As a Certified Divorce Lending Professional, (CDLP™), I focus my practice on helping divorcing homeowners make a more informed decision regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and the real property.
I act as a trusted advisor for divorce, estate planning & bankruptcy attorneys as well as CPAs, financial planners, traditional mortgage brokers & probate & professional fiduciaries about reverse mortgages. I help you separate fact from fiction and Reverse Your Thinking ® about reverse mortgages!
MY PHILOSOPHY: I maintain a holistic collaborative approach to the reverse financial planning process that includes educating advisors and keeping them current on financial strategies to help protect the quality of their client's lives. I believe that the key to a successful long-term retirement plan is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. I collaborate with clients and advisors on the topics of budgeting, debt reduction, wealth creation, and asset protection. The three watch-words of my practice are: collaborate, educate, problem-solve. Personally, my passions are scuba, travel, philanthropy & family. I believe in making a list of what you love to do & working to design your world around it. I enjoy spending time with my son in Boy Scouts of America & going to the theatre, museums, watching films, and spending time with family & friends.
WHO WE WORK WITH: We work closely with homeowners of any age via their trusted advisors & their families to custom design a program that will solve problems effectively and economically. Because we are a brokerage, we represent eleven different reverse products companies & fifteen different products, including a student loan alternative. We are able to handle credit and income issues that frequently derail applications on reverse loans & lines of credit up to $6mil. Our purpose is to educate, problem solve and collaborate with allied professionals & their clients to help find solutions to financial issues proactively & creatively
- CDLP/ Certified Divorce Lending Professional
- AFC/Accredited Financial Counselor
- CAPS/Certification Aging in Place Designation
- MBA 36 yrs Experience in Financial Services
Free Consultation Calls
When you need to count on expertise, we're here to help. Reverse Your Thinking® Mortgage offers free consultation calls to clients. Let us be your first call, with no obligation. 310-447-5266
Call to learn more:
DRE #001999021 | NMLS #1125159
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NMLS ID: 1125159
Licensed in the following states: