Testimonials

"At 26, I was making good money in tech but overwhelmed by buying property. Dan sat down and explained how every real estate decision should fit into my overall financial plan. He helped me buy a condo I could afford, with a plan to rent it out when I eventually upgrade. He showed me how to use my property to reduce my tax burden as a high-income..."

"At 26, I was making good money in tech but overwhelmed by buying property. Dan sat down and explained how every real estate decision should fit into my overall financial plan. He helped me buy a condo I could afford, with a plan to rent it out when I eventually upgrade. He showed me how to use my property to reduce my tax burden as a high-income earner, something I never would have known without his CPA background. Dan talks to you as a financial advisor who happens to sell real estate, not a salesperson trying to maximize commission. He's invested in my long-term success, not just the immediate transaction. "

read more

— Nathan S.

"We relocated to Utah from Texas and couldn't make multiple trips. Dan made everything seamless with detailed virtual tours and market analyses. But what really stood out was his financial guidance on tax implications. He coordinated everything remotely. We only flew in once to close. His CPA expertise saved us thousands in taxes other realtors w..."

"We relocated to Utah from Texas and couldn't make multiple trips. Dan made everything seamless with detailed virtual tours and market analyses. But what really stood out was his financial guidance on tax implications. He coordinated everything remotely. We only flew in once to close. His CPA expertise saved us thousands in taxes other realtors wouldn't have mentioned. Working with Dan remotely beat working with local agents in person."

read more

— Robert & Lisa M.

"We wanted to build a custom home but had no idea how to negotiate with builders. Dan guided us through everything, from selecting the lot to finalizing the contract. His CPA background was invaluable when reviewing the builder's numbers and identifying hidden costs. He negotiated several upgrades at no cost and caught contract errors that would ..."

"We wanted to build a custom home but had no idea how to negotiate with builders. Dan guided us through everything, from selecting the lot to finalizing the contract. His CPA background was invaluable when reviewing the builder's numbers and identifying hidden costs. He negotiated several upgrades at no cost and caught contract errors that would have cost us thousands. Unlike builder representatives who work for the construction company, Dan worked exclusively for us. He also explained the tax benefits of new construction and how to structure ownership for our long-term goals. Building a home is stressful, but Dan made it strategic."

read more

— Emily & James W.

"I've bought and sold over a dozen properties, and Dan is the first realtor who could keep up with my investment strategy. Most agents just want to close deals, but Dan challenged my assumptions and improved my approach. His knowledge of tax law, depreciation schedules, and 1031 exchanges rivals CPAs who specialize in real estate. The difference?..."

"I've bought and sold over a dozen properties, and Dan is the first realtor who could keep up with my investment strategy. Most agents just want to close deals, but Dan challenged my assumptions and improved my approach. His knowledge of tax law, depreciation schedules, and 1031 exchanges rivals CPAs who specialize in real estate. The difference? Dan has built his own portfolio using these same strategies. He's not selling theory, he's sharing what actually worked."

read more

— David C.