Originally from Orange County, California, I now call Texas home. I’ve been in the mortgage industry for eight years now, after a 17-year career in retirement finance and wealth management. I find the reverse mortgage business particularly rewarding because I’m able to see how my clients’ lives are changed for the better.
In my experience, I’ve found that there seems to be a shortage of information and financial guidance once someone reaches retirement. From age 18 to pre-retirement, there is ample education on what current finances and future financial goals should look like. Then once someone reaches age 62, that information flow seems to stop. But that’s where I come in! I’m here to help bridge that information gap, regardless of whether a reverse mortgage fits into your equation or not.
When I’m not at work, I enjoy spending time with my amazing wife and beautiful daughter. And my other passion in life is soccer – playing soccer across the world is my absolute favorite pastime!