I would like to thank Eric Colon with Alternative Wealth Solutions. Eric referred a client of his who was looking to purchase several properties at once. Eric made the introduction and he called and informed me about his client's request. Thank you Eric.

I would like to thank Manuel Chicas with Bank of California. Manuel referred a prospective client of his. Manuel made the introduction quickly and he called me to provide me with his client's background information. Thank you Manuel.

I would like to thank Allan Drazen with Lone Oak Fund for helping one of my clients. Client was looking to obtain a construction loan and refinance his existing loan on his commercial property. I referred my client to Allan and he was able to issue a letter of interest quickly. Allan was diligent, professional and prompt. Thank you Allan.

I would like to thank Allan Drazen with Lone Oaks Fund. Allan wan able to help one of my clients that was looking to refinance and cash out of his commercial property and we were unable to accommodate his request. Allan was able to help and issue a commitment letter in no time. Allan was prompt, professional and diligent. Thank you Allan.

I would like to thank Pallavi Shah for introducing me to her client in San Francisco's Richmond District. The meeting went well and by working together we put much more value on the table than approaching his challenges individually. I look forward to working with you!

I would like to thank Max at Digital Uppercut. My client signed a contract with a public entity that requires them to have cyber coverage, and they do not have IT expertise in-house to know what safeguards they need to protect data. I reached out to Max and he responded within a few hours, providing valuable guidelines for IT security that will help them protect their network and secure the cyber coverage needed. Max provided just what my client needed in short order. Thanks Max.

I would like to thank Marty Josephson from Marcum for referring a startup apparel company. Prior to making the referral Marty always calls and provide background information on the prospective client. This is much appreciated. Thank you Marty for this opportunity.

I would like to thank Michael McGlashen from Bucks County Financial for referring a potential deal to me. Michael is the ultimate professional, forthright and reliable. Thank you Michael for this opportunity.

I would like to thank Peter Stephan with the Tax Resolution Institute for providing me with some advice in regards to an unintended IRS situation I found myself involved with due to my previous CPA. I know Peter is extremely busy, but he took the time to speak with me about it and it's appreciated.

Thank you to Jason Gorowitz who specializes in personal injury and auto accidents, helped out an acquaintance of mine in regards to a different issue with a great deal of patience and advice. Jason gave up some of his time to help her and she was able to resolve her problem. Hopefully, no one will be in an auto accident, but if you are, call Jason before you contact your insurance company, because he will be able to negotiate a settlement for your, far greater than what you could achieve on your own.