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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, manage, and value enhance 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 110 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, 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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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, the Real Estate Section of the Texas State Bar, and the Houston Bar Association. Additionally, he is a board member of 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 commercial real estate career with Fidelis in 2017 on the retail leasing and development team. As a Leasing Representative, she is tasked with marketing and leasing over five million square feet of real estate assets in Texas including the Greater Houston MSA, Odessa, and Austin, as well as Missouri, Nebraska, and South Dakota. Before switching to commercial real estate, 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 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.
Staff Accountant Esraa was added to the Fidelis team in September 2024. Some of her duties entail assisting in processing, managing, and reconciling accounts receivable for 14 retail properties in Texas, Illinois, Nebraska, New Mexico, Missouri, and Wisconsin. Additionally, she assists in maintaining the check logs, making daily deposits, entering cash receipts, calculating and billing recoveries, and handling tenant disputes, as well as preparing for and participating in monthly delinquency meetings.
After graduating from a small high school, Esraa attended the University of Houston Downtown – College of Business and graduated with a Bachelor of Finance. Esraa began her journey in accounting through an internship, where she discovered her interest in accounting and since has enjoyed learning about the intricacies of commercial real estate accounting. During her free time, she enjoys swimming, being active, all types of shopping, traveling to new places, and spending time with her family. Esraa loves to learn new things and has a deep passion for cooking and baking.
Lachlan started at Fidelis in July 2024 as Assistant Property Manager, assisting with the overall daily operations and tenant relations for several shopping centers. Prior knowledge of many aspects of commercial real estate, gained during a variety of internships, gives her a firm foundation as she assists in the management of our retail properties.
In May 2024, Lachlan graduated from the University of Texas at Austin with a Bachelor of Science in Corporate Communications and a minor in General Business. Lachlan was born and raised in Houston and graduated from Lamar High School in 2020. In her free time, she enjoys walking, traveling, and spending time with her friends and family. She has two younger sisters, two cats, and a dog.
Steve joined Fidelis as a Senior Accountant in November 2021. In this capacity, 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 and then Vice President of Property Management in 2022. With a strong work ethic and excellent leadership skills, Trey has exhibited strength in each of our company values. This position enables Trey to train our team of property managers to execute our purpose and accomplish our mission. He is also responsible for overseeing several property managers, guiding their success by establishing clear objectives, providing the resources and support to meet those objectives, and conducting regular evaluations to ensure optimal performance. Before making a career change, 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. 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 now have two children. They reside in the Houston suburb of Richmond, Texas.
Matt joined Fidelis in 2015 as a member of the leasing and development team. He quickly worked his way up to Leasing Director and was then promoted to Vice President – Retail Leasing & DFW Investments in 2025. In addition to marketing and leasing over seven million square feet of commercial real estate assets in Texas, Louisiana, Tennessee, and Illinois, he also handles the anchor leasing for all DFW properties, working to strengthen our presence in this key market. Additionally, he sources land acquisitions for potential future development, especially in the DFW market.
Matt earned a 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 in New Jersey. He was recognized as a Finalist for Emerging Leader of the Year at the 2023 Texas REDnews Awards. He is a licensed Texas real estate agent and an active member of ICSC. He is passionate about real estate, traveling, and spending time with family and friends. He and his wife have their first child on the way.
In February 2025, Evelyn joined the Accounting Department at Fidelis as a Staff Accountant. Her duties include assisting senior accountants with many activities such as accounts receivable, monthly commercial billings, and monthly bank reconciliations, as well as year-end reconciliations. Prior experience includes analyzing account discrepancies and implementing corrective action in addition to reconciling accounts by managing weekly financial records.
Evelyn is a graduate of C.T. Bauer College of Business at the University of Houston earning a Bachelor of Business Administration in Finance. She used to be a statistics class Tutor assisting students in understanding complex statistical concepts and theories. Also, in 2024, she was a member of the Volunteer Income Tax Assistance organization to help low-income people file taxes. She likes social activities, playing with her cat, and watching Chinese dramas.
Starting as Staff Accountant in March 2021, Mayra was promoted to Senior Staff Accountant in 2023. She came to Fidelis with several years of commercial real estate experience in accounting. With her industry-specific skills, she is responsible for entering cash receipts, billing year-end reconciliations, and resolving tenant reconciliation disputes.
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.
In September 2020, Jodi joined Fidelis as a Senior Property Manager. She manages Meyerland Plaza, one of Fidelis' largest and Houston's most prominent shopping centers, along with nearby Meyerland Commons and Brookhollow Marketplace. Some of Jodi's priorities include day-to-day operations, tenant relations, and overseeing general maintenance. She brings over 20 years' experience managing office and medical facilities 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.
Since joining Fidelis in November 2022 as a Senior Manager, Ann has been instrumental in the development and preconstruction process for various retail projects. In February 2024 she was promoted to Director of Development and Preconstruction. Ann oversees the Fidelis development team, manages design/development partners, and engages with local jurisdictions to expedite the entitlement and permitting process. 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. In Southern California, Ann developed over 1 million SF 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 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.
As Leasing Director, John is responsible for the marketing and leasing of several Fidelis retail commercial real estate assets, including one of the largest shopping centers in Houston, Meyerland Plaza, which features over one million square feet of retail, restaurants, medical, and service uses. In addition to retail centers in Texas, he is responsible for properties in several other states including Minnesota, Illinois, and Wisconsin. 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. 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.
Starting as a Staff Accountant in March 2025, Roderick is responsible for ensuring accurate monthly commercial billings and performing bank reconciliations to maintain financial integrity. He plays a key role in year-end reconciliations and provides support during budgeting and auditing. Former experience includes reporting campaign donations, processing weekly payroll, and reporting income, expense, and property valuation to property owners.
Roderick graduated from Texas Southern University earning a Bachelor of Business Administration in Accounting. While there, he was active in the Strategic Enrollment and Student Success Initiative, the Student Government Association where he served as Junior Class Senator, and the National Association of Black Accountants serving as President. Roderick loves spending quality time with his cat, family, and friends while practicing jiujutsu, building Legos, or simply painting in his free time.
Kimberly joined Fidelis in March 2024 as Senior Property Manager. Working out of our Conroe office, she manages the daily operations of retail shopping centers in that area, including inspecting properties, creating budgets, scheduling maintenance, and managing tenant relations. With over a decade of experience in property management, she has an extensive background in inspecting properties, creating budgets, scheduling maintenance, and managing tenant relations, as well as reviewing monthly operating statements and negotiating service contracts.
As a born and raised Houstonian, Kimberly received an associate degree from the University of Houston in Business Management and Marketing. She is currently attending Capella University to earn a bachelor’s degree in business, specializing in finance. She acts as an advisor with the University of Houston – Women in Leadership to inspire other working women. She is an active member of the Institute of Real Estate Management (IREM). In her free time, Kimberly enjoys spending time with her husband, their three kids, and their German Shepherd, Daphne.
With 20 years of extensive experience in accounting, Peter held a Senior Accountant position since May 2021 before being promoted to Assistant Comptroller in 2025. He is an integral component of the healthcare division and plays a significant role as a liaison between all partners and stakeholders. Peter will continue with the preparation of financial statements, reconciliation of the general ledger, and overseeing the accounts payable and receivable of junior positions within the accounting department. He has worked in the residential, hospitality, and commercial industries for his entire career where he was responsible for financial reports, reconciliations, and audits. Peter's proven leadership abilities help him carry out his responsibilities 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 and, since its inception in 2003, has worked to grow Fidelis into one of the largest commercial real estate firms in the Houston area. With that goal, Fidelis is now in 14 states with assets totaling approximately $5 billion. Serving as Co-President and Chief Leasing & Development Officer, she oversees the leasing of Fidelis’ entire retail portfolio; one of the key revenue-producing activities in the company. 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.
Before 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 was named 2022 Texas Icon and Woman of the Year in 2021 by REDnews, One of the Top Houston Power Women in 2019 by the Houston Business Journal, and One of the Top 15 Women in Commercial Real Estate in 2012. She is a licensed Texas real estate broker and a member of ICSC. Lynn and her husband, Jeff, have two grown daughters who have children of their own.
With over 15 years' experience as a legal secretary, Bethany switched careers and started with Fidelis in November 2021 as an Administrative Assistant out of our Conroe office assisting with several retail properties north of Houston. In January 2023, Bethany relocated to Austin, Texas, managing the retail property located there. Before moving, she was promoted to Assistant Property Manager and then in 2024 to Property Manager. Also, once it's developed, Bethany will manage Fidelis’ first industrial site in Georgetown, Texas. In addition to her property manager duties, she collects and manages the sales data and insurance certificates from all tenants in the entire portfolio.
After living in England for 20 years, Bethany returned home to Texas, where she was born and raised. In her spare time, she loves music, reading, rock climbing, hanging out with animals, and being outdoors.
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 the 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 coordinating 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. 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 part of the Accounting Department at Fidelis since January 2019. As Staff Accountant, he is responsible for recording, reconciling, and monitoring, as well as the financial reporting for several properties in Texas, New Mexico, and Missouri. In addition to billing responsibilities like accounts receivables and payables, he also works on special projects including reconciliations, audits, 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 the Greater Houston Rowing Club.
After working as a tax intern for his family business, Jonathan accepted a Staff Accountant position in July 2024. In this function, he works with the senior accounts assisting with posting monthly rent charges, processing check runs, reconciling tenant ledgers, and preparing monthly billings. Additionally, he handles the account receivable duties for seven properties in Texas and South Dakota, including one of Houston's most prominent and Fidelis' largest centers. His background supporting professional tax preparers, preparing federal income tax filings, reconciling financial statements, and reviewing general ledgers will aid in achieving success.
Jonathan is a graduate of Sam Houston State University where he received his Bachelor of Science in Business Administration and Management with plans to work towards a master’s degree in accounting. During his time there at Sam Houston State, he played baseball and contributed many hours to various community service activities. As a sixth-generation Texan, Jonathan was born and raised in the Lone Star State. He loves watching sports, hunting, fishing, and working out, as well as playing video games as time allows.
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. As part of this position, she assists with leasing some properties and is solely responsible for leasing others. This includes retail shopping centers in a variety of sizes in several states including Texas, Ohio, and Indiana.
In 2020, Channing received a 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. In her free time, she enjoys cooking, traveling, and spending time with friends and family.
After interning with Fidelis, Alfredo officially joined the team in April 2024 as a Staff Accountant. Some of his responsibilities include accounts receivable for several properties in Texas, New Mexico, and Illinois, as well as assisting senior accountants with year-end reconciliations, quarterly distributions, and monthly commercial billings for other properties within the portfolio. Prior to Fidelis, Alfredo's experience included a tax accounting internship.
Alfredo received a Bachelor of Business Administration in Finance and Accounting from the University of Houston. Being a native Houstonian, he enjoys getting the chance to explore all the parks the city has to offer, as well as spending time with family and pets.
Senior Construction Manager Robert Green was added to the Fidelis team in September 2024. His responsibilities include due diligence, entitlement, and budgeting, as well as collaborating with architects, engineers, and attorneys to see projects to completion. He brings 30+ years of experience developing, constructing, and managing power-anchored retail shopping centers.
Robert attended the University of Missouri—St Louis earning a BS in Agriculture, Hotel & Restaurant Management, as well as a BSBA in Accounting. He is also a certified public accountant and a member of ICSC.
Courtney joined Fidelis in November of 2023 as Junior Graphic Designer. As a member of the marketing team, she updates visual elements including site plans, flyers, exhibits, pylon books, and aerials. Additionally, Courtney assists with sending out grand openings internally and on social media. Prior to joining Fidelis, Courtney worked as a social media and packaging designer at a creative agency.
A proud honors graduate of Sam Houston State University, Courtney holds a BFA in Graphic Design with a minor in Photography. Her academic journey encompassed the art of rebranding and package design, showcasing her expertise in transforming visual identities. She is an active member of ICSC, building her industry knowledge. Beyond her professional endeavors, Courtney finds joy in painting, spending time with her family, and playing pickleball.
In September 2024, the position known as Site Planner was added to the Construction Department and filled by Artie. The Site Planner collaborates with multiple departments and disciplines creating lease exhibits, site plans, and design criteria for our retail shopping centers ensuring all centers satisfy our VAPS requirements including great Visibility, Accessibility, Parking, and Signage. Previous experience includes designing site plans and construction documents for parking occupancy, retail centers, gas stations, clinics, restaurants, and grocery stores. He has also created schemes, modeled buildings in 3-D, and detailed roof and wall conditions.
Artie received a Bachelor of Architecture from the University of Houston. In his free time, Artie likes to spend time with friends and family.
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 in Political Science from Louisiana State University, Catie went on to earn her Juris Doctorate from Southern University Law Center. She is a member of the American Bar Association, Association of Corporate Counsel, Houston Bar Association, Houston Young Lawyers Association, and ICSC. 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, 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.
Kevin joined the Fidelis team in October 2022 and serves in roles pertaining to equity fund management and capital markets. As Vice President – Investments & Capital Markets, 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.
Starting his career in commercial real estate property management in 2012, John accepted a position at Fidelis in July 2019 as Assistant Property Manager and was quickly promoted to Property Manager and then Senior Property Manager in 2024. He has a large portfolio that expands from Houston to West Texas and all the way to Minneapolis, Minnesota. He assists with training coworkers with Yardi, completing Kingsley Surveys, and entering utility data to satisfy ESG (environmental, social, governance) requirements.
Born and raised in Houston, John enjoys reading, history, and science. He also enjoys outdoor winter activities such as camping, hiking, and cycling, as well as traveling the world.
Antonio works at the Meyerland Plaza location where he has been the Maintenance Supervisor since 1993. Before that, he worked for a building maintenance company doing construction work.
Hailing from Salvador, Brazil, Antonio pursued 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 Marketing Department in June 2024, Ethan handles a wide range of digital and print materials, including creating social media posts, email communications, web updates, and various marketing collateral. Formerly, Ethan amassed extensive experience in graphic design, working with diverse clients on logo and identity design, packaging design, online and out-of-home advertising, website graphics, social media content, marketing materials, and event displays.
Ethan studied Graphic Design at the University of Houston and holds a Google UX Design Professional Certificate. He is an active member of ICSC attending events as an exhibitor and assisting, as needed, at the Fidelis booth. Outside of work, Ethan pursues his passion for art and design by frequenting Houston's fine art museums and staying current with industry trends. He also enjoys quality time with his rescue dog, Stellaluna.
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 at 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 2018, Martha became the Asset Management & Investor Relations Manager for Fidelis, and then, in 2025, was promoted to Vice President – Asset Management & Investor Relations. Martha is heavily involved in the company’s Investor Relations, Asset Management, and Fund businesses, in addition to being responsible for investor reporting across the entire Fidelis portfolio. Her work performing and supervising all aspects of the closings, capital calls, quarterly reporting, and distribution process for the Funds has been a major contributing factor in the success of our Fund business. Martha also manages due diligence for acquisitions, dispositions, and financing. 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 in Middlebury, Vermont. 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' experience to her position as Executive Vice President & Retail Property Management Leader at Fidelis. She oversees the team of property managers who handle the operations of the entire retail portfolio, ensuring the properties are well-maintained, profitable, and meet the company’s mission of maximizing the value of all properties owned and managed by Fidelis. Before 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 shortly after it was founded. Due to her extensive experience in property management, she has vastly improved our processes and the way we service our properties.
To stay well-informed about professional growth and industry innovations, Melanie is a member of the Houston Building Owners and Managers Association 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, as well as amendments and renewals. This requires reviewing lease documents to ensure they comply with legal regulations and company policies, preparing documentation related to lease negotiations and amendments, and requesting essential legal exhibits.
Attending Daemen College in Buffalo, New York, Brian 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.
Tami has been with Fidelis since 2012 and, through hard work and dedication, has worked her way up to Senior Paralegal. She plays a vital role in helping the legal, leasing, and property management teams by ensuring documents are correctly drafted, terms are negotiated fairly, and compliance is maintained. 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.
Tami earned a Bachelor of Arts in Legal Studies from the University of Central Florida in Orlando. She is a long-standing member of the National Association of Legal Assistants, where she received a Paralegal Certification through their nationally recognized 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 2021, Talia joined the Fidelis team as an Administrative Assistant, coordinating meetings, managing travel arrangements, and scheduling calendars for the executives. Proving herself to be an integral part of the team, Talia was promoted to Senior Administrative Assistant in 2025 where she'll continue taking on more complicated tasks, assisting her teammates with various endeavors, and intentionally bringing smiles to their faces daily. In addition to administration duties, previous experience includes accounts receivable, accounts payable, payroll, sales tax, billing, and preparing expense reports.
Talia earned a Bachelor of Arts from Texas State University in San Marcos. In her free time, she likes to read, crochet, and bake. She loves spoiling her dogs, all while fostering others. Talia is a native Houstonian, though she says 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 a Receptionist / Administrative Assistant in December of that same year. In 2022, she moved to Accounting as a staff accountant, and then in September 2024, she was promoted to Accounts Receivable Coordinator. In this position, she focuses on posting cash receipts, collaborating with property managers on tenants' accounting needs, and mentoring new staff accountants. Earlier on, Kacee's career started in the food industry where she worked her way up to management which then 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.
Joining Fidelis in July 2022 as a Senior Lease Administrator, Linda 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!) and 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.
Cathy came to Fidelis in February 2024 as Assistant Property Manager where she assists property managers with the day-to-day operations and tenant relations for several properties. She also assists with rent collection, distribution of invoices, and annual reconciliations, as well as overseeing third-party vendors such as cleaning, landscaping, and parking lot maintenance providers. Her decade of experience in property management includes managing homeowner properties for multiple communities, working with HOA attorneys and title companies, negotiating vendor contracts, preparing resale certificates for closing, and working closely with the Board of Directors to prepare financials and homeowner packets.
In addition to receiving an M-100 Certification (The Essentials of Community Association Management) in 2020, Cathy was named Who’s Who by The Global Directory in 2012 and The Marquis in 2022. She was also selected as a member of the International Society of Female Professionals in 2022. Cathy likes to travel and spend time with family and friends, as well as her two chihuahuas, Mia and Chloe.
In May 2024, Mark began at Fidelis as Senior Construction Manager where he manages many construction-related activities for the Retail division. His professional history includes managing the construction of a variety of anchor tenants at several retail properties as well as estimating, scheduling, project management, and completion of many construction ground-up projects.
Mark is a graduate of Sam Houston State University. He is a native Houstonian and enjoys golf, hunting, fishing, and spending time with his family. He lives with his wife and child, and their two dogs.
Lucy started at Fidelis in October 2022 as a Senior Accountant. She plays a lead role in the preparation of financial statements, annual budgets, recoveries, account reconciliations, and monthly closings for a portfolio of properties in Texas, Illinois, Indiana, Ohio, Nebraska, Tennessee and Wisconsin. 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 a Bachelor of Science in Finance & Banking from Hanoi Foreign Trade University. In the US, she earned a 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, Texas, with their two kids, William and Celine.
Que was selected to become a member of the Accounting team as a Staff Accountant in May 2024. As part of this role, she handles many accounting activities such as accounts receivable for 14 properties as well as assisting with monthly commercial billings, quarterly distributions, and year-end reconciliations for other properties as directed by the senior accountants. Previous experience includes organizing and executing business events, preparing audit and tax seminars, budget planning and scheduling, and monthly payroll, as well as assisting with departmental annual budgets.
After moving to the United States in 2016, Que graduated from the C. T. Bauer College of Business at the University of Houston with a BBA in Accountancy and Taxation. Before that, she received a Bachelor of Commerce from the Royal Melbourne Institute of Technology Vietnam. In her free time, she loves spending time with family and friends, traveling, and exploring new restaurants around Houston.
Karen joined Fidelis in 2018 as an Administrative Assistant and was promoted to Administrative Manager in March 2021. In this capacity, Karen oversees the administration team, manages insurance and 401(k) benefits, supervises information technology, and handles onboarding, as well as general administrative support for all offices and departments. Additionally, she coordinates our monthly birthday celebrations, annual holiday parties, 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 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 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.
Joining Fidelis as Administrative Assistant in April 2023, Karen handles a variety of administration projects such as receiving, sorting, and distributing deliveries and incoming mail, assisting with staff events, and filling in as receptionist as needed. In 2025, Karen was promoted to Assistant Administrative Manager. As part of this role, she is responsible for the information technology resources of the company including computer equipment, troubleshooting computer issues, ordering supplies, and tracking office inventory. Her previous experience preparing annual budgets, handling accounts payable and receivable, assisting in planning and organizing special events, and recruiting new team members contributes to the success of the Administration Department.
Karen is intelligent, resourceful, and a quick study, picking up on new tasks and regularly asking for new responsibilities. She is a huge baseball fan, especially the Houston Astros, and enjoys spending time with her family.
In December 2021, Bryce accepted a senior accountant position before a well-earned promotion to Assistant Controller in 2025. In addition to the added responsibility of assisting with corporate accounting, Bryce also assumed the responsibility of project accounting for our first residential development. His strength in financial reporting, producing work with accuracy, and attention to detail has led to his success. He continues to play a lead role in the preparation of financial statements, annual budgets, recoveries, and monthly closings for several Fidelis properties. He is also responsible for all financial reporting for three retail properties in Texas and Minnesota, one being one of Fidelis' largest developments. His previous real estate accounting experience 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 be instrumental 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. He loves to play ultimate, racquetball, and disc golf in his free time. Bryce and his wife can often be seen walking their dog, Huck, through their neighborhood.
In August 2022, Elizabeth came to Fidelis as an Assistant Property Manager at Meyerland Plaza in Houston, Texas. Officing out of Meyerland 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 her partner, Donald, and their three rescue kittens.
Aneeka joined Fidelis as an accounting intern in November 2019. After graduating, she became a Staff Accountant in August 2020 before moving to the acquisitions and dispositions department as a Financial Analyst in 2021. In 2025, Aneeka was promoted to Associate – Asset Management & Investor Relations where she is involved with conducting due diligence for new acquisitions and providing asset management services for the existing portfolio. She also coordinates investor relations including investor reports on properties within the Fidelis Retail Opportunity Fund I and II, partnership properties, and other Fidelis properties as required. Additionally, Aneeka was an integral part of the implementation of the Juniper Square Investor Portal for Fidelis’ Fund business, enhancing the transparency and professionalism of the investor experience.
In 2020, Aneeka received her Bachelor of Business Administration in Finance and Marketing from the C.T. Bauer College of Business at the University of Houston. 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.
Anna Grace became a Leasing Analyst for Fidelis in July 2023. As a part of the Houston leasing team, she assists in researching industry trends, producing and updating competitor analyses, showing spaces, and tracking and monitoring lease agreements, renewals, and amendments, as well as maintaining and updating leasing records as needed. Additionally, Anna Grace is working towards negotiating small shop leases and renewals as she learns the leasing process.
Originally from San Antonio, Anna Grace recently moved to Houston, Texas. She is a graduate of the University of Texas at Austin, majoring in International Relations and Global Studies. Those studies included geopolitics, the modern global economy, and national identities. She is an active member of ICSC and attends several events each year. As a former member of her high school golf team, Anna Grace remains an avid and active golfer. She spent 14 summers at Camp Mystic for Girls and loves visiting Hunt, Texas, whenever she gets the chance. In her free time, she enjoys catching up with family during the holidays and watching movies with friends.
Beginning her career in commercial real estate in 2006, Stephanie came on board at Fidelis in November 2021 as a Property Manager with a long history of retail property management experience. In 2024, she was promoted to Senior Property Manager and now manages a large portfolio of over one million square feet, located in South Houston. Stephanie handles the management and daily operations of those retail shopping centers including budgeting, approving invoices, inspecting properties, and managing and scheduling maintenance with vendors and tenants.
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.
Having been in the commercial real estate industry since 2005, Donna came on board as a Senior Accountant in 2018. In addition to working with the staff accountants to ensure they are up to speed on their responsibilities and working to meet their goals, she is a vital resource when it comes to monthly, quarterly, and annual financial reporting. 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, she was promoted to Marketing Manager in 2020 where she leads the Marketing Department. Along with her team, Stacey is responsible for ensuring all marketing materials for the company and the entire portfolio are kept up to date. Other duties developing, implementing, and executing all digital and print marketing strategies across all platforms. In addition to maintaining the 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. Additionally, one of her designs was selected as a finalist in the ADDY Awards in Houston. She is an active member and participant in various ICSC events and the American Marketing Association. Stacey is an avid reader and enjoys photography and anything creative. She lives in the suburbs west of Houston with her children and fur babies.
Starting as a Staff Accountant in 2017, Martha's high level of accuracy and attention to detail quickly moved her up the ranks to Senior Accountant and then Assistant Controller in 2023. Martha began in accounts receivable and payable for retail properties and has since become the department expert on financial matters concerning the Fidelis Retail Opportunity Funds which paved the way for her 2025 promotion to Controller. She also supervises a group of accountants responsible for monthly financial reporting, reviewing payables and receivables, 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, then her family moved to Orosi, California, when she was one year old, then on to Pasadena, Texas, at the age of six where she has lived ever since. When she is not busy with her son, Martha spends her time baking or barbecuing with her parents and family.
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 and his family also have two dogs, four cats, 30 sheep, 30 goats, and 50 chickens. When not at work, his hobbies include fishing and hunting.
Efrain came on board with Fidelis in 2015 as the Operations Manager of the San Jacinto Mall in Baytown, Texas, and is now the Retail Construction & Facilities Manager for all retail properties. He has over 15 years of commercial real estate experience, specializing in HVAC, electrical, plumbing, roofing, and a variety of construction projects primarily at regional shopping centers.
Efrain attended Lee College in Baytown, Texas, and received an Associate's Degree in Computer Maintenance and Networking. He is also a Licensed Maintenance Electrician. Efrain is married with three kids and they have 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 tenant leases for all the properties that fall under his domain. Additionally, Reid is responsible for a variety of duties associated with acquiring new properties.
Reid received his bachelor's degree from the University of Washington where he majored in political science before earning his Juris Doctor from the University of Houston Law Center in 2009. He is a member of ICSC. Born in Honolulu, Hawaii, Reid has called Houston home since 2006. As an avid sports fan, he regularly participates in, but unfortunately never wins, fantasy football. He also enjoys spending time outdoors. Reid resides in Katy, Texas, with his wife, Olivia, and two sons, Joshua and Jacob.
Andy has been with Fidelis since January 2018 when he was hired as a Staff Accountant. In 2023, he was promoted to Accounts Payable Manager where his responsibilities now include accounts payable, 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, trying out new recipes, and experiencing unique restaurants around the city.
Thomas began at Fidelis in 2021 as a fall intern, and then in March 2023, he was hired as a Payables Staff Accountant. His primary responsibilities include various accounts payable activities such as preparing and processing invoices. Thomas also has the added responsibility of training interns on the accounts payable procedures. As a former intern himself, he has proven his commitment to professional growth and his understanding of the challenges interns face.
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 music. Thomas enjoys practicing piano, playing basketball, and hanging out with his family on the weekends.
Jim joined Fidelis as Vice President of Construction in May 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. 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 started at Fidelis as Senior Property Manager. After a stint in our Dallas office, she returned to Houston where she is responsible for the overall operation of several retail centers in the Fidelis portfolio in Houston and surrounding areas. Previously 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 in the state of Texas since 2006. Sherri is a native Houstonian and enjoys spending time with family and friends, traveling, hiking, and biking.
In July 2024, Nhi was hired as a Staff Accountant, supporting senior members of the accounting department with activities such as accounts receivable, monthly commercial billings, depositing checks, and bank reconciliations primarily for centers in Texas, Illinois, and Indiana. Previous experience analyzing and managing financial data to optimize budgets and cost management, conducting forecasting and variance analyses, preparing financial reports, and identifying cost-saving opportunities have proved useful.
Nhi graduated cum laude from the University of Houston with a Bachelor of Business Administration, majoring in Supply Chain Management & Finance. Outside of work, Nhi loves to spend time outdoors such as hiking or cycling through scenic trails. She also values spending quality time with family and friends, whether it's through exploring different restaurants and hidden gems or embarking on outdoor adventures. Fostering a positive lifestyle is reflected in the energy and enthusiasm she brings to both her personal and professional life.
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 in May 2022. As part of this role, he handles many accounting activities such as accounts payable and receivable, monthly commercial billings, quarterly distributions, and year-end reconciliations for properties in Texas, Louisiana, Minnesota, and New Mexico. Additionally, he is responsible for the financial reporting of a center in Texas. Upon joining Fidelis, Patrick had prior experience maintaining financial statements as well as payables and receivables.
Patrick graduated with a bachelor's degree in accounting from the University of Houston–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 ICSC 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 has served as a Senior Accountant since 2018. 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 in 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 all aspects of true crime stories and enjoys going to wine tastings and outdoor festivals.
With over 14 years of commercial property management experience, Monica brings much knowledge and unsurpassed passion for construction build-outs, leasing, contract management, maintenance, tenant relations, and five-star customer service to her work. Joining Fidelis' property management team in 2019, she was promoted to Senior Property Manager in 2025. In her current role, she manages one office building and several retail shopping centers in Texas and Tennessee. She excels in tenant relations and budget management, as well as assisting with training the new assistant property managers. Monica started her real estate career listing and selling residential properties before transitioning to managing commercial properties.
Monica is proud to be a native Houstonian. She attended the University of Houston.
Ingrid joined the Fidelis team in October 2023 as an Attorney assisting with tenant leases, renewals, assignments, and lease exhibits for a portfolio of properties. In addition to asset purchases, she has experience in title and survey examination and due diligence for residential and commercial real estate transactions. Previously, Ingrid worked with banks, financial institutions, and institutional lenders on real estate financing and supporting legal needs within the banking sector.
After receiving her bachelor’s degree from the University of Texas at Austin, she graduated Cum Laude from South Texas College of Law in May 2020, where she was Note & Comment Editor for the South Texas Law Review. Outside of work, Ingrid enjoys spending time outdoors with her dog and two horses. She is an avid Longhorn fan and can be found cheering them most weekends (Hook ‘em!).
A valuable addition to the accounting team in June 2020, Candace started as a Property Accountant and was then promoted to Senior Accountant in 2023. Candace is primarily responsible for monthly financial reporting, performing account reconciliations, and annual budgets. Additionally, she handles the reporting for nine properties in Texas, Illinois, Missouri, and New Mexico. Candace 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.
Mike was added to the Legal team in 2019 as a Senior Associate Counsel. In 2025, he was promoted to Assistant General Counsel where he will take on additional leadership responsibilities within the department. He is very analytical and always looks out for the best interests of his client in his legal work whether buying, selling, financing, developing, or leasing for the company and its affiliates. He is known for mentoring and training others to be better at their jobs. Mike has been an attorney for over 20 years. His previous legal experience was in the commercial real estate, residential real estate, and financial services sectors.
Mike earned a Bachelor of Arts in Political Science from Stanford University in 2001 and a Juris Doctor 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. 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.
In October 2023, Fidelis added the position of Contract & Construction Coordinator in the construction department and Umika was chosen to fill that role. Here, she will assist construction managers with bids, contracts, change orders, pay applications, and project submittals, as well as help organize workloads and assignments. While attending school, Umika worked as a freelance interior designer developing design concepts, creating floor plans and 3D renderings, coordinating contractors, obtaining quotes, and ensuring the quality and timely delivery of projects, all while adeptly managing costs.
Umika attended the School of Environmental Design & Architecture at Navrachana University in India, and plans on pursuing her master’s degree in construction management from the University of Houston. Born and raised in Nairobi-Kenya, she and her family moved to Houston in 2018. In her free time, Umika enjoys traveling and spending time with her family and loved ones.
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.
After working in the political realm, Heather switched careers coming on board as an Assistant Property Manager in 2021 and then quickly moved up to Property Manager in 2022. Heather manages five properties across Texas, including one that totals almost half a million square feet. Her career spans over 25 years of managing and producing successful direct mail campaigns for four presidential campaigns, numerous statewide races, and state legislative campaigns.
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 November 2022, Tommi became a Property Administrator working out of our Conroe office. While her prior experience is in multifamily, she quickly found that she prefers retail. In 2024, Tommi was promoted to Assistant Property Manager and then Property Manager in 2025. She is responsible for managing The Market at Willis Shopping Center and assisting on the operations side of phase two of that development. Among a variety of other management responsibilities, Tommi addresses 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 focusing on business administration and management. She is a native Houstonian and enjoys fishing, traveling, going to the beach, spending time with family, and going on adventures with her son.
In January 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 such as selling lemonade, raking neighbors’ leaves, and washing cars. 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.
After several years pursuing other opportunities, Mark returned to Fidelis in September 2023 as Vice President of Property Management. Combining leadership, business strategy, and operational management, Mark leads a team of property managers supporting their success by setting goals, helping them achieve those goals, and conducting reviews to ensure they perform at the highest standards. Prior experience includes overseeing retail, office, and mixed-use property managers and transitioning to Yardi and implementing their Commercial Café tenant portal.
Mark obtained his Bachelor of Science in Business Administration from California State University Channel Islands. Mark is an avid baseball fan.
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 a Bachelor of Science in Risk Management and Insurance from Excelsior College and is working on an 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 works on perfecting regularly as a member of the Gourmet Gals, a gourmet cooking group for ladies. She has traveled extensively in many parts of the world and is always looking forward to her next adventure!
With eight years of experience in commercial real estate, Michelle began at Fidelis in 2015. After a short hiatus to pursue other opportunities, Michelle returned as Senior Lease Administrator. This critical role encompasses co-managing all aspects of lease administration such as inputting and maintaining the digital records of leases, amendments, and other related documents for easy reference using property management software.
Michelle earned an Associate of Arts degree 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.
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 with 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 degree 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.
First hired as a Property Accountant in June 2021, Henry took on the higher-level role of Senior Accountant in March 2024. He handles monthly financial reporting, performs account reconciliations, and manages annual budgets. Additionally, Henry is ultimately responsible for reporting the financial performance of six properties in Texas and New Mexico. Previous experience includes performing audits, reconciliations, preparing year-end journal entries, preparing annual and quarterly payroll tax forms, and billing and reconciling common area maintenance fees.
A native Houstonian, Henry is a graduate of the University of Houston–Downtown, holding a Bachelor of Business Administration in Accounting. He is an avid sports fan and participates in basketball and bowling leagues in his spare time. He lives in Richmond, Texas, with his wife and four children.
Mary has been with Fidelis since 2010 and has over 20 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 and budgets, as well as processing 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.
After an internship and contract position for various companies in Houston, Texas, Mina was added to the Fidelis Accounting Department as a Staff Accountant. Not only is she responsible for the accounts receivable duties for several retail properties in Texas and New Mexico, but she also assists senior accountants with many accounting activities such as monthly bank reconciliations and commercial billings, as well as year-end reconciliations. Her experience with general ledgers, tax accounting, and bank reconciliations will benefit her greatly.
Mina received a Bachelor of Business Administration in Accounting from C.T. Bauer College of Business at the University of Houston. She is bilingual, being fluent in both English and Vietnamese. Together with some of her family members, she donates blood every year to those in need.
Karla joined Fidelis in December of 2022 as a Corporate Accountant handling a variety of corporate accounting duties including managing and reviewing the company's outgoing payments to vendors, suppliers, and creditors. She also assists with managing, reporting, and auditing general financial activities. She began her career in human resources before moving to accounting where she began verifying and reconciling invoices, maintaining purchase order logs, processing expense reports, setting up new vendors, reconciling the general ledger, and assisting 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.
Katelyn started as a fall intern for Fidelis in 2023. After graduation, she was hired as a Staff Accountant in April 2024. While serving in this role, her responsibilities include many accounting activities such as accounts payable, monthly commercial billings, quarterly distributions, and year-end reconciliations. She also trains and helps the accounts payable interns in payable data entry and filing.
Katelyn graduated from C.T. Bauer College of Business at the University of Houston with a bachelor's degree in marketing. She was born and raised in Houston, Texas. In her free time, she enjoys arts and crafts, collecting animal figurines, and spending quality time with loved ones.
Serving as a fall intern in 2021, after graduating later that year, Kayla was hired as a Staff Accountant. Among other accounting-related projects, her responsibilities include assisting senior accountants with accounts payable and creating monthly calendars. Kayla is also the primary accounts receivable contact for eight properties in Texas.
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 spending time with her dog, family, and friends.
With over a decade of experience with a variety of commercial properties, Steven began as Property Manager in 2018 and then in 2025 he was promoted to Senior Property Manager. His duties 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 five Class A retail shopping centers in prominent locations in the Houston area with a total square footage of over 650,000.
Steven holds a Bachelor's degree in Business Administration with a concentration in Management from St. Edwards University in Austin, Texas. He has held a Texas Real Estate License since 2005.
R Carson Wilson, IV
Executive Vice President - Leasing, Development & Construction
Carson Wilson joined Fidelis as an analyst and leasing agent in August 2003 and in 2009 was promoted to Marketing Director. In 2013, he was promoted to Vice President - Leasing, and in 2023, to Senior Vice President – Leasing & Development. In 2025, he reached a new level, being promoted to Executive Vice President - Leasing, Development & Construction where he bridges between the gap the leasing department and the development and construction departments ensuring clear communication, priority alignment, and assisting in project execution such as construction timelines, maintaining budgets, refining processes, and identifying best practices. He was the second employee hired by Fidelis, now with over 100 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 several states in the US. 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 and St Martin’s Church. He and his wife, Lindsey, have two sons.
Gladys has served as Senior Vice President & Controller of Fidelis since January 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 and partners. 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.
Melanie joined the Dallas office of Fidelis in 2015. As Leasing Director and the only agent working out of that office, she is responsible for leasing roughly 2 million square feet across the DFW portfolio, consisting mainly of Class A regional power centers, including one new development that is currently underway. 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 of the University of Georgia with a Bachelor of Science degree, Melanie is a loyal Georgia Bulldawg. She is an active member of ICSC. In her free time, Melanie enjoys traveling, going to concerts, and trying out new restaurants around Dallas with her husband and their daughter.
Working out of our Dallas office as Senior Property Manager, Angela started at Fidelis in January 2024. As Senior Property Manager, she is responsible for the overall operation of several retail centers in and around the Dallas/Fort Worth area including tenant relations, budgeting, general maintenance, and property inspections. In previous roles, Angela was responsible for tenant improvement projects, developing and controlling annual budgets, CAM reconciliations, variance reports, and vendor management.
Angela obtained her BS in Construction Management from the University of North Texas. She appreciates the outdoors and, as a current member of the Dallas Bicycle Coalition, she works to improve the safety of cyclists in Dallas neighborhoods. Angela spends her spare time teaching community yoga to children, hiking, camping, and creating handcrafted jewelry.
In December 2023, Deborah started at Fidelis as an Administrative Assistant, supporting the entire Dallas office including retail, healthcare, and industrial. In September 2024, she was moved to an assistant property manager position. In addition to a wide variety of administrative office duties, she assists with the overall daily operations and tenant relations of the DFW properties. In former roles, Deborah managed schedules, made travel arrangements, and created reports in Excel.
Whenever possible, Deborah enjoys her time outside of the office.
In March 2024, Ashley was added to the team at our Dallas office as Senior Construction Manager. Within this role, she manages the construction activities for multiple projects at all of Fidelis' DFW retail properties, including developing budgets, managing schedules, and managing consultants and contractors. Her experience includes site design management, due diligence, entitlements, permitting, scheduling, and closeout.
Ashley earned a Bachelor’s degree in Construction Engineering from the University of Southern Mississippi. She is an active member of CREW Dallas and ICSC.
Blake has been with Fidelis since May 2021 as an Associate – Acquisitions & Development in our Dallas office. There, 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 and asset management, as well as autobody repair.
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.
As a Senior Project Manager, Katy is responsible for the management, leasing, and marketing of the Fidelis properties in New Mexico as well as one in El Paso, Texas. 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, 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.
In September 2023, Kathy started as an Assistant Property Manager at DeVargas Center in Santa Fe, New Mexico. She assists the Senior Project Manager with maintenance, tenants, accounting, and general property management duties. Previous experience includes running credit reports, performing move-in and move-out inspections, preparing budgets, and coordinating with vendors.
Kathy is a licensed real estate broker in New Mexico and California. She volunteers at the Espanola Humane Society where she adopted her two cats, Sushi & Saki. In addition to spending time with family and friends playing games, watching movies, and hiking, Kathy enjoys cooking and baking. She has been in Santa Fe since 2016, where she loves enjoying all four seasons.
As Assistant Property Manager and Facility Manager, Mick handles the day-to-day activities required at Loretto Towne Centre off Main St and and HomeGoods off Lohman Ave in Las Cruces, New Mexico. With over 20 years of experience in this field, Mick is prepared to handle just about any situation that may arise.
Before 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 a 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.
On occasion, Jon travels to Houston for various company events such as property management team meetings, company trips to the Houston Livestock Show & Rodeo, and the company town hall and holiday party. He attends the latter with his wife.
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.
A Senior Property Manager joined our team at Ward Parkway Center in Kansas City, Missouri, in November 2024. Fred joins us with a plethora of ideas on improving that center, along with other centers in the Midwest region which also fall under his purview. This includes centers in Illinois, Indiana, Missouri, Ohio, and Wisconsin, totaling just under two million square feet. During Fred’s career, he has managed malls, power centers, and lifestyle centers from Stanford, California, to Puerto Rico and most states in between. Former experience managing other retail malls including creating budgets, overseeing mechanical, electrical, maintenance, janitorial, and landscape teams, and supervising the activities at each facility will help him achieve his goals that this and other centers. His work passions are finding creative solutions to property challenges and mentoring those advancing in the industry
In addition to St Mary’s College for computer programming and drafting, Fred attended Washburn University for business. He is an active member of the industry leader, ICSC. Fred has seven grandchildren and two grown children. In his spare time, he enjoys working out, attending music festivals, and helping his wife with her charitable endeavors. He is also involved in photography, music, and drawing.
In September 2023, Kayla was added to the Fidelis team as an Administrative Assistant at Ward Parkway Center in Kansas City, Missouri. In 2025, she was promoted to Assistant Property Manager. In this role, she will assist the property management team with the overall operations and daily activities at the property. Previous experience creating and organizing tenant and vendor files, performing property inspections, processing invoices, and assisting with general maintenance requests will help her achieve success.
Kayla received a Bachelor of Arts in journalism from California State University, Long Beach, and holds a California Real Estate License. In her spare time, she enjoys watching football and rooting for the Kansas City Chiefs.
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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