Each platform in the operating portfolio addresses a distinct layer of real estate investment financing, compliant customer acquisition, CRM workflow automation, and Arizona investment property advisory.
Managing Member & CEO · Loan Daddy LLC (NMLS #2827624 · AZ CMB #CMB-2016143)
Business-purpose mortgage brokerage structuring DSCR rental loans, bridge debt, fix-and-flip credit lines, and 5+ unit multifamily financing strictly for non-owner-occupied real estate investors.
- DSCR (Gross Monthly Rent ÷ PITIA) purchase, rate-and-term, and cash-out refinance options
- LLC, LP, and corporate entity vesting across 1–4 unit SFR, short-term rental, and multifamily assets
- Property cash-flow underwriting without personal tax-return DTI qualification on eligible rental loans
Managing Principal & Architect · GoBuyLeads LLC
Two-sided customer acquisition marketplace matching verified borrower and investor inquiries with participating licensed mortgage brokerages and enterprise buyers.
- Explicit named-entity consent capture and audit-logged intake routing
- Automated DNC scrub and bot-defense validation prior to partner delivery
- Deterministic separation between business-purpose investor scenarios and other inquiry types
Managing Principal & Product Architect · BrandDaddy LLC
Omnichannel marketing and AI governance platform coordinating multi-brand creative generation, structured web publishing, and regulatory disclosure checks.
- Standardized NMLS, TILA/Reg Z, TCPA, and RESPA disclosure templates
- Structured schema.org, A2A agent-card, and LLM documentation publishing
- Cross-channel campaign attribution and creative workflow management
Managing Principal & Systems Architect · Sovereign AI Software Suite (LeadDaddy)
CRM and pipeline automation platform built for real estate financing teams, brokerages, and marketing operations to manage inbound inquiries through funding.
- Automated SMS and email follow-up workflows with STOP opt-out enforcement
- GoHighLevel, ARIVE LOS, and Supabase database synchronization
- Borrower milestone tracking and structured pipeline reporting
Managing Principal & Strategist · Sovereign AI Software Suite (LoanGenius)
Mortgage scenario analysis platform that compares business-purpose DSCR, bridge, and commercial underwriting guidelines to help structure investor loan files.
- Side-by-side LTV, reserve, prepayment structure, and DSCR ratio scenario modeling
- Guideline eligibility checks for LLC vesting, short-term rentals, and multifamily properties
- Structured scenario summaries with transparent cost and payment breakdowns
Managing Principal & Voice AI Architect · Sovereign AI Software Suite (PhoneDaddy)
Voice qualification and call-routing system designed with explicit TCPA consent checks, quiet-hours enforcement, and DNC screening.
- Inbound and outbound call qualification with automatic CRM note logging
- Warm-transfer routing to licensed originators and account executives
- Pre-dial consent and opt-out suppression checks
Arizona Licensed Real Estate Salesperson · Brokered by HomeSmart (Scottsdale, AZ)
Investment and residential real estate representation across Scottsdale, Paradise Valley, and the Greater Phoenix Metro area, combining market analysis with cash-flow modeling.
- Acquisition and disposition advisory for Arizona rental and investment properties
- Cap-rate, rental yield, and 1031 exchange property evaluation
- RESPA Section 8 Affiliated Business Arrangement transparency
