About
New fund.
Experienced team.
D&G Financial Group is a new investment vehicle. The people running it are not new to this. Our principals have sourced, underwritten, and executed real estate transactions across multiple market cycles. The fund is the structure. The experience is what has always driven the results.
The team behind the fund
The figures below describe the prior track record of the principals, not the performance of the fund.
[XX+]
Years Combined Principal Experience
$[XXX]M+
In Prior Transaction Value
[XX]
Transactions Completed
[X]
Target Markets (Sarasota, FL and Nashville, TN)
[X]
Asset Classes
Leadership
Built By Operators,
Not Just Advisors.
Co-Founder & Managing Partner
Jeff L. Livingston
35+ years in real estate development, licensed across five states, responsible for nearly $1 billion in completed projects. 400+ developments in Nashville and 35 in Sarasota, earning three Builder of the Year nominations. Deep sourcing relationships across luxury residential, infill, multifamily, and commercial assets, built over decades in the Nashville and Sarasota markets.
Capital Markets & Deal Origination
Chandler Wheeler
Capital markets and private finance professional spanning real estate, cannabis, energy, and blockchain, with a focus on connecting institutional and private capital to off-market opportunities. Also leads the fund's compliance infrastructure, CRM systems, SOPs, and technology and automation development.
Capital Structure & Debt Advisory
Jason Householder
Lending strategist with 18+ years in commercial banking. Builds bank-ready financial packages, models cash flows, optimizes capital stacks, and facilitates full-cycle construction financing. Ranked #1 sales producer seven times across three firms. Brings a specialized network of dental, medical, and veterinary professionals representing significant accredited investor capital.
Securities & Investor Relations
Jeremiah Householder
Nearly 20 years as SVP, Market Executive, and Investment Advisor at major financial institutions including Bank of America/Merrill Lynch. Leads integration across Wealth Management, Private Banking, Commercial Banking, and Investor Real Estate spanning five states. Co-founder of LenDR Consulting with $200M+ in closings since inception.
Portfolio Management & Market Strategy
Kristien Van Hecke
20+ years of international corporate leadership including 13 years as VP at Unilever managing €800M+ in business across Central Africa. 50+ completed developments in Sarasota spanning single-family, multifamily, and commercial assets. Operates an active Opportunity Zone fund and brings Fortune 500-caliber strategic discipline to every acquisition and disposition.
Brand Strategy & Partnerships
Vincent Butta
CEO of Nexxt Stage Productions with 30+ years of executive leadership across entertainment, consumer products, and technology platforms. Led investor relations for large-scale developments in Cape Verde and Los Angeles with Africa Development Solutions. Has structured financing with Posner Private Equity, BTIG Investment Bank, and Heritage Capital.
Capital Acquisition & Commodities
Moe Haseeb
Finance professional and deal architect with a decade of experience across wealth management, capital acquisition, and global commodities. Began his career supporting a $1B AIG book of business with high-net-worth clients. As CEO of Creo Mellon, sources and structures opportunities across VC, PE, family offices, and UHNW capital with a focus on institutional-grade compliance.
Capital Solutions & Private Equity
Michael Morris
CEO of Woodedge Capital and former VP at Meridian 84, focused on lower middle market investment opportunities across healthcare and small business. 10+ years in private equity, commercial banking, and business ownership with deep specialization in structuring debt and equity solutions for acquisitions, expansions, and recapitalizations.
Advisory Board
Independent Oversight.
Institutional Credibility.
D&G Financial Group operates with a full advisory board covering every critical discipline. These are not figurehead roles, each advisor actively contributes to deal sourcing, due diligence, and risk management.
01
Legal Counsel
Securities law, fund compliance, 506-C regulatory oversight, and investor documentation across all fund activities.
02
Financial Professionals
CPA-level oversight, fund accounting, investor reporting, and annual audit coordination.
03
Commercial Real Estate
Market analysis, asset valuation, acquisition underwriting, and development feasibility across target markets.
04
Mortgage & Lending
Debt structuring, lender relationships, CMBS analysis, and private credit deal sourcing.
05
Accounting & Tax
1099 tax structure management, investor tax reporting, and fund-level accounting oversight.
06
Healthcare Finance
Healthcare sector deal flow, medical real estate, and specialized capital deployment in healthcare-adjacent investments.
Independent Fund Oversight
Pointe Capital Partners LLC
Pointe Capital Partners serves as independent fund administrator and oversight entity, providing an additional layer of fiduciary accountability separate from the fund's management team. This structure ensures investor capital is managed with full transparency and institutional-grade governance.
Next Step
Ready To Learn More?
If you are an accredited investor exploring D&G Financial Group, the next step is a short conversation.