Now Retired, 10 years as a REALTOR® with both Real Estate and Security Licenses: was Short Sale, Foreclosure and Resource Certified, Senior Real Estate Specialist trained with 1031 Exchange experience. There were five years of experience specializing in institutional-grade real estate investment opportunities with a nationally recognized real estate consultancy that specialize in institutional-grade real estate, such as Tenants in Common (TIC’s) and Delaware Statutory Trust (DST’s) properties, special real estate funds, Real Estate Investment Trusts (REITs), and LLCs. There were opportunities to assist clients with the acquisition of suitable real estate investment options for their portfolios, funded through direct investment, IRA/qualified plans, and 1031 exchanges with a Series Seven Security License.
Earlier, for many years and the first retirement, worked for an International Fortune 500 company. There were numerous assignments with the company including real estate Investment and capital development, real estate management, franchise work and marketing operations with small to medium sized companies involving many years of retail and financial consulting.
For several years taught real estate classes covering Internal Revenue Code Sections 1031 (Exchanges) and 121 (Homeowner Exclusions), Co-ownership, Retirement Strategies, including other real estate areas for the Adult Education Department of the Napa Valley Unified School District.
There were local business opportunities as a member of the Napa Valley & American Canyon Chambers of Commerce, Northern Bay Area Association of Realtors and Business Networking International for many years.
A Bachelor of Science degree in Business Administration from Oregon State University and then continued Master of Business Administration (MBA) coursework in Labor Relations from the University of California at Berkeley. Then after training, a European tour as a Missile Launch Officer with the United State Air Force. Additionally, a Certificate of Real Estate was earned and more recently a Certificate in Paralegal Studies designation from Napa Collage.
As a couple with my wife Carolyn have lived in the Napa Valley since 1969 where we raised our family. For many years have been active as a volunteer in the Napa community. Recreational activities include skiing, hiking, traveling, enjoying reading and music for relaxation.