I entered the mortgage industry in 1991 helping my referrals refinance and purchase homes.
In 2008, dramatic changes to the mortgage and real estate industry caused me to re-think things. The mortgage industry was very competitive, so I decided to specialize. This new opportunity allowed me to offer loan financing options to clients 62 and older.
Since 2008 I have been a Retirement Specialist with an expertise in helping baby boomers and retirees.
My business model had been transformed from transactional to advisor. While I don’t represent myself as a financial planner or attorney, I have taken the time to learn the finer points of retirement and estate planning. This helps my clients better understand how a Reverse Mortgage or Home Equity Conversion Mortgage (HECM) may work alongside their retirement or estate plans.
Even though this financing option has been around since 1984, it remains a mystery to many. It has required quite a bit of education in order to help clients understand how to separate myth from fact.
In an effort to dispel those myths, I made it my goal to educate my clients as well as my referral partners.
If you have questions after reading through my website, please contact me directly via email, phone or one of the contact forms.