Financial Advisor Partnerships

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Taking care of your client is my #1 priority.  As a certified mortgage planner with a passion for personal finance, I take a more consultative approach similar to your approach as a financial planner

Even if I didn't work on their loan, your clients can enroll in my Mortgage Under Management program so that they get those same free resources I provide to all my clients

I'm always available to answer mortgage-related questions you might have.  I'm also here to provide ongoing resources to help you with any home buying or refinance conversations had with your clients

I always need a network of trusted advisors that I can send my clients to when they need help beyond what I can provide.

I provide free webinars through the Divorce Lending Association that are eligible for Continuing Education (CE) credits for CFP® and CDFA® professionals (along with attorney CLEs).

I am a Certified Divorce Lending Professional®, so I work hand-in-hand with the divorce team (attorneys, mediators, financial planners) to help divorcing home owners better understand their options related to keeping the marital home and/or qualifying for a new home.