Testimonials

Phil Schulman, Partner Mayer Brown in Washington, DC , Former Assistant General Counsel at Department of Housing and Urban Development, and a renowned national expert on all things CFPA and RESPA

“As an attorney who represents many AfBAs, I continue to be thoroughly impressed by the attention to detail paid by Anne in connection with addressing the myriad complex compliance issues present when forming and organizing an AfBA including legal, regulatory, securities law and corporate law matters as well as financial and capital issues that all must be appropriately addressed and integrated in order to ensure the long-term viability of an AfBA.  There are no shortcuts taken by Anne.  She knows the right way to form and operate an AfBA and is not afraid to call out a client when they are deviating from appropriate protocols.  I have worked with Anne in the AfBA arena for more than 20 years, including having provided professional services directly to Troon Management Corp. in connection with their SEC and certain state blue sky securities law filings.  In the many matters on which we have worked together, the common thread running through the feedback I have received from their clients is the exceedingly high level of satisfaction and comfort that they have felt throughout the entire formation and organization process.”

Jay Waldman, Esq. of Wyomissing, Pennsylvania

“I have worked with Anne and her team for four years now. My relationship with her has been nothing short of invaluable. She has helped us navigate every step of the process from concept creation, merger and acquisition, and scalable growth.  She is the most knowledgeable consultant in the country in the field of Affiliated Business and Joint Ventures in the Title Industry. That knowledge extends to the lending and real estate industries and helps to tie the three industries together in a way that creates intelligent business relationships while maintaining  industry compliance.  She shares that knowledge and tailors the message to her audience in a way that helps everyone clearly understand concepts and details.   She has worked seamlessly with my clients and partners and is a unique balance of professional and personable. As our business grows and expands to other markets, we will continue to work with Anne. She has been both a coach and our safety net in navigating new markets and their specific regulations.  She has become my mentor, a confidant, a sounding board and a true friend.”

Randy Miller of Prospect Title Insurance Agency

Pleasant Grove, Utah