Real estate matters include purchase and sale agreements, commercial leasing for tenants, cell towers and billboards, access and utility easements, declarations of restrictions, development agreements, construction contracts, annexation applications, and licensing. Real estate financing includes loan arrangements, compliance with loan conditions, defeasance, and substitutions of collateral. U-Haul is synonymous with “do-it-yourself” moving and storage and operates through a network of over 2,200 company-owned locations and 21,300 independent dealers across the United States and Canada. U-Haul and its affiliates also provide over 900,000 storage units at over 1,900 locations. With a real estate valuation over $8.5 billion, these properties include over 800 tenants under lease arrangements.

Partner focusing on commercial and real estate transactions, lending and financial services and general corporate law.

Director - legal counsel for Charles Schwab Bank, SSB. Promoted to Senior Corporate Counsel.Provide oversight, guidance and direction for legal and regulatory matters relating to the sales, products and operations of the state savings bank with a focus on residential lending, pledged asset lending, and commercial lending relating to the Community Reinvestment Act. Collaborate with business partners on new initiatives to provide products and services to benefit the bank's clients. Draft and negotiate critical vendor agreements. Manage numerous outside firms handling litigation across the nation on behalf of the bank. Analyze changes in state and federal regulations, new technologies and industry trends affecting the bank and advise business partners and senior executives of potential impacts of emerging risks on the bank's strategic plans. Advise on audit and regulatory enforcement matters. Advise bank committees to assist with the development of polices and to advise on legal risks. Received a special Chief Executive Officer Award from CS&Co., an individual Appeciating Asset Award, multiple team Appeciating Asset Awards, a team Business Excellence Award and Key Contributor Awards.Top five Gallup StrengthsFinder attributes: Achiever, Relator, Strategic, Focus and Futuristic. Charles Schwab & Co., Inc. has been named an Arizona Most Admired Company by Arizona Business Magazine for consecutive years. Charles Schwab Bank received the highest ranking in customer satisfaction in the J.D. Power direct banking satisfaction study for three consecutive years.

Real Estate and Corporate PracticePhoenix, ArizonaAdmitted to practice in Arizona and California. Promoted from associate to partner. Broad experience advising commercial, residential and agricultural developers concerning purchase agreements, financial structures, due diligence, easements and the creation and modification of operating agreements and joint ventures. Commercial leasing expertise for both landlord and tenants including dispute resolution. Represented lenders with credit agreements, loan workouts, settlements, and federal and state regulations.

Phoenix, ArizonaRepresented master-planned communities, developers, and investors with the acquisition, financing, development and disposition of real estate projects. Matters included construction and architect contracts, commercial leases, joint development agreements, infrastructure planning, community facility district bonds, homeowner association policies, zoning and the leasing of State land.