Our Expert Team
Meet Our Team
Our experienced professionals specialize in surplus funds recovery after foreclosure, offering a compassionate, hands-on approach to assist families with much-needed financial resources.
Our Mission
We exist to support individuals and heirs during times of financial distress by recovering surplus funds and assisting with legal and probate filings. Our mission is to provide honest guidance, practical solutions, and dependable service so no family faces these challenges alone.
Michael D. Cleary
Managing Director
Brings more than thirty years of experience in financial services and real estate, providing leadership and oversight in surplus recovery matters nationwide. He ensures regulatory compliance,...
Brijette Martin
Client Services & Operations
Works directly with families navigating foreclosure-related claims, guiding them through complex processes with clarity and care. With over a decade of experience in people-focused roles, she ensures...
Marco Cataliato
Managing Director
Marco brings experience in real estate, construction and business operations. He supports operations, sales and legal coordination. His practical insight into property transactions helps ensure...
Ann Breen
Client Relations
Ann leads client relations with a calm and attentive approach. She supports onboarding communication and ongoing updates. Her focus on clarity responsiveness and trust helps clients feel informed...
Bob Bergin
Client Relations
Bob works directly with clients and potential heirs to provide information about available claims and next steps. He communicates with individuals, explains the process, and supports clients as they...
Briana A.
Sales & Research
Jessica M.
Sales & Research
Marissa M.
Sales & Research
Carlota P.
Sales & Research
Francis C.
Sales & Research