Our Team

Our Team

Together

We Rize

Rize Up (Rize Holdings) is a privately-held firm based in St George, UT with a history of success in acquiring, developing, managing, and operating community-driven opportunities and properties throughout Southern Utah.

We’re here to foster growth in creating a community that leaves a legacy of transformative development for a better tomorrow, today.

We identify opportunities, develop visions, manage growth, and operate community-driven efforts to continue the growth of the local economy.

Our Team

James Rose

CEO & FOUNDER

James Rose has over 20 years of experience in real estate development, construction, marketing, and finance, with the total acquisition and disposition of over $1 billion dollars of real estate assets. James is personally involved in developing the St. George Opportunity Zone. He has located his own business headquarters, Rose Development in a certified Opportunity Zone in St. George, Utah. James is passionate about the Opportunity Zones and is regularly a speaker at conferences and forums drawing on his demonstrated expertise in Qualified Opportunity Zones funding. James has significant experience spanning all types of development, including commercial, hospitality, multifamily, industrial, and large–scale residential projects in addition to his knowledge and insight into Opportunity Zones funding. In addition to being a licensed Real Estate Broker in Utah, James is also a licensed Utah General Building Contractor making him uniquely adept at creating successful Opportunity Zone developments.

Lyndi Rose

CO-FOUNDER & PRESIDENT

Lyndi Rose has over 15 years of experience in real estate, asset, and property management. Lyndi is responsible for the execution of the strategic business plan for Opportunity Zone development. Lyndi creates a clear direction for the Opportunity Zone funds on achieving cash flow yields and meeting occupancy and leasing targets. Lyndi has a deep love for her community; she loves people and has developed long-term relationships with some of the largest national real estate holding companies in the nation. Lyndi is a licensed Utah Real Estate agent and her additional experience in operating hospitality-based real estate businesses gives her a deep perspective on strategic elements for operational success.

Lyndi was raised in Southern Utah and has a deep love for her community. She has been married to James Rose for nearly 20 years, and together they have four beautiful children. She loves spending time with her family, especially boating at Lake Powell.

Steve Barnhart

Construction Project Manager

Steve has been a serial entrepreneur with successful business ventures as the owner of Steven Barnhart construction from 1981-2003, owner of Color County Construction Las Vegas from 1988-2003, and employing over 140 workers in addition to coordinating subcontractors. Steve’s expertise has been paramount to furthering the success of RIZE given his history of successful projects. His diverse background has included successful ventures in supervising, managing, or owning a wide range of types of projects, including custom homes, office complexes, dental facilities, road construction, subdivision development and infrastructure, warehouse construction, and storage unit development and construction. His successful past even spans the continental United States, including low, mid, and high rise hospitality renovations in Atlanta, Houston, Austin, Dallas, Las Vegas, San Francisco, and Irvine.

Stephenie Nast

Operation Manager

Stephenie is an industry veteran with 20 years of accounting, cost control, and HR experience in hospitality and property management sectors. Stephenie is an important Director for the fund, developing and implementing systems and procedures to streamline processes and to assist clients. Stephenie ensures that all the details are managed with accuracy for a high-performing team. Stephenie’s years of experience includes controller positions at several companies with accounts receivable in excess of a billion dollars a year.

Steve Laski

Director of Development

In addition to being the Director of Development for St. George Opportunity Fund, Steve is the co-founder and Managing Principal of Acumen Development Partners. Steve wields more than 40 years’ of construction and development experience across many successful businesses, Steve oversees field operations of all Opportunity Zone projects and provides oversight to all corporate business functions. Steve is renowned for his ability to achieve in difficult situations. Steve’s reputation has earned him projects with some of the top ownership groups and franchisers in the hospitality business. His successful projects span from $1 million to $450 million in the U.S. and Caribbean.

Jake Gardener

Director of Marketing

Jake Gardner is a successful entrepreneur and marketer. In addition to starting his own marketing firm 7 years ago, he recently sold his technology business to a public company. Jake is currently focused on the St. George Opportunity Zone Fund and works diligently to connect with investors and create relationships for the development of this special site. In addition to the fund, Jake works with a variety of partners to place marketing dollars for effective results. Jake focuses on developing and managing marketing programs for specific projects by supporting business objectives including crafting the right strategy to implement marketing dollars. He also works with development teams to build strategies to lead acquisitions, foster client retention, execute business development goals, provide sales support and advance brand building.

David Tanner

CEO of RIZE Health Partners

David Tanner has over 30 years of experience in the healthcare industry and extensive experience working specifically with physicians. David began his career with Holy Cross Health System in Salt Lake City. He has worked as a Vice President at HealthSouth building a national clinic division adding 160 clinics in 22 states. He managed the Western Half of the USA centers for Integramed America as Senior Vice President. Mr. Tanner served as Chief Executive Officer of Calais Health, a for-profit subsidiary of The Franciscan Missionaries of Our Lady Health System in Louisiana. He served as Chief Executive Officer of Granger Medical Clinic in Salt Lake City managing 180 providers in 26 clinics. David holds a bachelor’s degree in Healthcare Administration and a Master’s in Business Administration. He is an active member of the Utah Medical Group Management Association and the former President of the Utah Case Manager’s Association.

Mark Allen

Partner

Dr. Allen is a serial entrepreneur and executive, with experience leading organizations from inception to profitable growth to successful exit. Dr. Allen has a BS in Applied Physics from Columbia University and an MD from UCLA. During his medical training, he developed one of the first web-based clinical decision support systems to guide doctors to make the right patient care decisions. After clinical trials demonstrating significant improvements in healthcare quality and cost, Dr. Allen founded Corticon to bring this new technology to market. Under Dr. Allen’s leadership as CEO, Corticon became one of the leading commercial rules engine software products, powering automated decision-making in healthcare, insurance, banking, retail and manufacturing. When Corticon was acquired by Progress (NASD: PRGS), Dr. Allen took roles as Chief Technologist and then General Manager. In 2017, Dr. Allen co-founded the biopharma company Elevian in partnership with three Harvard professors and several drug development veterans.  Elevian are developing drugs that target aging, with the potential to treat and prevent multiple age-related diseases at the same time. An active member of YPO since 2009, Dr. Allen serves on the board of YPO San Francisco Gold.

Fund Administrator

NES is the gold standard for Opportunity Zone Fund Compliance management. RIZE uses NES for all of our Opportunity Zone Fund management. This is a clear and unmistakable demonstration of our dedication to our investors and ensures investors have clarity and security when working with RIZE.

Security of funds matters. NES Financial’s mission is to bring security and transparency to specialized financial transactions. NES Financial has set the benchmark for best practices in the industry.

NES is unrivaled for levels of compliance. Each year NES Financial’s administrative processes are audited for SSAE 16 Type II certification, the same level of certification needed to obtain a federal bank charter.

Ensures Opportunity Zone compliance and minimizes operational risk. NES satisfies all the Opportunity Zone tracking and IRS reporting requirements while delivering institutional-grade accounting and document management performance.

Increases transparency and investor confidence by providing each investor with greater visibility into Qualified Opportunity Fund performance and investment information on the secure web-based portal.

Lowers Fund Operating Costs through fast processing times. NES provides key access and service for onboarding investors and generating financial statements and provides customer service to investors.

Legal Assistance

A full-service law, media, and consulting firm, the Geraci team is at the forefront of the ever-changing non-conventional lending space and caters to non-conventional lenders worldwide. Our legal departments include Banking & Finance, Corporate & Securities, and Litigation/Bankruptcy, while our recently formed Geraci Media Group not only organizes conferences but also provides a full array of media services to help raise your brand awareness. For more information, visit https://geracillp.com.