We are delighted to introduce our team to you. It really is all about the Team with us. We agree with legendary coach Vince Lombardi who stated simply that, “Individual commitment to a group effort is what makes a team work”. 

As individuals and collectively, we are dedicated to giving our clients and partners the best possible lending experience. It comes from our heart.  Every time.

Our team is built around three service groups:

Loan Consulting

Our dedicated group of professionals have more than 100 years of collective lending experience. Aaron, Judy, Keith, Stephen, Alex, Ron and Randy provide education and guidance to ensure that financing options are always a best fit for their client’s needs. Our knowledgeable staff researches the market to find sound and innovative loan program solutions.

Loan Processing

Recognized for excellence in the industry, our closing manager efficiently manages and review all documents for accuracy to ensure a timely close. We take pride in closing more than 99% of our loans on time.

Marketing & Client Services

Specializing in delivering what our clients really love, we maintain frequent personal contact with our database of more than 15,000 valuable clients and colleagues. We deliver timely news, engaging seminars, and focused referral programs all designed to celebrate our highly valued-business relationships.

Our team approach to business is predicated on the powerful idea that doing a thing from your soul, with focused intention, is what drives us toward lasting success. Dozens of American success stories resonate with this lesson. It is the premise of our model and defines our passionate connection to the business.

Yes, we do loans, and we believe we do them better than anyone else, but there seems to be so much more.  We truly feel that we do make a difference for people as we help them into what is usually the largest purchase of their life.  The energy, love and excitement of the members of the team have brought out such a phenomenal, new aspect of the business.  Simply stated, business can exist while sending a powerful wave of love and energy through team work and education to the world.