About Us:

Don has been a mortgage professional for over 15 years. He is a North Carolina native and graduate of the University of North Carolina at Chapel Hill. After graduating, Don obtained his North Carolina Real Estate Broker’s license and practiced real estate as a residential broker and later transitioned into commercial property leasing transactions. Most of Don’s career in the real estate business was spent in commercial real estate development, leasing and tenant representation, and capital formation.

As a mortgage planner, Don has made the commitment to consistently increase his knowledge base of personal finance and strategies to help his clients better realize their possibilities. Specifically, learning how effective debt and liability management strategies will enhance financial security. "I enjoy helping clients to discover possibilities for themselves that they didn't even know existed." Don is a proud to be a member of the Certified Mortgage Planning Specialist (CMPS) Institute. CMPS is a training, certification and ongoing membership program for financial professionals who provide mortgage and real estate equity advice. The CMPS Institute was formed as a joint effort by leaders in the mortgage and financial planning industries to raise professional standards among mortgage professionals and integrate sound financial planning advice into the mortgage process. Recognized for its preeminence within the industry, the CMPS curriculum represents the core knowledge expected of residential mortgage advisors, regardless of the diversity of specializations within the industry. You can be assured that a mortgage professional with CMPS credentials has met rigorous, peer-developed and reviewed standards endorsed by a national professional body.

The CMPS curriculum incorporates the five essential CMPS skill sets related to integrating a client's mortgage, debt and home equity strategy into their overall financial plan: • Financial Market and Interest Rate Analysis • Cash Flow & Debt Analysis • Real Estate Equity Management • Real Estate Investment Planning • Mortgage & Real Estate Taxation Concepts With such a wide range of subjects to be mastered, the educational process doesn't end once the designation is earned. There is a strong commitment among CMPS Members to continuing education through conference calls, seminars and self-study.

Areas of Expertise

Real Estate Equity Management.

Real Estate Investment Planning with an emphasis in home finance.

Integrating clients' overall home loan into their overall financial plan.

Residential Home Loans

Renovation Home Loans

Credit Restoration and Regeneration

Helping clients strategically analyze options for moving up to new home utilizing "Move Up Assessment Tool".

Testimonials

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Disclaimer: ActiveRain Corp. does not necessarily endorse the real estate agents, loan officers and brokers listed on this site. These real estate profiles, blogs and blog entries are provided here as a courtesy to our visitors to help them make an informed decision when buying or selling a house. ActiveRain Corp. takes no responsibility for the content in these profiles, that are written by the members of this community.