Our team has extensive experience working with churches, nonprofits, and faith-based individual investors.
Chris Miller
Chief Financial, Investment, and Lending Officer
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Chief Financial, Investment, and Lending Officer
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As chief financial, investment, and lending officer, Chris Miller oversees all investment and lending functions for Texas Methodist Foundation and Wesleyan Impact Partners.
Chris has nearly twenty years of banking and commercial lending experience in Texas, supporting the business growth strategies of owner-operated businesses and commercial real-estate developers. He most recently served as Market Area Executive at Simmons Bank. Prior to Simmons, Chris served as Senior Vice President of Commercial Banking at Southside Bank.
Chris is a graduate of the Graduate School of Banking at Louisiana State University, where he served two terms as trustee after graduation, and the Hankamer School of Business at Baylor University, where he is a member of the Young Alumni Advisory Council. Chris is Treasurer of Zilker 351 and a former Board President of The Young Men’s Business League and Austin Sunshine Camps.
Sara Beltran
Assistant Vice President Investor Services
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Assistant Vice President Investor Services
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Sara joined TMF in 2000 as assistant vice president investor relations and currently oversees the team responsible for operational and administrative services for institutional and individual investors. Sara and her team manage all new account onboarding, security and cash transfers, and gifts and donations. Her group manages disbursements and rebalancing transactions, account authorizations, and maintains TMF’s electronic archive of institutional client documentation.
Derek Casteel, CFA
Director of Investment Services
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Director of Investment Services
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Derek joined TMF as director of investment services in 2018. He is primarily responsible for the management of institutional client relationships and the pursuit of growth opportunities. He most recently served as a managing director at Wespath Institutional Investments, where he led the team responsible for growth and the retention of institutional assets under management within Wespath investment funds. Prior to that, Derek was senior vice president at Community Capital Management, where he marketed the firm’s fixed income strategies to nonprofit institutional investors and their investment consultants. Derek received a Bachelor of Science degree in political science from Florida State University and is a CFA charterholder.
Randi Forrest
Investor Services
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Investor Services
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Randi joined the TMF team in 2014, working alongside Sara Beltran. Randi manages all fund investor account transactions and investor communications. She also manages the stock account and transfers for all nonprofit church affiliates for TMF.
Tom Stanton
General Counsel
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General Counsel
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Tom has worked on inner-city and international ministry projects for more than 30 years. He served for 10 years as a Chancellor to a United Methodist Conference and now serves as General Counsel for TMF. Prior to coming to TMF, Tom practiced law with an emphasis on mediation, mental health, child welfare, and civil rights.
At TMF, Tom supports and encourages laity and clergy to see generosity and stewardship as the “gateway” to one’s growth in discipleship. He has a Bachelor’s degree in Theology and Economics from Georgetown University and a law degree from the University of Texas School of Law.