ABOUT
Monserrat Cruz-Martinez
With over a decade of experience in the tax industry and as a licensed Realtor, Monserrat is dedicated to helping individuals and businesses navigate the complexities of taxes and real estate with confidence and ease. Passionate about maximizing tax savings, she stays up to date with the latest tax laws and regulations to provide accurate, informed advice. As a Realtor, Monserrat leverages her keen eye for detail and market knowledge to help clients find their perfect home or investment property, ensuring their needs and budget are met. She prides herself on offering personalized service and building lasting relationships based on trust, integrity, and open communication. From conducting thorough market analyses to negotiating the best deals, Monserrat tailors her approach to align with each client’s unique goals, consistently delivering exceptional results and peace of mind.
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ABOUT
Lisset Rico
Lisset Rico, a Sonoma County native fluent in both English and Spanish, holds a Bachelor’s degree in Business with a concentration in Accounting from Sonoma State University. With four years of experience as the Office Manager at Bertolone Realty, she has developed a strong foundation in real estate and client management. Lisset calls the beautiful wine country of Northern California home, where she actively works as a real estate agent and partner at MBS & Tax. As the lead bookkeeper of a growing team, she is known for her honesty, resourcefulness, and dedication to hard work. Quick to respond and committed to excellence, Lisset ensures her clients receive the highest level of service throughout every step of their real estate or accounting journey. She is passionate about helping clients achieve their financial and real estate goals and looks forward to being a trusted partner in their success.
Reviews
Elena C.
Amazing service; fast and responsive. I would 100% recommend.
Angella S.
As a woman, a Latina, and a businesswoman myself, I support local, young, and motivated people. Monse is exceptional and very resourceful. I value punctuality and passion in what you do, and Monse possesses both!
Dennis L.
Friendly service and she makes doing taxes a little less stressful!
Get in Touch
Hablamos Español
Office #: (707) 971-5188
Real Estate Services via eXp Realty of Northern California, INC.
CA DRE#02188495
& Bertolone Realty, CA DRE #00881387​
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All Rights Reserved.