LEADERSHIP

Tate Johnson
President & Chief Operating Officer

Adrienne Carter
Chief Business Development Officer

Magen Morris
Vice President of Operations

Joe Pupel
Chief Financial Strategist

Brian Michaels
In Memoriam

“I have worked closely with the Brook-Hollow team and they have provided some fantastic opportunities for our clients and our law firm. There are very few companies in this field who work with you when it comes down to the settlement distribution and options to fit your needs.”
– Hunter J. Shkolnik –
Read more about Hunter in Vanity Fair

“Brook-Hollow has been at the forefront of innovative solutions for attorney capital needs and financial planning for many years. For a mass tort firm, revenue generation follows a feast or famine cycle. Expenses, however, remain a constant. As a result, forward thinking financial planning and access to capital are a necessity – not merely a creative afterthought – to long term success. Brook-Hollow has been a wonderful partner in helping to secure long term success for our firm.”
– Justin Witkin –
AWKO Law

Our goal is to provide our clients with streamlined, concierge service to achieve their financial goals. We will be there every step of the way, from pre-closing through the life of your deferral and loan.

Magen Morris | Vice President of Operations

I enjoy drawing on my legal and financial background to help our clients achieve financial freedom beyond what they thought was possible. My job is to ensure our entire team is focused on providing the most comprehensive and innovative financial solutions for contingent fee attorneys nationwide. Tate Johnson | President & Chief Operating Officer

Financial independence (what we used to call retirement) is the greatest form of freedom. In my 33-year career, what Brook-Hollow does might be the most powerful tool I’ve seen in enabling this greatest form of freedom.

Joe Pupel | Chief Financial Strategist

Offering a service that helps individuals achieve financial prosperity is something I am very proud of. Over the last decade I have worked vigorously to build strong, long-term and mutually respectful relationships with my clients.

I truly believe that our word is our bond. My goal is to ensure clients understand the functionality and legality of our services, ask the right questions and have the tools necessary to make an informed decision. We take the time to listen, advise and customize a solutions that best suit each firm and their individual needs I’m confident to say we offer the most vetted, robust, and flexible attorney fee deferral solution in the country. Both our track record and the long list of loyal clients is a great representation of this.

Adrienne Carter | Chief Business Development Officer

Brian was a smart, kind, and innovative attorney who was key to the development of Brook Hollow’s pioneering legal fee tax deferral solutions. He was taken from us far too soon, and he will be missed tremendously by all who knew him.