MORE THAN A REALTOR
Real estate is about more than just finding a home. It's a financial decision that deserves careful planning. As a licensed managing broker with EA-level tax knowledge and a Mortgage Loan Originator, I provide something rare: true one-stop service from home search to tax strategy to loan closing. You're never handed off to someone else or left to figure it out on your own.
Real Estate & Tax Planning
Real estate purchases and sales have significant tax consequences, and many of those consequences only become clear after a property is sold. I've seen too many clients make costly mistakes, paying unnecessary taxes or missing valuable opportunities like a 1031 exchange, which can defer a substantial amount of capital gains tax.
Whether you're buying a primary residence, second home, or investment property, each type is taxed differently and produces very different results when you sell. Proper planning before the transaction is key.
I help clients plan real estate transactions strategically so you can:
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Minimize taxes on the sale of your property
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Avoid common pitfalls that cost buyers and sellers money
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Maximize long-term returns on investment properties
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Understand your options before you commit, not after
Lending in All 50 States
After 9 years of serving homebuyers, I understand how stressful the financing process can be. Loan approval anxiety, complex steps, endless paperwork. It can feel overwhelming for any buyer.
Whether you're an employee, self-employed, or a business owner, qualifying for a loan requires careful planning, income strategy, and organized documentation. Knowing how to prepare makes all the difference.
As a Mortgage Loan Originator at The Federal Savings Bank, I guide my clients step by step with clear direction and personalized support throughout the entire process.
I work with clients on:
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First-time homebuyer programs and down payment assistance
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Investment property financing
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Refinancing to lower your rate or access equity
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Commercial real estate loans
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Self-employed and business owner lending strategies
From purchase approval to receiving the keys to your home, you work directly with me.
Rentals
Looking to rent instead of buy? I manage rental listings through Rent Next Homes, where you'll find beautiful, well-maintained properties available for lease. Whether you're relocating, in between homes, or simply prefer renting, I can help you find something that fits.
