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.
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!