Monterey Financial Services Appoints New Chief Executive Officer, Kevin Weiss

Monterey Financial Services, a national leader in specialty financing and loan servicing, announces the appointment of Kevin Weiss as CEO. Kevin steps into the role with a strong track record of building high-growth companies and a clear vision to advance Monterey Financial Services’ innovation and customer-centricity.

Before Monterey, Kevin helped to launch and grow several successful businesses. In financial services, he was a founding team member of M13, a venture capital firm that now manages over $1.3 billion in assets, and subsequently, a Texas-based multi-family office where he invested in both debt and equity across a number of industries.

Most recently, Kevin served as Chief of Staff to CEO Brian Balfour and headed the B2B business segment at Reforge, an online training and software services business backed by Andreessen Horowitz and Insight Partners. Under his leadership, Reforge B2B grew from under $1 million to tens of millions in recurring revenue in three years.

Kevin succeeds Shaun Lucas, who led the company as CEO for six years, helping to lay the groundwork for scalable growth.

“We’re excited to have Kevin lead Monterey as our new CEO during such a pivotal time,” said Kathi Steinke, Co-Founder and Chairwoman of Monterey. “Kevin’s energy, focus on customer experience, and fresh perspectiveare exactly what we need as we enter this next phase.”

Outside of Monterey, Kevin proudly serves on the board of Veterans Exploring Treatment Solutions (VETS), the leading charity focused on serving Special Operations Forces (SOF) veterans suffering from Traumatic Brain Injury and Post-Traumatic Stress. Kevin’s work with VETS and background more broadly align with Monterey’s core values, from high performance to giving back to the community.

“Monterey has a strong foundation and an experienced, dedicated team,” said Monterey Financial Services CEO Kevin Weiss. “I am excited to continue Monterey’s legacy of creative problem solving and customer service, while embracing technology to solve problems for our customers and unlocking growth opportunities for our employees and brokers.”   

About Monterey Financial Services

Monterey Financial Services helps businesses grow revenue by creating bespoke finance programs to service as well as outright purchase their receivables. With risk-based pricing across the full credit spectrum, and specializing in historically underserved industries, Monterey has built a reputation for quality customer service, scalable programs, and a strong focus on compliance. There are numerous ways to work with us. For more information visit www.montereyfinancial.com.