A friend, family member, coworker, Real Estate professional, CPA or CFP has most likely referred you to me. They know that my team and I will help you achieve your greatest goals.

You should learn and use the secrets of some of the wealthiest people in the world. You don't need to be wealthy to become wealthy.  That is my specialty, helping you understand how to create and keep wealth without spending extra money per month.

Here is a bit about me.  I currently am a Mortgage Planner for 1st American Trust.  I have worked for a family run accounting and financial planning firm prior to working with 1st American Trust.  I pride myself on taking the time to evaluate all aspects of the financial picture, and make recommendations that will help you and your family secure financial independence.  I help to educate clients on how a mortgage can save you thousands of dollars at tax time and why a mortgage is an invaluable tool. 

Unlike my competition, my business model is designed to take my clients' entire financial picture into account when recommending a mortgage plan for them. This includes critical planning for retirement, college expenses, childcare expenses, home improvements, tax benefits, investments, and many other elements of your personal financial picture. Aside from providing a smooth and hassle-free mortgage transaction, my main goal is to help each of my clients create, keep, and enjoy wealth, while maintaining the greatest measure of security and confidence.  I will do this for you.

  I look forward to assisting you and your family, reach once unimaginable goals.