I bought my first home in 2017. This was the most stressful time in my life for my family and I. Extended escrow times, tough communication between the loan officer and my realtor, and ultimately my wife and I in the dark as we held our breath for that 30+ days of uncertainty, not knowing where to put our children into school, or what our future held. This was all worth it in the end when I was able to get the keys in hand and know I accomplished a major milestone in my life. It was at that point that I made up my mind, I wanted as many people to feel this same sense of happiness and joy that overcame my body on that day.
My goals are very simple: to provide a great lending experience for our clients, to provide the ultimate support to my Partners via operations and marketing, & last but not least be positive contributors in my community. It all starts at home.
My extensive background in management, customer service, and the mortgage industry has allowed me to serve as a trusted mortgage lender to many families not only throughout the state of California but also nationwide. As cliché as it may sound, what has always been most important to me is the client. This means it is essential for me to build a genuine relationship from the initial consultation so that I can identify the “Goals/Needs” of the customer. I do this by listening and gaining the understanding of my client’s current financial situation, then I provide my expert opinion so that we can get you to the financial picture you want in the years to come.
I know that above all, I need to create a mortgage that not only benefits the client’s short term and long-term goals, but also puts them in a position to live comfortably knowing they made an educated decision. After all I am responsible for the client’s well-being financially and personally. Whether I am working with a first-time home buyer or a seasoned real estate investor I genuinely enjoy educating & navigating clients through the lending process.
“Synergy One was a pleasure to work with. They held our hand every step of the way and helped us realize our dream of homeownership. They were very knowledgeable and answered all our questions with ease and detail.”
I’d love to hear from you.
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