About Us

Monique grew up in Southern California, working in the title and escrow industry since 1989. She began facilitating 1031 Exchanges in 1996, joining ERI at its inception. Monique deals mostly with large residential and commercial transactions, helping clients find the most efficient way to use the 1031 exchange. A self-described “people person”, Monique enjoys helping people navigate towards a successful and happy retirement, developing friendships with her colleagues and clients along the way. In her spare time, Monique enjoys spending time outdoors, exploring her hometown of Carlsbad, attending live music venues, and trying new local restaurants.

Naomi grew up in San Diego and was working toward a teaching degree when she took an administrator position at ERI in 2001. The work was so engaging that she stayed with the company and today, she is responsible for ERI’s banking, an important task involving separate exchange accounts for each client. Even after so many years at ERI, she is still surprised at how much she loves working there: “We all help each other to help the clients. Everyone genuinely cares about them. Whether we’re holding $50,000 or $5 million for them, they’re all equal in our eyes.” She enjoys cooking, music, learning, and spending time with her husband and their son.

Cristi joined ERI in 2015. Although she was a newcomer compared to others who had worked together for many years, everyone made her feel immediately welcome. It explained the level of trust she saw from clients and callers, and made it easy to enjoy the satisfaction of helping clients with paperwork and seeing it properly completed, “like putting pieces of a puzzle together,” she says. Cristi is a native of Santee, near San Diego, and loves camping and going to the beach with her husband, two children, and the family beagle.

Dylan’s 3 loves in life are his dog, sushi and all things Disney. Hoping to return to Grad School in 2022, Dylan joins our team with a Bachelors in Business Management and a background in Banking. Dylan has loved getting to know Exchange Resources clients and is excited to be a part of the ERI family.

Chantelle is a San Diego native with a degree in human biology and an interest in medicine. Twice she has taken work at ERI, the first was for 6 years until she and her husband moved out of state and the second in 2012 after their return. She now deals with a range of professionals as she ensures that transactions proceed smoothly. In her spare time, she enjoys camping, fishing, and boating with her husband and their children.

Carolina was born and raised in San Diego and began working for ERI in 2015. Previously she worked in fields that assisted in developing her excellent customer service skills. She has studied business and enjoys the distinct nuances found in each exchange. She enjoys working at ERI and especially assisting clients, real estate agents, and escrow officers work smoothly through their 1031 Exchanges transactions. In her spare time, she enjoys going out with friends and family.

Diana is a Southern California native who joined ERI in 2015. She comes from a background in the resort/hospitality industry. Her experience and knowledge in providing exceptional guest service has easily translated to ERI, as she strives to provide information and guidance to clients and real estate professionals through the 1031 Exchange process. She loves that she learns something new each day and can rely on the expert advice given by all administrators.

Diana feels honored for being part of such a welcoming, supportive and cohesive team that she prefers to call family. In her spare time she enjoys the outdoors, anything by the ocean, hiking with her dog, Emma and spending time with her three children and granddaughter.

Dana was born and raised in San Diego, California. She attended the University of California Santa Barbara with a major in Sociology and minor in Communication. She enjoys spending time with her family, karaoke, California burritos and playing the spoons. Dana strives to make her put a smile on her clients faces while giving excellent service. She is thrilled to be a part of the Exchange Resources family.

Michael is a San Diego native with a degree in history. Michael joined ERI in 2018 after working in the information technology field for five years. He enjoys working with clients and other related parties throughout the Exchange process. Michael strives to provide exceptional customer service for every customer. Outside of work, he loves spending time with family, traveling, and staying up to date on current events.

Michelle is a Southern California native who joined ERI in 2016. Although she has worked in fields related to real estate in the past, working with 1031 exchanges has provided a unique education. She appreciates learning about the different aspects of exchanges and likes helping clients narrow down and navigate the best route to a successful exchange. Outside of the office, she enjoys spending time her husband, family, and friends.

Daniela joined ERI in 2017, was born and raised in Orange County, California. With nearly 10 years of experience in customer service, it was a smooth transition into a company that places such high importance on providing stellar service and support to each and every client. She truly appreciates working with such an exceptional team every day, and the ever-present opportunities her job presents to continue to grow and learn something new. Daniela enjoys lending a helping hand in a variety of areas wherever it may be needed around the office, whether in the Delayed Exchange department or with the more complex Reverse and Build to Suit Exchanges. The experience and expertise of the administrators is amazing and has proved to be an invaluable resource to draw on for support and to expand her knowledge.

Daniela is an art and music lover, foodie, and hiking/camping enthusiast. She loves traveling with her husband and spending time with close friends and family.”

Christine grew up in New York and Las Vegas. She graduated from the University of Nevada Las Vegas with a Bachelor degree in Accounting and Business. She joined ERI in 2019 coming from a background in finance and hospitality. She feels it is a privilege to work for such a remarkable company with a positive team. Christine truly enjoys helping clients navigate through the exchange process, whether it be a delayed or the more complicated Reverse or Build-to-Suit exchanges. When she is not working she loves to spend time with her husband and two children relaxing, camping and cooking.

Meredith is an Orange County native and joined ERI in 2020. She is grateful for the opportunity to assist the administrators and work directly with clients, agents and escrow officers making the unique exchange process run as smooth as possible. She values the company and its employees knowing ERI truly cares about each client. She operates a small home bakery business, volunteers as Cheerleading Director and Coach of Santa Margarita Pop Warner Football & Cheer, she enjoys spending her time with her children and husband at the competitions and ball fields.

Precious grew up in San Diego and Orange County. She joined ERI in 2014 after working for a short sale company in Orange County. She has transitioned from Assistant Exchange Administrator to Operations Assistant. As Operations Assistant, she supports our team by ensuring the safety and security of clients transactions.  Having worked in a variety of different capacities at ERI her versatility is a great asset.  She enjoys cooking and traveling

Kayla joined ERI in September of 2019 and has enjoyed the constant learning opportunities present in every unique situation. She finds the work fulfilling and enjoys assisting clients with their 1031 Exchange needs. Every day, she is appreciative and thankful for her colleagues and the unique working environment offered here. In her free time, she loves adventuring with her two dogs, gaming, and cooking.

Cheyenne is a Southern California native, joining the ERI team in 2020. She excels at using her creativity to help the sales team with marketing and design. She enjoys the variety of tasks and responsibilities required for the job, always seeking new ways to improve Exchange Resources, Inc. She is grateful for the opportunity to work at a company that helps people navigate through the exchange process and genuinely cares about the people she works with. In her free time, she loves exploring new places and spending quality time with her friends and family.

Andrea, who joined the ERI team in 2020, is a California transplant, having moved to Orange County from Boston. She holds a Bachelor’s degree in Business Management and has spent over 20 years working in the real estate and banking industries. Andrea is also a CA licensed real estate agent and a member of the Orange County Association of Realtors. She finds the intricacies of the 1031 exchange transaction interesting and enjoys helping clients successfully navigate through the process.

Outside of ERI she loves to spend time watching New England sports teams with her family and taking her Golden Retriever Tedy to Dog Beach.

Cynthia grew up in the Bay Area, attended college at UC Davis and eventually found herself sucked into the mortgage industry where she worked for several years as a loan Processor/Loan Officer Team Assistant. She really enjoyed helping clients find the best mortgage loan to meet their needs and to help them through the daunting loan process. Cynthia and her family made the move to Southern California in 2016 and she took a break from the mortgage industry to care for her grandson, full-time.

Eventually heading back into the workforce, but wanting a change from mortgage, Cynthia felt at home the minute she walked into Exchange Resources for an interview. Much like mortgage files, each exchange is completely unique and interesting. It’s a welcome and comfortable challenge to learn something new each day, correspond with clients and work with the most amazing team of remarkable people. Cynthia is an avid golfer, enjoys the beach, playing with her grandson and hanging out with her son, daughter, extended family and friends.

April was born and raised in San Diego. She joined ERI in September of 2021, bringing a wealth of experience in customer relations. She is always looking to expand her knowledge and learn more from the ERI family. In her free time, April enjoys music, theme parks, listening to podcast, digital art and taking her two dogs Bruce and Miki out on adventures with her partner!

Isaac is a born and raised San Diegan. Having joined the ERI team in January 2022, he has previously worked in fields that assisted in developing his customer service skills. He is eager to learn the ever-growing Exchange operations and is grateful to be part of a magnificent team. On his free time, Isaac enjoys graphic design, screen-printing, boxing, hiking, skateboarding, music production, gaming, going to live shows, Mexican food and hanging out with his dogs, Abby and Tito.

Cassidy Sanchez was born and raised in Orange County, California. She is attending school full time on track to graduate Spring 2023 with her Bachelors of Science in Business Administration. In her free time she loves to adventure with her husband, play table tennis, and spend quality time with her family, friends, and two adorable and loving cats.

Cassidy is very grateful to be a part of the ERI family and have the opportunity to learn something new. She has always enjoyed helping others whenever she can, so being able to guide clients through the exchange process with such a welcoming and hard-working team, brings a smile to her face and a pep to her step.

Claudia grew up in San Diego and LA County. She joined ERI in March 2022, after working for in Public Relations. Claudia went to SDSU where she majored in English. She enjoys music, attending Padres games, and especially spending time with her 2 daughters and 6-year-old Schnauzer, Opie.