My background has primarily been in helping people with their financial needs. I spent 20 years as a Certified Public Accountant, and 10 as a Financial Advisor; helping people to improve their portfolios and achieve financial milestones. What led me to move into the mortgage industry as a licensed loan originator is my joy in the idea of not just helping people achieve homeownership, but also buying homes as investments, utilizing my background as a CPA.
My ultimate core values are in exact alignment with Big Valley Mortgage (Transparency, Scrappy, Respect). I enjoy transparent open communication with my clients to seek out a good option to fit their financial situation, so as not to lead them into a product that could harm them financially. I also like to be scrappy, seeking out the different options to help someone, looking at it from different angles. The driving core value behind being transparent and scrappy is respect. I respect the people I help and the need for an honest and careful approach to helping them work toward their financial goals.
I love being active in my community while also focusing on my health. In my free time, you will find me out paddleboarding, hiking, playing tennis, and socializing with the people in my community.