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
