Our Story

Rick & Lisa’s story starts out pretty normal. Rick is originally from western Pennsylvania, worked as a welder out of high school until age 28. He then went to college, graduated with major in Accounting and minor in Economics – a “thinker-brain” but has gotten a lot better over time. Rick eventually moved to SW Florida, and opened his own CPA practice. Rick had always been single until he met Lisa, a self-employed, single mom of 3 at McGregor Baptist Church. Rick and Lisa were married Nov. 30, 2002. Rick liked to dabble in real estate, but until that time he only purchased one rental home and several lots with a partner. We attended our first real estate seminar in the fall of 2003, that over promised and under delivered, purchased our first property the wrong way, sold it on a lease option to “alien being” tenants, finally got them evicted and the place cleaned up and sold it for a $120,000 profit! In December 2004 we attended Ron LeGrand’s “Ugly House” bootcamp and by the end of 2005 we were “Masters of Real Estate Investing” in Ron LeGrand’s program. Because of Rick’s passion for real estate investing 40% of Rick’s CPA Practice is real estate investors. Rick has become the “go to” CPA GURU for real estate investors. Rick and Lisa make a great team.

Lisa has been an entrepreneur since 1980, though not always in real estate. She purchased a couple of properties many years ago – the wrong way. Lisa was asked by the local REIA to start up and run a Women’s real estate investing group. She started up the group, called WIRE in April of 2007. As the group started to grow, she asked another real estate investor to be a Co-Executive Director of WIRE which has monthly meetings in both Fort Myers and Naples, Florida. The meetings are education based, focused on real estate and business, with an attendance of about 50 people at each meeting.

Over time, Rick & Lisa have done numerous deals including subject to, owner financing, discounted notes, land and single family residential as well as multi-family properties. They’ve turned properties for a quick profit as well as held properties for long term investment. Having a true understanding of leases and lease/option has been very helpful in dealing with tenants. They even purchased a campground in Vermont (with a partner and definitely the wrong way). So they have the experience to give you both sides of the real estate investing game. Not only can they teach you what to do and how to do it, but what mistakes to avoid – saving you lots of time and money.

The question you are asking is, "What makes Rick & Lisa qualified to coach me?"

They have been mentored by Ron LeGrand. They’ve taken many courses, studying under Lou Brown, Kris Kirschner and Marshall Sylver to name a few. This is your opportunity to take advantage of the big name gurus combined, but at a cost effective price with personalized coaching geared to your specific needs. What are you waiting for? Do you want to dramatically change your life? Are you ready to reach beyond your financial goals and attain your financial dreams? Stop waiting for something to happen. This is the inside edge you need to become a successful real estate investor!

What separates Rick & Lisa from any other Real Estate Investing "gurus" is that they go way beyond the "what to do" to create wealth; they help their clients find true success, balance and happiness in all aspects of their lives.

Rick & Lisa help others gets results; professionally and personally.

If you are serious about your professional - and personal - growth... find a way to work with Rick & Lisa!

PS: The definition of FEAR is False Evidence Appearing Real. Are you allowing your fears to dictate your tomorrows? Have you let the skeptics, nay-sayers and outright dream stealers tell you their version of your financial dreams? Who is giving you advice? Someone who is struggling with their own financial issues or someone who has reached the goals you aspire to? Make sure you get your lessons from someone who has done what you need and succeeded. You can rest assured that we know what we’re talking about and we know how to get you where you want to be.

PPS: The definition of insanity is "doing the same thing over and over again and expecting different results!" If you honestly want more from life and your business - - you need to constantly be looking for new strategies and techniques. We have personally invested hundreds of thousands of dollars to get where we are today…and we’re offering to teach these strategies and techniques, hold your hand an walk you through the deal. Your success demands an investment of time and money... and we’re handing you a grand opportunity to improve your odds of success many times over. Join us for an incredible journey, and make this year the year you've always dreamed and wanted.