Opes Advisors
Our financial planning and mortgage bank experts are second to none.
Jeffrey T. Smith
Financial Advisor
Branch Manager jsmith@opesadvisors.com
Office: 415.464.9500

License 957141
Taylor Insurance Agency
Our insurance expert's advice and pricing provide a lifetime of coverage.
Everett Taylor
Insurance Advisor
Owner of Taylor Insurance etaylor@farmersagent.com
Office: (650) 578-0126
Cell: (650) 454-0066

Principal Co-Founder
Our real estate purchase and sales
Srategies are second to none.
Katie Dain Lederer
Real Estate Advisor
katie@katieandmark.com
Cell: 510.774.5234

License: 01325947
Principal Co-Founder
Our real estate purchase and sales
Srategies are second to none.
Mark E. Lederer
Real Estate Advisor
mark@katieandmark.com
Cell: 510.774.4231

License: 01345197
Derrick C. Tyler
Real Estate Advisor
derrick@katieandmark.com
Cell: 415.310.7453

License: 01954708
Real Estate Advisor
Our real estate purchase and sales
Srategies are second to none.
Real Estate Advisor
Our real estate purchase and sales
Srategies are second to none.
Tracy Klem
Real Estate Advisor
tracy@katieandmark.com
Cell: 510.701.5620

License: 01975537
Real Estate Advisor
Our real estate purchase and sales
Srategies are second to none.
Mio Sullivan
Real Estate Advisor
mio@katieandmark.com
Cell: 510.965.5343

License: 02021776
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The Lederer Team We provide essential real estate and financial guidance to Bay Area homeowners and real property investors. Our client's ambitions are to live in the home that is right for their family while at the same time fully funding their retirement, taking care of their families and paying for the costs of living the Bay Area lifestyle. Our clients are committed to using their income and assets to their fullest advantage. Our commitment is to provide valuable services, philosophy, research, data and opinions to assist these ambitious Bay Area property owners.




Katie Dain Lederer - Principal Co-founder
Katie is a co-founder and principal of The Lederer Team, a top Bay Area real estate listing and purchasing team, that has performed nationally in the top 1% for the last 9 years. She has personally been responsible for over $200,000,000 in successful residential, residential income and raw land transactions. Katie began her career as a property manager for a billion dollar management company overseeing 300 plus apartment units in Northern California. Katie is also responsible for the overall management performance and asset management of her portfolio of multifamily properties. Katie has held management positions in the venture capital industry and has been responsible for managing the integration of million dollar mergers and acquisitions in the high technology field. Her expertise with contract negotiations and the legal process of buying real property is second to none.

Katie holds a Bachelor of Science in Managerial Economics from the University of California at Davis. Katie is also a California Certified Residential Income Property Manager (CCRM). Katie has actively served buyers and sellers with owning, investing, renovating, marketing, listing, selling, developing and managing property for the past 11 years. She currently resides in Point Richmond with her husband, Mark Lederer.

Mark E. Lederer - Principal Co-founder
Mark is a co-founder and principal of The Lederer Team, a top producing Bay Area real estate listing and sales team, that has performed nationally in the top 1% for the last 9 years. He has personally been responsible for over $200,000,000 in successful residential, residential income and raw land transactions. Before entering real estate, Mark served as a Media/Art Director for one of the Bay Area's largest real estate advertising firms. His past creative work in the real estate, high-technology, and governmental industries was accredited by his client's noteworthy results and national awards given by the advertising industry. Mark is still pioneering advertising techniques for his real estate sales clients assuring them of the maximum exposure possible and highest sales prices recorded in their local areas. Mark's experience advertising real property for sale is second to none.

A graduate of the University of California at Davis, Mark received a Bachelor of Science degree, with honors, in Design with an emphasis on Managerial Economics. Mark has actively served buyers and sellers with owning, investing, renovating, marketing, listing, selling and developing for the past 11 years. He currently resides in Point Richmond with his wife, Katie Dain Lederer.

Derrick C. Tyler - Real Estate Advisor

Derrick C. Tyler completed his undergraduate studies at the University of California, Santa Barbara where he majored in Law and Society with a minor in Philosophy and graduated with honors. Derrick also holds a J.D. from the University of California, Hastings College of the Law. While at Hastings, Derrick was co-president of the Black Law Student Association and Student Body President during his final year.

After graduating from U.C. Hastings in 2011, Derrick worked at a small general litigation law firm, which handled various matters including but not limited to commercial and residential real estate disputes, landlord tenant issues and mortgage fraud.

Throughout his education and training Derrick has always maintained a passion for real estate and has recently joined the Lederer team to chase his passion for the business of real estate listing, sales and investment. Derrick currently resides in San Francisco, has resided in the east-bay and is very familiar with the Bay Area.

Tracy Klem - Real Estate Advisor

Originally from the East Coast, Tracy grew up on the Jersey Shore. She worked in New York City and Boston for many years in the home furnishing industry. For five years she lived in Kansas City, MO with her husband and son when a job opportunity brought the family to the East Bay. It was love at first sight! The stunning beauty of the San Francisco Bay, unique neighborhoods, diversity of people, cuisine and numerous outdoor activities lured them to call the East Bay their home. They reside in Point Richmond.

After working several years in the home furnishing industry in various roles such as a flag ship store manager, design consultant and specialty boutique buyer, Tracy brought her extensive experience and keen design sensibility to home staging. She launched a real estate staging business with a business partner. For 10 years they staged homes throughout the East Bay. She became very knowledgeable of the various neighborhoods, architecture, floor plans, and most importantly, the housing market. She has a proven ability to highlight each home’s unique strengths, with the goal to attract as many offers as possible and attain top dollar. Her attention to detail, communication skills and high level of client service is what made the business successful.

In 2014 Tracy found her new calling when she decided join the Lederer Team and become a real estate agent. She brings to the team her home design sense, knowledge of the East Bay, top-notch client service, hard work ethic and willingness to go the extra distance for her clients. She continues to follow her passion for the home and client services in the real estate market place.

Tracy has a BA in Sociology from the University of New Hampshire. She enjoys family time with her husband, son and German Short Haired Pointer, whether it be hiking, gardening or going to the beach. She can also be found cheering for her son from the side lines at soccer games, and poolside at Orinda Park Pool swim meets.

Mio Sullivan - Real Estate Advisor

Mio started her career in operations for Hitachi Transport System, then in finance for Mitsui O.S.K. Lines. She was recruited for the role of assistant to the CFO in a pharmaceutical and nutrition company with more than 40,000 employees worldwide. Most recently Mio became a certified Japanese translator to work on motion pictures. Her translation work can be viewed in box-office hits such as The Wolf of Wall Street, The Conjuring, Rush, Gateway, Homefront and The Face of Love. She has also worked for The Gap, translating the company's brand and marketing into Japanese.

Mio has lived in Fukuoka Japan, Hong Kong, Guadalajara, Mexico, Madrid, Spain, Columbia, Missouri and Palos Verdes, California, but says the Bay Area is her chosen home. Her diverse living experiences coupled with her proficiency in communications, operations and finance give her a truly unique and powerful view of the Bay Area real estate markets. These diverse and uncommon skill sets provide her clients with service and advice that is second to none.

Mio is currently a real estate advisor on the Lederer Team, a top Bay Area real estate listing and purchasing team that has performed nationally in the top 1% for the last 15 years. She provides essential real estate and financial guidance to Bay Area homeowners and real property investors. Her clients have many ambitions: to live in the home that is right for their family, to fully fund their retirement, to take care of their families and pay for the costs of living the Bay Area lifestyle. Her clients are devoted to using their income and assets to their fullest advantage. Mio provides valuable services, philosophy, research, data and opinions to assist her multilingual (Japanese- and Spanish-speaking) clients with Bay Area property ownership.

Mio holds a BA in Spanish with a minor in Latin American Studies from the University of Missouri-Columbia. She is fluent in English, Japanese and Spanish. She lives with her husband and 2 children in the distinguished bayside community of Point Richmond.


Transaction TeamSureClose
Located in our Berkeley office, the Transaction Team is responsible for the coordination of each transaction from the initial listing or ratified sales contract to the successful close of escrow. They work in tandem with The Lederer Team using an on-line coordination system (SureClose) to assure that all documents are managed efficiently and professionally while in accordance with the California Department of Real Estate. We also offer our clients web access to our on-line coordination system if our clients would like to track their transactions in real time.

Every transaction is also provided electronic contract signing via DocuSign. This DocuSign Logogives our clientele the power to sign transactional documents or disclosures from the comfort of their office or home computer. This service saves our clients time, energy and money when making their next real estate transaction.

Financial Planning and Mortgage Banking
Mr. Smith is an Opes Advisors’ Branch Manager and Financial Advisor. Jeff has been with Opes Advisors since 2005 and has over 20 years of experience in real estate, business and finance. Prior to joining Opes, Jeff was with a national bank where he was in the top 10% of 2,000 sales professionals nationwide. He earned his undergraduate degree from the University of California, Davis. He also holds a Masters in Business Administration, with an emphasis in Finance, from the Haas School of Business at the University of California, Berkeley. He is a Series 65 licensed Investment Advisor Representative. Jeff educates our clients on the significance that a mortgage can have on their financial objectives.

Jeff lives in Mill Valley with his family.

Insurance Expert
Everett Taylor has spent over ten years in the construction industry as a Carpentry Foreman with experience in both residential and commercial building. He has built two homes for himself from the ground up. During this time period, Everett spent his nights and weekends for five years as a Realtor and then became an Insurance Broker in 1995.
For 16 years he has been the Principle co-founder of Taylor Insurance Agency. Everett is regularly recognized by Farmers Insurance Group as one of the Top Producers of Home and Auto Insurance Lines in the Region achieving the award of a Premier Agency. He has extensive experience in meeting homeowner's insurance needs in property, life, auto, health, course of construction coverage, business, and other specialized policy needs.
Everett is a Northern California native, raised in Brisbane where he still lives. He and his wife have raised two children and have recently been blessed with two grandchildren 6 weeks apart.

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Katie Dain Lederer
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1328 Pelican Way
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Meet Our Team of Experts
Meet Katie, Mark and the people who
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