Have met him personally a couple times and he is just a great guy all around. 

There's a common belief that your tax person should also be an investor themselves.

This is my first personal mortgage so I'm trying to learn the game.

.: I’m looking at a property that checks all the boxes—good numbers and fits my buy box—but I haven’t seen it in person.

This is the fork where I'm not sure if I'd be good to get some CRE exp and invest in learning about how to review deals for the next 2-3 years, or focus on generating revenue for investment purposes and watch how things are done as a LP.My personality more aligns with networking, reaching out to people, connecting, navigating difficult situations and finding solutions that work.

I personally know both @Jaclyn Cano and @Wale Lawal and can confidently say both are great and VERY Investor friendly!

We recently relocated to Phoenix last summer and I'm starting to look for recommendations for local credit unions here in Phoenix which are trustworthy, low rates, personal touch, easy/simple to work with, etc. 

We take a "whole person" approach.

I personally don't like getting a lot of automated messages when I rent a STR, I'd rather have some more personal contact.....

Attend in person networking events in your area (there are many in and around Vancouver).