How We Work

With over two decades of industry experience and a diverse lending background, we have the product knowledge and dedication to find the mortgage solution that is best for your situation.


Purchasing a home is one of the biggest investments you will make. Our goal is to expertly support you through every step of the mortgage process.

We want to learn about your goals so we can help you achieve them — and protect your financial interests in the process. There are a lot of loan options out there, and we want to help you select the best program for your needs.

Our services include:

• Educating and guiding first-time home buyers
• Helping our customers prepare for the application process
• Identifying appropriate home loans and placing loan applications with local and national lenders
• Pre-underwriting for pre-qualification and pre-approvals
• Reviewing and comparing quotes from other lenders
• Second Lien Referral Partner
• Coordinate with financial advisors, CPAs, and trust attorneys so your loan is compatible with your overall financial plan

We specialize in residential lending transactions:

• Refinance
• Purchase
• First-time Buyers
• Home Remodels
• Second or Vacation Homes
• Debt Consolidation

Loan Programs:

• Conventional and Jumbo Loans
• FHA Loans
• Fixed and Adjustable Rate Loans
• 10 – 40 year Term Loans

Mortgage lending can feel like a maze — but we'll guide you through it!

The lending process can feel like a maze, but we’ll guide you through it! For a step-by-step description of the Mortgage Loan Process, visit Lending FAQ.