Meet Our Team

I have worked in investments and wealth management for over a decade. During COVID, I shifted from being in an investment advisor capacity to a different and more independent role as a wholesale mortgage broker.

I have taken my passion for relationship management and navigating the financial markets to the niche mortgage industry. This new position has been life changing in the best way. I have been able to implement my own process and choose which lenders to work with. I regularly work with about 10 different lenders. They all offer different loan products, processes, and rates- which allows me to truly shop with my clients’ unique needs/interests at the forefront. I love working with my clients and am genuinely interested in making their lives better and reducing stress. I enjoy getting to know them and learning what is important to them.

I love being creative and relying on my experience and resources to identify and present solutions they can be excited about.