I'm a Certified Mortgage Planner, Certified Liability Advisor and Certified Mortgage Planning Specialist. I’ve been a Mortgage Planner for 32 years and have experienced both up and down market cycles. As a Mortgage Planner, I have the unique ability to understand the impact of choosing the right loan, at the right time, at the right rate, with the right term and the right payment. I am helping you create the single largest debt in your life. Therefore, I have a professional responsibility to help you manage that debt properly. A mortgage loan, if used properly, should be used alongside other financial planning tools to help you create wealth, not just finance your home. I see my primary role as helping my clients integrate the mortgage loan you select into your overall long- and short-term financial and investment goals. I take that responsibility very seriously and look forward to talking with you about your mortgage financing needs today.
My goal is to provide you with not only a great mortgage product and interest rate but a great experience as well. I know you have goals and expectations of me. My promise is that during our conversations, I am going to listen to what your goals and expectations are and do my very best to meet your needs. My goal is to deliver a level of service that exceeds your expectations and to become your mortgage lender for life. I want to be the person you think of whenever the thought of a mortgage enters your mind for your own personal needs or for one of your friends, family members or co-workers.
While I’ve had the privilege of being responsible for over $24 billion in mortgage financing over the last 32 years, my utmost pleasure would be to help you with your next mortgage need with my fullest attention to detail.