My passion in life and mortgage lending is to make a difference. I have built my business over 25+ years through the referrals of satisfied clients, trusted financial advisors, and successful realtors. As a CPA and Mortgage Advisor, I make it my mission to listen carefully to your financial needs and goals, in order to recommend creative and sound financial solutions to achieve your goals. My commitment is not only to advise you up front, but also to guide and accompany you through the entire home loan process.
Experience and knowledge matter. As a CPA, I am obligated to an ethical standard that most mortgage advisors are not. I have the proven skills to calculate the components of your payment and cash to close accurately, removing unwanted surprises at closing. I also have the experience and knowledge to determine what financial documentation will be required, along with the skill and wisdom to present your profile in the most favorable light.
You can also take comfort in the fact that we originate your loan locally – in house. As a private mortgage banker, we handle the processing, underwriting, drawing of legal documents, and funding of your loan within the walls of our company, using our own employees.
While you may consider home financing a few times in your life, I think about it every day! Buying a home should be a positive experience, and it can be when you choose the right team of professionals. I am ready to work for your best interest, with expertise and sensitivity.