The Practitioner's Path
My counsel comes from three disciplines where being wrong costs millions: executing $13M in personal property transactions since 2005, conducting 500+ bank valuations during the Great Recession under federal scrutiny, and actively trading financial markets since 2002 with consistent outperformance. This synthesis, expensive education through personal risk, shapes every strategic recommendation I make for clients.
Volume Without Vanity
Yes, I've facilitated hundreds of millions in transactions for clients. Yes, the Wall Street Journal ranked me among Danville's top 5 agents in 2024. I don't hide these facts, but I don't hide behind them either. Volume metrics reveal activity, not ability. Rankings show popularity, not performance.
What matters is this: whether selling a mobile home or an estate, the same methodology delivers measurable outperformance. I've achieved record prices from 109 miles away—proving that strategic intelligence transcends geography and that I work with clients anywhere, though not with anyone.
Why Partnership Alignment Matters
The right partnership isn't about credentials or convenience; it's about aligned objectives and mutual trust. You deserve an advisor who shares your goals, who will exceed them not because of contractual obligation but because of genuine commitment to your outcome.
I accept 20 clients annually because excellence requires dedication. Each partnership receives over a hundred dedicated hours, not the industry standard 15-20. This selectivity isn't about exclusivity: it's about ensuring that when we work together, your success becomes my singular focus.
The Principal Advisor Approach
Your partnership includes:
Forensic property analysis from 500+ valuation experience
ROI calculations based on actual investment outcomes
Strategic positioning proven across 7 Bay Area counties
Negotiation architecture that treats offers as starting points, not finish lines
Direct principal-level involvement in every strategic decision
Documented outcomes:
565 Ortega: $1.7M above any other agent's neighborhood record
1250 Germano: $780/sqft during 7% rates (higher than recovery market achieved)
509 Knollwood: Beat larger neighbor home listed same week by $32,000
331 Elder (50 miles away): $32K investment returned $400K
Investment Intelligence, Not Industry Convention
I understand which improvements deliver exponential returns versus expensive mistakes. Every strategic recommendation from $0 "sell as-is" to seven-figure renovations, is filtered through actual personal experience, that I've done with my own capital.
This expensive education benefits every client. When market conditions shift, when buyers disappear, when conventional wisdom fails, methodology proven through personal risk delivers measurable outperformance.
The Selection Criteria
Choose me if you value:
Methodology over metrics
Performance over popularity
Strategic depth over surface service
An advisor whose experience cost millions to acquire
Don't choose me for rankings or volume. Choose me because your objectives deserve more than standard service. A partner who measures success by your outcome, not my accolades.
The Partnership Standard
Whether you're 1 mile or 100 miles away, whether your property is $200K or $20M, the commitment remains constant: engineering optimal outcomes through proven methodology. Geography doesn't determine success. Strategy does.