Experience Equals Positive Results Since 1986 I have provided mortgage planning to thousands of clients and business partners. Nearly all were referrals from other satisfied clients, business partners, or both.
Shortly after I began my mortgage career at a small Savings & Loan in 1986, it was clear even then how the relationship between effective mortgage and debt management could enhance the availability of a borrower's funds for investment and their goal for long-term wealth creation. Mortgage planning and debt management are the not-so-often considered other half of financial planning. In support of this approach and to bring a real value-added experience that benefits my clients, I also invested in my professional development in earning a Master's degree in Business Administration and obtained a Certified Mortgage Planning Specialist designation, a rigorous program that combines in-depth mortgage strategies, debt analysis and management techniques with financial planning. These academic pursuits along with an ongoing commitment to continuing mortgage industry education enable me to bring useful information and high-quality service to my clients not typically found elsewhere in the mortgage industry. My objective is to create a genuine "client-for-life" relationship that helps build a lasting foundation for each of my client's long-term financial security.