Meet the Firm

Cornerstone Exchange Services/OMNI Brokerage

City Plaza

One City Boulevard West

Suite 870

Orange, CA 92868

John Harvey, CPA, MBT

John Harvey is the firm’s owner and general securities principal.  Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California  (the Leventhal School of Accounting is consistently ranked in the top five accounting schools by US News and World Report). He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high net worth celebrities. Mr. Harvey is a licensed CPA since 1991. Beginning in 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse and as a Senior Manager with Deloitte & Touché in Los Angeles. 

Mr. Harvey is also licensed as a Registered Investment Advisor, General Securities Representative and General Securities Principal (FINRA series 24, 7, 66 and 63) and offers tenants-in-common properties for investment through OMNI Brokerage Securities Corporation (member FINRA, SIPC), He is also a licensed Real Estate Broker in the state of California.  He is a member of the Tenant-in-common Association (TICA), National Association of Realtors (NAR), Apartment Owners Association (AOA), and the California Society of CPA's. 

>Mr. Harvey is an Elite Advisor for OMNI Brokerage and has assisted investors in the purchase of over $400 million in tenant in common real estate.  These credentials together with his business knowledge and real world experience allow the firm to offer in-depth real estate advice on section 1031 exchange replacement properties with a view to the effects of income and estate taxation.

Mr. Harvey looks forward to answering any questions you may have regarding 1031 TIC properties and can be reached at john@cornerstoneexchange.com or by phone at (714) 939-1031.

Christina Nielson, MBA

Christina Nielson is the Vice President of Client Services and has been with Cornerstone Exchange Services, Branch Office of Omni Brokerage, Inc., since 2004. She exclusively focuses on Tenants-in-Common investments for 1031 tax deferred exchanges and works closely with national clients to find the best solutions for the investors’ investment objectives. During her tenure at Cornerstone she has helped investors purchase over $100 million of tenants in common real estate and has been one of Omni’s Elite Advisors each year she has been with the firm. Along with the Omni Due Diligence team, she evaluates tenants in common offerings and continues to monitor property performance after closing, striving to provide the highest level of continued customer service.

Ms. Nielson is also a General Securities Principal (Series 24 registration) along with holding the Series 7 and Series 63 registrations. Additionally, she is a licensed California Real Estate Broker, an active member of the Tenants in Common Association (TICA).  Christina is a member of the Real Estate Investment Association of California (RIAOC), holding the Certified Realty Investment Associate (CRIA) designation, a Real Estate associate section member of the Orange County BAR and a member of The Pacific West Association of Realtors (PWAOR).

Christina Nielson holds a Master of Business Administration in International Business and Technology from the Theseus International Business Institute /EDHEC in Sophia Antipolis, France attained while on a Rotary Fellowship commission to Mougins, France. Ms. Nielson received her Bachelors of Arts in International Security and Conflict Resolution from San Diego State University where she was a member of Phi Beta Kappa, president of the College of Arts and Letters and graduated Cum Laude. She currently lives in Orange County, CA with her husband and son.

Ms. Nielson looks forward to assisting you with your Tenants in Common investment and can be reached at (800) 781-1031 and christina@cornerstoneexchange.com .

Michelle Cassidy

Mrs. Cassidy has a degree in marketing from the University of Monterey.  Her responsibilities at Cornerstone include tenants-in-common (TIC) marketing, investor relations and office administration services.  Michelle is looking forward to working with you and to providing any assistance you may require with regards to TIC documentation.

Faviola Solorzano

Ms. Solorzano is a tax consultant and has a degree in Accounting from California State University, Fullerton.

Katrina DeGuzman

Katrina DeGuzman is a marketing and compliance consultant for Cornerstone Exchange Services/OMNI brokerage. She has a bachelor’s degree in Communications from California State University, Fullerton. During her tenure at Cal State Fullerton she was a member of Alpha Chi Omega national sorority. She held several leadership positions and was involved in many philanthropic events. Katrina is looking forward to working with you and providing any assistance you may require regarding TIC documentation. Katrina can be contacted at (714) 939-6107 or katrina@cornerstoneexchange.com.

OMNI Brokerage Management Team

Gary R. Beynon

President & CEO

Gary R. Beynon is the Chairman and CEO of OMNI Holdings, LLC. He also serves as President and CEO of OMNI Brokerage and is an officer and director of several OMNI affiliated companies. 

Mr. Beynon began his financial services career with a nationwide real estate syndicator in 1981 as a sales representative. In 1984, he became a registered representative and a registered principal with Clark Securities Network. In 1989 Mr. Beynon formed Excel Financial, a registered broker dealer with the SEC and member of the FINRA. In 1995 he formed The OMNI Group of companies renaming Excel Financial as OMNI Brokerage and introducing OMNI Investment Advisors, a newly formed registered investment advisory firm offering investment advice primarily to physicians. Under Mr. Beynon’s leadership from 1990 to 2002, The OMNI Group of companies completed 32 private placement offerings in real estate and venture capital with qualified private investors.  In 2001 Mr. Beynon recognized the tenant-in-common (TIC) industry and combined his experience in real estate private placements with the independent broker dealer community to focus on the TIC marketplace. Since then, Mr. Beynon has created the premier broker dealer for the TIC industry, with an emphasis on quality products, exemplary sales representatives, and industry leading managing dealer services.

Mr. Beynon is a member of the Tenant-in-Common Association and has been instrumental in serving on advisory boards and contributing to its development of standards and best practices. He is a frequent speaker on private investment offerings and the TIC industry at conferences and symposiums.  Mr. Beynon holds a Bachelors degree in Finance and a Masters in Business Administration degree, both from the University of Utah. He has also been awarded the CFP designation and holds active real estate and insurance licenses. His securities licenses include series 7, 63, 65, 22, 24 and 27.

Greg Paul

Managing Director

Greg Paul has been actively involved in the real estate syndication industry since 1983.  He has worked with such leading real estate investment entities as Consolidated Capital, Partnership Securities Exchange, and others.  He founded American Partnership Services (APS) in 1993.  Upon selling APS to GEMISYS Corporation, he presided as President and Principal of GEMISYS Securities. Mr. Paul has held the office of Managing Director at OMNI Brokerage since May 2002.  He has endeavored to make OMNI an industry leader in TIC sponsor/program due diligence and distribution. Mr. Paul holds a Bachelor of Art in Economics from Brigham Young University and a Master of Business Administration from the Krannert Graduate School of Management at Purdue University.

Kevin Bradburn

President/Executive Principal

Kevin Bradburn has been actively involved in the broker/dealer community since 1994, with an emphasis on alternative investments and direct participation programs. He began his career with American Partnership Services (APS). While representing investors in the liquidation of their partnership interests, Mr. Bradburn also instituted the industry’s most efficient auction system for matching sellers with buyers.  In 1997, Mr. Bradburn served as Branch Manager and Principal for the American Partnership Board. During his tenure, APB’s annualized trading volume exceeded $75 million. He developed the next generation auction system, resulting in improved profit margins and enhanced regulatory compliance.  Mr. Bradburn joined the Madison Avenue Capital Group in 1999, a NY based investment management company, with more than $200 million managed for investors. As President, he established Madison Marketplace Securities (MMS) as a full self-clearing broker/dealer. MMS also obtained status as an Alternative Trading System (ATS) with the SEC.  Mr. Bradburn has served as Chief Operations Officer for OMNI Brokerage, Inc. since 2002. His background in building broker/dealer systems and procedures has facilitated OMNI’s significant growth, branch office expansion, and management of dealer services. He has supervised over 1200 TIC transactions, resulting in over $4.5 million in total equity.  Mr. Bradburn has served as a member of the Security Industry Association Direct Investment Roundtable and as a member of the Family Office Exchange. He received a Bachelors of Science degree in Economics from Brigham Young University and holds series 7, 22, 24, and 63 licenses.

Charles R. Badalamenti

Chief Compliance Officer & Chief Financial Officer

Charles Badalamenti has been affiliated with OMNI Brokerage since November 2002, and been an officer of the firm on a full time basis since December 2004. Mr. Badalamenti has worked continuously in the securities industry since 1979, with a predominant emphasis on direct participation programs. Mr. Badalamenti was an Operations Manager and Compliance Officer with Integrated Resources in NYC from 1979 to 1989. From 1989 to 1999 he managed Securities Transfer and Tender Offer Services at Trust Company of America / GEMISYS Securities in Denver, Colorado. He was Chief Compliance Officer for all three divisions, and the CFO of the brokerage division. From 1999 to 2001, Mr. Badalamenti was the Chief Compliance Officer and Operations Manager for The Madison Avenue Capital Group, headquartered in NYC. In 2001, he formed the Sentinel Compliance Group, a broker-dealer consulting firm out of Denver, Colorado, and was its acting President.  Mr. Badalamenti attended Fordham University in NYC, and completed his studies at Fairleigh Dickinson University. He currently attends the FINRA Institute at Wharton Business School and holds active Series 7, 24, 27 and 63 licenses.

Cameron Hellewell

Legal Counsel

Cameron Hellewell joined OMNI Brokerage in December 2005 to become the company’s in-house Legal Counsel.  Mr. Hellewell’s responsibilities focus on negotiating and drafting agreements in matters involving real property, securities, tax, and employment law, as well as general corporate governance.  He also assists OMNI’s Chief Compliance Officer with matters related to regulatory compliance and works closely with OMNI’s outside counsel and the legal counsel to sponsors on a wide range of issues.  Prior to joining OMNI, Mr. Hellewell’s professional experience includes working for an international commercial real estate company, and a commercial real estate development company that developed assisted living centers, retail centers and office buildings. During law school, Mr. Hellewell worked as a judicial extern for The Honorable Bruce S. Jenkins at the United States District Court for the District of Utah.  Mr. Hellewell earned his bachelor’s degree from the University of Utah, his juris doctorate from the Case Western Reserve University School of Law and is a member of the American Bar Association and the Utah State Bar.

Our Mission

The firm’s vision is to be the "cornerstone" in the section 1031 exchange process by bringing to the the investor comprehensive tax, real estate, and financial investment advice with respect to the section 1031 exchange process and tenants-in-common investment. As a result, our mission is to supply independence and integrity to our investor clientele.

Contact Information

E-mail
Please contact us by e-mail at info@cornerstoneexchange.com

Telephone

FAX

Postal address