Mortgage Planning


Mortgage Loans

  • conventional (FNMA and FHLMC)
  • VA (Vetrans Association)
  • FHA (Federal Housing Administration)
  • fixed or adjustable rate (ARM) mortgages
  • reverse mortgages (HECM)
  • home equity line of credit (HELOC)
  • first-time home-buyer programs
  • down payment assistance
  • renovation and construction loans
  • USDA (Rural Development Loan)


Extended Services

I work closely with a small team of professionals to offer a more holistic service to our clients in the following areas.  Ask me for more information.

  • financial planning
  • estate planning
  • accounting and taxes
  • real estate
  • property and casualty insurance
  • life and health insurance