Hello, and welcome!
People often underestimate the power of financial stability. If you don’t have it, you spend a lot of time worrying about it, instead of enjoying the retirement you dreamed of. Hence, the “why” in why I wanted to represent Reverse Mortgages. Serving the financial needs of seniors is something that I’m truly passionate about. More times than not, my clients become like family to me. I enjoy helping seniors and their families understand how a Reverse Mortgage can work for them in giving them options and peace of mind as they face increasing costs for healthcare, housing, and other needs at a time of reduced income.
Having been in the mortgage and banking industry for 25+ years, I pride myself on my attentiveness to clients, customer service, communication, educating my clients on the process and the various options available to them, and ensuring that my clients understand the documents they are signing in obtaining a Reverse Mortgage. You don’t know what you don’t know – until you know!
Seeing the smile on my clients’ faces after the loan has been funded and the worry starts to disappear, the peace of mind sets in because they can now enjoy retirement better! This is priceless and the reason I stay in the business!
As an active member of the community, I strive on getting the word out on how a Reverse Mortgage is a very important financial planning tool and discussing this with other trusted professionals; i.e. Attorneys, CPAs, Financial Advisors, Realtors, or individuals, discussing the “pros and cons” of a reverse mortgage. My hobbies are golf (high score wins) and kayaking, and I absolutely love hanging out with my teenage boys. Being a native Texan, with a few years in Colorado and Arizona, and presently living in Southern California, I rarely meet a stranger. I look forward to getting to know you and being of assistance in helping you gain a fuller, higher quality of life as you work on your retirement!
My service areas are California, Arizona, and Colorado. Call my cell at (951) 704-0876 today to learn more!
“However beautiful the strategy, you should occasionally look at the results.” – Winston Churchill