The leadership team uses conservative financing while seeking to provide attractive returns to investors. The leadership team values transparency and commits to keeping investors fully informed of financial practices and policies through frequent communication and quarterly reports.

The McFarlin Group people have worked together for over ten years and have senior living experience that includes over $1.7 billion in total project costs over the last 19 years.

Managing Director and Investment Committee Member

Matt has two decades of experience in senior living creating value in senior living investments and acquiring and building senior living communities. Matt currently focuses on identifying acquisition opportunities, building internal infrastructure while the company grows and driving value in the portfolio. Prior to forming McFarlin Group in 2008, Matt was a Vice President with a large, Texas-based senior living developer and operator. From 2001 to 2003 Matt was a Regional Marketing Manager responsible for marketing and initial leasing to residents for various senior living projects across the United States.

From 2003 to 2008 Matt led the planning, financing and structuring of senior living projects, coordinated and directed development and construction activities, and coordinated preopening and fill-up operational activities. Matt has had overall responsibility for senior living projects with project budgets ranging from approximately $10 million to $240 million. Matt has overseen the acquisition, planning and development of over 40 senior living projects in 14 states with total debt exceeding $650 million.

Matt holds a Bachelor of Business Administration with a double major in Finance and Real Estate Finance from Southern Methodist University. Matt was named an Ernst & Young 2015 Entrepreneur of the Year finalist. Matt is an active member of the Dallas Chapter of YPO.

Managing Director and Investment Committee Member

Mr. Rosen has been in the senior living industry for nearly a decade. Mr. Rosen joined McFarlin Group shortly after its formation in 2008 and has been responsible for the development, financing, and operations of more than $200 million in senior living real estate. Mr. Rosen focuses on structuring the financing for acquisitions and new developments, leading new development and renovation projects, and assisting in overseeing operations at its managed communities.  Prior to joining McFarlin Group, he was with a Texas-based senior living developer and was responsible for business and development planning, strategic planning, and financial advisory services for not-for- profit senior living providers.

Mr. Rosen received his Bachelor of Business Administration in Finance, Magna Cum Laude, from Texas A&M University in 2004.

Chief Financial Officer and Investment Committee Member

Heather has over 20 years of experience in financial and operations management of senior living communities. Heather is currently the COO and CFO for McFarlin Group and Surpass Senior Living where she oversees all financial aspects of the business and its managed communities. Heather’s early senior living experience from 2001 to 2007 included the oversight of the accounting and financial reporting functions of senior living properties nationally where she led a team of accountants that provided controller/CFO functions for senior living communities.

Her responsibilities included the analysis of operating results, projection of future performance, and compliance with regulatory reporting requirements. From 2007 to 2010 Heather was a corporate specialist for financially complex and operationally challenged senior living communities. Additional experience includes the development of policies and procedures, the implementation of accounting systems, the reporting of monthly financial outcomes, the development of annual budgets and long-term forecasts, the creation of real-time key indicator analyses and financial reports, and the coordination of annual audits.

Heather received her Bachelor of Science degree in accounting from the University of North Texas and is an active licensed CPA.

Turnaround Specialist

Natalie has specialized experience in serving those persons living with dementia causing diseases for over 20 years. In her current role, Natalie supports assisted living and memory care communities to achieve excellence in care and financial performance.

She studied at Texas Woman’s University receiving a B.S. in Therapeutic Recreation & Human Biology. Natalie has been certified both nationally and in the State of Texas as a Recreation Therapist in excellent standing since 1993. She has also been a certified Dementia Practitioner since 2013. She is a Certified Assisted Living Manger in good standing since 2000.

As an educator and trainer, Natalie has supported caregivers (family and professional), medical personnel and all levels of leadership in Assisted Living and Skilled Nursing environments in providing excellent care and caring for these very special people. Natalie has served on the Alzheimer’s Association’s Speakers Bureau.

Turnaround Specialist

Laurie has twenty years’ experience working in senior living. Laurie started out her career as a caregiver at an assisted living community and quickly moved into a leadership role as a Resident Care Coordinator where she oversaw direct care for all residents.

Laurie later held roles as Director of Memory Care overseeing all memory care (Alzheimer’s) care and program delivery to residents and Executive Director overseeing all aspects of community operations. More recently, Laurie has assumed a role of distressed asset intervention where she turns around underperforming communities. Laurie has built some amazing teams throughout her career and has had the privilege of mentoring caregivers through nursing school. Building strong teams, taking on challenges and serving residents is Laurie’s passion.


Austin joined the McFarlin Group companies in July 2017 and initially served as Corporate Business Office Manager overseeing payroll, accounts payable and accounts receivable. Austin has since moved into an Analyst position.  Austin received his Bachelors of Arts in Criminology from The University of Oklahoma. Austin is an avid sports fan and enjoys attending games in his free time.

Jeff Miller

Jeff joined the McFarlin Group companies in April 2018 as a Marketing and Graphic Design Associate. After graduating with a BFA in Graphic Design from Kansas State University, he relocated to Dallas, TX to join the McFarlin Group. In his free time, Jeff enjoys playing guitar, going to concerts, and watching sports.