The easiest person for me to refer to is Ryan Kelly with Union Home Lending. Real estate and lending naturally go hand in hand, and almost every buyer or homeowner I talk to has questions about financing, refinancing, or lending options. We've worked together successfully on multiple transactions, so I have a high level of confidence when making those introductions.

One member I have not yet created a referral for is Carmela Arreguin in banking. To change that, I plan to be more intentional about listening for opportunities. Many of my clients are dealing with renovations, debt consolidation, or frustrations with their current bank, and those conversations can create opportunities to introduce Carmela. My goal is to ask better questions and actively look for ways to connect her with people who could benefit from her expertise.