The broker-and-CFO for longtime Bay Area homeowners deciding what's next
In California real estate since 2006, licensed as a broker since 2021. A finance career running alongside it. And roots here that go back four generations.
Why clients with the most at stake call me
Most of my clients have owned their homes for 15, 20, 30 years. When they sell, the decision is bigger than "what's it worth?" — it's capital gains after decades of appreciation, a property-tax base worth protecting under Prop 19, sometimes a trust or an estate, and always the question of what the equity should do next.
That's where my background is different. Before I got into real estate I did corporate property-tax consulting — arguing assessed values for a living, which is exactly the muscle Prop 19 work uses. Later I served as CFO of a real estate firm. Both were jobs where the numbers had to be right because real money moved on them. I bring that discipline to every listing: a real net sheet before you commit, prep recommendations judged by return, and negotiation measured in your walk-away number, not bragging rights.
I'm a 4th-generation Santa Cruz native, and I've spent two decades selling on both sides of the hill — Silicon Valley and Santa Cruz County. I know which streets flood, which school boundaries move value, and which buyers pay premiums for what. The hyperlocal knowledge is the strategy; the CFO math is the safety net.
And the "no hype" thing isn't a slogan. It's the whole operating system — on my YouTube channel, in my listing presentations, and in the moments when the honest answer is "don't sell yet."
A deliberately narrow practice
Downsizers 55+
Longtime owners making the "what's next" move — with Prop 19, §121, and sequencing handled properly.
The Roadmap →Trust & estate sales
Successor trustees, heirs, and the attorneys and CPAs who advise them. Fiduciary-grade process and documentation.
How it works →Inherited homes
Step-up in basis, Prop 19 reassessment math, and the keep / rent / sell decision in real dollars.
Start here →Buying? The Hulsey Real Estate Team covers the buyer side across all our markets — here's how we work with buyers.
The paperwork
- California Real Estate Broker license — DRE #01724888 (a broker's license, not just an agent's — the higher bar)
- Broker Associate, KW Thrive SC — Capitola, California
- 150+ closed transactions across Santa Cruz County, Silicon Valley, and Monterey Bay
- Licensed since 2006; broker since 2021; 5.0★ client rating on Zillow — go read them there rather than taking my word for it
- Corporate finance/CFO background — the math behind the strategy
What’s your home actually worth?
Not an algorithm’s guess from public records — a real analysis of your house, by hand, with the comps that actually compare. Free, and no obligation to do anything with it.
Request Your Home Value AnalysisNot ready to move? Stay in the loop anyway.
Once a month: what actually sold on both sides of the hill, what changed in California property-tax law, and the occasional honest “don’t sell yet.” No listings spam. Unsubscribe whenever.
Let's talk about what's next
Whether you're a year away or three, the best conversations start early. No cost, no obligation, no hype.
Book a What's-Next Consultation