For nearly 20 years I have been helping professional families throughout the state of Oregon to achieve the dream of home ownership and then successfully manage that debt over time to fully integrate the home equity into their overall financial goals. I was one of the first Certified Mortgage Planning Specialists in Oregon and have an over 20 year background in the financial industry starting back in college when I worked as a licensed intern for The Equitable Financial while attending the University of Oregon.
I have always worked to run my mortgage business as a practice. I feel that if I am helping my clients create, perhaps, the largest debt int their lifetime that I have a responsibility to help them manage that debt and their home equity so they are able to reach their full financial potential. A mortgage is not just simply a tool to get financed but it is an incredible financial tool that helps you to manage the wealth built up in possibly your largest asset. Learning how to fully integrate your real estate into your financial plan is crucial to long term financial success and is not typically taught, nor in many cases understood, by many traditional financial advisors. My goal is to make sure that we maximize the value of EVERY asset a client has to ensure financial success.