Take Control

Over Your Financial Destiny and Freedom

I help entrepreneurs and families invest their hard-earned money into proven investment vehicles that can lead to generational wealth and long-term peace of mind while living a rich and meaningful life.

MY STORY

But it wasn’t always like that…

As a young kid growing up, I remember seeing my parents working extremely hard. My dad was a solopreneur working out of our home, he was operating a pest control business.

I remember licking envelopes, helping my dad as a kid, sending out invoices or checks to pay the bills. My dad often talked to me about the importance of earning a good degree in college and working hard so that one day...

“YOU WILL EVENTUALLY BE ABLE TO RETIRE”

My dad was the hardest working person I knew but eventually he decided to sell his business and he went back to school and had to retrain how to be a sales professional (he became an agricultural consultant) to support the family.

My dad never really hired anybody, so he did all the hard work, and as a result he was never really able to grow and scale.

I remember the arguments in those years between my parents about finances, paying the bills, and outstanding debt, it caused a lot of stress between them.

“ONE DAY, THE GAS COMPANY EVEN TURNED OFF THE GAS IN THE HOUSE BECAUSE WE DIDN'T PAY THE BILL ON TIME”.

As a kid I watched my parents struggle from time to time.

That’s why at the age of 15 I started working, I wanted that level of independence and financial freedom.

Those years I tried and failed at so many different things.

And for a long time I was thinking about becoming an entrepreneur, even in high school I was dreaming of building a company one day. My dad had instilled that seed in me.

When I turned 18 years old, my friend gave me a book that changed EVERYTHING.

The book was called Rich Dad, Poor Dad by Robert Kiyosaki. The one thing that really stood out to me was “Am I building someone else's dream, or do I want to create my own destiny”

Eventually as the years went on I began climbing the corporate career ladder and I started making serious money for the first time. However, after several years in corporate America, I quickly realized that it takes a tremendous amount of energy and time to even get a 15 - 20% pay increase.

At that very moment I realized my income potential would always be capped.

I would only become more busy, more stressed out for a measly 15% pay increase.

In 2009 my wife and I finally purchased our first beautiful home together.

However, after 7 years we thought it would be “strategic” to downsize, and have a smaller mortgage payment on the house. Living in California was very expensive for us at the time.

We thought that simplifying things financially would mean more cash in our pocket.

I NOW REALIZE THAT IT GAVE US A FALSE SENSE OF FINANCIAL SECURITY.

Those years I felt extremely frustrated. Nickel and diming
life was creating a lot of resistance inside me…

Did somebody just order the “Latte Factor?”

... After all, I had seen my parents taking that approach and they've continued to work into their retirement years.

“Saving your way to retirement is never going to provide you a rich and fulfilling life”

As the years went on, we swapped homes a few more times, and eventually I became very interested in Real Estate as an investment. I wanted to understand the value of owning your own house in relation to financial freedom. I started studying the Single Family Real Estate Market.

Quickly I realized the problem with owning single family homes, the numbers didn’t make sense. It didn’t look like single family investmenting is capable of providing financial freedom within the timeframe I wanted. Afterall, do you truly want to wait for retirement until you are 65?

That process is slow, and your income potential is limited, just like my corporate career proved to be.

Meanwhile I was making bigger waves in my corporate career, my company went from Fortune 453 ($8 billion in revenue), to Fortune 24 ($120 billion in revenue). The growth was overwhelming, and it added a lot of stress to my life.

…But I had more disposable income to invest.

HOWEVER, IT ALSO MEANT I NEEDED TO KEEP WORKING HARDER TO REMAIN VALUABLE SO I WOULDN’T BE FIRED.

I had to keep working to keep our family safe. My boss at the time even told me that I needed to find colleagues and let them go. I had to fire them so the company could reduce costs.

They called it a workforce reduction to make way for more growth.

After this experience, I made a firm decision that I wanted to take control over my destiny.

That’s when I started looking for alternative solutions. I wanted to invest my excess money into something that would provide more financial peace-of-mind down the road while it would also not rob me of my valuable time and energy.

One day, I was listening to a Real Estate Podcast, and the guest speaker that day was Brad Sumrok. Brad spoke about Multifamily Real Estate and how financial returns were much more exciting and in line with what I have been thinking all of those years -

“LIFE IS ABOUT BEING IN A CONSTANT STATE OF EXPANSION”.

EITHER YOU EXPAND, OR YOU DECLINE.

And that’s when I discovered Multifamily Real Estate.

Something inside just clicked…

Without hesitation I signed up for Brad’s program, and spent the next 12 months studying everything I could get my hands on. I consumed information relentlessly all while I was juggling my stressful career and young family

Fast forward a year later, I applied what I had learned and when I received my first distribution check from one of my passive investments, a lightbulb moment went off in my head.

I had just received a paycheck in the mail and I had done none of the hard work that you would normally expect when you buy and manage a single family home as an investment.

I SUCCESSFULLY LEVERAGED SOMEBODY’S TIME AND EXPERIENCE, AND I RECEIVED PASSIVE INCOME AS A RESULT.

However the journey definitely hasn't always been easy. I was raising my kids and learning how to be a good dad while managing a stressful corporate career while building an investment portfolio.

It was very challenging to say the least and there have been times I “almost threw in the towel”.

Over the past 20+ years I lost a ton of money invested in the stock market, but my multifamily Investments kept sending me passive income checks in the mail.

I AM GRATEFUL FOR MY MENTORS IN MY LIFE WHO KEPT ME GROUNDED AND HELPED ME SEE THE BIGGER PICTURE AT TIMES WHEN I NEEDED IT THE MOST.

As I went on to invest and acquire more multifamily Assets, I started working together closely with Justin Martinez. Justin was an investor and coach in the commercial Real Estate space and he helped me navigate the do’s and don’ts and helped me fast-track my portfolio results.

I'm so grateful for him because “a mentor is someone who can shortcut your success” without having to go through trial and error like I've seen in my family growing up as a kid.

MY INVESTMENTS STARTED TO GROW AND I HAD TO SCALE UP.

As an entrepreneur I learned how to create repeatable processes and frameworks that would prove to yield me above average returns and little by little I was experiencing more financial success without the extra work and stress that typically comes with that.

My focus was on building and training super high performing teams so that I could duplicate myself and that would allow more people to reap the benefits of our investment philosophy without sacrificing time, quality of life and resources.

Educating individuals, families, colleagues and investors about wealth and by educating people about the steps to take that allows one to design a life that you love has become my life’s mission.

I’ve single handedly seen how you can change your life by designing a wealth blueprint a certain way.

I’ve learned that downsizing in any area comes from a scarcity mentality and will never get you the results in life you are after.

In life we constantly battle between what we truly want (growth) and what we think we can (limiting beliefs)

Changing my mindset into growth and abundance saved my life.

Instead of saving 10 bucks on a Netflix subscription, the smart thing to do is to grow forward by starting investing into vehicles that are less volatile, that are not based on speculation, and invested with people who have a proven track record of achieving results.

As Robert Kiyosaki taught me when I first was given the rich dad, poor dad book on my 18th birthday.

“FINANCIAL FREEDOM IS A MENTAL, EMOTIONAL, AND EDUCATIONAL PROCESS”.

TO OBTAIN FINANCIAL FREEDOM, ONE MUST BE EITHER A BUSINESS OWNER, AN INVESTOR OR BOTH, GENERATING PASSIVE INCOME, PARTICULARLY ON A MONTHLY BASIS

I encourage everyone to chase your big audacious dream by leveraging someone else's time, experience and financial blueprint in the process.

EVEN MORE IMPORTANT THAN HOW WE ACHIEVE FINANCIAL FREEDOM IS THE WHY.

If you are ready to take control over your financial destiny and freedom, I invite you to;

Schedule a Investor Call today.

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