Stephen is currently a managing principal of Red Beard Capital LLC (RBC). RBC engages in sourcing and managing various investments for their clients, as well performing the following services; acquisition and divestiture advisory engagements & family office investment advisory services.

Prior to Stephen co-founding RBC, he was employed by Henry Investment Group (HIG). His role involved locating investment opportunities, oversight of several portfolio companies, and was responsible for structuring and negotiating investments on behalf of HIG. During his time at HIG he was instrumental in numerous transactions. He also served as marketing director for several affiliates of HIG. Stephen was able to successfully source and close six different transactions for HIG.

Before joining HIG, Stephen was the CFO of an oil and gas service company, TitanLiner. Stephen was instrumental in helping to grow TitanLiner from a start-up in 2011 to a sizeable business in 2012. Stephen helped the ownership of TitanLiner capitalize on the tremendous growth by facilitating a partial divestiture of TitanLiner in 2012.

Stephen ventured into the franchise industry in 2010. He has developed and currently operates seven locations across Texas. Stephen currently owns and operates this business as well as owning an interest in and participating in the oversight of an oil and gas service company.

Stephen was employed by Johnson Miller & Co. of Midland, Texas prior to joining TitanLiner. Stephen was involved in income tax compliance and financial statement compilations while employed by Johnson Miller & Co.

Stephen is a CPA and earned a BBA in Accounting from Texas Tech University and earned a MBA from University of Texas Permian Basin.

Kali serves as Controller of Red Beard Capital, where she oversees accounting, financial management, and operations across the firm's diverse portfolio of investments and affiliated entities. Her responsibilities span private equity investments, oil and gas funds, mineral and royalty interests, real estate, operating businesses, and family office activities. She plays a key role in financial reporting, cash management, investor relations, capital transactions, and the financial oversight of the firm's investment activities.

Since joining Red Beard Capital in 2021, Kali has helped manage the financial operations of the firm's growing investment portfolio, working closely with ownership on financial strategy, investment administration, and operational processes. She brings extensive experience in multi-entity accounting and financial management, with a background spanning family offices, private investment groups, and West Texas energy companies, including Henry Investment Group, H&J Petroleum Management & Consulting, Midland Energy, and TitanLiner.

Kali holds a Master of Science in Accounting from the University of Illinois and a Bachelor of Business Administration in Accounting from the University of Texas Permian Basin.

Kali and her husband, Cory, live in Midland with their three children. Outside of work, she enjoys spending time with her family, traveling, and making memories with their children.