Julie is a "gem", and she always thinks of me as her resource for reverse loans whenever she finds a client and a situation where they need help with a financial challenge. She cares about her senior clients and if a reverse loan appears to be a beneficial option for them for additional funds, she always refers them to me. Thank you for your trust and confidence in "me".

Caitlin and her Banking team attended a celebration of Juneteenth and a delightful woman paused at their booth and asked them it they offered reverse loans. Caitlin replied they don't, but she knows who does and immediately provided her with my name and phone number. I love being in everyone's "roller dex" and thank you Caitlin for your referral. I appreciate you and your friendship.

I wanted to thank Bob Chesney for making some outstanding testimonial videos from my clients. Bob, you made me look like a Rock Star!

I wanted to thank Frank Garcia of Insurance KO, for referring me to one of his clients to do a 1031 exchange. Frank very diligently included the customer's Financial Advisor, Accountant, Attorney in the Financial consultation process. I appreciate this due care, due process, elder care, suitability on Frank's part very much.

I wanted to thank Larry Christian of Old Republic Title for consistently referring 1031 exchangers to me looking for replacement DST, passive income properties.

I referred a client of mine to Matt, and they have been absolutely pleased with the outstanding caliber of his work! His communications skills are top-notch, and he has been enormously helpful in guiding my client through a complicated situation. I can't recommend his services enough.

I'd like to thank Bob Chesney for taking the extra time to interview one of my best referral partners and customizing a digital business card. Thanks for your help Bob!

I'd like to thank Eric Bell for helping me with Life Insurance with Long Term Care and Eric's expertise was top notch as he helped secure a policy that was double the existing coverage for the same monthly cost. Eric is also working with one of my top referral partners with capital gains tax mitigation for the sale of properties in her trust. Eric has also referred me to some high end clients and I appreciate the opportunity to work together and a special thank you to All Cities Network!

I would like to thank Craig Stuart Adams of W Real Estate for the referral of a client that needs help with both a commercial owner user refinance of a lounge in Northern California. Craig is a fantastic referral partner and is also great friend as well and I appreciate the opportunity that the All Cities Network provides us to do business together. Craig is the go to guy for all things real estate in Northern California and Central America. Thanks Craig!

I would like to thank Susan Griego of RealLuxe Real Estate Group for a referral to one of her clients who needed some additional working capital for their business and we're in the process of providing a 2nd Trust Deed to help them achieve their goals. Susan is fantastic to work with and one of the best real estate agents in the business and I've worked with many. Thank you Susan!