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HOW CAN WE HELP?
"I Have a Client Who Needs Funding"
If you work with business owners or real estate investors who need capital, TDJ Equity Funding can become a trusted funding resource for your clients.
WHY TDJ IS BUILDING THIS NETWORK?
Business owners rarely have only one challenge.
A financing request may uncover a tax issue.
A business acquisition may require an attorney, CPA and lender.
A real estate investment may require financing, insurance, accounting and commercial real estate expertise.
Instead of sending our clients into the marketplace to figure everything out on their own, TDJ wants to build relationships with quality professionals we can confidently introduce when appropriate.
Likewise, when Trusted Advisors have clients who need capital, TDJ Equity Funding can serve as a financing resource.
That creates something much more valuable than a traditional referral arrangement.
It creates a professional ecosystem around the client.
WE WORK WITH CLIENTS SEEING FINANCING FOR:
We work with clients seeking financing for:
- Business acquisitions
- Working capital
- Commercial real estate
- Equipment
- Business expansion
- SBA financing
- Lines of credit
- Real estate investment
- Construction and development
- Debt restructuring and consolidation
- Other business and investment financing needs
OUR ROLE
Our role is to evaluate the financing request, understand the client's financial position and identify funding strategies and lender options that fit the transaction.
Your Client Relationship Matters to Us
When you introduce a client to TDJ Equity Funding, our goal is to complement your relationship — not replace it.
We believe strong professional relationships create stronger outcomes for business owners.
OUR REFERRAL PHILOSOPHY
Client First. Relationship Always.
Our goal is simple:
Take care of the client.
TDJ does not believe every professional relationship has to revolve around referral commissions.
When we refer a client to a Trusted Advisor, our primary concern is whether that professional can provide excellent service and take care of the person we introduced.
Likewise, when another professional trusts TDJ with one of their clients, we recognize the value of that trust.
Professional relationships are built one successful client experience at a time.
Trusted Referral & Trusted Advisor Network
Katherine Tuominen, Catalyst Brand Strategy
Joe Killinger, Commercial Real Estate Broker
Joe Killinger, Commercial Real Estate Broker
Founder. Storyteller. Strategist.
Before specializing in the wellness industry, Katherine built her foundation in entertainment and film marketing, working with global studios including Fox and Warner Bros. This background shaped her ability to craft culturally relevant narratives, manage high-profile media relationships, and position stories that resonate at scale, skills she now applies to purpose-led brands where trust and credibility matter most
Catalyst Brand Strategy
Founder and Brand Strategy
Joe Killinger, Commercial Real Estate Broker
Joe Killinger, Commercial Real Estate Broker
Joe Killinger, Commercial Real Estate Broker
BUILT TO SCALE. BUILT TO SHARE.
Joe Killinger scaled three real estate companies past $5M revenue in their first 18 months. Now he's sharing everything in one central HUB — the strategies, systems, and tools that actually work for CRE professionals
SCALE YOUR Real Estate BUSINESS
Strategies, tools, and insider knowledge for commercial real estate agents and brokers who are serious about growth.
Seasoned Commercial Real Estate Broker
Mike Qu, Managing Director
Joe Killinger, Commercial Real Estate Broker
Mike Qu, Managing Director
Monthly Income From Energy Investments
CrownForge Energy
CrownForge Energy is an independent oil and gas company with a mission to give everyday
investors the ability to invest like industry insiders, through direct well ownership. This allows them
to harvest 100%+ tax deductions while generating monthly income from oil/gas sales. The projects
we establish are cornerstone to our own personal portfolios, and a must-have in today’s geopolitical
and economic environment.
Capital Markets-crownForge Energy
Owner and Managing Director
Trusted Partners & Guest Experts
Selina Harrell, Finance Expert
Kimberly Evans, Transformation Coach
Selina Harrell, Finance Expert
We’re More Than a Financial Service Firm.
We’re a team of dedicated professionals, passionate about empowering our clients to achieve their financial dreams. Our commitment to inclusion, our unwavering focus on client needs, and our deep-rooted community ties set us apart.
Meet the individuals who make JECohen exceptional, from our experienced financial advisors who guide you every step of the way to our corporate staff who ensure seamless operations. Together, we’re building a brighter financial future for our clients and our community.
JECohen
Financial Advisor & Director
FA Development Program
Dr. Pat Boulogne, Health Coach
Kimberly Evans, Transformation Coach
Selina Harrell, Finance Expert
Empowering high-achieving professionals to optimize their health, habits, and performance—without burnout.
Through The 360° Life Mastery Method, a proprietary system designed for elite performers who demand both peak success and sustainable well-being.
Ready to elevate your performance and well-being—without compromise?
Let’s explore what’s possible together.
Dr. Pat Boulogne, DC, CCSP, AP, CFMP
CEO & Founder, Health Team Network
Kimberly Evans, Transformation Coach
Kimberly Evans, Transformation Coach
Kimberly Evans, Transformation Coach
Seismic Transformations provides expert mentorship and strategic guidance, helping individuals and organizations unlock their full potential.
Kimberly Nicole Evans
CEO & Founder, Seismic Transformations
TDJ Equity Funding Insiders Podcast #35
Uma Bansal, Legal Expert
Kimberly Evans, Transformation Coach
Uma Bansal is the Founder and Managing Partner of The Oracle Legal Group, a boutique law firm specializing in corporate law and intellectual property.
Uma Bansal
Legal Council Managing Partner
Houston Office: (346) 315-4441
Don Workman, Financial Advisor
Raychel Walker, Financial Expert
Helping families & businesses protect, grow, and secure their financial future. "Your Shield for Your Financial Success"
Don Workman
Licensed Financial Consultant #2590237
Office: (214) 532-2678
Raychel Walker, Financial Expert
Raychel Walker, Financial Expert
Planning your financial future, whether personally or for your business, involves many factors. With so many options, it can be challenging to navigate through all the decisions. Discover how we can help you with personalized guidance and solutions tailored to your specific needs.
Raychel Walker
Financial Representative
Greater Raleigh Agency
Office: (919) 230-6064
Teddy Nguyen, Money Coach
Jeff York, Real Estate Advisor
Jeff York, Real Estate Advisor
My goal as a money coach is not just to teach you about “budgeting” and “saving money”, but to give you the hope and confidence you’ve been looking for with your money!
- Money Coach Teddy
Office: (214) 814-0799
Lion Lamb Money
Jeff York, Real Estate Advisor
Jeff York, Real Estate Advisor
Jeff York, Real Estate Advisor
Commercial real estate advisory firm, helping businesses get the best deals on office space and warehouse space, in DFW and nationally.
Office: (972) 872-8585
Cell: (321) 663-4535
ITRA Global-York Property Company
Aaron Florez, Risk Advisor
Jeff York, Real Estate Advisor
Commercial Insurance Advisor for Real Estate & Multifamily | Protecting Investors, Brokers & Operators with Tailored Risk Solutions | Safeguarding Portfolios, Maximizing Value.
Office: (972) 590-3014
Cell: 469-684-5064
Champion Commercial Insurance Agency
Demetris Adekanmbi, Banking Expert
Demetris is responsible for proactively collaborating with and supporting community stakeholders, with a mission to actualize the credit union’s core values: Caring, Understanding, Teaching, and exceeding expectations at every interaction. Helping others is at the heart of everything that I do.
Office: (972) 301-1944
Cell: 945-227-7336
Credit Union of Texas
Digital Marketing Consultancy Specializing in Client
Acquisition Systems. To assist coaches, consultants, course creators, & B2B service providers to get into the 1% of wealth by using our innovative digital marketing strategies.
Rhonda Hutchinson, Broker
Envision Home Lending
Owner/CEO@ Envision Home Lending LLC NMLS#1472174 / Company NMLS#2619789 /Reverse Mortgage Specialist
www.envisionlender.com
(214) 856-3747
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Franchise Expert Rudy Frederico
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Family Planning Expert Cindy Arledge
Family Planning Expert Cindy Arledge
I help business owners create a multi-generational plan to elevate their family's ability to thrive for the next 100 years.
Book a Free Discovery Call
Cyber Security Expert Peter Gailey
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Cyber Security Services In Dallas and the US
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Dana helps you quickly identify and resolve issues at the heart of serious unending business conflict - partner disputes, team issues, lawsuits, divorce - so you can avoid costly mistakes. Make clear business, legal and financial decisions without regret, and get major relief from the stress with a new lease on life!
Top Texas Realtor Brandy Marshall
Top Texas Realtor Brandy Marshall
Commercial Realtor Dominic Green
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Ryan Osman, CPA, MBA, Managing Director
Ryan Osman, CPA, MBA, Managing Director
Qualified accounting professionals are in short supply, don’t take chances building your own team. Let our team of experts cover all your financial and accounting needs.
(347)-659-6071
Get Smarter About Business Funding
Get practical insights on business funding, underwriting, capital strategy, lender readiness, workshops, webinars, and resources designed to help you make smarter financing decisions.