There are investment partners
and there are Investment Partners
We only offer opportunities in which we would also invest. (And often, we do.)
Heritage Capital USA began over 20 years ago with Ryan Parson seeking alternative investment opportunities for himself and his family. Though the family has grown, the process has not. Nor has the primary goal: to help family members efficiently create and protect generational wealth.
Ryan and his family continue to invest in many of the deals offered to Mile Marker Club members. It’s this notion of being “down in the trenches” as a group – that our members never have to go it alone – that makes the combination of the Mile Marker Club and Heritage Capital USA so special. Ryan and his team truly put their money where their collective mouth is, and members appreciate that.
Our Family of Companies
Our family of companies bring a strategic advantage to both investor families and deal operators. This unique group offers a dynamic and unparalleled combination of wealth education, private investment opportunities and unique capital raising opportunities for deal flow operators.
The Heritage Capital USA Team
A nationwide speaker and expert on alternative investments, Ryan is the head of our extended investor family.
A renowned nationwide speaker on alternative investments and portfolio management, Ryan Parson has more than 20 years of experience in financial services, insurance and real estate. His unique expertise comes from an in-depth knowledge of both the traditional ﬁnancial services market and alternative investments, as well as his rich history of activity in various sectors, including real estate, health care and energy. His clients receive personalized access to valuable insights, and the assets in which he specializes are structured to create a predictable, sustainable pathway to growth and wealth.
Ryan teaches accredited investor members how to create a well-balanced and risk-adjusted portfolio of alternative investments, including private equity, private lending, real estate-related assets and business development companies. His expansive network of unique off-market deal opportunities provides access to assets that were once available only to Wall Street.
Ryan has undergraduate degrees in finance and insurance, and an MBA from Drake University. His designations include ChFC, CLU and CFP®, and he speaks nationally on private and institutional capital deployment techniques, investment analysis, portfolio management and advanced financial planning strategies.
Linda P Paquin
Learned business processes through her experience in the airline industry, and she’s just taken off from there.
Linda developed her mastery of business processes from the ground up – way up. Beginning with a 13-year stretch at Northwest Airlines, she quickly learned every facet of the airline call center. While at Alaska Airlines as Senior Manager, she closed an aging call center and supervised the design and IT infrastructure at the new center, expanding head count from 110 to over 400, and earning the airline’s Manager of the Year award as a result. Then, at SuperShuttle, she helped form another new call center, serving as Senior VP of Reservations and Communications.
Excelling as a leader at SuperShuttle – Ernst and Young once named her finalist for Entrepreneur of the Year – Linda created and was directly responsible for developing the budget for four new call centers and supervised that all budgets were met while maintaining the company’s high service standards.
As Director of Operations for Heritage Capital USA, Linda ensures that all budgeting standards are met. She researches new technologies, implements creative and better ways to streamline processes, and is a leader in the daily operations of the business.
Knows exactly how to connect with the audience, and how to turn that audience into customers.
As Director of Marketing, MC understands and serves the community of high net worth investors and families. She has worked with Fairway America, SBREfunds.com (Small Balance Real Estate) and Keiretsu Forum, giving her hands-on alternative investment and business development expertise.
MC is also the Founder and Principal of TNTH Consulting, where she guides corporations, entrepreneurs and start-ups to better leverage their positions in the global marketplace by reconnecting with their audiences using a combination of data, analytics, in-person experiences and human emotion. Hailed as a meta-matchmaker, MC excels at helping clients overcome obstacles and make connections.
As the marketing landscape evolves at light speed, she blends interactive media, strategy, analytics, current research, deep industry knowledge and hands-on user experiences to help her corporate clients better anticipate and plan for their future.
Linda Sue Baker
Linda attends to every client need, and to the needs of HCUSA.
Linda Sue Baker brings enthusiastic energy and strong communication skills to HCUSA. Linda handles accounts payables/receivables, maintains client databases, processes acquisitions and closings of fix-and-flip properties, manages rentals and communicates with vendors. Iowa born and raised, her parents instilled the importance of integrity, responsibility and a common respect for others. Linda moved to Nashville in the mid-1990s and assisted three directors of ministries in a United Methodist Church agency, learning to prioritize her time and build efficient systems while balancing the workflow for three supervisors with three different workstyles.
Returning to Iowa a few years later, Linda obtained an Associate’s Degree in Business Administration from Hamilton College (now Kaplan University) and worked as a Field Support Specialist for Snap-On Tools.
She also combined her entrepreneurial skills and passion for music to form a successful DJ and karaoke business, Fuel This Fire Entertainment. She played and sang for special events such as weddings, anniversaries and graduation parties, and performed at area nightclubs.
Experienced in the areas of corporate finance and investing.
Wallace Glausi counsels emerging growth companies and investment funds on issues related to formation, financing, growth, portfolio investments and liquidity. He provides strategic counsel on positioning, business model and revenue generation issues, as well as tax planning. He has represented developers, borrowers, investors and lenders on more than one hundred tax credit syndications and finance transactions, including public offerings, low-income housing, energy and renewable energy. Wallace is also well versed on transactional matters, including mergers and acquisitions, complex strategic, equity, debt, venture financings and stock/equity incentive plans.
Manages billions of dollars in holdings, a training academy and more.
A 28-year veteran and expert in the seller finance mortgage and distressed asset industry, Bob Repass has purchased over 40,000 performing and non-performing mortgage loans totaling over $2 billion in volume. During his career in the seller finance note industry, he was a Senior Executive at some of the largest institutional investors – Metropolitan Mortgage & Securities, Associates Financial Services and Bayview Financial. In addition to his role as Fund Manager for the Heritage Multi-Sector Fund I, Bob serves as Managing Director of Colonial Funding Group and NoteSchool, a training academy he founded in 2006. At Colonial, he is also the Fund Manager and Chief Investment Officer of the company’s Colonial Fund 17 and Colonial Impact Fund II.
A natural artist and dedicated craftsman, he knows how to make communications motivate, and look really good.
Self-taught in all facets of art, design and art direction, Bernell Clifford has two decades of experience in advertising, graphic arts and marketing. Expert in both traditional and digital media, he has worked on some of the world’s greatest brands, including Red Bull, Pepsi, American Airlines, Samsung and AT&T. Born in South Africa and currently living in Polson, Montana, he has worked with clients all over the United States. In his free time, he studies and practices photography, illustration, sculpture and painting. As part of the Heritage Capital USA business development services team, Bernell has conceived and designed our corporate websites, various company materials and is helping deal operators market their offerings.
With big ideas, and words of all sizes, he has the experience to communicate, influence and entertain.
With more 30 years of branding, promotions, retail and direct marketing experience – in both traditional and digital media – Brian Gross communicates effectively and well. He has worked as a writer and/or creative director in agencies large and small, including The Richards Group, Publicis and Ogilvy & Mather, as well as in corporate creative departments. He is also a short-form and feature-length screenwriter with a number of projects in development. As part of the Heritage Capital USA business development services team, Brian has worked on our corporate websites and is helping deal operators communicate their offerings to our high net worth investor families.
Each partner in our family of companies brings a very strategic advantage to both investor families and deal operators. Through this unique consortium, we offer an unparalleled combination of wealth education and private investment opportunities to investors, and one-of-a-kind capital raising opportunities for deal operators.