Prior to Fidelis, Caisey worked as an Assistant General Manager creating and managing co-worker schedules, hiring new team members, and ensuring health and safety standards were met.
Caisey is proud to be a Native Texan, born and raised! In her free time, she enjoys watching movies, reading and spending time with her family. Caisey has a rescue dog named Blake.
Melanie joined the Dallas office of Fidelis in 2015. She is responsible for leasing roughly 2 million square feet across the DFW portfolio, consisting mainly of regional power centers. Before coming to Fidelis, Melanie worked as a director of marketing, handling the project leasing and marketing of the company’s assets and those of other strategic partners.
As a graduate from the University of Georgia with a Bachelor of Science degree, Melanie is a loyal Georgia Bulldawg. She is an active member of ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers). In her free time, she and her husband enjoy traveling, going to concerts, and trying out new restaurants around Dallas.
Blake joined Fidelis in May of 2021 as Associate – Acquisitions & Development in our Dallas office. Here, he assists retail and healthcare with research, acquisitions, development, dispositions, and asset management. He comes to Fidelis with consulting experience in the industry as well as experience in Sarbanes-Oxley compliance in construction, autobody repair, and asset management.
Blake received his Bachelor of Business Administration from Baylor University and his Master of Business Administration from the University of Dallas in December 2019. In his free time, he and his wife enjoy going to sporting events, trying new restaurants in Dallas, and traveling.
Ellen was working for Weingarten Realty at DeVargas Center in Santa Fe, New Mexico, in 2009 when Fidelis purchased it. Ellen stayed onboard as Administrative Assistant and has been with Fidelis ever since. Prior to that, she was involved in executive hotel and spa management, including assisting the general managers.
Since 2005, Ellen has been volunteering with Assistance Dogs of the West, helping to prepare young dogs for a lifetime of service, which has been a most joyous and enriching experience for her. In her free time, Ellen is an amateur singer-songwriter and photographer.
As a Senior Property Manager, Katy is responsible for the management, leasing, and marketing of the Fidelis properties in New Mexico. Officing out of the leasing office at DeVargas Center in Santa Fe, Katy has been actively filling marketing, management, and leasing roles in the shopping center industry for over 20 years. Many of those years were spent at DeVargas Center, even before Fidelis purchased the center in 2010.
Katy earned a Bachelor's in Criminology from Adams State University and received her CMD certification from ICSC – Innovating Commerce Serving Communities (formerly known as International Council of Shopping Centers), of which she is an active member. She resides in Santa Fe, New Mexico, along with her husband and two boys. When not at DeVargas Center, Katy can be found spending recreational time in the mountains surrounding Santa Fe.
As Assistant Property Manager and Facility Manager, Mick handles the day-to-day activities required on-site at Loretto Towne Centre in Las Cruces, New Mexico. With over 20 years' experience in this field, Mick is prepared to handle just about any situation that may arise.
Prior to entering the field of property maintenance, Mick attended New Mexico State University. He is an avid mountain biker who enjoys challenging bike trails. On the weekends, he enjoys construction projects around the house. Mick lives in Las Cruces, New Mexico, with his wife and children, along with their two dogs.
As Property Manager of the primary shopping center serving Rapid City, South Dakota, Jon manages the daily operations of Rushmore Crossing including tenant, vendor, and contractor relationships. Jon started at Rushmore Crossing as head of maintenance and later became the onsite manager for the previous owner. With Jon’s various roles at Rushmore Crossing, he is well-prepared to handle any situation that may come up.
In December of 2022, after the purchase of Ward Parkway Center in Kansas City, Missouri, Lori joined the Fidelis team to continue her role there as General Manager. She has worked at the center since 2010. With her team, she manages the property overseeing tenant, vendor, construction, leasing, marketing, and contractor relationships. Lori has over 25 years of commercial real estate experience and expertise in property management and redevelopment. Lori primarily has been a general manager of several enclosed malls in the Kansas City area; with each center ranging from 500,000 to 1,000,000 SF. She led each enclosed mall, through a major redevelopment to create a new retail environment that is sustainable for the local community and tenants alike.
Lori is a graduate of Missouri Western State University with a BS in Business Administration and a double major in marketing and management. While there, she was part of the MWSU women’s tennis team where she qualified and played in the NAIA National Tennis Championship. She holds a Missouri real estate license, has a Certified Property Manager designation from IREM Kansas City (Institute of Real Estate Management), and is the executive director of the Ward Parkway Center Community Improvement District. Lori is a native of Missouri and in her spare time, she enjoys traveling and spending time with her friends and family. Lori and her husband, Tim, have two grown children.
When Fidelis purchased Ward Parkway Center in Kansas City, Missouri, in 2022, Kristen stayed on board as Office Administrator there. In addition to handling incoming calls, her duties include accounts receivable, coding invoices, processing utilities, working with property management on tenant communications, and assisting the general manager with various other tasks. Kristen’s prior restaurant experience setting up bookkeeping, training employees, researching P&Ls, and monitoring the cost of services has served her well in this position.
Kristen has been awarded for her teamwork, home and work-life balance, and superior customer service. She loves to cook and loves television or movie mysteries. Kristen considers her cats and small dogs a part of her family.
Alyese continued her role as Receptionist at Ward Parkway in Kansas City, Missouri, after Fidelis purchased the center in 2022. She responds to phone inquiries, helps tenants understand payments, enters invoices, and tracks various data. Her previous experience includes cash management, program compliance, and assisting customers.
With a passion for dance, Alyese has assisted in dance team fundraisers, helped other dancers reach their goals, and maintain exercise routines.
Joseph joined Fidelis as Facility Manager at Ward Parkway Center in Kansas City, Missouri, in 2022. Beginning as a technician at Ward Parkway Center in 2014, he performed various functions including facilitating general repairs, working with third-party vendors, and overseeing the daily maintenance operations. In 2016, Joseph took over as the center’s facility manager, managing yearly capital improvements and tenant construction, including assisting in the center’s 2016 redevelopment. Currently, Joseph manages the on-site staff, oversees service agreements, and handles guest and tenant relations, in addition to continuing to assist in capital improvements and tenant construction.
With a background in graphic design and art, Joseph and his wife run a modest art studio. Along with art, he enjoys tabletop gaming, writing, working with his hands, restoring furniture, fishing, and relaxing by the lake.
After Fidelis purchased Ward Parkway Center in Kansas City, Missouri, in 2022, Nicholas (Nick) joined the Fidelis team as Maintenance Technician. In this role, he facilitates general repairs at the center including walls, flooring, ceilings, and restroom fixtures, as well as ordering materials and working with third-party vendors to complete necessary repairs. Previously, Nick worked in retail overseeing merchandise placement, ensuring facilities were maintained, training and motivating, and handling employee evaluations. Other experience includes guarding restricted areas, routine patrols, documenting incidents, and collaborating with local law enforcement.
Nick moved from Ventura California to Kansas in 2012. He enjoys working on computers and is certified in CompTIA A+ and Security+. Working with computers is also one of his hobbies, along with 3D printing.
Your Partner in Prosperity
Through joint ventures and institutional partners, Fidelis has capital available for immediate investment. We have a proven track-record and are able to close deals quickly. While our primary focus is mid- to large-scale anchored centers, we will consider a variety of real estate investments including value added, stabilized income, and developable land projects in markets that are well-established or have proven growth potential. We look for locations that we would consider VAPS maximized. VAPS is our guiding acronym for design principles that represents Visibility, Access, Parking, and Signage; so, if a location and/or property is easily visible and readily accessible with room for ample parking and extensive signage then we would consider it. When Fidelis purchases an existing center, we look for these four fundamental factors and how we can add to or improve upon them. With the addition of healthcare and residential, our most recent acquisition interests focus on land with potential for medical and/or multi-family projects.
HBJ
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Houston Business Journal |
2022 |
REDnews Kingsley Excellence |
2021 |
Houston Business Journal
REDnews REDnews Real Estate Awards: Woman of the Year |
2019
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Houston Business Journal |
2016
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Houston Business Journal |
2015
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Realty News Report Awards
Houston Business Journal
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