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I am a Senior Reverse Mortgage Specialist at One Trust Home Loans here in Encinitas CA. I have been involved with the Senior Financial industry for the past 20 years. My philosophy is to help provide a solution for senior’s financial needs and wants by offering them a team of professionals from various industry’s that make up this solution. The marriage of these professionals provide seniors and theirs families the needed resources to accomplish important goals and fill important needs for their present and for their future financial security and well being.
Educating Seniors and their families on how to strategically utilize a Reverse Mortgage is just one step in my solution. Educating and working with Financial Advisors/Wealth Managers, Trust Attorneys, Estate Attorney Divorce Attorneys, CSA’s, Real Estate Agents, and CPA’s are just a few these industries and partners we have here with NCNG. This team of professionals make up and complete this solution for our seniors and their families. I would love to connect with you and share our knowledge and combine our efforts for our senior community!
