Understanding your investment goals along with your housing needs is critical to structuring how I can best serve you in the sale or purchase of a property. When you need assistance, I have a superb team of financial experts available to advise you in crafting the best plan for meeting those goals and growing your wealth.
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1031 Exchange
Alaine Bry Raven, VP Business Development
First American Exchange Company 415-407-7862 [email protected] Alaine has significant experience in complex 1031 exchange transactions. She's focused on her clients and provides excellent support and consult throughout. Shanaé Mabrie
Old Republic Exchange 888-677-1031 [email protected] Shanaé will make sure you meet your requirements and deadlines to maximize this wealth management tool. Alternative Financing
Sofia Nadjibi, MBA
Bridge Loan Expert, Golden Gate Lending Group 415-706-8465 [email protected] Sofia specializes in individualized mortgage lending solutions for long term financial goals. Forrest Tardibuono
Direct Lender, Sun Pacific Mortgage and Real Estate 707-523-2099 [email protected] Forrest and his team provide hard money loans and other alternative financing options for depressed properties and other special situations. Escrow Officers
Lynn Serchia, Senior Escrow Officer
First American Title, Greenbrae 415-461-7570 [email protected] Lynn is an escrow wizard and I trust her implicitly to handle any type of escrow and title issues. Estate Planning / Probate
Lisa Fialco, Esq.
Kelley & Farren, LLP 415-925-5200 [email protected] As a Certified Specialist in Probate, Estate Planning, and Trust Law, Lisa is everything you need in this area. Financial Advisors
Alexandra Cock
Wealth Plus, Inc. 415-457-8936 [email protected] Alexandra brings decades of experience and a diverse professional background to her holistic approach for helping clients meet their financial goals. Floating & Mobile Home Escrows
Sonia Miller
Bay Area Escrow Services 925-831-9099 [email protected] Sonia has years of experience in closing escrows on floating homes. She is the Bay Area expert. Floating Home Financing
Linda Lippstreu
Mortgage Consultant, Bank of Marin 415-927-8904 [email protected] Linda and her team have tons of experience in floating home loans and offer a wealth of information on this specialized type of financing. Heather Ziemer
Mortgage Consultant, Financial Benefits Credit Union 510-433-9200 [email protected] Heather has helped dozens of home buyers find financing for their floating dreams. She has lenders for both concrete and non-concrete hulled homes. |
Home Warranty
Kimberly Larkin
American Home Shield 415-696-3440 [email protected] Kimberly will help you fully understand what a home warranty can cover and help you choose the right level of protection for your new home. Money Management
Karen Caldwell
Money Manager, Caldwell Daily Money Management 415-459-1519 [email protected] Karen is a licensed DMM who helps seniors and busy people manage bills, budgets and record keeping to provide freedom and peace of mind for her clients. Mortgage Brokers
Sean Murphy, Mortgage Broker
VP of Mortgage Lending. Guaranteed Rate Affinity 415-710-6342 [email protected] Sean should be your first stop for exploring your best loan options. He has decades of experience helping homebuyers, is detail oriented, patient and an excellent communicator. Rosette Pollock
Home Mortgage Consultant, Wells Fargo Bank 415-925-2130 [email protected] Rosette has 24 years of experience as an independent mortgage broker. She's always willing to go the extra mile. Easy to talk to and very responsive. Property Insurance
Brittany Keyes
State Farm 415-479-8086 [email protected] Brittany is the best for helping you get exactly the coverage you need for your new home. She can also review your current policies to make sure you have just what you need. Home, auto, life - she's your gal! Adrianne Peixotto
New Front Insurance 415-250-2222 [email protected] Adrianne has a wealth of experience, expertise and is a fantastic resources for all things insurance related. Real Estate Law
Reverse Mortgage Specialist
Mary Jo Lafaye
HECM Specialist, Retirement Funding Solutions 415-440-8934 [email protected] Mary Jo will help you to look at retirement funding in a whole new light. She is exceptionably skilled at what she does and an absolute pleasure to work with. Tax Advisors
Jackie Thompson, EA, CFP
Founder/Principal, Anspach Financial Group 415-457-5780 [email protected] Jackie is a seasoned financial expert. She has been a tax preparer and advisor in Marin since 1988. She also provides estate and financial planning. |