The peoplebehind the platform.

Josh James serves as Director of Client Relations at Overtime Capital Group, where he leads the firm's client engagement strategy and oversees the systems, relationships, and operational coordination that support Overtime's integrated wealth-building platform. His leadership ensures clients receive a seamless, personalized experience while navigating the firm's comprehensive approach to tax strategy, wealth planning, asset protection, and alternative investments.

Josh brings extensive experience in the oil and gas industry, with a deep understanding of drilling operations, production, field redevelopment, and the economic drivers that influence successful energy investments. His hands-on industry knowledge allows him to evaluate opportunities from both an operational and strategic perspective while helping clients better understand the value and long-term potential of Overtime's energy investment platform.

In addition to his industry expertise, Josh previously held FINRA Series 6 and Series 63 securities licenses, providing him with a strong foundation in financial products, regulatory compliance, investment strategy, and client service. This unique combination of operational experience and financial knowledge allows him to bridge the gap between complex investment opportunities and practical client solutions.

At Overtime Capital Group, Josh plays a vital role in coordinating the firm's client experience while working alongside wealth advisors, CPAs, attorneys, and strategic partners to ensure every client receives thoughtful guidance and personalized support. From onboarding new relationships to coordinating investment opportunities and helping implement long-term wealth strategies, Josh is committed to delivering a level of service built on professionalism, communication, and trust.

Known for his ability to bring structure to complex processes and maintain operational excellence across multiple initiatives, Josh has become an integral part of Overtime's continued growth. His leadership helps ensure that the firm's vision is supported by disciplined execution, scalable systems, and a client-first culture focused on building relationships that last for generations.

Josh's mission is simple: create exceptional client experiences, build trusted relationships, and help clients confidently navigate the strategies that lead to long-term financial success and generational wealth.

Robert Miller serves as a Client Relations Specialist at Overtime Capital Group, where he works closely with individuals, families, business owners, and investors to help them navigate strategic wealth-building opportunities with confidence and clarity. His relationship-first approach, combined with an unwavering commitment to integrity and service, allows him to build lasting partnerships founded on trust, transparency, and personalized guidance.

As a proud United States Marine Corps Infantry veteran, Robert developed the discipline, accountability, leadership, and mission-focused mindset that continue to define both his personal and professional life. His military service instilled a deep commitment to serving others, building meaningful relationships, and approaching every opportunity with professionalism and purpose—qualities that now serve as the foundation of his work with clients.

Throughout his career, Robert has built a strong background in business development, client engagement, and relationship management. His ability to connect with people, understand their goals, and provide thoughtful guidance has made him a trusted resource for clients seeking long-term financial solutions rather than one-time transactions. He believes that every successful relationship begins with listening, understanding, and earning trust.

At Overtime Capital Group, Robert plays an important role in helping clients understand how tax strategy, asset protection, business structuring, and alternative investments work together to create a comprehensive wealth-building strategy. Working alongside the firm's wealth advisors, tax professionals, and strategic partners, he helps clients connect the right opportunities with the right long-term plan while ensuring they feel informed and supported throughout every step of the process.

Known for his professionalism, reliability, and genuine desire to help others succeed, Robert is passionate about creating exceptional client experiences built on communication, education, and long-term relationships. His focus extends far beyond individual opportunities—he is committed to helping clients build stronger financial foundations designed to support future generations.

Robert's mission is simple: serve with integrity, build lasting relationships, and help clients create financial strategies that provide confidence, opportunity, and long-term success.

Ryan serves as a Client Relations Specialist at Overtime Capital Group, where he works directly with investors and strategic partners to support capital formation, investor education, and long-term wealth planning initiatives.

His role focuses on helping clients better understand opportunities across oil & gas, precious metals, and other real asset investments while ensuring alignment between investment strategy, asset protection, and long-term financial objectives.

Ryan brings a unique combination of military leadership, entrepreneurial experience, and financial knowledge to the firm. As a former Army Ranger with 14 years of distinguished service, he developed a reputation for operating in high-pressure environments where discipline, integrity, adaptability, and strategic decision-making were essential to mission success. Those same principles now guide his approach to investor relations and client engagement.

In addition to his military background, Ryan is an accomplished business owner and operator with extensive experience managing projects, budgets, client relationships, and business operations. His entrepreneurial experience provides practical insight into the challenges faced by business owners, investors, and high-income earners seeking to protect and grow their wealth.

Ryan also brings experience in Knowledge of how to lower tax liability through strategic investments and financial education, giving him a strong understanding of income flow, tax exposure, financial documentation, and compliance requirements.

Combined with his knowledge of trust planning, entity structuring, and wealth preservation strategies, he helps clients better understand how proper structure can support asset protection, tax efficiency, and long-term generational wealth planning.

At Overtime Capital Group, Ryan plays an important role in helping investors navigate opportunities with clarity and confidence while supporting the firm's mission of aligning tax strategy, asset protection, and real asset investments into a cohesive long-term wealth strategy.

Chris Stephens, affectionately known as "Big Country," brings a unique combination of professional athletics, leadership, business development, and community impact to Overtime Capital Group. Throughout his career, Chris has built a reputation as a relationship-driven leader who understands the importance of trust, teamwork, and creating opportunities for others to succeed.

As a former professional football player who competed at multiple levels of the game, Chris gained firsthand experience operating in highly competitive environments where discipline, accountability, resilience, and leadership were critical to success. Following his playing career, he transitioned into coaching, management, and organizational leadership roles, where he continued to develop teams, mentor individuals, and contribute to the growth of successful organizations.

At Overtime Capital Group, Chris works closely with clients, strategic partners, and community leaders to help foster meaningful relationships and connect individuals with opportunities that align with their long-term financial and personal goals. His ability to communicate, build trust, and bring people together has made him a valuable resource for both clients and partners alike.

Beyond athletics and business, Chris is deeply committed to serving his community. His passion for helping others has earned him recognition at both the state and local levels. In 2017, he was honored with Public Service and Protection Awards presented by Texas Lieutenant Governor Dan Patrick. He was also recognized for his contributions to rebuilding efforts throughout Harris County, Texas, and played an active role in fundraising initiatives that helped generate more than $500,000 in support of children within the Texas foster care system.

Chris believes that leadership is ultimately measured by service. Whether working with athletes, business professionals, investors, or families, he is passionate about helping others identify opportunities, overcome challenges, and create a stronger future.

His mission is simple: build relationships, create impact, and help others leave a lasting legacy through leadership, service, and opportunity.

Barett Engelhardt serves as a Client Relations Specialist at Overtime Capital Group, where he is committed to building trusted relationships and helping individuals, families, business owners, and investors confidently navigate opportunities designed to create long-term wealth and financial security. His calm, service-oriented approach and ability to communicate with clarity make him a valued resource for clients throughout every stage of the relationship.

Before joining Overtime Capital Group, Barett proudly served as an Air Traffic Controller in the United States Army, where he developed exceptional discipline, situational awareness, and the ability to make critical decisions in high-pressure environments. He later worked as an Emergency Medical Technician (EMT), further strengthening his commitment to serving others while developing the composure, accountability, and professionalism that continue to define his approach today.

In addition to his military and emergency services background, Barett is a licensed pilot, reflecting his passion for aviation and his dedication to precision, preparation, and lifelong learning. These experiences have shaped a leadership style built on integrity, attention to detail, and earning the trust of those he serves.

At Overtime Capital Group, Barett works closely with clients to help them better understand wealth-building strategies, tax-efficient planning, asset protection, and alternative investment opportunities. He is passionate about creating meaningful relationships, providing exceptional client service, and helping individuals connect with the resources and professionals needed to pursue their long-term financial goals.

Outside of his professional career, Barett is a devoted father of three boys who believes that building a lasting legacy begins with family. His commitment to service, leadership, and personal integrity continues to guide both his professional and personal life.

Barett's mission is simple: serve with integrity, build lasting relationships, and help clients create opportunities that support financial confidence and generational success.

Kareem Simmons serves as a Client Relations Specialist at Overtime Capital Group, bringing more than two decades of experience in leadership, business development, financial services, and client relationship management.

Throughout his career, Kareem has built a reputation for developing meaningful relationships, leading high-performing teams, and helping individuals make informed financial decisions with confidence and clarity.

A passionate leader and mentor, Kareem believes that lasting success is built through trust, education, and consistent execution. His professional background spans financial services, sales leadership, business development, and organizational growth, where he has successfully coached teams, developed business strategies, and helped organizations achieve sustainable success through a people-first approach. His leadership philosophy centers on serving others with integrity, accountability, and a commitment to continuous personal and professional growth.

As a licensed insurance professional actively preparing for his securities registrations, Kareem continues to expand his knowledge and expertise to better serve clients with comprehensive financial strategies. His commitment to professional development reflects his passion for helping individuals and families make informed decisions while building long-term financial confidence.

At Overtime Capital Group, Kareem works closely with individuals, families, business owners, and accredited investors to help them navigate strategic wealth-building opportunities through education, personalized guidance, and relationship-driven service. Working alongside Overtime's team of wealth advisors, CPAs, attorneys, and strategic partners, he helps clients better understand how tax strategy, asset protection, business structuring, insurance planning, and alternative investments work together to support lasting financial success.

Known for his ability to inspire confidence, communicate with clarity, and build genuine relationships, Kareem is passionate about helping clients move beyond individual financial decisions toward comprehensive wealth planning. His approachable style and dedication to exceptional client service make him a trusted resource for clients seeking long-term financial success.

Outside of his professional career, Kareem is a devoted father who values faith, family, and personal development. He believes true wealth extends beyond financial success and is measured by the positive impact we make on the lives of others.

Kareem's mission is simple: build trusted relationships, empower clients through education, and help individuals and families create financial strategies that support long-term success and generational wealth.

Daniel “DJ” Oats Jr. serves as a Client Relations Specialist at Overtime Capital Group, bringing a unique combination of athletic discipline, entrepreneurial drive, financial services experience, and relationship-focused leadership. As a former Division I collegiate football player at the University of Colorado and Utah Tech, DJ understands the level of preparation, accountability, and consistency required to perform in high-pressure environments.

Throughout his athletic career, DJ developed the mindset that continues to shape his professional life today: work hard, prepare with intention, lead by example, and stay committed when challenges arise. Those principles now guide his approach to helping clients build confidence, understand their options, and take meaningful steps toward long-term financial success.

As a licensed insurance professional, DJ is focused on expanding his career in business, financial services, and wealth strategy while helping individuals and families better understand the tools available to protect their income, plan for the future, and create stronger financial foundations. His client-first approach is built on trust, education, integrity, and meaningful relationships.

At Overtime Capital Group, DJ works closely with clients to help them navigate the firm’s broader wealth-building ecosystem, including tax strategy, asset protection, insurance planning, alternative investments, and long-term financial planning. Working alongside Overtime’s wealth advisors, CPAs, attorneys, and strategic partners, he helps clients connect with the resources and strategies needed to make informed decisions with confidence.

Known for his competitive spirit, strong work ethic, and genuine desire to help others succeed, DJ brings the same focus and determination from the football field into every client relationship. He believes success is not only measured by personal achievement, but by the value created for the people, families, and communities around him.

DJ’s mission is simple: build trusted relationships, educate clients with integrity, and help individuals and families create opportunities for long-term financial success and generational wealth.

Victor Mamlin serves as a Client Relations Specialist at Overtime Capital Group, bringing more than 20 years of executive leadership experience across financial services, capital markets, business development, and alternative investments.

Throughout his career, Victor has built a reputation for creating meaningful relationships, raising capital, and helping businesses and investors identify opportunities that support long-term growth and financial success.

With a proven track record spanning oil and gas, real estate, and capital markets, Victor has successfully helped raise millions of dollars across multiple industries while working alongside entrepreneurs, investors, and business leaders to deploy capital and support strategic growth initiatives. His broad experience in leadership, business development, asset management, growth planning, sales, and client relations allows him to approach every opportunity with a comprehensive, big-picture perspective.

Victor is passionate about helping clients understand how strategic planning, alternative investments, and long-term wealth-building principles work together to create lasting financial success.

At Overtime Capital Group, he works closely with individuals, families, business owners, and accredited investors, helping connect them with opportunities that align with their financial goals while ensuring they receive the guidance, education, and support needed to make informed decisions with confidence.

Known for his ability to build strong relationships and communicate complex ideas in a straightforward and approachable manner, Victor believes that trust is earned through consistency, transparency, and delivering results. His collaborative approach and commitment to exceptional client service make him a valuable member of Overtime's growing wealth ecosystem.

Beyond finance, Victor is also a best-selling children's book author, reflecting his creativity, entrepreneurial spirit, and belief that success is built not only through business, but through making a positive impact on others.

Victor's mission is simple: build trusted relationships, connect people with meaningful opportunities, and help clients create long-term wealth through education, strategic planning, and disciplined execution.

Thomas Frank serves as a Client Relations Specialist at Overtime Capital Group, bringing more than two decades of experience in financial services, business development, lending, capital raising, and client relationship management.

Throughout his career, Thomas has built a reputation for helping individuals, families, entrepreneurs, and investors navigate important financial decisions while developing trusted relationships that extend well beyond a single transaction.

As an entrepreneur, Thomas founded and successfully operated an independent mortgage company for seven years, overseeing every aspect of the business, including sales, operations, regulatory compliance, strategic growth, and client relations. His experience as a business owner provided firsthand insight into the financial challenges and opportunities faced by entrepreneurs, allowing him to better understand the importance of thoughtful planning, disciplined execution, and long-term strategy.

Building on that foundation, Thomas expanded into the private capital markets, where he has worked directly with accredited investors and high-net-worth individuals, helping connect investors with alternative investment opportunities across the energy and natural resource sectors. His experience in capital formation, investor relations, and alternative investments allows him to bring a practical, relationship-driven perspective to every client interaction.

At Overtime Capital Group, Thomas works closely with clients to help them better understand wealth-building opportunities through strategic planning, tax-efficient structures, alternative investments, and long-term financial planning. Working alongside Overtime's wealth advisors, CPAs, attorneys, and strategic partners, he helps ensure clients have access to the resources, education, and guidance needed to make confident financial decisions aligned with their long-term goals.

Known for his professionalism, integrity, and relationship-first approach, Thomas believes lasting success is built on trust, transparency, and consistently putting the client's best interests first. His ability to simplify complex financial concepts while building genuine relationships has made him a valued resource for clients seeking clarity, confidence, and long-term financial success.

Based in Colorado, Thomas enjoys spending time with his family and remains passionate about helping clients build stronger financial foundations while creating opportunities that support lasting wealth and generational impact.

Thomas's mission is simple: build trusted relationships, provide thoughtful guidance, and help clients create financial strategies that support long-term growth, financial confidence, and generational wealth.

Raymond Solomon serves as a Client Relations & Energy Development Specialist at Overtime Capital Group, bringing decades of hands-on experience across construction, real estate, oil and gas, lease development, drilling projects, working interest opportunities, and non-operated energy investments.

A Texas native and Christian father, Raymond’s professional foundation was built early through hard work, family, and the construction industry. He began his career at 19 years old after joining the union and later worked alongside his father building homes across New Mexico and California. That experience gave him a practical understanding of real assets, project execution, field operations, and the value of building something tangible from the ground up.

Raymond’s background also includes real estate investment and residential redevelopment, including house flipping and construction-based opportunities. His experience in both construction and real estate gives him a grounded perspective on asset value, project timelines, risk, execution, and the importance of strong relationships in every transaction.

After relocating to Dallas, Raymond transitioned into the oil and gas industry, where he has spent the past decade working across leases, drilling projects, working interest structures, and non-operated energy opportunities. His experience includes exposure to projects involving major operators such as Exxon, Devon Energy, XTO, Occidental, and others across key shale fields throughout the United States.

At Overtime Capital Group, Raymond helps support client relationships, energy opportunity development, and investor education within the firm’s oil and gas platform. His hands-on experience in construction, real estate, and energy allows him to communicate with clients from a practical, real-world perspective while helping them better understand the value of properly structured, tax-efficient, asset-backed investment opportunities.

Known for his straightforward approach, strong work ethic, and ability to build trust through real experience, Raymond brings an important field-level perspective to the Overtime team. He understands that successful opportunities are built on relationships, execution, transparency, and the ability to recognize long-term value.

Raymond’s mission is simple: build trusted relationships, bring real-world energy experience to the table, and help clients better understand opportunities designed to create income, tax efficiency, and long-term wealth.