Sharla Jolley Ellis is a well-known and deservedly well-respected mortgage professional with a contagious enthusiasm and optimistic outlook toward business and life. Sharla has been in the mortgage industry for 30 years and throughout her career, she has earned numerous awards and accolades and continually places in the top 1% of the industry for volume production. Sharla has always been driven – in the most positive sense, and her business model is dedicated to building relationships and helping her clients successfully build wealth through real estate. Along with her impressive production numbers, Sharla also receives top customer service rankings via client surveys. Sharla is a native of Utah. She is passionately devoted to her family; they love spending time together. In her spare time, Sharla loves creative activities such as writing, playing the piano and baking (she’s a master at her specialty recipe for jumbo chocolate chip cookies!).

When you can’t find the sunshine, be the sunshine.

Rick Ward is a proud United States Army veteran, spending most of his military career overseas. Rick has spent the last 29 years developing world class customer service, management, and consulting skills. Rick and his team conduct their mortgage business under a 4-H philosophy that includes being Hungry, Humble, Honest, and Happy. With this foundation, Rick continues to grow his healthy referral-based business, keeping him sharp and on his toes to deliver beyond every customer’s expectations. This dedication has earned him top producing honors every year since 2014, ranking in the top 1% in the country.

You can have everything you want in life, if you will just help other people get what they want. Just help others.

Dino Katsiametis has close to 25 years of experience and is an expert practitioner in the mortgage, banking and real estate industries. He has a passion for serving clients with a financial planning/ relational approach instead of a “one-time transaction” mindset. Because of this, Dino is truly considered a trusted advisor by his clients, realtors and other financial professionals he works with.

Integrity, attentiveness, availability, insightfulness and strategic thinking are some of the words that clients use to describe Dino, but the proof is in his execution and delivery. When it comes to performing without compromise, timely execution and getting what you were promised with personalized service, Dino Katsiametis and California Coastal Loans are your ONLY choice.

He is a devoted husband and father of four beautiful children. He attributes all the good things he has in life to his faith in God and his family.

“As iron sharpens iron, so one person sharpens another.” Proverbs 27:17

Dan Ancheta is the President of Sequence Mortgage powered by American Financial Network with locations in Petaluma, CA & Santa Rosa, CA. Dan is an experienced lender, business coach, and community leader. He has been a featured speaker at Todd Duncan's High Trust Sales Mastery Event (2019 and 2022) the premier mortgage industry conference as well as multiple mortgage related podcasts. 

Dan is the host of Buy the Bay - a weekly podcast telling stories about the San Francisco Bay Area's real estate market. He is also the owner of Lend an Ear Media, LLC which owns the 707 Media, a growing podcast network.

Dan attended Sonoma State University, graduating with a degree in Business Administration in 2007 and MBA in 2015. 

Dan is a Past President of the Petaluma Area Chamber of Commerce Board of Directors. He was honored by the North Bay Business Journal as a member of the Top Forty Under 40 Class of 2014. Dan lives in Petaluma with his wife Megan and their three amazing children.

Phil Treadwell is a Certified Mortgage Advisor & the DFW Market Leader at Thrive Mortgage. He has 18 years of experience as a top-producing mortgage professional and is the Host of the Mortgage Marketing Expert podcast. Phil has been recognized nationally multiple times as one the “40 Most Influential” & “40 Most Connected” mortgage professionals by NMP Magazine & one of the “Top 20 Mortgage Professionals” by Yahoo! Finance.

Wally Elibiary is a leader in the mortgage industry, a presence in the coaching industry, and a huge proponent of creating scalable business with a work-life balance. After being in this industry for 23+ years, he has been through nearly everything. He has worked with some of the greatest loan officers to learn from and teach the most successful methods in his time.

My questions are piercing. My answers are motivating. My presence is commanding. My success is untouchable.

John Israel is founder and Chief Gratitude officer of Mr. Thank You, a consulting firm focused on client and employee retention. John is one of the most sought after speakers and trainers who teaches real estate professionals how to Become Irreplaceable by creating thriving profitable relationships both inside and outside their organization.

In 2016, John started a personal social experiment around “human connection” that became a world-wide movement, a book, and TEDx talk titled: The Mr. Thank You Project. John’s Mr. Thank You story has been featured on ABC News, Fox News, Good Morning America, and his clients include global brands such as: Square, Sales Force and many others.

John’s goal is to Re-humanize the workplace and marketplace by teaching people how to express authentic gratitude, respect, and appreciation. He lives in Plano Tx with his wife, four children and loyal Chihuahua.

Mastering the Art of Human Connection

I started in the Mortgage Business in 2014 at 19 years old (I am 27 years old now). Over the last 8 years I have developed a passion for helping families with achieving home ownership and working with my trusted referral partners to help them achieve their business and personal life goals. I quickly realized by the helps of others that I don’t need to be everything to everybody, but to be everything to a select few. I take a different approach than most in our business by using a mortgage planning approach (not transactional) and helping every client understand their own personal financial fingerprint to obtain the best mortgage product for their short and long term goals.

By taking this approach, I have made it a focus to meet with my client’s CPAs and Financial Advisors or refer to my trusted CPA/FA partners to help my clients play offense with their wealth building while I play defense with their liability management.

“People don’t care how much you know until they know how much you care.” – Theodore Roosevelt

Kerry has spent the last 20 years serving families. In 2022 he has clocked up 20 years in the Australian Mortgage Broking Industry and has built up a wealth of experience and industry knowledge. Kerry is now focused on serving his wider community by giving back to his industry and aims to make it a better place for the next generation of mortgage brokers.

Age isn’t how old you are but how old you feel

Jennifer Buckholz joined the lending industry nearly 21 years ago – spending the last 19 years with CMG Financial. Over the past two decades, Jennifer’s unbounded success has taken her to several respectable heights. In 2016, she became a top-producing mortgage lender in CMG’s Western Division. She has continued to earn this recognition in every consecutive year through 2021, as well as a Top 1% Mortgage Originator in America. She has been named a Scotsman Guide Top Originator and Top Woman Originator for many consecutive years as well. Scotsman Guide also named her the #4 Top HELOC Originator in mortgage volume, a title which she earned largely due to her professional relationships with financial advisors, Realtors, and referral partners nationwide.

The success of Jennifer’s business is built upon her dedication to incomparable customer service for her clients. Her personal approach to lending combined with CMG Financial’ s leading position in the marketplace have helped her serve thousands of happy homeowners and buyers. “I feel that each client’s goals need to be factored into the mortgage product that they are placed into. Every client has different financial goals and mortgages are not a one-size-fits-all process,” says Buckholz. “I believe it’s important to listen to the borrower and take those goals into consideration when placing them into a mortgage.”

Brad Hacker is a Senior Mortgage Planner in Lexington KY. He has worked in the mortgage industry for 19 years and has been recognized for being in the Top 1% of Mortgage Originators in Mortgage Executive Magazine in 2019, 2020 & 2021. His primary focus is helping his customers make a smart financial decision when they buy, sell or refinance real estate. Brad also works with various Realtors and Real Estate offices to help them continue to gain knowledge on how to better serve and educate their customers to build clients for life.

“To know and not to do is the same as to not know.”

With over 20 years of experience in the mortgage industry, I bring a wealth of knowledge, experience and leadership to the mortgage industry, I recognize the importance of offering loans that meet the needs of today’s families and first time home buyers. I am 100% committed to my clients’ success and dedicated to making the mortgage process as simple and stress-free as possible.

Strive not to be a success, but rather to be of value.

I believe in helping my customers achieve debt free home ownership in an efficient manner with clear communication throughout the entire process. Every loan is important and deserves to close on time. My commitment to you is honesty, reliability, and accountability.

Tim is SVP of Loan Officer Development to further Churchill’s goals of engaging employees with its meaningful workplace culture and building a world-class production team.

Tim continues to develop his own individual book of origination business, as well as work with the national sales team to design strategies that fuel production across 46 states. His over 20 years of experience serves as a valuable asset as the Churchill team continues to guide thousands of families onto a smarter path of home ownership, equipping borrowers for a brighter future.

When my team and I meet most of our customers for the first time, many of them think that we are simply in the business of providing mortgages. We see things a little differently.

We consider ourselves to be in the business of adding value to the lives of our customers. My goal is to demonstrate this to you by providing a high level of attention and service throughout the loan process.

I am a Native Oklahoman and Citizen of the Muskogee-Creek Nation. I was born with a fraternal twin named Starr Hardridge, who is a renowned Native American Artist. I am also proud to have served a successful tour in the United States Marine Corps. When I am not following my passion of creating excellence in my profession, I am spending time with my wife, Vannessa, and three children, Caden, Bella and Caley.

From professional basketball player to the (probably) world’s tallest social media guru, Adam Constantine has been a creative pioneer in many industries. This led to the launch of ACE Creatives, a social media and full-scale production agency. With clients from MrBeast to Interstate Batteries and various other verticals, his goal for each is to effectively position them in front of their audience to maximize ROI and understanding. He’s been on the national speaking circuit for several years, teaching the importance of a personal brand, as well as hosting workshops on how to build a dynamic social media presence. Serving as both an event MC and social media thought leader, his unique skill set of simultaneously entertaining while educating a crowd is rivaled only by his 6’8″ frame, impressive beard growth and ever-growing collection of shoes.

Leave them needing you more than you need them. – Edward Constantine (Father)

Alec Hanson is a contemporary leader within the Mortgage Industry. Constantly striving to improve, he began his career in origination in 2004 funding over $85M and was named Rookie of the Year by Scotsman’s Guide. Every subsequent year, Hanson landed on Scotsman’s Top 200 Originator list finishing his best year at $185M. From there, Hanson began coaching and growing a successful branch network in Orange County with his peak year in 2010 funding over $1B at the branch level. Hanson has received Housing Wire’s Rising Star award both in 2017 and 2019 and currently serves as Senior Vice President of Production for loanDepot for the Pacific Southwest Division, overseeing approximately $4B in annual production. A dynamic coach and thought leader, Hanson believes in leading and coaching within the trenches of the mortgage business. He is the author of loanDepot’s Modern Lending Playbook: a strategic and tactical tool designed to equip, train, and evolve the traditional mortgage professional’s skill sets into the modern era. Alec is also the author of “Bypassed: A Modern Guide for Local Mortgage Pros Left Behind by the Digital Customer,” which details a systemic approach to help Mortgage Professionals succeed in the digital world. Alec is married to his beautiful wife of 16 years, Erica, and is the proud dad of Phoenix (10 years old) and Scarlett (8 years old).

Leading a team allows brothers Joe and John Manglardi to take courageous steps forward, strategic steps back, listen to those who influence their business and become better every day.

Joe, now senior vice president of mortgage lending at Cross Country Mortgage, changed companies for the first time in his eight-year career to partner with his brother, John, who established a successful team there in 2019. “We are developing an extraordinary team of talented professionals as we work to expand our name and legacy,” says Joe, who ranked in Scotsman Guide’s top 1% of mortgage lenders in 2019 and 2020 and made CrossCountry’s platinum all-star team (Top 100). John made Scotsman’s 2021 list of top lenders in the nation and grew his production from $25 million annually to almost $50 million in 2020. He is currently developing and recruiting a team now projected to close more than $100 million in production in 2021.

Extremely focused on the success of each client, the Manglardis educate them up front about the mortgage process, from a pre-application consultation, to an application and loan-structure review, all the way through the end of the homebuying journey. “Our main goal is to teach clients rather than just sell them,” John says. “They feel 100% informed and truly understand both their financing terms and the process itself.”

The Manglardi’s father owned a successful mortgage company, but they never planned to follow his lead. Before they entered the mortgage business, Joe worked in aeronautics, and John was a talent agent/manager and concert producer. Dissatisfied with their careers, however, they remembered their amazing childhoods, made possible by their dad’s career in lending, and decided to go for it. “Of course, we close loans, and it’s a priority to do so on-time,” they say. “But we try to stand out by offering top-tier customer service and open and honest communication throughout each transaction.”

I am a Certified Sr Mortgage Advisor on Team Hubbard in Albany OR. I have been on this amazing team for 4 years now and I love each and every one of them unconditionally. When I am not helping families finance their dreams, I am busy with my own family. I have 3 amazing children who keep me busy with sports and activities. I also have 2 rescue pups who are basically children as well. In my free time I love playing and coaching volleyball. I also love everything summer, give me the sunshine and I am a happy camper!

“Be the change you with to see in the world” -Mahatma Gandhi

I am a Certified Mortgage Advisor and have been in this industry with PacRes Mortgage for 6 years. I graduated from Oregon State University with a Bachelor of Science in Managerial Economics. While attending OSU, I was on the Cheerleading & Dance Team while also putting myself through school. These experiences taught me an immense appreciation for hard work, commitment, customer service and excellence. I understand the power of a team and am honored to have gotten my start and mentorship in the industry underneath Melissa Stashin, Founder/President of PacRes Mortgage. Throughout my time at PacRes, my drive for excellence and being part of an elite team continued to grow which led me to the incredible Kristina Hubbard, Branch Manager/Sr. Mortgage Advisor in Albany, OR. I fundamentally believe in the power of hope, joy and opportunity. I also believe that my job as your Mortgage Advisor for Life is to show you how you can receive that same hope, joy and opportunity through the acquisition of real estate. I believe in approving your dreams, daily! Outside of work, I enjoy spending time with my family and friends, soaking in the sunshine, traveling and being involved with my church. Cooking, making our house into a home, golfing and spending time with my soon-to-be husband is the cherry on top of my beautiful life. Also, I’ll never pass up a spa day! I feel incredibly blessed to live and work in Oregon.

“See, I am doing a new thing! Now it springs up, do you not perceive it? I am making a way in the wilderness and streams in the wasteland.” – Isaiah 43:19″

Prior to working in the real estate and mortgage industry, Marc spent the first 7 years of his career as a mechanical engineer designing automation equipment in the coil winding and diaper industries. During his time as an engineer, he developed a passion for real estate and built a small portfolio of rentals as a side hustle. Marc married his realtor, Meagan, and was fortunate enough to join the Shannon Rollings Real Estate team as their operations manager.

In 2019, the real estate broker opened Motto Mortgage Simplified and Marc was part of the team that launched the business and created connection between the real estate broker and the mortgage broker. His engineering background helped solve problems and develop systems to grow and scale quickly from a one LO office to a team of 10.

Marc lives in North Augusta, South Carolina and is married to his beautiful wife Meagan. Together they have a two year old son Matthew and they enjoy classic cars, live music, and spending time with family.

“Look at the birds of the air; they do not sow or reap or store away in barns, and yet your heavenly Father feeds them. Are you not much more valuable than they?” Matthew 6:26

Starting from when I entered the mortgage industry in 1995, my way of serving clients has never changed: whether a first time home buyer or seasoned real estate investor, every client gets my full attention on every detail of their transaction from start through closing. I believe in intentional relationships and open communication so that when we are done, my client walks away knowing they are a client for life. I strive to help every client create generational wealth through the power of Real Estate. As an investor myself, I can help them navigate the incredible opportunities that are in our market. I’ve seen firsthand how Real Estate has impacted my life and I’m passionate about teaching others to do the same.

I am proud to be the Branch Manager and one of the Senior Mortgage Advisors for the Albany location of Pac Res Mortgage. Pac Res is a company you can feel good doing business with. We are recognized throughout the Northwest for our outstanding 5 star service!

I’m married to a gorgeous man that served his country for many years. His love for our country and for veterans has become my passion as well. My husband Christopher and I along with our two children love to explore the Northwest mountains and coast whenever possible. Sunriver is a favorite local getaway while Hawaii and Mexico are favorites for a long-distance adventure. Team Hubbard loves to be involved with our incredible community and we lend our support in any way we can. My desire by engaging in these activities is to help instill joy in people’s lives, a desire also carried over to my profession.

“What ever you must do today, do it with the confidence of a four year old in a Batman cape!”

Through his twelve years of industry experience, John has built a nationally recognized financial planning practice predicated on helping business owners, entrepreneurs, and executives protect, grow, and manage their wealth.

Through his work, John has been named the Atlanta Advisor of the Year by the National Association of Insurance and Financial Professionals, has twice been recognized as a national Top-20 Advisor by Northwestern Mutual, as well as “Top of the Table” by the international life insurance association: Million Dollar Round Table.

John’s practice, RockWealth Advisors, serves clients across the country with net worth levels of “rising affluent” to families with multigenerational wealth.

John lives in Suwanee, Georgia with his wife of fourteen years, Carrie, and their three children.

Tania Murray is a mortgage industry veteran who devotes herself to helping individuals and families establish the dream of homeownership. In 2015, she joined New American Funding where she serves as the Southwest Regional Manager for five offices across Texas and New Mexico, all of which log $300 million in production a year. Tania is the #1 producer (by unit and volume) in El Paso, Texas where she had her most recent record high in 2020 at $90 million, a total production that doubles that of the contender in the #2 spot. She is a preferred builder for El Paso’s Top 10 Builders, ranks in the top tier of the Top 250 Mortgage Loan Officer list by NAHREP, and is in the 1% of the nation’s top -producing mortgage originators according to Scotsman Guide. Throughout her impressive her career, Tania has founded her own mortgage company, held a Vice President position at First National Bank of Fabens, and worked in leadership roles at several mortgage lending companies.

Tania is actively involved at her church and local organizations such as the El Paso Hispanic Chamber of Commerce, Greater El Paso Association of REALTORS (GEPAR), and the Women’s Council of Realtors. Tania is a devoted wife and loving mother to two young women.

“My yeses are yeses and my nos are nos”

Bill Bodnar is Chief Revenue Officer of Tabrasa and Chief Market Analyst for their Mortgage Market Guide product.

A lifelong student of the financial markets, his extensive fundamental and technical analysis skills have been helping thousands of mortgage loan originators and realtors for over two decades.

He is also a partner in The Bourbon Room an 80’s themed nightclub in Los Angeles.

DAVE SAVAGE, the Chief Innovation Officer of Mortgage Coach and Sales Boomerang is an innovator and change agent known for how he turns mortgage advice into a competitive advantage for lenders and loan officers and a valuable for consumers and borrowers. Dave has been leveraging YouTube, Facebook and LinkedIn as a sales training platform for over 15 years and has recorded over 1,000 interviews with top loan officers and industry leaders, making the Mortgage Coach YouTube channel Netflix for loan officeres. Through his lifelong passion as an entrepreneur, Dave also achieved this goal with SmartReply, a company he co-founded in 2000, which was one of the first three US companies to ever win a Mobile Marketing Award in 2005.

Lorrie is a mortgage professional and business owner. While finding strategic financial solutions for her customers, she thrives on building raving fans. Building trust is a daily commitment and she is enthusiastic about growing personally and learning new skills. She values genuine human connections and loves helping her partners build their success stories. She is a big believer in finding problems to solve and loves listening to podcasts and reading educational books. Two of her favorite books are the Marketing Rebellion, by Mark Schaefer and The Compound Effect, by Darren Hardy. Her favorite podcast is Todd Duncan.

Built. Not bought. Earned. Not Given. Hustled. Not handled. Rare. Not Average – Warren Buffet

Derek Goulette (The Loan Whisperer), Manager with Finance of America has been in the mortgage industry for over 20 years. He built a brilliant business model that has ensured growth and allowed his team to navigate with success, the stressors, and strains of difficult markets. He views a down market as “an opportunity to grow like never before”.

He has been honored to personally serve hundreds of families with responsible and affordable home financing.

Strategic planning, a heart to keep learning and teaching, along with strong execution has made Derek stand out as a notable Savant amongst his peers. Derek attributes his success to his faith, learning from his mentor and father Robert Goulette and the never-ending strength and support of his gorgeous wife Lauren Goulette. Faith and Family, the two pillars of his success.

A successful man is one who can lay a firm foundation with the bricks others have thrown at him – David Brinkley

Mike was introduced to the mortgage industry in 2003 and since then has been blessed with immense success at every step. He attributes this to incredible mentors, unparalleled communication, processes and systems that work, and of course lots of hard work.

Throughout his career Mike has risen into the top 10 loan officers at every single destination. Beginning in 2019 he ranked in the top 0.5% of loan originators in Scotsman Guide’s national rankings. In his first three years at Movement Mortgage Mike and his team have helped over 1200 families for more than $350M in sales volume.

Mike has called Boise, Idaho home the last 14 years. He’s been married to his amazing wife April for the last 6 years. Life revolves around their two dogs Murphy and Gus. When not watching nieces and nephews at various sporting events they are planning their next trip with friends and family.

You miss 100% of the shots you don’t take

Trevor Hammond has become a leader and coach to many in the mortgage industry. Starting his mortgage career in 1998, Trevor quickly grew to be a top originator helping thousands of families finance their homes. Along the way, he discovered his passion for fiscal literacy and has been on a mission ever since to increase fiscal literacy for homeowners and provide them the education, tools, and direction to build wealth and security.

Fast forward to today, Trevor dedicates his time to helping Mortgage Originators move from ‘doing loans’ to building a true mortgage practice that can provide a more consistent, predictable income as well as give them back their life!

As an Area Manager for NEO Home Loans, and a Certified Coach for Todd Duncan Coaching, Trevor coaches Branch Managers and Mortgage Advisors across the country to ask better questions, solve bigger problems, and transform their business into something more meaningful that they may never want to retire from.

Outside of work, Trevor rejuvenates by travelling, camping, exercising, and spending time with his wife, Monet, and two children, Makena and Kyle in Portland, Oregon.