Andy Topka
Principal
With over 20 years in the §1031 Like-Kind Exchange industry, Andy has consulted hundreds and educated thousands on strategic tax-advantaged investment solutions within §1031 and similarly related tax codes. He is a former accredited Lorman Faculty Member and frequent speaker at state bar association conferences around the country. Mr. Topka is a native of Minnesota but has lived and practiced throughout the United States. He currently resides in Minnetonka, Minnesota with his four children and soon to be new puppy if the kids have their way.
Megan Costa
Senior Advisor | Director of Business Development
With over a decade of experience in the multifaceted world of real estate investing, Megan possesses a deep understanding of real estate, tax advantage investing, and wealth building. Her hands-on experience in acquiring and divesting investment properties, coupled with her expertise in leveraging tax strategies, has established her as a trusted advisor in the field. A Colorado native, Megan now resides in Minnetonka, MN, with her three sons and their beloved and rambunctious chocolate lab, Tank.
Hannah Matteson
Marketing Director | Invaluable Human
With a solid background in commercial real estate, Hannah knows the ins and outs of the industry. But that's not all—she also brings a strong history within the digital marketing world, bringing creative and effective strategies to the table. Her leadership skills have been a driving force in our team, always pushing us to deliver the best for our clients. When she's not helping clients, you might find her exploring the latest marketing trends or leading a new project with her signature enthusiasm and expertise. Originally from the other side of the tracks, Hannah now resides in Minneapolis with her closest confidant, her Akita, Meeka.
Taylor Lynch
With over a decade of experience in finance, Taylor Lynch is a seasoned professional who has excelled in roles ranging from private equity and investment banking to wealth management and specialized §1031 Exchange tax consulting. Taylor is able to leverage his skills and navigate the dynamic intersection of finance and tax consulting with precision and dedication. A 2014 graduate of BYU, Taylor brings a unique blend of financial expertise. Originally from Boston, he now resides in Charlotte with his wife and three children.
You're in Good Hands
Years Experience
Transaction Volume
Transactions
Small Firm, Massive Results
Despite our boutique size, our robust approach ensures substantial results. Join us for personalized attention, tailored to the specific needs and financial goals of our clients.
