About 1031 Capital Solutions
- Take the time to understand your goals and objectives
- Provide valuable advice and analysis
- Fully disclose all fees, expenses, risks, and limitations related to products and strategies offered
- Provide excellent customer service
Meet Our Team
Managing Partners
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Jason L. McMurtry, MBA
Managing Partner
Jason is the founder and Managing Partner of 1031 Capital Solutions, where he blends more than two decades of experience in the investment industry together with his real estate expertise to provide customized solutions for accredited investors seeking real estate investment opportunities. Through a consultative and collaborative process, Jason seeks to provide guidance and solutions specifically for investors who want exposure to real estate, real estate-backed investments and other tax strategies.
Prior to founding 1031 Capital Solutions, Jason held executive and sales positions at industry-leading firms including Steadfast Capital Markets Group, Berkeley Capital Securities, Grubb & Ellis, ING, Citigroup, Met Life and John Hancock.
In 1996 Jason graduated from University of California Santa Barbara with a bachelor’s degree in philosophy and holds an MBA from South University. He holds a California real estate license (BRE 01781509), a California insurance license (0B87761) as well as Series 7 (General Securities representative), 63 (Uniform State Securities Agent), and 65 (Uniform Investment Adviser) securities registrations.
A Southern California native, Jason has lived in the San Diego area for most of the last 20 years. He enjoys surfing, sailing, golfing, snowboarding, jiu jitsu, spending time with his wife Michelle and two children, and has completed two Ironman triathlons.
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Richard D. Gann, JD
Managing Partner
Richard (Rick) Gann is a graduate of UCLA and California Western School of Law. He has been a member of the State Bar since 1997. While finishing law school and studying for the bar exam, Rick befriended his then-neighbor, Jason McMurtry. Rick and Jason have worked together, with few interruptions, for over 20 years.
Before transitioning to financial services, Rick practiced law for nine years in the fields of real-estate taxation and estate planning. Rick proudly helped numerous clients manage taxes on their real-estate holdings and investments. Rick’s inspiration for helping property owners came from his grandfather, Paul Gann, author of California’s Proposition 13, which lowered property taxes and sparked a nationwide movement of fiscal conservatism.
In 2006, Rick joined Jason at Grubb & Ellis, fka Triple Net Properties. As an attorney and licensed real-estate broker, Rick developed and supervised a retail division of the company, offering 1031-exchange solutions through a network of commercial brokers across the country.
Later, at Steadfast Companies, Rick helped lead a capital markets team that raised over $1.5 billion from individual investors to acquire over 100 apartment communities across the South and Midwest. Rick also helped create a new 1031-exchange program, designed for individual investors seeking to co-invest in REIT-owned properties.
Subsequently, Rick was President of the Stira Alcentra Global Credit Fund, which merged in May 2019 with the Priority Income Fund. Rick has been an active member of both the Institute for Portfolio Alternatives (IPA) and Alternative & Direct Investment Securities Association (ADISA) since 2007.
Rick and his wife, Amy, live on Bainbridge Island, Washington and have a son in San Diego. Rick is an avid runner, traveler and birdwatcher.
Advisors
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Jacob Driver
Senior Vice President of Investments
Leveraging over 15 years of experience in both financial services and real estate, Jacob brings a depth of knowledge and unwavering dedication to his role as Senior Vice President of Investments at 1031 Capital Solutions.
His career began in the financial sector, where he honed his analytical skills at esteemed institutions like Wells Fargo Advisors. This strong foundation seamlessly transitioned into the world of real estate, where he worked with top brands like Compass, RE/Max, and Pacific Sotheby’s. Over the years, he mastered the intricacies of the residential market, developing a keen understanding of buying, selling, negotiation, and marketing.
In 2022, Jacob transitioned his focus to investors, leveraging his expertise to guide them through 1031 exchanges. He excels at educating clients and meticulously assists them in finding the optimal replacement properties. This dedication to client success, fueled by his diverse background, ensures exceptional service and support for every investor he partners with.
Jacob is a fifth-generation San Diegan, with a Finance degree from San Diego State University. There, he not only excelled academically but also thrived as a scholarship athlete on the school’s football team. Beyond his professional accomplishments, Jacob finds immense joy in his family life. Together with his wife, Alyssa, they are raising their daughter, Poppy, and their son, Micah.
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Brad Kahan
Vice President of Investments
Brad Kahan is a seasoned investment sales specialist with over a decade of experience in the alternative investment industry. For the past six years, he has focused on 1031 Delaware Statutory Trusts (DSTs), developing and implementing effective sales and marketing strategies for a leading real estate investment sponsor.
His expertise has fostered strong relationships with investment professionals and accredited investors, ensuring successful capital fundraising and client satisfaction.
Brad is part of 1031 Capital Solutions, where he leverages his extensive knowledge in tax-advantaged real estate investment offerings. At 1031 Capital Solutions, Brad is dedicated to navigating the complexities of the 1031 exchange DST landscape, providing exceptional support and guidance to clients.
Brad holds his FINRA Series 7 and Series 66 securities license.
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Michael Wolff
Vice President of Investments
As a Vice President of Investments with 1031 Capital Solutions, Michael is responsible for working with clients to educate and assist them with passive replacement property solutions for 1031 exchanges.
Michael Wolff is responsible for educating and assisting clients regarding passive replacement solutions for 1031 exchanges. He has 11 years of sales experience including roles with Pacific Oak Capital Markets and KBS Capital Markets Group syndicating real estate offerings. Michael holds his FINRA Series 7 (General Securities representative) license and Series 63 (Uniform State Securities Agent) license. He lives in the Denver area.
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Steve Balaban
Vice President of Investments
As a CERTIFIED FINANCIAL PLANNER™ professional with four decades of experience, Steve empowers clients to simplify their financial journey and build lasting security. At 1031 Capital Solutions, he leverages his extensive financial planning and investment management background to help rental property owners retire from property management in a tax-efficient manner.
Steve began his career in 1985 and has served clients at leading firms such as Merrill Lynch, Smith Barney/Citigroup, and UBS, tailoring strategies to fit each client’s unique needs and goals.
He holds a BA from the University of Connecticut and a Certificate in Personal Financial Planning from San Diego State University. Deeply committed to community service, Steve has served as President of the San Diego Youth at Risk Foundation and ArtsBusExpress, and regularly volunteered with his therapy dog, Roo, at hospitals, schools, and nursing homes.
A longtime San Diego resident, who recently moved to Sacramento Steve enjoys playing pool and hockey, and cherishes time with his wife Kyle, their two adult children, and two granddaughters.
Steve welcomes every opportunity to listen, strategize, and help you achieve financial confidence at every step.
Investor Relations & Support
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Diana Salinas
Senior VP of Operations
Diana brings five years of strategic operational leadership to 1031 Capital Solutions, serving as the Vice President of Operations. With a deep commitment to operational excellence, she plays a critical role in optimizing the firm’s internal processes, enhancing efficiency, and supporting the organization’s mission.
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Elizabeth Olea
Transaction Supervisor
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Michelle Maquet
Administrative Assistant
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Andrew Fernandez
Analyst
Strategic Alliance
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Jamie Furlong
Managing Partner
Legacy Investments & Real Estate
As the Managing Partner of Legacy Investments & Real Estate, LLC, Jamie Furlong helps investors unlock the power of passive real estate to build their financial legacy. She holds a Series 63 (Uniform State Securities Agent) license, a Series 22 (Direct Participation Programs Representative) license, as well as her Bachelor of Science in Mathematics and Economics from the University of Southern California. Utilizing the full-spectrum access her dual securities licenses offer, Jamie creates tailored investment strategies to support the financial legacy her clients want to build. She has facilitated over 315 Delaware Statutory Trust (DST) transactions and provided guidance on countless 1031 Exchanges. Recognized by her broker-dealer as the #4 top producer overall in 2024, #13 overall in 2023, and the #1 top-producing female in 2022, Jamie is redefining excellence in the real estate investment industry by setting a new standard for expertise, service, and success.
Committed to exemplifying Legacy’s foundational values both personally and professionally, Jamie enjoys building meaningful connections with her clients and industry peers. She regularly facilitates opportunities to share her 1031 Exchange expertise with commercial and residential real estate groups, estate planning councils, and CPA associations. Jamie also serves as Chair of the Sacramento CCIM chapter, is actively involved in the CalCPA Sacramento Chapter, and contributes to the CalCPA Young and Emerging Professionals Statewide Committee, helping guide and support the next generation of leaders in the financial and real estate sectors.
Deeply involved in her community, Jamie serves on the board of The Rotary Club of Sacramento Foundation, holds a position as Board Officer/Secretary for Rotary International District 5180, and travels internationally for service projects. In recognition for her work in her community and beyond, she was the recipient of the Rotary Club Of Sacramento’s Jean Runyon Service Award in 2025 and the CalCPA Sacramento Chapter’s Distinguished Service Award in 2023.
Jamie was named as a 40 Under 40 honoree by the Sacramento Business Journal in 2024.
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Erica Traulsen
Investment Advisor
Legacy Investments & Real Estate
Utilizing her strong philanthropic background and inquisitive nature, Erica Traulsen builds trust-based relationships that allow her to work closely with clients. She is dedicated to rigorously advocating for her clients and helping them achieve their goals.
Erica holds two bachelor’s degrees from California State University as well as a master’s degree from Roosevelt University. She is fluent in French and spent time studying abroad in Paris. In addition to her Series 7 (General Securities Representative) license, she holds a Series 66 (Uniform Combined Investment Adviser and Securities Agent State Law) license. Her professional experience includes B2B sales, speech coaching, and executive support.
An active member of her local professional community, Erica is on the board for the Financial Planners Association of Northern California as the Director of Membership, and she holds the position of Secretary for the Real Estate Committee at the University Club atop Symphony Towers, where she also serves on the Membership Council. She enjoys volunteering with the Financial Planners Association’s Pro Bono Program and the San Diego Zoo Wildlife Alliance.
In her free time, Erica loves spending time with her family, participating in and attending live theater, learning new languages, and traveling.
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Natalie Merced
Client Services Assistant
Legacy Investments & Real Estate
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Holly Stewart
President
Summit View Advisors
I love talking to people and educating them to take the financial steps that will help them reach their life goals.
During my 20s, I taught speech and theater, and since I’d been a competitive member of my high school debate team, I was a natural for coaching the debate team as a teacher. We even won some championships!
The type of debate we practiced involved gathering your thoughts quickly and presenting them clearly and persuasively. It also involved a lot of research. Both these skills became valuable to me about 10 years later when I became a financial advisor.
But before that, in my fourth year as a teacher, I came into some money. I met a financial advisor who offered to help me. Without going into the gory details, let’s just say that he ill-advised me about my money and I lost 15% of it.
So, when I became a financial planner, I already knew some of the things NOT to do, particularly when advising young people.
Today, my mission is to eliminate the “intimidation factor” around money and investments. Using gobbledygook “jargon” with people about THEIR money just adds to their feeling that they don’t know what they’re doing.
What lights me up about the work I do? Helping someone change their quality of life.
Sometimes it’s seeing someone have the confidence to leave a soul-sucking job because they know they have a financial plan in place that will sustain them.
Other times, it’s seeing someone who desperately wanted to retire finally be able to make that move, when just a few years back they didn’t see how they would ever be able to stop working.
People have told me they never understood investments until they met me. I guess that comes from my ability to teach, and to find the right way to explain the complexities of investing and make them understandable to anyone.
If you’re someone who is looking to plan for retirement, and if investments are confusing to you (but maybe you’ve been afraid to admit it), we should talk.
My aim is to give you control over your financial life by educating and informing you. -
Alyssa Fauk
VP of Operations
Summit View Advisors
Alyssa brings both structure and soul to Summitview Advisors. With a remarkable attention to detail and a natural instinct for problem-solving, she ensures every process runs smoothly—while never losing sight of the people at the heart of the work. Clients quickly come to rely on her not just for her precision and follow-through, but for her extraordinary kindness. Alyssa genuinely goes the extra mile for every client, driven by a deep sense of care and integrity.
She joined Summitview Advisors in 2022 after a successful seven-year career at Bank of Colorado, where she started as a teller and steadily rose to become Operations Director, overseeing a large team and earning a reputation for calm, efficient leadership.
Alyssa is deeply committed to improving the client experience through thoughtful technology, streamlined systems, and continuous process improvement. She also brings strong industry expertise to the firm, particularly in 1031 exchanges and Delaware Statutory Trusts (DSTs), making her an invaluable partner in helping clients pursue advanced planning strategies.
Outside of work, Alyssa shares a joyful life with her wonderful husband, their dog Winston, and two cats, Maverick and Oliver. Tall, graceful, and truly beautiful inside and out, Alyssa’s warmth and generosity shine through in everything she does. Her blend of operational excellence and wholehearted service makes her an irreplaceable part of the Summitview team.
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Kyla McMoran
Financial Advisor
Summit View Advisors
Kyla believes that financial planning should feel empowering—not intimidating—and she brings warmth, clarity, and a touch of fun to every client conversation. She now works alongside Holly to serve clients in the accumulation phase of life—those who are building wealth, balancing family and career, and laying the foundation for a secure future. This also allows Holly to focus her energy on accredited investors (people who meet specific income or asset thresholds and qualify for access to exclusive investment opportunities).
Kyla’s path to becoming a financial advisor was shaped by a deep love for her community, a drive to empower others, and (as she says with a laugh) “a little push from my dad and a global pandemic.” Before joining the financial world, she spent over a decade as Vice President of Communications for the Norman Chamber of Commerce, followed by meaningful work as the Director of Development at the Women’s Resource Center. There, she supported survivors of domestic and sexual violence—experiences that ignited her passion for financial literacy and helping people feel safe and in control of their futures.
Kyla brings a dynamic mix of creativity, communication skills, and heart to her role. She holds a Bachelor of Arts in Journalism from the University of Oklahoma and earned the prestigious Distinguished Toastmaster (DTM) designation in 2020—Toastmasters International’s highest honor.
At home, Kyla is married to her best friend Jason, who owns both a property management company and a landscape supply delivery business. Together, they’re raising two awesome boys, Owen and Luke.