As a life-long math nerd, personal finance has always been a passion of mine. As a Mortgage Planner, I realized that I could make a major impact on people's overall financial wellness by guiding them through the mortgage process. Often, a person's home and mortgage are simultaneously their biggest asset and their biggest debt, so it's vitally important it's structured properly with their overall financial goals in mind.
I got my Finance degree from Florida State University, where I was also fortunate enough to meet my wife. After graduating, I began my career in personal banking, then into commercial real estate, and then into residential mortgage lending. I started mortgage banking in 2009 at a time when a lot of people were getting out of the industry due to much-needed regulations, so I luckily was never part of the crazy lending world that helped cause the housing crash in 2008. I have made it a goal to do my part in making sure people get the best financial advice on a home that would fit with their overall financial plan. In an industry filled with sales people I have always wanted to take a different, more consultative, approach.
I have now been fortunate enough to help over 2,000 families who appreciated that planning approach to mortgage lending and have allowed me to consistently be one of the top 1% of all mortgage professionals in the country. My goal is to continue that while doing my part to spread financial literacy, and to help people gain the financial independence they desire.
Licensed in AZ, CA, CO, DC, FL, GA, IL, MD, MI, NC, NJ, OR, PA, SC, TN, TX, VA, WA
I work with divorce professionals (attorneys, mediators, financial planners/analysts) and divorcing homeowners to identify potential challenges and opportunities related to real property and divorce mortgage planning
I'm heavily involved in this community through various Facebook groups and I try to incorporate many of the F.I.R.E. methods in my mortgage planning. I am also on the path to early financial independence by using a lot of the standard F.I.R.E. methods
Branch Manager / Senior Mortgage Planner
Certified Divorce Lending Professional®
NMLS# 181698
800 Westmere Ave Suite 300, Charlotte, NC 28208
Copyright © 2023 Adam Coleman NMLS 181698 - All Rights Reserved. 2023 Loan Pronto, Inc (NMLS 1661781). All information contained herein is for informational purposes only and, while every effort has been made to ensure accuracy, no guarantee is expressed or implied. Any programs shown do not demonstrate all options or pricing structures. Rates, terms, programs and underwriting policies subject to change without notice. This is not an offer to extend credit or a commitment to lend. All loans subject to underwriting approval. Some products may not be available in all states and restrictions apply. Equal Housing Opportunity. Licensing Information
I am not a financial advisor, portfolio manager, accountant, or lawyer. This is not financial advice, investing advice, tax advice, or legal advice. The information is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Nothing herein shall be used as a substitute for the advice of a competent financial planner, tax expert, or attorney.
DISCLAIMER - FOR NEW JERSEY PURPOSES, WE ARE NOT A LENDER AND CANNOT GUARANTEE THESE INTEREST RATES.