I help people of all ages and from all walks of life obtain Forward and Reverse Mortgage Financing that meets their needs. Owning real estate is traditionally the best way for the average person to generate wealth. My job is to help guide clients on this journey to wealth creation. I advise them every step of the way, from the purchase of their first home, to the purchase of an investment property or 2nd home. I look for opportunities to refinance and lower their interest rate or access their equity for investment.
I also work with seniors to preserve their Retirement Portfolio by implementing a Coordinated Withdrawal Strategy which has been shown to reduce the risk of portfolio exhaustion up to 7x while increasing portfolio returns up to 2x (as published in a recent article in the Journal of Financial Planning).
Mortgage financing is just one aspect of people’s financial lives. To serve my clients better, I network with Financial Planners, CPAs, Attorneys, Insurance Brokers, and Real Estate Agents. Working together we can have a synergistic effect.
I pride myself on providing my clients with the best mortgage experience possible. I am committed to constantly perfecting my craft. I have a passion for helping people & I care deeply about the success of my clients and business partners. I take good care of the people I work with and create lasting relationships. If you are a likeminded professional, I would love to connect with you.
* Purchase and Refinance Expert
* Reverse Mortgage Specialist
* Skilled at working with Self-Employed Borrowers
* Skilled at working with Investors
* Skilled at working with First Time Buyers.
On a personal level, I am passionate about riding horses, working out, eating well, taking my vitamins & feeling good! I am grateful for the many blessings I have been given & carry this attitude of gratitude with me in all I do. I am actively engaged in the Cause of Helping our Native American Brothers and Sisters thru a non-profit organization on the Cheyenne River Indian Reservation called The Wolves Den Boxing Club. I long for a day when all the people of the world will treat each other with Love and Compassion and live in harmony with our environment so we can leave behind a better world for the Generations to come.