As an experienced real estate professional with 16+ years of industry knowledge, I prioritize my include a Bachelor's Degree in Business Management from St. Mary's College, Graduate Realtor Institute (GRI), Seller Representative

Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocatedMBA, CFA, or both designations. OPCM presently manages approximately $1.6 billion in assets for

wealth management firm committed to helping tech professionals, entrepreneurs and business owners thrive. We specialize in helping those with help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and