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I have lived in Arizona since 1981. Originally I settled in Scottsdale and started my financial planning firm after receiving my CFP® in 1992. My firm focused on serving the needs of small business owners and retirees. I moved my family and financial planning firm to Prescott in 1998. I received my real estate license in 2003 and my GRI and Masters in Financial Planning in 2008. I have had property in many parts of Arizona and am passionate about real estate!
It has been my experience that understanding how real property fits into overall wealth accumulation is key to financial success. Buying right is one of the most important aspects of all investing. My role in representing your interests as your listing agent is to position your property so I can negotiate the best price possible.
If you are looking for an investment property, in Arizona or other areas, I can help with the performance metrics. In addition we can discuss in detail how you should buy it, with personal funds, retirement assets or consider a trade.
Real estate is more than just a money maker! It is also where we make a happy home! It would be my pleasure to help you find the home (or second home) of your dreams!
My Promises to you . . .
I will be responsive to your needs, concerns, and requests.
You will receive timely and professional service.
I will monitor the market in order to price your home correctly and will explore every avenue for getting your home sold quickly.
You will be informed of all the feedback received on your property.