I wanted to take this opportunity to thank you again for your hardwork and seamless execution in our most recent real estate purchase. You were instrumental in negotiating on our behalf as the purchasing agent. You outlined a series of steps that you felt would lead to the acceptance of our offer and were able to execute a price and terms that immensely favored our interests. I was particularly impressed with how your team and you were able to navigate the most difficult credit market in decades to shepherd our super jumbo loan from underwriting to signing. As you have served us and our colleagues in numerous successful transactions over the years, I wanted you to know how much we appreciate your professionalism and uniquely comprehensive real estate advisory services.


Larry Garcia, CFP, CLU, ChFC, CIMA, Family Wealth Director – Morgan Stanley Global Wealth Management