One person you trust with the biggest property decision your family makes.

Less than you'd expect. We start with one consultation. After that, I narrow the options before you see anything, I handle the lender, inspectors and title company, and I coordinate with your attorney and CPA. Most clients only step in to tour a short list and make the final calls.

Yes, I offer a white-glove relocation service. I understand the stress involved with moving, and believe me, I made several military relocations with my own family. If you're selling a home on the way out, I coordinate the contractors and vendors who fix it up and get it ready to sell, from repairs and painting to cleaning and staging, so you can focus on moving your loved ones. On the buying side, I line up the inspections, the loan and the closing for your new home and keep you updated on every step, wherever you are.

Not for real estate. As a real estate agent, I work under eXp Realty as my parent brokerage, which lets me hold licenses in several states and takes most of the back-office work off my plate, so my time goes to my clients instead of running a brokerage. For lending, I'm licensed with Barrett Financial Group, a well-respected independent mortgage brokerage with access to more than 170 banks and private lenders, so I can shop your scenario for the best loan product instead of being limited to one bank's programs. For life insurance, I'm a licensed producer with Ash Brokerage, one of the largest independent insurance brokerages in the country, with access to many of the best-known insurance companies in the industry.

Yes. As a mortgage loan officer, I offer jumbo, asset-based, bank statement and construction-to-permanent loans for amounts above the conforming limit. If most of your wealth is in a portfolio, a business or vested equity, an asset-based loan can qualify you on what you own instead of what shows up on your tax return.

For some clients it's simple protection: term coverage so the mortgage is paid off if something happens to them. Others use permanent life insurance as part of a long-term wealth plan, building cash value they can borrow against later and leaving their heirs enough to keep the property in the family. I'll walk you through the options and coordinate with your CPA and estate attorney.

Yes. I'm licensed in California, Tennessee and Virginia. Everywhere else, I bring in a local agent I've vetted who knows luxury and rural property, and I stay involved in the search, the land evaluation and your financing. I originate loans in 49 states and Washington, D.C., everywhere except New York.

Many of my clients do, for privacy or estate planning. I'll coordinate with your attorney and CPA so the purchase and the loan match the structure they recommend. I'm not an attorney or tax advisor, so the structure itself should come from them.

Yes. Your name, your finances and your search stay between us and the professionals who need them to close. I never use a client's name in marketing without written permission.

Yes. I'm licensed in California and have sold in the Bay Area since 2018. I can list your California home, finance the next one, and time both closings so you aren't carrying two properties longer than you planned.