Our Story

After a decade in mortgage servicing rights (“MSR”) advisory, UVA collegiate tennis player Brett Schaffer and his co-founders felt that they could do “it” differently and better, and it was time. They melded their competitive, entrepreneurial nature and industry expertise with a foundational commitment to integrity and the pursuit of excellence. The founding principle of being the best (NOT the biggest) remains a guiding force.

Their vision included an awareness of the fundamental connection between external client satisfaction and internal employee performance and recognition. They believed that these practical aims were not mutually exclusive nor lofty, and should lead to sustained differentiation. Their design of a flat, innovative team culture of meritocracy, transparency, performance and consistent results yielded market leadership. In 1996, the PHOENIX family and enterprise was born.

Our Values

PHOENIX continues to be guided by our founding principles and client goals. We are proud to be the sole independent, employee-owned provider of significance providing services across an unrivaled spectrum of client needs in the mortgage industry.

Clients can expect our commitment to a culture that:

  • LISTENS and over-communicates to its clients and employees
  • Obsessively attends to details and customer service
  • Strives to partner with clients and provide root solutions
  • Stays current, relevant and constantly evolves with market changes
  • Provides thought leadership for the mortgage industry
  • Sees the forest for the trees
  • Fosters teamwork, constant learning/improvement
  • Grooms talent and succession planning at all levels
  • Values diversity, tolerance and transparency
  • Invests in technology, innovation & risk management
  • Earns and furthers its reputation with clients every day
  • Works smarter, not just harder
  • Encourages philanthropy and is dedicated to giving back
PHOENIX advisors section image

Meet the Team

The PHOENIX executive and senior management team averages over 25 years of industry experience, providing our clients with the most valuable knowledge, support and advice.

Brett Schaffer PHOENIX

Brett Schaffer

CEO & Founder

Dean DeMeritte PHOENIX

Dean DeMeritte

President - Trading & Analytics

John Burnett PHOENIX

John Burnett

President - Mortgage Services

Kelly Garland PHOENIX

Kelly Garland

Fund Manager - Whole Loan Trading

Stephen B Fleming PHOENIX

Stephen B. Fleming

EVP - Trading

Brady DuPuis PHOENIX

Brady DuPuis

SVP - Trading

Jason Eisendrath

SVP - Whole Loan Trading

Brian Cerise PHOENIX

Brian Cerise

SVP - Whole Loan Trading

Julie Riccatone PHOENIX

Julie Riccatone

SVP - Loan Trading & Contract Finance


Jeffrey Boyd

SVP - Analytics

Bryan Council PHOENIX

Bryan Council

SVP - Mortgage Services

Ryan Lilly PHOENIX

Ryan Lilly

SVP - Mortgage Services

Shuaib Hassan PHOENIX

Shuaib Hassan

SVP - Mortgage Services