Accomplished Certified Financial Planner and Real Estate Investor with a proven track record, including building a 778-door real estate portfolio and selling a $25M practice at Assante Financial Management. Expert in analyzing property deals and coaching, I excel in raising capital and mentoring, demonstrating exceptional discovery and sales skills. Transitioned to coaching, successfully selling over $1M in programs.
I built a real estate portfolio of 778 doors mostly apartment buildings starting in 2007 and people were asking for mentoring to show them how so I started Coaching and Mentoring people in 2014. My last year in business I sold over $1M of coaching into my own program. Our local real estate market in changed after COVID and with rising interest rates I didn't feel comfortable selling my same offer any longer.
I took several real estate, coaching, sales, and mindset training courses over the years.
My role in building our portfolio was finding and analyzing real estate properties as well as getting the financing in place both private and bank lenders. I typically had partners that managed the deals after we owned them. We built out portfolio from zero to 774 doors in 13 years.
Have experience with Hubspot, excel spreadsheets for tracking, Trello, Skool, All Social Media Platforms,