Licensed in CA
Loan Advisor • Capitola Branch • NMLS# 765098
There are many ways to happiness. I believe that Financial Health and Home Ownership are two major tenants of happiness.
I leverage relationships with Realtors, CPAs, Financial Advisors, Bankers and Attorneys to find solutions for my clients.
I connect with my clients through active listening, being proactive and communicating with all involved parties throughout all stages of a transaction.
Whether a home purchase, a refinance or a commercial real estate investment I utilize my 20 year financial services experience to help get my clients lay the foundation to happiness.
Branch Address: 1777 N. California Blvd Suite 100
Walnut Creek, CA 94596