A Midwest core of practical frugality, honesty and integrity layered with decades of experience. Since my teens, I have always worked multiple jobs, while at the same time, studying for advanced degrees and professional designations. As a master multi-tasker, I have gained my success the old-fashioned way: I earned it!
I have served our country for 10 years in the US Navy, hold a bachelor’s degree in business marketing, an MBA in Financial Planning, I'm a CERTIFIED FINANCIAL PLANNER® and CPA. I co-founded a financial planning and tax firm, am a professional fiduciary and have also managed commercial property for over 13 years.
Most recently, I acted as executor of an extremely large probate estate, which included navigating through a total-loss insurance claim and home rebuild after The Woolsey Fire in Malibu.
With many years of hard work, learning and earning, I have personally bought and sold seven properties, keeping four as self-managed rentals. Like many prosperous people around Malibu, I balance work and play time: Surfing, stand-up paddling, running, collecting sea glass, hanging out with my dogs and caretaking my elderly friend. I am geared to work, enjoy staying busy and being social. My 30-plus years of experience in financial planning, accounting, tax, finance, estate and property management bring a wealth of knowledge, insight, and quite a unique perspective to my clients. My unwavering loyalty and comprehensive background allow me to offer distinctive viewpoints and strategic advice, ensuring my clients make informed, stress-free decisions in the real estate market. When considering life-changing, multi-million-dollar decisions about buying and selling real estate, it is important to find an honest, reliable, responsible, experienced agent you can trust. I am eager and well-equipped to help you navigate these life-changing decisions!
Whether buying or selling, you deserve an expert who listens and delivers. Let’s start the conversation today.