I am a Residential Mortgage Planner with special emphasis and training on Reverse Mortgages. Unlike a traditional loan officer, my role is to help my clients integrate the loan that they select into their overall financial plans to help minimize taxes, improve cash flow and minimize interest expense. I help my clients successfully manage their home equity to increase liquidity, safety and rate of return.
As a 14 year professional in the mortgage lending industry, I’ve built my reputation on providing outstanding service and advice to my clients. It is my goal to help you cut through the clutter and noise in the mortgage marketplace, so you can quickly and efficiently find a loan that meets your objectives and fits your lifestyle. I will work with your financial and legal planning team to make sure what we do enhances their work, not detracts from it. Together we will ensure your home equity is factored into your overall plans for the future.