Teresa Fluegel, Certified Exchange Specialist

Executive Vice President, Certified Exchange Specialist at Chicago Deferred Exchange Company
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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5.0

/5.0
/ Based on 2 ratings
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Cheryl Hayes -- SBA Lender

I have known Teresa for about 15 years and I am always impressed with her knowledge, professionalism and customer service. She knows her stuff, she is available and responsive, and she is great to work with. If you have a 1031, you should definitely call Teresa.

Nicole Kayes, MBA

I have been working with Teresa for years now, we also work together and CCIM where we are both part of the Board of Directors. From the years that I have been working with Teresa, one can appreciate her professionalism and knowledge about the industry but more specifically about 1031 Exchanges. One would think that perhaps there is not much to it, but that is far from the truth and Teresa is able to explain the process with much detail and is aware of items that perhaps other companies would dismiss. Her seminars are very informative, if you haven't attended one, you should! She is all about providing you with tools to succeed and having a smooth transaction. Teresa is in the industry because she is passionate about her job and providing certainty and piece of mind in not so certain times.

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Credentials

  • Certified Exchange Specialist
    Federation of Exchange Accommodators - FEA
    Jan, 2004
    - Oct, 2024
  • Teresa Fluegel
    Wintrust Financial Corporation
    Feb, 2023
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Executive Vice President, Certified Exchange Specialist
      • Aug 2019 - Present

      Executive Vice President, providing Qualified Intermediary and Exchange Accommodation Titleholder services for investors looking to structure tax-deferred exchanges under IRC Section 1031. The CDEC team brings 30 years of experience to provide unmatched expertise, security, and integrity to every transaction. CDEC is a subsidiary of Wintrust Financial Corporation - a $32 billion financial services company.

    • Senior Vice President, Certified Exchange Specialist
      • May 2000 - Present

      Founded in 1989, Chicago Deferred Exchange Company (CDEC) is one of the oldest and most experienced Qualified Intermediaries in the country. Our team provides Qualified Intermediary (Forward Exchange) and Exchange Accommodation Titleholder (Reverse Exchange) services nationally to investors seeking to defer gain under IRC Section 1031. Our team of experts has been working together 15 to 25 years to provide our client's unmatched expertise, superior service and uncompromised integrity. Show less

    • United States
    • Leasing Non-residential Real Estate
    • 1 - 100 Employee
    • CREW East Bay Chapter President
      • Jan 2017 - Dec 2017
    • United States
    • Real Estate
    • 700 & Above Employee
    • Management, National Trainer for Title Insurance & Escrow Services
      • Jan 1991 - May 2000

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