Looking for trusted, vetted professionals?

Hi, my name is Dan Williams and I am an experienced professional in helping people clearly understand investing in real estate and ensuring it is in alignment with your short and long term financial goals. With 20 years experience I help people in this area in a unique and insightful way.

Hello, my name is Pamela Karnes and I have been writing insurance for 20 years. I specialize in landlord and investment property policies. I also do a lot of builders risk for new and remodel construction, personal home, auto and life insurance.

Hi, my name is Charles Osborne. I’m a Real Estate Planner, and what I do is simple—I help investors like you build and protect wealth while taking the stress out of complex real estate moves. Whether it’s navigating probate, setting up trusts, or structuring tax-smart deals like 1031 exchanges and DSTs, my team covers all of California with a network of over 500 planners nationwide. My job is to make sure every move you make in real estate is strategic, seamless, and sets you up for the next big win.

Hi, my name is Alan Enochs. I'm an attorney specializing in real estate litigation. We are supportive of entrepreneurs and focus on identifying and formulating alternatives to help clients achieve their objectives in the most inexpensive and effective way possible.

Hi, my name is Sean Murphy. I am a licensed Mortgage Loan Originator for the past 23 years helping people achieve their dreams in homeownership and real estate investing.

Hi, my name is Aron Feiles and I have been practicing in the field of tax for over 25 years. Among my areas of practice is multi-state taxation — where a business or an individual is required to file tax returns in states other than their state of residence. This can impact real estate investors who acquire properties in states other than their home state. I also advise on accounting for rental properties, as well as account for and report 1031 exchanges in tax returns.

Hi my name is Cory Boldroff, I am a certified Real Estate Planner and help my clients build, protect and transfer generational wealth through real estate. I help them evaluate their real estate portfolio, find optimally performing properties across the country, mitigate and eliminate capital gain taxes and know all their options so they can self discover which is the best for them . I believe in empowering through education and host monthly lunch and learns/webinars on important topics such as investing into real estate, mitigating capital gain taxes, protecting their assets and ways to help seniors and their families downsize, relocate and transition into assisted living. I am a father of 7 kids and want my kids to be proud of who their dad is, so I live my life as if they are watching over my shoulders and want them to see how to treat people, extreme work ethic and how money works. If Im not helping clients or with one of my kids, and I on the golf course as it is my passion outside of work and family. Lets chat or better yet play some golf.

Hi, my name is Stephen Decker and I work for the nations largest and most financially secure Qualified Intermediary in the country. We help investors defer their taxes whenever they sell and subsequently purchase more investment real estate. Although tax deferral is a major reason why people do 1031 exchanges, the real benefits lie in the Non-Tax benefits, such as increasing cash flow, diversifying or consolidating a portfolio, buying a future retirement home and building/preserving generational wealth. We help our customers strategize the best way to maximize their tax deferral through the sometimes complicated 1031 process.