Nov 10, 2015
Senior Partner, WhiteStone Wealth Management
Carl has been an indispensable asset in our endeavor to improve and enlarge our 1031 footprint in our geographical area. With Carl's assistance we have been able to make inroads into the CPA market which is a great referral source, as well as, gain a certain degree of name recognition in the 1031 arena. Carl has helped our firm in organizing and producing seminars that provide continuing education credits for professionals in our area.
In general Carl has played a vital role in our firms' development and we look forward to working with Carl to further enhance our 1031 business model.