mortgage

helping clients manage their liabilities and assets in a more congruent, holistic manner. The majority of professional focus has been on helping people make smart financial decisions when they borrow money. Closing a home loan is not just a process, it is a lifetime passion to teach consumers how to build credit, increase their savings and find time to enjoy their A broad range of mortgage experience including being a top-producing Loan Officer, a Western Regional Sales Manager, a software systems developer, a platform developer for outsourcing mortgage delivery in India back in 1989 Today she works with some of Orange County’s top Financial Advisors, Estate Planning Attorneys, CPAs and Accountants. She compliments their work by creating liability management plans that support multidisciplinary comprehensive wealth management plans. “I help people understand things that seem confusing or overwhelming. By asking deep questions that lead to self-discovery and validation, I try to inspire people to make wise decisions and take appropriate action – always looking for leverage to achieve better results through easy-to-use systems. The best reward is hearing people say they have more confidence and peace of mind.”