From Me

There is nothing more emotionally gratifying than knowing you have gotten 1 st time home buyers off to the best start possible with a customized loan program, financial educational tools to start off their journey towards building their success in life.  Having an accounting background puts me in a unique position in being able to understand complex tax situations, especially self employed borrowers with multiple companies.  Having closed over 7,000 mortgage loans; gives me a very deep experience level very few in my Industry have attained.  Having kept abreast of Realtor issues for 33 years as well through licensing also gives me a unique perspective and empathy to what agents have to go through on a sales transaction... I take great pride in getting a prequalification to stay loyal to the agent that first referred them to me even if it is 3 years later.  It takes long time experience, empathy and knowledge to attain a long range financial strategy for clients whether it be through my backgrounds or my ability to work with a client's team of financial professionals to include Wealth Managers, CPAS, Insurance, Financial and Estate planners.