Who We Are
Meet the Team
The people behind Archer's planning, education, and client experience work.
Adam Eidson
CTO
Highlights
- 17+ years of experience in enterprise software and system architecture
- Supported commercial real estate AUM growth from $1.2B to $6.5B
- Former enterprise data science and senior engineering leader
- Degree in Network Development from Brown College
Adam leads Archer’s enterprise technology strategy, building hyper-secure, resilient platforms that bridge institutional-grade technology with personalized wealth management. Leveraging his extensive background in high-stakes financial operations, he equips advisors with real-time data insights and sets the standard for digital innovation in tax-deferred exchanges.
Adelle Grogg
Senior Marketing Strategist
Highlights
- 12+ years of experience in digital marketing and CRM strategy
- Partnered with Fortune 500 brands on revenue-generating initiatives
- Specializes in marketing automation, user experience, and analytics
- Expertise across both traditional and AI-powered search platforms
Adelle drives data-driven growth for Archer Investors by integrating the firm's technology stack and optimizing its digital presence. Drawing on her deep background in campaign strategy and audience segmentation, she architects the marketing automation and CRM infrastructure needed to scale the firm's client reach effectively.
Allison M. Evers
Transaction Coordinator & Executive Assistant
Highlights
- Navy veteran and former military journalist
- B.S. in Journalism from Southern Illinois University
- Extensive background in executive office administration
- Manages complete client transaction processes
Allison supports the Operations Department by overseeing the client transaction process and ensuring all sensitive data is securely compiled and stored. Drawing on her extensive background in communications and executive administration, she delivers seamless operational support from initial documentation to transaction completion.
Beth Veloz
CEO & Managing Member
Highlights
- Former Institutional Accounts and Private Wealth Leader
- Experience in tax-advantaged real estate planning
- B.B.A. in Marketing and Finance
- Series 6, 22, and 63 Registrations
Beth helps guide Archer's exchange and planning work, helping clients navigate decisions involving portfolio structure, tax strategy, timing, succession, and long-term wealth planning.
Laurie McLoughlin
Director of Operations & Client Services
Highlights
- Completed her own 1031 exchanges into DST structures
- Master's Degree in Education
- Series 22 and 63 Registrations
Laurie oversees the client experience from initial planning through DST onboarding and ongoing support, helping ensure clarity, continuity, and communication throughout the planning process.
Leslie Pappas
Managing Member & Founder
Highlights
- Participated in $4B+ in real estate transactions
- Four decades of industry experience
- MBA, New York University
- CCIM Designation
- Series 7, 22, 39, 63, and 99 Registrations
Leslie founded Archer Investors after decades spent helping investors navigate complex real estate transitions. Her work has focused on 1031 exchange planning, capital preservation, sponsor evaluation, and helping families make informed decisions during significant wealth events.
Louis Swingrover
Chief Operating Officer
Highlights
- More than two decades of experience in the 1031 exchange industry
- Former COO through real estate AUM growth from sub-$1B to $6B+
- Co-founded a compliance services firm serving 3,000+ business entities
- M.A. in Philosophy, Gonzaga University
Louis joined Archer to lead strategic planning and growth ops, with priority placed on the consistency and excellence of Archer's service to its clients as the firm scales.
Melissa Birdsall
Senior Planner, Private Wealth & Tax Planning
Highlights
- 20 years in financial services, with 8+ years focused on 1031 exchanges and DSTs
- Dual-sided industry experience in sponsor leadership and high-net-worth advisory
- Founded and operated an independent real estate investment brokerage
- B.A., University of Minnesota; Series 7, 63; Licensed Real Estate Broker
Melissa works directly with investors navigating a 1031 exchange or planning around a significant real estate event, helping them evaluate DST and other tax-advantaged options in light of their full financial picture and long-term goals. Her focus is on building lasting client relationships, with recommendations grounded in careful analysis of each client's position rather than on any single transaction.
Michael McLoughlin
Investment Product & Platform Manager
Highlights
- Real estate investor since 2009
- Business Administration Degree
- Background in mortgage finance and investor communications
Michael supports Archer's educational platforms, investor communications, and operational systems, helping ensure clients stay informed throughout the planning process.
Experience
Built on Experience. Focused on Investors.
40+ Years
Industry Experience Represented
$4 Billion+
Transaction Experience
65+ Years
Combined Team Experience
National
Investor Education Focus
Experience matters when decisions involve significant wealth, tax considerations, and long-term planning.
Why Archer
A Different Approach to Real Estate Transition Planning
Major financial decisions deserve more than product recommendations. Our role is to help investors understand their options, evaluate tradeoffs, and make informed decisions that align with their long-term goals.
Education Before Decisions
We believe investors make better decisions when they understand their options before committing to a strategy.
Experience That Spans Decades
Our team brings together expertise in real estate, exchange planning, sponsor evaluation, and investor education.
Planning Beyond the Transaction
Our focus extends beyond the exchange itself to the broader goals that often drive these decisions: income, lifestyle, family, and legacy.
Guidance
Let's Discuss What's Next
Whether you're evaluating a future sale, exploring DSTs, or simply gathering information, we're here to help you understand your options.