With over 30 years of extensive experience in the finance industry, I have built a career spanning real estate and wealth management. My background has given me a deep understanding of market trends, strategic investments, and client relationship management. Today, I’m proud to partner with my wife in our shared commitment to helping clients make confident, informed financial decisions.
Together, we focus on fostering financial literacy and encouraging responsible financial behavior through real estate investments that support long-term wealth and retirement goals.
I also specialize in helping property owners strategically exit their real estate holdings using 19 proven methods, including 1031 exchanges and other advanced tools designed to defer or eliminate capital gains taxes. By combining financial and capital gains tax strategy with real estate guidance, I strive to make a meaningful difference not only in our clients’ financial well being but in the overall prosperity of their lives.