Experience is the knowledge or skill acquired over a period of time. My business acumen and unique work history makes me distinctly qualified to deliver the services we offer.

Over 15 years of real estate experience

Accounting Degree - University of Albany

Tax Associate - PriceWaterhouseCoopers

Chief Financial Officer experience

Helped grow and sell a family business

Budget Director - $180 million company

Excellence is the quality of of being truly the best at something. This is difficult to accomplish, but we strive for excellence everyday and achieve it through very specific actions.

Passionate about the services we offer

Open to change and new ideas

Continuous education and learning

Commitment and hard work

Value creativity and innovation

Create partnerships with the best people

Integrity is the quality of being honest and having strong moral principles. It’s the most important characteristic when building trust. We embody integrity by following certain principles.

Value our professional & personal reputation

Follow-through on commitments & obligations

Be honest with ourselves & our clients

Put the needs of our clients first

Maintain client confidentiality and privacy

Understand the importance of realationships

Authenticity means being true to your own personality, values, and spirit, regardless of the pressure that you're under to act otherwise. Certain philosophies help us adhere to this.

Align values and ideals with our actions

Recognize our strengths and weaknesses

Look for the good in everyone

Value people over material things

Remain humble at all times

Focus on the things within our control