Our Leadership

Allen Tate Companies Senior Leadership

Allen Tate, Jr. 1931-2015
Chairman and Chief Executive Officer,
Allen Tate Companies
Allen Tate, Jr. 1931-2015
Chairman and Chief Executive Officer,
Allen Tate Companies

For more than 58 years, the name Allen Tate has been synonymous with real estate excellence in the Carolinas.

A native of Gaffney, S.C., Allen Tate, Jr. took his father's advice after graduation from the University of North Carolina, when he moved to Charlotte and opened a real estate and insurance company in 1957. His vision was to create a one-stop, full-service company that could help customers with every aspect of home ownership.

During his life, Tate matched his dedication to his business with a zeal for civic involvement, working with the Jaycees, Charlotte Chamber, and Charlotte-Mecklenburg Planning Commission. He was a lifelong supporter of education and advocate of transportation planning. He was a founding member of Leading Real Estate Companies of the World™, the world's largest network of independent real estate companies.

For more than 20 years prior to his death in June 2015, Tate served in the role of strategic advisor to the company, entrusting the Allen Tate Companies leadership team to carry out his vision and lead the company far into the future.

Today, the familiar burgundy-and-gold Allen Tate yard signs serve as a legacy to what Tate has given and will continue to give through the dedicated people he has mentored and inspired.


Pat Riley
President and Chief Executive Officer,
Allen Tate Companies
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Pat Riley
President and Chief Executive Officer,
Allen Tate Companies

In Pat Riley, Allen Tate saw a passion for the real estate business that matched his own. A graduate of Indiana University of Pennsylvania, Pat started his career in the family real estate business, C. Pat Riley Realtors, which grew into a regional giant.

Pat joined the Allen Tate Companies in 1992 and has led the company's growth for more than two decades and maintained its ranking as the No. 1 real estate company in the Carolinas and one of the top independent real estate companies in the nation.

An engaged community leader, Pat has served as chairman of the Charlotte Chamber, Arts & Science Council, Charlotte-Mecklenburg Public Schools Foundation, and Greater Charlotte Cultural Trust. He currently serves on the board of directors of Leading Real Estate Companies of the World, the world's largest network of independent real estate companies, and recently completed a two-year term as chairman.

Pat is the recipient of numerous awards, including the Old North State Award - Office of the Governor, Leading Real Estate Companies of the World Hall of Fame Award and Chairman's Service Award and Swanepoel Power 200 Top 20 Power Brokers (ranked #11 for 2016).

He enjoys sports, especially tennis and running, and likes to unwind at the beach with his wife Robbin, three children and four grandchildren.


Eric Heintschel
Chief Financial Officer,
Allen Tate Companies
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Eric Heintschel
Chief Financial Officer,
Allen Tate Companies

Eric Heintschel joined Allen Tate Companies in 2014 as chief financial officer. Prior to joining Allen Tate, Heintschel served for a decade as chief financial officer for Carousel Capital, a Charlotte, NC-based private equity investment firm, where he oversaw the operations of multiple funds with combined capital commitments of more than $750 million and served as primary contact for 350 investors and advisors. He also previously worked for both PricewaterhouseCoopers, LLP and Dellinger & Deese, PLLC in Charlotte, where he specialized in working with private, family-owned businesses for these public accounting firms.

He holds both a Master of Accountancy degree and a Bachelor of Science in Business Administration degree from Miami University in Oxford, Ohio. He is a North Carolina-licensed Certified Public Accountant (CPA).

A native of Swanton, Ohio, Heintschel resides in South Charlotte with his wife, Stacy, and their three children. He is passionate about agriculture and farmland investments and co-manages his family's rapidly expanding farming operation in Fulton County, Ohio. In his free time, he enjoys escaping with his family to the beach at the Isle of Palms, SC and supporting the University of Michigan athletic teams.


Phyllis York Brookshire
President, Allen Tate Realtors®
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Phyllis York Brookshire
President, Allen Tate Realtors®

Much like the American Saddlebred horses she trains and shows, Phyllis York Brookshire was born to be a champion.

After earning a degree in chemistry from the University of North Carolina, Phyllis returned to the family real estate business, York Properties, as vice president, and later, CEO, of the company. When Allen Tate expanded into the Triangle region in 2007, Phyllis was the natural choice to head operations. Today, Phyllis oversees all residential operations and more than 1,500 agents as president of Allen Tate Realtors®.

Phyllis currently serves in leadership positions with the Greater Raleigh Chamber of Commerce, the Realtor Foundation of Wake County and the Visual Art Exchange.

Her past community service includes president of the Raleigh Regional Association of Realtors, dean of the Triangle Realtors Leadership Academy, chairman of the J.C. Raulston Arboretum at N.C. State University; and director of the Triangle United Way.

Phyllis was inducted into Raleigh Regional Association of Realtors Hall of Fame in 2016 and was a Morehead Scholar at UNC-Chapel Hill.

A Raleigh native, Phyllis and her husband, Don, reside there today.


Fred Hines
Managing Partner,
Allen Tate Insurance
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Fred Hines
Managing Partner,
Allen Tate Insurance

Fred Hines oversees operations, budget and business development as managing partner of Allen Tate Insurance. He joined Allen Tate Companies in 1993 and served as chief financial officer for 21 years, before retiring from that position in December 2014.

A graduate of Virginia Tech with a degree in finance, Fred has previously held banking positions in internal audit, consumer finance, leasing, real estate and trust. He was formerly division controller for an Atlanta-based satellite and cable television manufacturer and vice president of finance for a national distributor and manufacturer of camping and water recreation products. He is an active volunteer and past member of the board of directors of the American Red Cross.

A native of Bluefield, West Virginia, Fred and his wife, Amy, have two sons. He enjoys tennis, golf and attending Virginia Tech sporting events.


Chris Cope
President, Allen Tate Mortgage
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Chris Cope
President, Allen Tate Mortgage

Chris Cope joined Allen Tate Company in 2007 as president of Allen Tate Mortgage Services, where he leads the mortgage banking team in locations throughout the Carolinas.

Chris began his career in 1992 after graduating from the University of Florida. He then helped lead one of the most successful in-house mortgage companies in Florida. He was later recruited as president of a successful mortgage banker, tripling the closed loan volume.

He serves as president of the Mortgage Bankers Association of the Carolinas, Inc.; on the board of advisors of the UNC Nutrition Research Institute; and on the board of directors of MeckEd.

Chris and his wife, Kathy, live in Charlotte with their two sons. He enjoys deep sea fishing, golf and tennis.


DJ Stephan
President, Allen Tate Relocation
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DJ Stephan
President, Allen Tate Relocation

DJ Stephan has helped distinguish Allen Tate Relocation and Corporate Services nationally since 1999. Under her direction, Allen Tate consistently receives top honors through the Leading Real Estate Companies of the World™ real estate network.

A graduate of Lycoming College, DJ holds an MBA from the Keller Graduate School of Management. Prior to joining Allen Tate, DJ opened and grew a Washington, D.C. office for a relocation company and real estate network. She is a certified relocation professional, global mobility specialist, and member of the Employee Relocation Council and Charlotte Metro Area Relocation Council. She has served on the board of the National Association of Female Executives and Better Business Bureau, and has volunteered with the Choices mentoring program and Girl Scouts. She is a recipient of the Chairman's Service Award from Leading RE for outstanding leadership and contributions.

DJ lives in South Charlotte and enjoys international travel, exercise, and chocolate.


Robin Price
President, Allen Tate Insurance
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Robin Price
President, Allen Tate Insurance

Robin Price joined Allen Tate Insurance as a sales agent in 2003 and has helped the agency grow in both number of customers and reputation as an industry leader. Today, Robin serves as president, overseeing more than 30 insurance agents and support staff.

Robin began her insurance career as an underwriter with a large national carrier and then moved to the agency side of the business. Prior to joining Allen Tate, she worked as a sales producer for a national insurance brokerage firm. She is an active industry leader, having served as president of the Independent Insurance Agents of North Carolina, Charlotte chapter.

Robin enjoys traveling, reading and spending time with her husband, Danny, and two children.


Pat Jackson
President, Master Title
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Pat Jackson
President, Master Title

Pat Jackson joined the Allen Tate family in 2002 as president of Master Title Agency, which provides title insurance to real estate attorneys and other professionals on behalf of buyers and borrowers. He leads a team of employees in three offices serving the Charlotte, Triad and Triangle regions.

Pat previously worked in marketing and underwriting positions in the Long Island, N.Y area. He was an active volunteer fireman and rescue squad member for 20 years in New York and serves as chairman of the town fire and rescue committee in Cornelius, N.C. He is a member of the Lake Norman Kiwanis and the Lake Norman Chamber of Commerce, where he serves on the public policy committee; and is a graduate of the Institute of Political Leadership program and Leadership Lake Norman Class of 2006.

Pat and his wife, Siobhan, reside in Cornelius with their daughter. He enjoys politics, sports, travel and spending time with family.


Mike LaRuffa
President, BSI Builder Services
Mike LaRuffa
President, BSI Builder Services

Mike LaRuffa has spent more than 40 years in the real estate industry, focusing on development, building, sales, marketing and asset management. Mike is president of BSI Builder Services, a member of the Allen Tate Family of Companies, where he collaborates with new home builder clients in product design, land acquisition support, competitive analysis and strategic marketing.

A U.S. Army veteran and a graduate of Bryant and Stratton College, Mike served as BSI president from 1994-2004 and returned to the position in 2008. He has also held positions with several large corporations in the Washington, D.C. area. He is a past board member of the Charlotte Regional Realtor Association; and past chairman of the Real Estate and Building Industry Council (REBIC). He currently serves as a board member of the Charlotte Home Builders Association and serves on the Housing Work Group for CONNECT Our Future.

A native of Buffalo, N.Y., Mike and his wife, Wendy, live in Charlotte. He enjoys cooking, fishing and U.S. history.


Sara Spencer
Vice President, Operations
Allen Tate Companies
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Sara Spencer
Vice President, Operations
Allen Tate Companies

Sara Spencer joined Allen Tate in 2016 and serves as vice president of operations for the Allen Tate Companies. In this role, she oversees the company's operations and administrative initiatives, including office administration, purchasing, facilities and information technology. She leads cross-functional project management teams for projects including renovations and new office openings.

Sara has more than 10 years of experience in the real estate industry, beginning her career as a transaction real estate consultant at Ernst & Young. She has held leadership roles in finance and asset management at Healthcare Trust of America and most recently, was vice president of operations at Bell Partners, Inc. in Greensboro.

She holds a B.S. in business, with a concentration in finance, from the University of Arizona and an MBA with a focus in international business from the Thunderbird School of Global Management in Arizona.

Sara is a member of Leadership Greensboro and the Urban Land Institute and has volunteered with Action Greensboro, Big Brothers Big Sisters and local food banks.

Sara and her husband Morgan make their home in Charlotte. They enjoy swing dancing, kayaking and backpacking.


Stephanie Brown
Vice President, Marketing and Public Relations
Allen Tate Companies
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Stephanie Brown
Vice President, Marketing and Public Relations
Allen Tate Companies

Stephanie Brown joined Allen Tate in 2016 and serves as vice president of marketing and public relations for the Allen Tate Companies. In this role, she oversees marketing, branding, advertising and public relations initiatives for Allen Tate Realtors® and the Allen Tate Family of Companies and supervises a staff of nine marketing professionals.

Stephanie is a career marketing professional with more than 25 years of experience. Prior to joining Allen Tate, she was marketing director for Charlotte Mechanical and vice president of marketing for Doggett Advertising. She holds a B.A. in communication and a minor in business administration from Winthrop University in Rock Hill, S.C.

She has volunteered with One Warm Coat, a non-profit that raises awareness and collects coats for the needy, and has worked with Habitat for Humanity of York County to coordinate volunteers and facilitate affordable housing programs. She is an active member of Matthews United Methodist Church.

Stephanie and her husband, Greg, have three children and make their home in Charlotte. She enjoys spending time with family and friends and vacationing at Fripp Island.


Sergio Gomez
Chief Information Officer,
Allen Tate Companies
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Sergio Gomez
Chief Information Officer,
Allen Tate Companies
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