We are a local advisory group of experts in the field of real estate, trust property management, property development and more.
Realtor®
(510) 228-2926
DRE #01400814
Will grew up in Fremont, California, and has called Santa Cruz County home for the past 9 years, drawn to the area's beach and outdoor lifestyle. He earned his B.A. from San Diego State University in 1999 and became a licensed real estate professional in 2003. With a solid unders
Realtor®
(510) 228-2926
DRE #01400814
Will grew up in Fremont, California, and has called Santa Cruz County home for the past 9 years, drawn to the area's beach and outdoor lifestyle. He earned his B.A. from San Diego State University in 1999 and became a licensed real estate professional in 2003. With a solid understanding of local, state, and national government operations, Will is adept at recognizing how these factors impact the real estate market. His strong communication skills allow him to negotiate complex contracts between buyers and sellers effectively, resulting in a 90% transaction success rate.
Will is passionate about helping people achieve their homeownership goals while building generational wealth. He values honesty and loyalty in personal and professional relationships, aiming to create lasting connections. With a lengthy background in sales, Will recognized the unique opportunities in the Bay Area real estate market, where he could help clients reach their homeownership goals and create profitable opportunities. Will specializes in assisting heirs to estates who need guidance with the complexities of selling or managing inherited properties.
He has formed a team with Joe Heller called The Trust Advisory, which specializes in helping heirs who have inherited properties in Living Trusts. Will holds a CAR Certification in Probate & Trust Sales and a Commercial Real Estate Certification from the former Commercial Brokers Association and is a member of the National Association of REALTORS®.
In his free time, Will enjoys spending time with his wife of 20 years, reading non-fiction and biography books, watching horror films, or mountain biking and hiking through the redwoods. He also volunteers monthly at a residential treatment facility in Hayward, California, where he helps plan annual events that promote sobriety. He has been actively involved with the organization for 12 years.
Realtor®
joe@roomrealestate.com
(831) 227-5626
DRE #01769119
Joe Heller is a Santa Cruz native and full-time Realtor® with extensive knowledge of our coastal and rural neighborhoods. He enjoys helping first-time home buyers, investors, as well as experienced home buyers, contractors, and flippers. With over 16 years in the real estate indust
Realtor®
joe@roomrealestate.com
(831) 227-5626
DRE #01769119
Joe Heller is a Santa Cruz native and full-time Realtor® with extensive knowledge of our coastal and rural neighborhoods. He enjoys helping first-time home buyers, investors, as well as experienced home buyers, contractors, and flippers. With over 16 years in the real estate industry, Joe is a seasoned Realtor® with experience including permitting building projects, property management, loans, loan modifications, loan processing, underwriting, credit repair, foreclosures, short sales, REOs, notary public services. Joe also holds a degree in engineering technology and studied architecture for 2.5 years.
Choosing a Realtor® to help buy or sell a home is one of the most important decisions of your life. Joe enjoys going the extra mile for his clients by offering valuable tips and tools to achieve the best possible outcome. He is hardworking and family-oriented, with a unique skill set. Joe has a true passion for real estate and is always seeking ways to improve. Joe achieves this by being active in educational real estate lectures and seminars, as well as listening to the desires, concerns, and suggestions of his clients.
Realtor®
(831) 234-3838
DRE #02234400
Working with Ben on a real estate transaction is seamless thanks to his unwavering dedication to helping clients achieve their real estate goals. His meticulous attention to detail, eye for design, integrity, honesty, and curiosity ensure a smooth buying and selling experience from
Realtor®
(831) 234-3838
DRE #02234400
Working with Ben on a real estate transaction is seamless thanks to his unwavering dedication to helping clients achieve their real estate goals. His meticulous attention to detail, eye for design, integrity, honesty, and curiosity ensure a smooth buying and selling experience from start to finish.
Ben grew up in a home where real estate was more than just an interest—it was a lifelong passion. As a third-generation Licensed Realtor, his interest with the industry began early, influenced by his mother and grandmother, both Licensed Realtors and real estate investors.
In his family, the search for the next real estate opportunity is a constant endeavor. Ben brings this deep-seated enthusiasm to every transaction he undertakes. He also has hands-on experience with renovation projects, both interior and exterior, on his family's homes.
In his spare time, Ben enjoys indulging in his various hobbies and crafts. With a certification from the Culinary Institute of America, he combines his culinary skills and passion for organic gardening to create delicious meals and baked goods for friends and family. Ben also loves exploring the natural beauty of Santa Cruz and the surrounding counties, engaging in activities like sailing, mountain biking, rock climbing, and photography, including capturing stunning aerial shots with his drone.
The Trust Advisory
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.