Latest news with #MontereyFinancialServices
Yahoo
25-06-2025
- Business
- Yahoo
Monterey Financial Services Celebrates 35 Years of Empowering Businesses and Consumers with Financing Options for Important Purchases
Specializing in helping businesses monetize their receivables fast and providing loan servicing and collections as a service, Monterey Financial Services has a multi-decade track record of excellent service, customer-first approach, and helping businesses and consumers grow. Continuing the legacy of founders Bob and Kathi Steinke, MFS strives to make important purchases more accessible. OCEANSIDE, Calif., June 25, 2025--(BUSINESS WIRE)--Monterey Financial Services (MFS), a leading force in the consumer receivables industry, is celebrating its 35th anniversary. Since its founding in 1990, MFS has supported thousands of companies and millions of consumers across the nation in a variety of industries—dental/medical, automotive, vacation clubs and timeshares, sporting goods, vocational schools and training, and home improvement—in achieving stronger revenue performance, broader consumer reach, and lasting financial results. MFS remains committed to its mission: to empower businesses with the ability to optimize their sales through financing while maximizing growth and cash recovery. Offering a wide range of integrated solutions—from consumer financing and lease-to-own programs to loan servicing and delinquent debt recovery—MFS helps businesses maximize the value of their services and products by optimizing their receivables at every stage and enabling consumers to finance important purchases. The company's industry expertise and commitment to innovation have allowed businesses to serve consumers across credit tiers, increasing profitability and expanding access to new markets. MFS CEO Kevin Weiss, who joined the company earlier this year, said, "It's an honor to lead a company that has stood the test of time. That track record is indicative of the strength and resilience of the company, which mirrors the strength and resilience of the team. I am excited to build on this strong foundation, while enhancing our technology capabilities to simplify and improve our customers' experiences. We also remain committed to being a force for good and a contributor to the communities we serve." Over the years, MFS' flexible infrastructure has enabled bespoke solutions for a variety of businesses in historically underserved markets. MFS and its employees contribute time, capital and expertise to organizations within and around its headquarters in Oceanside, California, including Operation Hope Vista, Brother Benno's, Boys & Girls Club, Oceanside Soccer Club, and San Diego Humane Society. From youth sports to homelessness outreach and animal welfare, MFS encourages employee involvement and prioritizes giving back to the community it calls home. MFS has been honored with numerous industry recognitions. Most recently, MFS was nominated for two distinguished awards at the 2025 GNEX Conference in Las Vegas—Best Strategic Partner and Best Place to Work—and has been named a Best Places to Work in Collections by ACA International and Best Companies Group for many consecutive years. Over the last three years, MFS has ranked among San Diego Business Journal's Best Places to Work. About Monterey Financial Services Monterey Financial Services (MFS) helps businesses grow revenue by creating custom-tailored finance programs to service or purchase a company's receivables. With risk-based pricing across the full credit spectrum, and by specializing in historically underserved industries, MFS has built a reputation for quality customer service, scalable programs, and a strong focus on compliance. For more information visit View source version on Contacts Media Contact:Hilary McCarthy774.364.1440Hilary@ Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
25-06-2025
- Business
- Yahoo
Monterey Financial Services Celebrates 35 Years of Empowering Businesses and Consumers with Financing Options for Important Purchases
Specializing in helping businesses monetize their receivables fast and providing loan servicing and collections as a service, Monterey Financial Services has a multi-decade track record of excellent service, customer-first approach, and helping businesses and consumers grow. Continuing the legacy of founders Bob and Kathi Steinke, MFS strives to make important purchases more accessible. OCEANSIDE, Calif., June 25, 2025--(BUSINESS WIRE)--Monterey Financial Services (MFS), a leading force in the consumer receivables industry, is celebrating its 35th anniversary. Since its founding in 1990, MFS has supported thousands of companies and millions of consumers across the nation in a variety of industries—dental/medical, automotive, vacation clubs and timeshares, sporting goods, vocational schools and training, and home improvement—in achieving stronger revenue performance, broader consumer reach, and lasting financial results. MFS remains committed to its mission: to empower businesses with the ability to optimize their sales through financing while maximizing growth and cash recovery. Offering a wide range of integrated solutions—from consumer financing and lease-to-own programs to loan servicing and delinquent debt recovery—MFS helps businesses maximize the value of their services and products by optimizing their receivables at every stage and enabling consumers to finance important purchases. The company's industry expertise and commitment to innovation have allowed businesses to serve consumers across credit tiers, increasing profitability and expanding access to new markets. MFS CEO Kevin Weiss, who joined the company earlier this year, said, "It's an honor to lead a company that has stood the test of time. That track record is indicative of the strength and resilience of the company, which mirrors the strength and resilience of the team. I am excited to build on this strong foundation, while enhancing our technology capabilities to simplify and improve our customers' experiences. We also remain committed to being a force for good and a contributor to the communities we serve." Over the years, MFS' flexible infrastructure has enabled bespoke solutions for a variety of businesses in historically underserved markets. MFS and its employees contribute time, capital and expertise to organizations within and around its headquarters in Oceanside, California, including Operation Hope Vista, Brother Benno's, Boys & Girls Club, Oceanside Soccer Club, and San Diego Humane Society. From youth sports to homelessness outreach and animal welfare, MFS encourages employee involvement and prioritizes giving back to the community it calls home. MFS has been honored with numerous industry recognitions. Most recently, MFS was nominated for two distinguished awards at the 2025 GNEX Conference in Las Vegas—Best Strategic Partner and Best Place to Work—and has been named a Best Places to Work in Collections by ACA International and Best Companies Group for many consecutive years. Over the last three years, MFS has ranked among San Diego Business Journal's Best Places to Work. About Monterey Financial Services Monterey Financial Services (MFS) helps businesses grow revenue by creating custom-tailored finance programs to service or purchase a company's receivables. With risk-based pricing across the full credit spectrum, and by specializing in historically underserved industries, MFS has built a reputation for quality customer service, scalable programs, and a strong focus on compliance. For more information visit View source version on Contacts Media Contact:Hilary McCarthy774.364.1440Hilary@
Business Wire
25-06-2025
- Business
- Business Wire
Monterey Financial Services Celebrates 35 Years of Empowering Businesses and Consumers with Financing Options for Important Purchases
OCEANSIDE, Calif.--(BUSINESS WIRE)-- Monterey Financial Services (MFS), a leading force in the consumer receivables industry, is celebrating its 35th anniversary. Since its founding in 1990, MFS has supported thousands of companies and millions of consumers across the nation in a variety of industries—dental/medical, automotive, vacation clubs and timeshares, sporting goods, vocational schools and training, and home improvement—in achieving stronger revenue performance, broader consumer reach, and lasting financial results. MFS remains committed to its mission: to empower businesses with the ability to optimize their sales through financing while maximizing growth and cash recovery. Share MFS remains committed to its mission: to empower businesses with the ability to optimize their sales through financing while maximizing growth and cash recovery. Offering a wide range of integrated solutions—from consumer financing and lease-to-own programs to loan servicing and delinquent debt recovery—MFS helps businesses maximize the value of their services and products by optimizing their receivables at every stage and enabling consumers to finance important purchases. The company's industry expertise and commitment to innovation have allowed businesses to serve consumers across credit tiers, increasing profitability and expanding access to new markets. MFS CEO Kevin Weiss, who joined the company earlier this year, said, 'It's an honor to lead a company that has stood the test of time. That track record is indicative of the strength and resilience of the company, which mirrors the strength and resilience of the team. I am excited to build on this strong foundation, while enhancing our technology capabilities to simplify and improve our customers' experiences. We also remain committed to being a force for good and a contributor to the communities we serve.' Over the years, MFS' flexible infrastructure has enabled bespoke solutions for a variety of businesses in historically underserved markets. MFS and its employees contribute time, capital and expertise to organizations within and around its headquarters in Oceanside, California, including Operation Hope Vista, Brother Benno's, Boys & Girls Club, Oceanside Soccer Club, and San Diego Humane Society. From youth sports to homelessness outreach and animal welfare, MFS encourages employee involvement and prioritizes giving back to the community it calls home. MFS has been honored with numerous industry recognitions. Most recently, MFS was nominated for two distinguished awards at the 2025 GNEX Conference in Las Vegas—Best Strategic Partner and Best Place to Work—and has been named a Best Places to Work in Collections by ACA International and Best Companies Group for many consecutive years. Over the last three years, MFS has ranked among San Diego Business Journal's Best Places to Work. About Monterey Financial Services Monterey Financial Services (MFS) helps businesses grow revenue by creating custom-tailored finance programs to service or purchase a company's receivables. With risk-based pricing across the full credit spectrum, and by specializing in historically underserved industries, MFS has built a reputation for quality customer service, scalable programs, and a strong focus on compliance. For more information visit
Yahoo
27-05-2025
- Business
- Yahoo
Monterey Financial Services Appoints New Chief Executive Officer, Kevin Weiss
Entrepreneurial leader to accelerate growth for leading specialty finance company OCEANSIDE, Calif., May 27, 2025--(BUSINESS WIRE)--Monterey Financial Services, a national leader in specialty financing and loan servicing, announces the appointment of Kevin Weiss as CEO. Kevin steps into the role with a strong track record of building high-growth companies and a clear vision to advance Monterey Financial Services' innovation and customer-centricity. Before Monterey, Kevin helped to launch and grow several successful businesses. In financial services, he was a founding team member of M13, a venture capital firm that now manages over $1.3 billion in assets, and subsequently, a Texas-based multi-family office where he invested in both debt and equity across a number of industries. Most recently, Kevin served as Chief of Staff to CEO Brian Balfour and headed the B2B business segment at Reforge, an online training and software services business backed by Andreessen Horowitz and Insight Partners. Under his leadership, Reforge B2B grew from under $1 million to tens of millions in recurring revenue in three years. Kevin succeeds Shaun Lucas, who led the company as CEO for six years, helping to lay the groundwork for scalable growth. "We're excited to have Kevin lead Monterey as our new CEO during such a pivotal time," said Kathi Steinke, Co-Founder and Chairwoman of Monterey. "Kevin's energy, focus on customer centricity, and fresh perspective are exactly what we need as we enter this next phase." Outside of Monterey, Kevin proudly serves on the board of Veterans Exploring Treatment Solutions (VETS), the leading charity focused on serving Special Operations Forces (SOF) veterans suffering from Traumatic Brain Injury and Post-Traumatic Stress. Kevin's work with VETS and background more broadly align with Monterey's core values, from high performance to giving back to the community. "Monterey has a strong foundation and an experienced, dedicated team," said Monterey Financial Services CEO Kevin Weiss. "I am excited to continue Monterey's legacy of creative problem solving and customer service, while embracing technology to solve problems for our customers and unlocking growth opportunities for our employees and brokers." About Monterey Financial Services Monterey Financial Services helps businesses grow revenue by creating bespoke finance programs to service as well as outright purchase their receivables. With risk-based pricing across the full credit spectrum, and specializing in historically underserved industries, Monterey has built a reputation for quality customer service, scalable programs, and a strong focus on compliance. There are numerous ways to work with us. For more information visit View source version on Contacts Media Contact: Hilary McCarthyhilary@ 774.364.1440
Business Wire
27-05-2025
- Business
- Business Wire
Monterey Financial Services Appoints New Chief Executive Officer, Kevin Weiss
OCEANSIDE, Calif.--(BUSINESS WIRE)-- Monterey Financial Services, a national leader in specialty financing and loan servicing, announces the appointment of Kevin Weiss as CEO. Kevin steps into the role with a strong track record of building high-growth companies and a clear vision to advance Monterey Financial Services' innovation and customer-centricity. 'Monterey has a strong foundation and an experienced, dedicated team,' said Monterey Financial Services CEO Kevin Weiss. 'I am excited to continue Monterey's legacy of creative problem solving and customer service." Share Before Monterey, Kevin helped to launch and grow several successful businesses. In financial services, he was a founding team member of M13, a venture capital firm that now manages over $1.3 billion in assets, and subsequently, a Texas-based multi-family office where he invested in both debt and equity across a number of industries. Most recently, Kevin served as Chief of Staff to CEO Brian Balfour and headed the B2B business segment at Reforge, an online training and software services business backed by Andreessen Horowitz and Insight Partners. Under his leadership, Reforge B2B grew from under $1 million to tens of millions in recurring revenue in three years. Kevin succeeds Shaun Lucas, who led the company as CEO for six years, helping to lay the groundwork for scalable growth. 'We're excited to have Kevin lead Monterey as our new CEO during such a pivotal time,' said Kathi Steinke, Co-Founder and Chairwoman of Monterey. 'Kevin's energy, focus on customer centricity, and fresh perspective are exactly what we need as we enter this next phase.' Outside of Monterey, Kevin proudly serves on the board of Veterans Exploring Treatment Solutions (VETS), the leading charity focused on serving Special Operations Forces (SOF) veterans suffering from Traumatic Brain Injury and Post-Traumatic Stress. Kevin's work with VETS and background more broadly align with Monterey's core values, from high performance to giving back to the community. 'Monterey has a strong foundation and an experienced, dedicated team,' said Monterey Financial Services CEO Kevin Weiss. 'I am excited to continue Monterey's legacy of creative problem solving and customer service, while embracing technology to solve problems for our customers and unlocking growth opportunities for our employees and brokers.' About Monterey Financial Services Monterey Financial Services helps businesses grow revenue by creating bespoke finance programs to service as well as outright purchase their receivables. With risk-based pricing across the full credit spectrum, and specializing in historically underserved industries, Monterey has built a reputation for quality customer service, scalable programs, and a strong focus on compliance. There are numerous ways to work with us. For more information visit
