We Don’t Teach Sales Theory.
We Teach Engineered Process.
The CPTE℠ protocol was developed by an engineer who applied aerospace discipline to the legal-finance industry—scaling case volume from $8 Million to over $20 Million a month.
It Started with a System.
My foundation is not in sales; it is in precision. I hold a Bachelor of Science in Electrical Engineering (BSEE) from San Diego State University.
For 15 years, I worked in the aerospace and semiconductor industries—environments where “winging it” is not an option. In these fields, a process either works efficiently, or it fails catastrophically. There is no middle ground.
I realized that while the corporate world operates on strict systems, the real estate and legal service industries often operate on guesswork. I set out to change that.
Systematic Discipline
BSEE / Aerospace / Semiconductors
Solving Complex Problems in Sensitive Fields
My approach to business has always been about solving difficult problems within strict regulatory boundaries. This mindset led me to venture into several startups, securing patents in the US, Canada, the EU, and Australia.
“Among these innovations was a pioneered interface device designed to facilitate communication between physicians and parents/caregivers of children with autism. Navigating these complex, highly regulated environments taught me how to build solutions that respect compliance while delivering massive value.”
Scaling the Legal-Finance Model
The ProbateNexus™ system is an adaptation of a proven B2B scaling model.
Prior to founding Probate Executive, I joined a Debt Relief enterprise founded by Bankruptcy Finance attorneys. Applying engineering discipline to their legal model, I spearheaded the B2B affiliate platforms nationwide.
The Results Were Absolute:
ProbateExecutive.com is the culmination of my career:
- Engineering Discipline to build a flawless workflow.
- Regulated Innovation to navigate complex legal waters.
- Scaling Experience to handle volume, not just deals.
Why This Matters for Your Probate Business
Traditional real estate training teaches you how to “sell” an attorney. I teach you how to operate like one.
I saw that the probate space was filled with agents trying to use standard sales tactics on legal professionals. It doesn’t work. Attorneys don’t want a salesperson; they want a partner who understands risk, procedure, and volume.
The CPTE℠ isn’t just a designation. It’s an operating system.
Ready to Install This System in Your Business?
Get The 12-Minute Executive BlueprintReturn to ProbateExecutive.com