Honest guidance for your next chapter
Real estate and mortgage expertise under one roof.
No pressure. No obligation.
— Meet Your Advisor
About Kevin
REALTOR®
Mortgage Loan Originator
Seniors Real Estate Specialist®
Certified Probate Specialist
I help older adult homeowners and their families make smarter decisions about their homes and mortgages.
Real estate has been my focus for over a decade. I began my career in commercial real estate finance at a national bank, managing and restructuring $500M+ in distressed properties, backed by a Real Estate Finance concentration from USC's Marshall School of Business.
Today I bring that same institutional-level rigor to individual homeowners, combining rigorous financial analysis with the kind of patient, plain-English guidance you deserve when the decision is personal, not corporate.
My goal is simple: give you honest guidance so you can move forward with confidence.
A Clear Path Through Complex Decisions
Real Estate Decisions Aren't Just Transactions — They're Life Transitions
Selling a longtime home, settling a probate estate, or deciding whether to stay, downsize, or access equity — these are some of the biggest financial decisions a homeowner will make, often during an already difficult time. I bring real estate and mortgage expertise together to help you move forward with clarity, not pressure.
What You Can Expect
Confident decisions without second-guessing yourself
Avoidance of costly mistakes and unnecessary fees
Real estate and mortgage guidance coordinated under one roof
A process that moves at your own pace — never rushed
Specialized experience with probate, trust, and inherited property sales
— Who I Help —
Guidance for Every Stage of Home Ownership
Whatever stage you're at, I'm happy to answer questions and help you understand your options — no pressure, no obligation.
Staying in
Your Home
Simple updates that make day-to-day living easier and safer
Planning ahead so you can stay independent for as long as you want to
If Your Plans Ever Change
A clear, low-stress process whenever you're ready to sell or downsize
Finding a more manageable home or senior living option
When a Family Home Is in Probate or a Trust
Step-by-step guidance through the probate sale process
Support through clean-out, repairs, and sale
A resource — not just when you're ready to sell. I'm happy to answer questions at any stage of the process.
— Case Study —
One Family's Story
Real estate decisions often occur during major life events. This case study shows how I help families evaluate options, reduce risk, and maximize outcomes during probate, trust, inherited property, and other complex real estate situations.
Pasadena · Probate Condo
How we avoided a $100k renovation and sold for $850k.
$65,000 above asking
Opened escrow in 5 days
No renovation required
— How it Works —
A Process Built on Clarity, Not Pressure
Start with a Conversation
We talk through your situation, goals, and concerns.
1
Understand Your Options
I walk you through what’s available—clearly and simply.
2
Get Clear Recommendations
No pressure. Just honest guidance based on what makes sense for you.
3
Move Forward (Only If You Want To)
If it feels right, I’ll handle everything from start to finish.
4
What My Clients Say
Kevin was…professional, responsive, friendly and very helpful throughout, patiently walking us through the end to end process…
Diana Y.
Kevin made everything simple and stress-free. He was patient, responsive, and took the time to guide us—we felt completely comfortable and in good hands.
Ariane E.
Kevin was such a great agent. He really helped me find the perfect place… and really took into account all the things we wanted and needed when it came to amenities, price, etc. I would highly recommend Kevin!
Nicki T.
Kevin was super efficient, and helpful and professional.
Sunil T.
— Start Here —
Understand Your Home Options
Not sure whether to sell, refinance, or use your equity? These short guides will help you understand your options before making a decision.
Frequently Asked Questions
Probate & Inherited Property
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No. There's no requirement to sell right away. Many families take time to sort through the estate, coordinate with everyone involved, and decide what makes sense. I'm happy to answer questions early on, even if you're not ready to make a decision yet.
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This comes up often, and it's okay if everyone isn't on the same page yet. I can walk through the full range of options with everyone involved — selling, one sibling buying out the others, or holding onto the property — so decisions are based on clear information rather than pressure.
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This varies by situation, and it's one of the first things we'll sort out together. When repairs or cleanout are needed, I coordinate vetted contractors and manage the process for you, and we'll talk through how costs are typically handled before any work begins.
Reverse Mortgages & Accessing Equity
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Yes. You keep the title and ownership of your home with a reverse mortgage — it works like a loan against your equity, not a sale. You remain responsible for property taxes, insurance, and upkeep, the same as with any mortgage.
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In most cases, yes. Your heirs can keep the home by repaying the loan balance — often through selling or refinancing — or they can choose to sell it and keep any remaining equity. The home doesn't automatically go to the lender.
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Yes — HECM reverse mortgages generally require you to be at least 62. There are also private (proprietary) reverse mortgage options with different requirements. I'm happy to walk through what you may qualify for.
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It depends on your goals. A HELOC offers flexibility to draw funds as needed, while a home equity loan provides a fixed amount with a fixed payment structure. Neither typically affects your existing first mortgage.
Downsizing & Selling
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There's no single right answer — it depends on your goals, finances, and what feels manageable day to day. I'm glad to talk through your situation with no pressure, even if you're just exploring the idea and not ready to decide.
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Yes. I coordinate both sides of the process so you're not managing two transactions on your own, and we can time things so you're not left without a place to live in between.
— Get Started —
Get a Complimentary Review
I'll walk you through your options step-by-step so you can make the right decision — no pressure, no obligation.