Terry Thomason has over 15 years experience as a Financial Advisor/Wealth Manager role. Assisting clients with great options for 1031 (Tax free exchange) and 1031 DST structures in addition to direct and indirect real estate investing.
Aside from my primary role as a Wealth Manager, I am also a real estate investor, business owner, business consultant and financial planner. Income producing real estate, re-entitlements, multi-family, commercial, Mobile Home Communities, Single Family Home rentals, and many other property types are available for 1031s.
I am able to customize leverage ratios, property type, boot structures and many other aspects helpful in securing the right property with the right strategy. Prior to working as a Financial Advisor, I held key roles for The Boeing Company, Intel Corporation, E*Trade Financial, Fidelity Investments, DST Systems, as well as other top firms.
Quiver Financial provides comprehensive financial solutions for individuals, families and businesses that have needs beyond Wall Street's outdated "long term" way of thinking. We specialize in customized financial solutions for time sensitive situations.
Patrick Morehead is a self-proclaimed “Doogie Howser” of Alternative Investments. He has been helping individuals and businesses achieve their financial goals for over 10 years. Patrick brings to Quiver Financial an expertise in creating income and growth with alternative investments that have a reduced correlation to equity markets.
Patrick has extensive personal and professional experience in the financial services arena as well as business development. After receiving his Bachelors in Aviation Business from the University of North Dakota, he worked for US Airways.
In 2011, he moved to California to help small aviation businesses to increase NOI and cut costs. Shortly after, Mr. Morehead entered the RIA arena to help individuals reduce volatility while increasing their retirement accounts and reducing taxes.
Patrick’s extensive knowledge in Real Estate and Alternative investments is a great asset to anyone he meets to help them assess and achieve their financial goals.
Founded by Mike Riso, a professional asset manager with 15+ years of experience, Portfolio Managers, LLC is a one-stop-shop for commercial and residential real estate portfolio management in California, Texas, Florida, and Georgia.
We provide everything from full-service asset management to consulting and real estate transaction coordination transforming commercial and residential properties into well-oiled machines that deliver ambitious revenues and world-class tenant experiences.
Proven ability to build process innovations and creative promotional strategies that inspire trepidation and imitation in competitors.
Combines insatiable entrepreneurial drive and cool-headed, hyper-productive efficiency with a passion for serving others and empowering exceptional performance in team members.
Thrives in high-pressure settings that demand both meticulous planning and rapid creative problem-solving.
Premier Casa is a full service international real estate company. We strive to provide the highest standards of quality, integrity and transparency in all transactions related to property sales, management and advisory services.
Premier Casa's reputation for uncompromising real estate professionalism and integrity in everything we do is earned day to day by serving our clients and earning their trust.
Implementing effective management concepts from the US we have built an international full service property and asset management company designed to make owning offshore real estate investments hassle free, while adding value and maximizing returns on well-located quality real estate investments.
Some highlights of the services we provide through our experienced multilingual staff:
1) Online marketing and booking
2) Utilities and administration fees payments
3) Monthly owner statement with complete and organized accounting
4) Maintenance and cleaning services