I wish to express my appreciation to Alan's thoughtful referral of a new reverse loan client to me. Referrals are my "life blood", and my best source of business. "Thank you" Alan for trusting me with your friend.

A huge thanks to Jerry Friedman of Jerry Friedman & Associates for his referral to a manufacturer. This client was pretty certain they didn't do R&D initially, but when we went through what Manufacturing does that qualifies, they ticked many of the boxes. They are pretty excited to get this going now. Jerry not only did the intro but helped me to get through and establish a call and a rapport with the client so that they can see they have the ability to take advantage of these credits. Everyone wins! Thanks Jerry, not only for the intro but for the care factor in helping me get a conversation going here. Much appreciated.

I can't thank you enough, Elizabeth Glynn, Export Strategist and Consultant with EMG Global Business Solutions, for connecting me to an individual who is well connected with consulates from Southeast Asian countries as well as business owners, all here in the US, for pronunciation coaching. You are brilliant!

I wanted to thank Jason Gorowitz, our personal injury attorney. Jason is beyond knowledgably in his field and specializing in insurance claims. Jason is able to help people navigate the challenges of the insurance oceans. Don't go through an accident case on your own, you need to talk to Jason. Also wanted to thank Jason for referring his father in-law for their insurance needs. We are in the process of transitioning him to better coverage.

Wanted to thank Mike Micci with Redwood Mortgage. Mike has been using me as his preferred insurance broker for several months now with his clients. I'm ever so grateful to be working with a true professional as you, all of your clients rave about you. Mike has also recently trusted me with his own insurance needs, and is now a client. Thank you so much for your business and all of the referrals.

Larry Christian from Old Republic Title helped me recently with a family deed matter and I truly appreciate his quick response, his knowledge and expertise and solid guidance provided me. If you do not know Larry, you need to reach out to him. He is an amazing resource in all things related to real estate transactions and titles. Thank you Larry!!!

I want to thank Julie Widener, who is a CPA with the Allegent Group for trusting me with her insurance needs. After spending some time together to review her current policies and insurance needs, there were a few gaps. I made some recommends, and was able to find better insurance policies with more coverage. Excited to be able to help you.

I'm looking around for a residential loan and it has been a while since i had to deal with banks. Mark Materie was super helpful explaining to me what is currently going on in the lending industry and what to do and where to go to get the best deal. He was extremely professional and provided amazing advice. Thank you Mark

Many, many thanks go to out to Julie Widener, brilliant CPA with Allegent Group LLC CPAs and Advisors. Julie not only referred a number of her clients to me for PPP loans, but also spread the word in her office, so I received referrals from others as well. Thanks again Julie!

A big thank you to Mike Micci of Redwood Mortgage for so graciously taking my daughter under his wing and walking her through the options and details of a refinance on her house in Poway. Erin was very complementary on Mikes professionalism, thoroughness and patience in working with her on this project. Erin was so happy that another lady in her office was talking of doing a refi on their house and Erin gave Mike a rave review and recommendation. I love when a referral Partner makes my daughter SMILE!!