Help clients find the loan options tailored to their present circumstances as well as their short and long term goals.
Solutions that will address your clients need for cash out, improving payments, and consolidating debt.
Strategically accessing home equity will improve the outcome of any retirement plan.
Responsibility for a client's financial plan is all encompassing and requires reliance on carefully chosen experts in their field.
Over almost 20 years, we have helped hundreds of clients with purchase and refinance transactions and access over $50 million of home equity to help in their retirement.
I am a CPA, and around finance my entire career, so I have a unique perspective that incorporates life, finances, taxes and family in retirement.Schedule a Conversation
Conforming, Jumbo, VA, FHA, USDA, and Renovation Loans.
Strategies for financing a home or investment property purchase, First Time Homebuyers and those working towards their forever home.
Strategic perspective in advising refinance options that help clients achieve short and long term goals for their family.
Home Equity Conversion Mortgage (HECM) and Home Safe jumbo mortgages up to $4 million. Access home equity wisely and improve retirement outcomes.
DOWNLOAD YOUR FREE GUIDE:
I respect your client relationship and how valuable that is.
If there is a way to get a deal done, I will find it.
I do not cherry pick clients and enjoy the chase finding solutions
to scenarios with “wrinkles”. I find joy in making things happen for a family.
Experience as a CPA, years in corporate finance, and Signet Mortgage
for 20 years along with managing the later stages in life for five of
my relatives allows me to bring a personal perspective to all the work I do