I have served the Independent Broker/Dealer community for over 15 years with factional ownership as a choice for clients' exchanges. Advisors and their clients have benefited from working with me to help educate in simple terms the risks and benefits on this type of product solution. I am also able to help communicate with a tax advisors and attorneys on the mechanics of this process to help ensure clients have all the information to make the most informed decision for themselves and their family. I am a financial services professional who is highly accomplished, results driven, with over 10 years of experience in new business development, territory expansion, and territory optimization. I have the ability to leverage seasoned interpersonal communication skills to build personal relationships via phone, email, webinar, and face-to-face communications. I possess an unwavering commitment to integrity and expertise with an insatiable hunger for lifelong learning and education. Specialties: Communication, 1031 Exchanges, Non-Traded REITs, LLC/Private Placement investments, Fractional-Ownerships.
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