With over two decades of experience in the mortgage and financial services industry, I am deeply passionate about helping people achieve their dream of homeownership. My career journey began in the heart of the finance sector in Boston, where I worked with The Boston Company, specializing in handling the CALPERS retirement plan. After nearly a decade in the finance world, I realized my true calling was to make a more direct and meaningful impact on people's lives.
In pursuit of this new direction, I moved to Naples, FL, where I took on a role as a broker assistant at A.G. Edwards. It was here that I gained a comprehensive understanding of the brokerage world and financial markets. While I found success in the industry, I craved a more personal connection with my clients. I wanted to be more than just a financial intermediary—I wanted to be a trusted advisor, helping people navigate one of the biggest decisions of their lives. My background in Mathematics provided me with a strong analytical foundation, and after attending a presentation by the President of Stock Financial, a mortgage company, I was intrigued by the potential to combine my love for numbers with a more client-focused, service-oriented role. I immediately reached out to her, asking, "What do I need to do to work with you?" She advised me to get my mortgage license—and within 60 days, I did. In 2002, I was hired by Stock Financial after a productive 3-hour conversation, and that was the beginning of my fulfilling mortgage career. Over the years, I have had the privilege of helping countless clients, from first-time
homebuyers to seasoned investors, purchase their homes, and realize their financial goals. My passion for working with first-time buyers is particularly strong, as I enjoy educating and guiding them through the entire process, ensuring they feel confident and empowered in their decisions. What sets me apart is my ability to connect with clients on a personal level and understand their unique needs. I take the time to listen, ask the right questions, and tailor my approach to each individual. Whether I'm guiding a first-
time buyer through the complex world of mortgage financing or helping an investor purchase a second or vacation home, I ensure that they feel informed, supported, and well-prepared every step of the way.
I pride myself on my attention to detail and my unwavering commitment to providing exceptional customer service. My responsiveness is second to none—I am always just a phone call or email away and make sure to address any concerns or questions promptly. I believe that clear, honest communication and a personalized approach are the cornerstones of a successful mortgage experience.
As a mortgage professional, my goal is simple: to make the home buying process as smooth, rewarding, and stress- free as possible for each of my clients. I understand that every borrower is different, and I work tirelessly to create customized financing solutions that best fit your unique situation.
Whether you are buying your first home, upgrading to a larger property, or adding to your investment portfolio, I am here to help you navigate the process with confidence. Let's make your homeownership dreams a reality!
We pride ourselves in providing personalized solutions that bring our clients closer to their dream properties and enhance their long-term wealth.