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Mortgage Planning

specializing in purchase and refinance transactions


I have more than 20 years of experience in residential  mortgage banking.  I work with buyers to help them find the best product fit, educate them on the mortgage process, help them obtain a full pre-approval to assist them and their realtor in the home shopping process.  In addition to working with home owners I also work closely with attorney's, financial planners and CPA's to assist their clients with varying refinance needs.

I started in the mortgage industry straight out of college and I never looked back.  I have held many roles over the years giving me a well rounded back ground and vast knowledge of how this business works.  I am lucky enough to be part of the process of getting a client into a new home, guiding them through picking the right product or assisting with refinancing their current mortgage for a multitude of reasons.  The mortgage process can be overwhelming and/or confusing to most.  It is my hope to take the worry away and provide transparency while cultivating what will be an ongoing relationship. I am thankful every day for the opportunity to be of service and to connect people with their dreams.

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