Metro Waco, Austin, San Antonio, West Texas, Panhandle & Rio Grande Valley
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What My Customers Are Saying
Carl has been a tremendous resource to our practice through the years. He knows the REIT world and 1031 space very well. Carl is a great communicator and is very helpful in understanding and navigating complex products.
Carl has been and continues to be a wealth of knowledge regarding his industry. Over the many years we have worked together I have always appreciated his willingness to assist us. He has been an invaluable colleague.
I’ve known Carl since I became a Financial Advisor in 2009. Carl has conducted several 1031/DST continuing education programs for local CPAs in past years. He has met with me on several occasions to discuss the REIT & 1031/DST programs. His knowledge & presentation skills made it easier to understand these programs & in turn enabled me to present them to my clients.
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