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Milissa Ormiston

Vice President, Pacific Northwest

Milissa Ormiston is a dedicated 1031 exchange specialist with nine years of experience helping clients navigate IRC §1031 like-kind exchanges. With a keen eye for tax-deferred investment strategies and a deep understanding of the complexities involved in swapping investment properties, Milissa Ormiston guides investors through every step of the exchange process to maximize their financial outcomes.

 

Milissa Ormiston brings 30 plus years of cumulative experience in real estate and sales to every client relationship, including 14 years as a licensed real estate broker and 16 in different sales roles in various industries before specializing in 1031 exchanges. This extensive background provides a unique perspective on investment property transactions, market dynamics, and client needs.

 

An educator at heart, Milissa Ormiston, comes from a long family history of educators and brings that same patient, clear-teaching approach to client relationships. Rather than just processing transactions, Milissa takes time to ensure clients fully understand their options, the timeline requirements, and the strategic benefits of 1031 exchanges. This commitment to client education sets Milissa apart in the industry.

 

Based in Vancouver, WA, Milissa combines financial expertise with a genuine passion for helping people build wealth through smart real estate investment decisions. Outside of work, Milissa enjoys wine tasting, e-biking, snorkeling, and planning international travel, with a particular interest in exploring Mexico's culture and cuisine.

503-298-4363

Milissa Ormiston

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Corporate Headquarters
3515 Mt. Diablo Blvd, Suite #95
Lafayette, CA 94549
Tel: 877.471.1031
Fax: 877.480.1031

 

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WASHINGTON STATE LAW, RCW 19.310.040, REQUIRES AN EXCHANGE FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE EXCHANGE FACILITATOR, OR TO HOLD ALL CLIENT FUNDS IN A QUALIFIED ESCROW ACCOUNT OR QUALIFIED TRUST THAT REQUIRES YOUR CONSENT FOR WITHDRAWALS. ALL EXCHANGE FUNDS MUST BE DEPOSITED IN A SEPARATELY IDENTIFIED ACCOUNT USING YOUR TAXPAYER IDENTIFICATION NUMBER. YOU MUST RECEIVE WRITTEN NOTIFICATION OF HOW YOUR EXCHANGE FUNDS HAVE BEEN DEPOSITED. YOUR EXCHANGE FACILITATOR IS REQUIRED TO PROVIDE YOU WITH WRITTEN DIRECTIONS OF HOW TO INDEPENDENTLY VERIFY THE DEPOSIT OF THE EXCHANGE FUNDS. EXCHANGE FACILITATION SERVICES ARE NOT REGULATED BY ANY AGENCY OF THE STATE OF WASHINGTON OR OF THE UNITED STATES GOVERNMENT. IT IS YOUR RESPONSIBILITY TO DETERMINE THAT YOUR EXCHANGE FUNDS WILL BE HELD IN A SAFE MANNER.

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