My Profile | Network In Action
  • Basic Information

  • Company
    FAM - Roseville CA
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    To help my clients create/accumulate wealth through owning/investing in real estate.
  • About me
    I have worked in financial services since 1997, getting my start as a stock broker, and specialized in retirement planning. In 2005 I moved into residential mortgage lending, and in 2015 began originating reverse mortgages, which allows me to tap into my retirement background.
  • Profession
    Reverse Mortgage lending
  • Title
    Reverse Mortgage Originator
  • Hobbies and interest
    Water skiing, hiking, visiting with family, making lemoncello!
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    A borrower who has a genuine interest in learning the pros and cons about how a reverse mortgage could impact their livelihood.
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    I will give a lender credit to pay for appraisal fees for any funded reverse mortgage loans.
  • LinkedIn Profile
  • Education

  • College / University
    Cal Poly Humboldt
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    1. Do you have any financial concerns? 2. Are you concerned about outliving your liquid funds? Have you considered using your equity as part of your retirement plan?
  • Describe How You Would Like To Be Introduced Via Email
    I don't need any special intro, just as someone who can help enlighten their referral about how a reverse mortgage could work for them!