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Carol-Lynne-Giery

Carol Lynne Giery, NMLS# 1163389

Originally from Buffalo, New York, I now call the great city of Richmond, Virginia, my home. I’ve been in the mortgage business for over 30 years, beginning my career at only 18 years old; loan officer by day, college student by night! I’ve enjoyed working in all areas of the mortgage industry and have been fortunate to hold positions in many fields including sales, marketing, processing, underwriting, closing, and servicing. My experience has allowed me to become a well-rounded loan officer with a deep understanding and respect for the loan process.

As a senior myself, my passion for reverse mortgage loans stems from my fiduciary responsibility to ensure I’m putting my clients in best financial position possible. I personally walk all my clients through every step of the loan process forming long-term relationships along the way. I am always available to educate clients and their families, financial advisors, and tax accountants. Together we create a game plan to reach both short- and long-term financial objectives. If a client’s needs and goals change over the years, I am here to help find the perfect next step on their retirement path.

Outside of work I enjoy experimenting with different spirits in my cooking, travelling, and working on my chess skills, all with my wonderful husband of 17 years!

Leadership

Our managers have a long track record of success in creating financial products and services tailored to the needs of their clients—having successfully built or turned around multiple business lines, within some of financial services’ most respected companies.

Loan Officers:

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