We are dedicated to ensuring our clients feel confident, educated, and well-prepared when making important real estate decisions. To achieve this, we have curated a team of strategic partners who excel in various aspects of the real estate industry. By leveraging these valuable resources, we expand our level of service and expertise, catering to a wide range of specialized needs. With the support of our extensive network, we can overcome any challenge that may arise, consistently delivering exceptional results for our clients. Rest assured, when you choose us, you gain access to a comprehensive and reliable network of professionals who are committed to your success in every real estate endeavor.
Harry Price's has practiced real estate law in Santa Clara County for over 40 years. Having achieved the highest rating (AV-rated attorney) by the Martindale-Hubbell Legal Directory, the authoritative resource for information on the legal profession, Harry possesses extensive experience in numerous phases of real estate law. Harry specializes in providing legal advice, representation, and guidance to clients on all aspects of real estate law. He has extensive experience in advising clients on residential and commercial real estate transactions, including purchase and sale agreements, lease negotiations, and title disputes. He is also experienced in providing clients with legal counsel on issues related to zoning, land use, and property development. Harry is highly knowledgeable of state and federal laws and regulations, and is committed to providing clients with the best possible legal advice. He works diligently to ensure that his clients’ rights and interests are protected throughout the entire transaction.
David Lee is a partner at Sweeney Mason LLP specializing in estate and incapacity planning, trust and probate administration. He is dedicated to helping clients plan for their future and protect their assets. He is knowledgeable in the areas of trusts and estates, wills, and probate. David works closely with clients to develop and execute estate plans, which can include wills, trusts, and other asset protection devices, to help ensure that their wishes are carried out in the most efficient manner possible. He also helps clients manage their incapacity planning, which includes setting up powers of attorney, health care directives, and other important documents. David also assists clients with trust and probate administration. He assists executors and trustees in understanding their roles and responsibilities, and helps them navigate the complex process of administering a trust or estate. He helps ensure that assets are distributed in accordance with the wishes of the deceased and all applicable laws. He is passionate about helping clients protect their assets and make informed decisions when it comes to their estate planning.
Claudia Solis is a Senior Exchange Specialist at First American Exchange Company. She has been providing clients with superior customer service and expertise in 1031 exchanges since joining the company. Claudia has a strong background in real estate and finance, and she is passionate about helping clients with their intermediary 1031 exchange needs. Her goal is to provide clients with the best possible solutions to their exchange needs, while ensuring that all transactions are completed in compliance with IRS regulations. Claudia is an experienced problem solver and she works tirelessly to ensure that all transactions are completed in a timely and efficient manner. She has the ability to identify potential issues and develop solutions to those issues in order to ensure that clients are able to complete their exchanges without any complications. Claudia and her team are excellent communicators and they are committed to providing clients with the highest level of customer service.
Brian Kent is a Certified Public Accountant (CPA) at Wheeler Accountants LLP. He specializes in providing tax and accounting services to individuals and businesses. He works closely with each client to understand their unique financial situation and goals and then provides tailored advice to help them achieve their objectives. He works with clients to ensure that their books are accurate and up to date and that their financial statements are prepared in accordance with the Generally Accepted Accounting Principles (GAAP). He provides comprehensive services for business taxation, including tax preparation and filing. He is also experienced in helping clients with IRS audits and resolving tax disputes. Brian is committed to providing exceptional customer service and is dedicated to helping his clients reach their financial goals.
As an escrow officer at First American Title Company, Maria Herr and her team navigate the escrow process with ease and great efficiency. She is dedicated to providing her clients with exemplary service and taking the necessary steps to ensure that the escrow process is done seamlessly. Maria is responsible for managing the entire escrow process, which includes researching title records, preparing documents, and working with all parties involved. She works hard to make sure that all terms and conditions of the sale are met and that all documents are properly completed and filed. She is a great communicator and highly organized, making sure all paperwork is properly filed to ensure a smooth close. She takes the time to review any issues that may arise and works to come up with a resolution quickly and efficiently. Title and escrow often work hand in hand with our exchange intermediary to ensure a successful 1031 Exchange. Maria and her team are a perfect fit for Claudia and First American Exchange.
As the third-generation insurance broker at Don Williams and Associates, Brendan Williams is committed to helping his clients obtain proper insurance coverage. Brendan works diligently to understand the individual needs of each of his clients and to provide them with a tailored plan. He builds strong relationships with his clients and is committed to ensuring their satisfaction and peace of mind. Brendan is knowledgeable in many areas of insurance, including auto, home, and business. He assists his clients in finding the right coverage at the most cost effective rate. Providing them with the necessary advice and guidance to make informed decisions about their insurance needs to protect their assets.
Narbik Karamanian is an experienced and knowledgeable mortgage broker who specializes in helping people buy and refinance homes at his firm, BeneGroup, Inc. He has been in the business for over 15 years and has a wealth of knowledge and experience to draw upon. Narbik works with his clients to find the best possible loan for their individual scenarios. He can help you secure the lowest interest rate and the best terms when it comes to financing a home purchase or refinancing a current mortgage. With his extensive experience in the mortgage business, Narbik has a strong understanding of the various loan programs and can guide his clients through even the most challenging of circumstances. Narbik is well versed in current market trends and knows how to get the most out of any given loan. He is willing to take the time to explain the details of any loan to ensure that his clients understand their options. As a first time home buyer or even an experienced investor, one can appreciate his willingness to articulate and explain the details of their loan.
Ryan Leeder is a seasoned mortgage professional at Kal Financial. He got his start working with one of the top mortgage advisors in the country, and has since gained a wealth of knowledge and valuable skills working on some of Silicon Valley’s most complex and difficult loans. With 1000+ transactions under his belt, Ryan is one of the most experienced and knowledgeable mortgage professionals in the industry. Ryan’s approach to helping his clients is to provide them with the best possible mortgage solution that fits their needs. He takes the time to understand the goals and objectives of each of his clients and then works with them to find the best product for their situation. Ryan’s expertise in the mortgage industry acquates to a smooth and stress free experience for his clients. Ryan’s deep knowledge of the mortgage industry allows him to quickly identify and address any potential issues before they become a problem. He is always looking for ways to add value to each of his transactions and to ensure that his clients get the most out of their loan.
Carrie Helwick is an experienced and successful family lawyer at her firm, Helwick Family Law. She has dedicated her career to helping her clients through the complexities of high-stakes litigation. She has been practicing family law exclusively since 2008 and has an extensive track record of success in the courtroom. Carrie is passionate about making sure her clients get the best legal representation possible. She is adept at handling a wide variety of issues including divorce, child custody, alimony, and division of assets. Carrie has a deep knowledge of the law and a comprehensive understanding of the court system. She is a fierce advocate for her clients and is well-prepared for any legal battle. Carrie is respected and well-known within the local bench, bar, and community, which enables her to command better results for her clients. She understands the nuances of the law and is able to effectively argue her clients' cases in front of a judge. Carrie's commitment to her clients is unmatched and she is passionate about helping them get the justice they deserve. She is a dedicated attorney who will fight for her clients' rights and ensure that their interests are protected.
A client-first mindset and an emphasis on authenticity, not only tends to those looking for something different out of the real estate industry, but has a way of producing extraordinary results for everyone involved.
