I have over twenty years of experience in the financial services industry. As a Financial Advisor and Investment Specialist I managed all aspects of my client’s needs from mortgages and lines of credit, to estate and retirement planning. I have completed my Certified Financial Planner designation. As a lifelong learner I plan to continue to complete designations to add to my portfolio.
As a result of recent changes to lender guidelines due to federal requirements, it’s become more challenging for even the most credit worthy clients to get approved. Having access to over 200 lenders, I will help my clients make informed decision to get the financing they need.
I am looking forward to meeting with you and discussing how we can meet not only your mortgage goals, but get you on your way to financial security.