I specialize in assisting investors with wealth preservation using the 1031 tax deferred exchange process. Through client consultations and educational seminars I help investors preserve their equity through forward, reverse and build-to-suit exchange strategies. Contact me today to learn how a 1031 exchange can benefit you or your clients.
As a strategic problem solver I work with investors, real estate professionals, attorneys and CPA’s to navigate through the requirements for successful tax deferral. Utilizing my 20 years of experience in the exchange industry I develop and maintain long term productive relationships with my clients through my consultative approach and accessibility. As the Northern California Sales Manager I service clients in that region with a focus on Sonoma, Napa, Mendocino and Lake Counties as well as the wine industry.
Below are a selection of links that I think you will find useful. Please note that some of these links are to third-party websites and First American cannot guarantee the accuracy of content contained on third-party sites.