From my 30+ years of experience as a business owner, banker, real estate investor and real estate lender it was only logical for me to become a Main Street Certified Tax Advisor. At first, I obtained the MSTA Certification to apply these amazing principles and strategies to my own portfolio of businesses and real estate. Once I began to see the value for my own companies, I quickly realized that all the clients I serve in my other lines of business also had a tremendous need. With my current clients, the very first thing I review during the lending process is the last 3 years of tax returns. I immediately saw the value that I could add to clients I was already serving. My Infinity Tax Advisory Service has quickly become one of the most favorite services that I provide to my clients.
As a Main Street Certified Tax Advisor, I advise my Small Business Owners and Real Estate Investors on Wealth Creation, Tax Saving Strategies, Asset Protection & Debt Structure and Elimination. As a lender I can assist my clients in obtaining the capital needed to fund all their real estate acquisitions. I also can assist them to quickly refinance at lower rates or to access additional capital from equity when the markets or the situation justify. With over 27 years of expertise in both the commercial and residential real estate markets, I provide counsel and mortgage solutions to homeowners, real estate investors and business owners for acquisition or repositioning of all their commercial and residential estate assets.
Licensing & Credentials
Services Offered
Tax Specialties
