I am a third-generation real estate investor, Certified Trust Specialist (CTS) and Certified IRA Services Professional (CISP). In 1991, I graduated from Villanova University, where I studied computer science. There, I developed my passion for building automated processes to operate properties. Since as early as I can remember, I have always been interested in Real estate investing. My grandmother invested in real estate in the 1950’s. She passed her knowledge on to my father who then taught his children how to be successful in real estate. My extensive background in investing and developing residential properties in Pennsylvania, New Jersey and Florida, experience in systems analysis, and prior training as a financial consultant has helped me to see and understand fine details about project management, development and the complexities of IRS code and tax strategies. The CamaPlan team and I have developed a transaction system that we are constantly building upon and improving. These processes have resulted in efficient, successful results in both my business and personal ventures. While my focus within the company is on the technical side of our operations, I have utilized the knowledge from my personal and professional experience in the many investments and real estate deals I work on as well. I own multiple properties across 3 states that are valued at $9M and still generate positive cash flow monthly. I have maintained many of these properties for 20 years. My philosophy is to hold properties in prime locations; my best performing properties are all waterfront locations. A useful tip I always share with investors is to never be desperate. If you are struggling to turn around the investment, walk away from under performing deals so you can focus on bigger and better opportunities! I invest both inside of my IRA's and 401(k)'s and outside of those accounts. I believe it is important to have a balanced portfolio of investments. My family has been very influential in my real estate investing strategy, I am so proud to be able to continue the legacy by passing my experience down to my daughters, who are both in college. My hope is that they will gain the same knowledge I did from my parents, and I know they will learn and grow over time as they use this knowledge to take control of their future finances.
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