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Jeff Nelson


Knowledge That Leads To Wisdom

Our clients benefit from our knowledge of the capital and real estate markets. This enables us to interpret market events in light of client financial plans and to offer appropriate advice. It allows us to conduct an analysis of circumstances and options more deeply and creatively, in a way that is reminiscent of a financial planner. Being able to anticipate and respond appropriately to interest rate movements as they occur is a natural outgrowth of these abilities.

Processes That Ensure Results

Our internal processes are organized and controlled to ensure a consistently excellent client experience. Continuous improvement is part of our commitment to excellence, so we except responsibility for our mistakes, fix them, and resolve to make the changes that ensure they never happen again.

Philosophy That Goes The Distance

We foster long-term relationships that put our clients' interests at the forefront of each conversation, and those interests form the basis of each and every action we make on their behalf. This philosophy is reflected in our “referral only” business model since only a highly positive experience would compel people to recommend us to their co-workers, friends and family.

Tools That Support And Enlighten

We build our own analytical models in-house to provide the level of sophistication and flexibility required to serve our clients' complicated and varied needs. Our clients benefit from being able to view and understand their financing under multiple scenarios and to fine tune their terms to maximize every advantage.

People That Make It Happen

We hire only the best people who share our commitment to service excellence, and we invest in developing the knowledge and skills needed to deliver on that commitment.

We Care And It Shows

Our conduct reflects our philosophy, our training and our commitment to making a positive impact on people's lives.


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