Home Equity Retirement Officer

Compassion developed through years of working with first time reverse mortgage seekers. Ethical influence that comes from customer’s values. That’s what produces long lasting satisfaction. The stories about reverse mortgages used to be true, but they were mostly because of the provider (the loan officer or broker) not the product. You should work with a broker who knows how to determine if a reverse mortgage is a long term solution, and who makes sure you have an exit plan. By starting with a client’s goals and values, I work back into which HECM or proprietary programs best match a client’s needs. Whether creating cash-flow for retirement; providing the funds for upgrades, maintenance or repairs; trying to save a home from foreclosure; create a line-of-credit, protect an investment portfolio from depletion during a bear market, or accessing cash to settle a probate dispute, it’s important to identify goals and values to discover the best program within the Home Equity Conversion Mortgage marketplace for a clients needs.

Besides originating reverse mortgages, I am a highly experienced speaker and moderator with well received and highly acclaimed presentations to the public, financial planners, retirement researchers, wealth managers, Certified Public Accounts, Realtors, and Attorneys specializing in Estate Planning, Elder Law, Probate Litigation, Real Estate, and Family Law. Contact me today to schedule an individual meeting, or arrange a presentation to your social, professional, or special interest group.

I have served, or am serving in, leadership positions with; Financial Planning Association, Estate Planning Council, created and led a Senior Advocacy Group. And as a long time advocate for mental health, housing, and food security, and public safety and protection, I have also served in leadership, and in the field, with United States Coast Guard Auxiliary, Free Methodist Conference, National Ski Patrol, Mental Health America, Jewish Children & Family Services, and Habitat for Humanity, as well as Beaches Kitchen and Mission House.

Licensed in: Alabama, Colorado, Florida, and Georgia (186781)