There is nothing more emotionally gratifying than knowing you have gotten 1st 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 at the top of the Industry in understanding complex tax situations, self employed borrowers and their unique situations. Having closed over 6,400 mortgage loans; gives me a very deep experience level very few in my Industry have attained.
Having kept abreast of Realtor issues for 31 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.
I look forward to the opportunity to be of service to you..Please call me today.