How I can help you

This is from my LinkedIn profile and I hope it gives you a decent understanding of how I help my own clients. I leverage my professional experiences to help my SCORE clients.

I'm a multi-disciplinary financial professional and I wrap my practice around the Tax Return Preparation and Mortgage Processes. The family home is usually the largest asset and biggest liability for my clients and as such it must be a cornerstone in the family wealth plan. For over 20 years, I've built relationships with trust and transparency by offering great service and products from the industry's leading providers.

It's for this reason that I am dually employed with multiple licenses and leverage my educational background in Real Estate Finance and Land Use Economics to better support my client's needs. I utilize a collaborative approach and call my method 'Wealth Transformation with Team Counsel'. With the support and cooperation of my allied professionals, we are able to create meaningful improvements that make lasting impact in the long-term financial viability for our shared clientele. Working together, the Financial Advisor, Estate Planning Attorney, Tax Professional, Mortgage Loan Officer, Insurance Agent and Realtor can deliver better-than-average results.

Whether you're buying, selling, refinancing, or building your dream home, you have a lot riding on your loan specialist. Since market conditions and mortgage programs change frequently, you need to make sure you're dealing with a top professional who is able to give you quick and accurate financial advice. Having been active in the Mortgage industry since April of 2001, I have the professional expertise, personal experience in the marketplace and technical knowledge you need to explore the many financing options available.

Ensuring that you make the right choice for you and your family is my ultimate goal. And I am committed to providing my customers with mortgage services that exceed their expectations. I hope you'll browse my website, check out the different loan programs I have available, use my decision-making tools and calculators, and apply for a loan in just four easy steps with the short form Application. Thx!

Areas of Expertise

  • Business Strategy & Planning
  • Government & Regulations
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience

  • Banking, Finance & Insurance
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations


Bachelors - BGSGA: Real Estate Finance & Land Use Economics

Applied Science - Paralegal Studies

Post-Graduate Professional Designations:  CMFC, PFA, CSA

Insurance License:  #AG216945  NPN #5325595 Life, Health, Sickness, Accident & Disability;  Pre-Paid Legal, Travel, Credit

IRS Tax Preparer License:  2020 PTIN #01839817  AFSP-Certified

Mortgage Originator's License:  NMLS


Communication Methods

  • In Person
  • Phone