Christopher D. Jones
Chris was born in Edmond, Oklahoma, and received his accounting degree from Oklahoma State University. He is now an attorney in Amarillo, Texas, licensed to practice in Oklahoma and Texas. Since 2016, Chris has facilitated 1031 exchanges for families, investors, and individuals accross the United States. Chris is also a Fellow of the American College of Trust and Estate Counsel (ACTEC).
Marisol Reyes
Marisol keeps every deadline on track and every document in order, working directly with your CPA, attorney, and title company so nothing slips through the 45- and 180-day windows.
Terry Pruiett
Terry is a CPA who advises individuals and businesses on federal and state tax matters. Terry has counseled numerous families, real estate investors, and other clients on the use of a 1031 exchange.
We work alongside your team.
A 1031 exchange touches several professionals. Beyond a qualified intermediary, you should involve your other advisors early. At a minimum, tell your attorney, CPA, and real estate agent that you intend to exchange.
It’s just as important to loop in the title company on each leg of the transaction. The closing agent needs to know an exchange is happening, because it affects the closing statements and the documents signed at closing.
Because we’re local, we already have working relationships with title companies, CPAs, law firms, and agents across Mesa, Phoenix, and the surrounding valley. Our goal is simple: a smooth, hassle-free exchange.
A team you can actually reach.
One point of contact
You work with the same local team from your first question to your final closing.
Funds kept in Arizona
Your proceeds are held in a local Arizona bank, not shipped across the country.
Creative on complex deals
Reverse, construction, multi-property — we take on exchanges many firms won’t.
Rooted in the valley
We know Arizona property, Arizona professionals, and the people we serve.
Talk to a real person about your exchange.
Call or email and we’ll answer your questions — no obligation, no pressure.