Looking for trusted, vetted professionals?
Meet Meridianβs recommended network of experienced industry experts.
Aron F.
Lauer Georgatos Covel Devine & Feiles
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 β 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.
Charles O.
Real Brokerage
Hi, my name is Charles Osborne. Iβm a Real Estate Planner, and what I do is simpleβI help investors like you build and protect wealth while taking the stress out of complex real estate moves. Whether itβs 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.
Cory B.
The Complete Real Estate Group
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.
Daniel W.
C2 Financial
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.
CO #100513174, CA #01727411, AZ #0927234, FL LO41310, NV #58270, Idaho MLO-2080282193 and Hawaii HI-282193, ID MBL-9475, MS 282193, TN S-282193, South Carolina, OK MLO30580, TX, MI, OH MLO-OH 282193
Sean M.
New American Funding
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.
NMLS # 297731
Stephen D.
IPX1031
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.
Todd S.
Swanson Lending, C2 Financial Corporation
AL 90243, AR 242366, AZ DFI 1043112, CA DRE 1162260, CO DRE 100509491, FL OFR LO65948, HI HI-242366, KS LO-0052167, MI 242366, MS DBCF, NM 394092, OR DFR, PA 106913, TN 242366, TX SML, WA DFI MLO-242366, WY 106663, NMLS 242366
Cory B.
The Complete Real Estate Group
Certified Real Estate Planner
Investor Since: 2004

Daniel W.
C2 Financial
Mortgage Professional
Investor Since: 2000
CO #100513174, CA #01727411, AZ #0927234, FL LO41310, NV #58270, Idaho MLO-2080282193 and Hawaii HI-282193, ID MBL-9475, MS 282193, TN S-282193, South Carolina, OK MLO30580, TX, MI, OH MLO-OH 282193
Todd S.
Swanson Lending, C2 Financial Corporation
Branch Manager

AL 90243, AR 242366, AZ DFI 1043112, CA DRE 1162260, CO DRE 100509491, FL OFR LO65948, HI HI-242366, KS LO-0052167, MI 242366, MS DBCF, NM 394092, OR DFR, PA 106913, TN 242366, TX SML, WA DFI MLO-242366, WY 106663, NMLS 242366

Aron Feiles
CPA, Lauer Georgatos Covel Devine & Feiles
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 β 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.
When you are considering purchasing rental real property, whether in a traditional transaction or via a Section 1031 exchange, I can advise you on the tax implications and obligations of being a landlord or doing a tax-deferred 1031 exchange.

Charles Osborne
Real Estate Planner, Real Brokerage
Hi, my name is Charles Osborne. Iβm a Real Estate Planner, and what I do is simpleβI help investors like you build and protect wealth while taking the stress out of complex real estate moves. Whether itβs 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.
βIβm not just a realtorβIβm a Real Estate Planner who sees the entire wealth picture. Investors call me because I bring them deals they canβt find on the MLS, structure tax-advantaged exits like 1031 exchanges and Delaware Statutory Trusts, and connect them with off-market opportunities from wholesalers, tired landlords, and distressed sellers.
My network gives investors instant access to vetted board-of-director partnersβCPAs, trust attorneys, and wealth strategistsβso every transaction is designed to build, protect, and transfer wealth.
Whether you want to acquire, reposition, or exit at maximum value without overpaying taxes, I architect the playbook and bring the people to make it happen.β

Cory Boldroff
Certified Real Estate Planner, The Complete Real Estate Group
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.
If you want someone that is more than an agent, has your best interest as the only consideration and you want to explore different ways of building or improving your real estate portfolio. If you have real estate or a business to sell and you are concerned with capital gain taxes or want the highest price, those are my specialties.

Daniel Williams
Mortgage Professional, C2 Financial
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.
If you are looking to truly understand real estate investing and learning to grow your real estate portfolio I may be a great match for you.
CO #100513174, CA #01727411, AZ #0927234, FL LO41310, NV #58270, Idaho MLO-2080282193 and Hawaii HI-282193, ID MBL-9475, MS 282193, TN S-282193, South Carolina, OK MLO30580, TX, MI, OH MLO-OH 282193

Sean Murphy
Sr. Loan Consultant, New American Funding
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.
Call me to review your situation and help you determine what you can qualify for in terms of purchasing an investment property.
NMLS # 297731


Stephen Decker
SVP, IPX1031
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.
Investors should call us anytime they are thinking of selling any type of investment real estate. Or, if you find yourself saying "this property just isn't for me anymore" we should have a conversation about what the next steps could look like.

Todd Swanson
Branch Manager, Swanson Lending, C2 Financial Corporation
AL 90243, AR 242366, AZ DFI 1043112, CA DRE 1162260, CO DRE 100509491, FL OFR LO65948, HI HI-242366, KS LO-0052167, MI 242366, MS DBCF, NM 394092, OR DFR, PA 106913, TN 242366, TX SML, WA DFI MLO-242366, WY 106663, NMLS 242366