Licensed in CA
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
This easy-to-follow First Time Homebuyer Checklist includes important information and worksheets to prepare you for buying your first home.Download Now
There are many mortgage loans to choose from, so it’s important to choose one that fits your circumstances. This quiz can help you decide between various loan options.Download Now
We mapped out the home loan process to provide you with the knowledge you need to navigate this exciting journey.Download Now
This guide covers the most common financial questions asked when buying a home and is often needed to be financially ready. You may be ready to buy a home sooner than you think.Download Now
Download our Tipsheet and you can steer clear of the most common hurdles along your path to homeownership.Download Now
In this guide, learn if you qualify for a government home loan for benefits that often include attractive interest rates, low down payment options and more lenient qualifying guidelines.Download Now