I am very fortunate to have built up a supportive group of referral partners during my 18 years in the reverse mortgage industry. Relying on a network of Certified Financial Planners, Professional Fiduciaries, Estate Planning Attorneys, CPAs and In-Home Health Care professionals has offered me the benefit of becoming a trusted advisor for their clients financial retirement needs.
With this honor comes a great responsibility to treat all of my clients as if they were a personal friend or close relative. Luckily I posess a "head for numbers" along with a "heart for people". I travel throughout the Greater San Francisco Bay Area in order to help educate professionals and clients alike. Please consider me as a potential resource for your financial retirement needs in order to continue living in the home that you love and maintaining the ability to "Age in Place".