Why We Do What We Do
We Use Three Decades of Market Knowledge.
We use our knowledge and modern financial instruments as integral components of our
proprietary portfolio strategy
to empower our investors in achieving their ideal lifestyle.
We do this through three wealth building pillars:
Education
We believe a strong wealth management curriculum is key in assuring our investors are well informed about their investments.
Blueprint
Our unique Blueprint leverages modern financial vehicles and platforms, enabling our investors to reach their monetary objectives.
Opportunities
We focus our efforts on vibrant growth sectors such as opportunities in domestic energy, real estate, foreign and domestic business projects.
Paul W. Haarman
Paul is a seasoned entrepreneur, former wealth advisor, and private equity investor with more than 30 years of experience in high-net-worth wealth blueprinting.
Paul’s past designations include Registered Financial Consultant (RFC), Certified Wealth Preservation Planner (CWPP), Registered Mortgage Advisor (RMA), and Certified Mortgage Planning Specialist (CMPS). He has also produced and hosted a weekly radio show, The Shift Economy, on Austin’s Talk Radio 1370. Paul’s mission is to foster financial literacy. His visionary perspective on wealth management has made him one of the most sought-after financial advisors in the industry.
As an entrepreneur and investor, he brings a proven blueprint, vision, and network of relationships to the private investment arena.
Our Leadership
Niki Haarman
Co-Founder and Managing Director
Niki Haarman co-founder and managing director of Shift Capital, comes from the world of corporate banking where she served for over 20 years with Citi Group and Bank United as Director and VP of Corporate Treasury Management. She also brings with her a couple of decades worth of hands-on experience managing sizable Real Estate Portfolios that include both multi-family and commercial properties. Niki also managed and oversaw the construction of various spec homes within her own personal portfolio.
Additionally, she has served as Director of Marketing for an Austin based Senior Care and Living community and was a member of the board of directors for DIFFA Houston, a non-profit group. Niki is a licensed Insurance professional and has also held her Securities Series Six and Blue sky license. She is currently a Managing Director of several Texas LLC’s, many of which are affiliated companies of Shift Capital Partners.
My favorite quote
"Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved".
Conn Ryan
Managing Director
Cornelius “Conn” Ryan is a Denver native and still resides in Lakewood Colorado, a suburb of Denver. Conn has worked in the corporate/commercial finance space for 35 years.
Conn is a 1983 BSBA graduate of Colorado State University. While attending CSU Conn was selected to the 1980 USA Baseball Team and a 1980 June draft selection of the Los Angeles Dodgers. Conn pursued baseball until 1985.
Upon retirement from Baseball Conn pursued a career at Dean Witter Reynolds and then moved to Paine Webber in 1989. In 1992 Conn broke away from corporate finance and began investing on his own, operating ventures ranging from manufacturing, commercial construction to manufacturing. In 2001 Conn took a position with Sevo Miller/Rapid Funding as an underwriter/advisor. Sevo Miller /Rapid Funding was a large multifamily operator and a boutique source of financing. At Sevo Miller/Rapid Funding Conn participated in financing ranging from $2mm to $22mm, and spaces from factoring, financing commercial real estate to financing non-traditional assets. Sevo Miller/Rapid Funding deployed hundreds of millions of dollars over his years there.
In 2018 Conn accepted a position as a partner and Managing Director with Shift Capital Partners, where he remains to this day. Conn works closely in all projects at every front.
Conn has cultivated a vast background in corporate financing and also amassed a meaningful number of contacts throughout the finance industry.
Conn is an avid tennis player and is active in all aspects of staying fit.
My favorite quote
"Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don't quit".
Lynn Stokes
Vice President
Lynn Stokes facilitates efficient relationships between clients, institutions, and related organizations. As senior client relations manager, Lynn also oversees all levels of investment communication.
My favorite quote
"Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless".
Fred Sarhadi
VP Information Technology
Fred Sarhadi is responsible for oversight and design of internal information including internet applications, design, and implementation affecting client experience.
My favorite quote
"Your time is limited, so don’t waste it living someone else’s life".
Kelvin Ching
Director of Client Strategy
Kelvin Ching works directly with our global community of clients to facilitate planning and strategic positioning.
My favorite quote
"You can never cross the ocean until you have the courage to lose sight of the shore".
Ann Place
Executive Assistant
Ann Place provides primary support to the managing directors as well as other support staff. Ann's duties and responsibilities include scheduling and managing meeting and travel calendars for domestic and international affairs.
My favorite quote
"The most difficult thing is the decision to act, the rest is merely tenacity".
Years in Service
Success Stories
Network Partnerships
$M Deployed
What Our Investors Say
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Ellen O.Resident of Kaneohe, HIShift Capital offers me access to investment strategies not available to the general public. With guidance
and support that I continue to receive from the Shift team, I now have a clearer vision
for both my future and how I am going to get there. -
Rolfe & Charlotte W.Resident of Beach City, TXOur total experience with Shift Capital has been an absolute joy. We are now more comfortable with our finances
than ever before in our lives. We expect to do extremely well throughout our
retirement, no matter how long we shall live. -
Katherine OResident of Kaneohe, HIThanks to the Shift team, I have increased my level of financial literacy, become more financially self-empowered,
and my financial bottom line has benefited significantly. I recommend them to all
who are ready to take financial control of their lives. -
Victor L.Resident of Passchristian, MSShift Capital has been a Godsend for my retirement. It all boils down to growing my retirement fund
whether it's growing or not - the resounding answer is YES. I would recommend the Shift blueprint
that so people can feel comfortable in their retirement.