President & CEO

Jonathan Neeley

Mr. Neeley has a broad range of business experience, including 13 years at Maintenance Warehouse, a wholly-owned subsidiary of The Home Depot Company, where he served as President until 1999. Subsequent to the sale Mr. Neeley started Aqua Investors, a private real estate management and development company. As President and Chief Executive Officer of BRIO Investment Group, Mr. Neeley is active in both the real estate market and various equity markets.

Tom Burchett

Mr. Burchett is a licensed California C.P.A. with more than 25 years of experience in the privately-held Real Estate industry, REIT, taxation, SEC financial reporting and operational accounting arenas.  Prior to joining the BRIO team, he spent a combined 12 years as the Director of Taxation and SEC Reporting at BPP, Inc and Sr. Tax Manager at the TrizecHahn Real Estate Company.  He received his public accounting audit experience at Coopers & Lybrand.  As Chief Financial Officer and Chief Operating Officer, Mr. Burchett’s duties include overseeing the daily operational activities of BRIO and governing the Acquisitions & Dispositions, Tax, Legal, Financing, Accounting, IT, Risk Mgmt, and HR departments.
V.P of Finance

Steve Shaffer

Mr. Shaffer earned his Bachelor of Science degree in Accounting from Michigan State University. Through more than 30 years in Hospitality Finance Executive Management positions, he has gained extensive experience in Corporate Accounting, Financial Reporting, Acquisitions & Dispositions, and Analysis prior to joining the BRIO Team. As Vice President of Finance for Brio Investment Group, Mr. Shaffer’s responsibilities include Accounting, Financial Reporting, Auditing, Cash Mgmt, Financial Analysis, Budget Development and Implementation, Internal Controls, Inventory Control and Information Technology.

Project Manager

Phillip Neeley

Phillip’s role at BRIO has him working hand-in-hand with our on-site property operations team at all of our communities.  He is vital in assisting with our numerous multiple-million dollar capital Improvement projects that Preserve and Protect our long-term hold portfolio. In addition, as a Project Manager, Phillip is principally responsible for overseeing and achieving positive results from our quarterly and annual Interior and Exterior Property Audits and Accountability Program.