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ABOUT US

Louis' Story

With over 30 years of knowledge and experience in finance and real estate, I can excitedly say that Equity Mortgages (HECM reverse mortgages) are surely one of the government's best thought out and regulated financial solutions for so many seniors!  While specializing in this area has its challenges, I find that through education and discussion of current HUD/FHA revisions and newer, mandated safe consumer protections, allows a better and clearer understanding of this amazing and versatile financial tool.

It’s very satisfying to witness firsthand the positive end result of folks accomplishing wise use of these life changing options. As you read our material, you will discover your own excitement with your newfound knowledge.

Everyone has their own life story.  As I get acquainted with my clients and their story, it’s often that we share a wonderful experience together of helping them attain their goals and dreams.

I take great pride in what I do and how I help others. I look forward to answering your questions, addressing your concerns and offering solid, comfortable solutions to your personal situation.           

Jay's Story

I have an extensive history of successfully bringing a start-up to a very high level of production, funding in 43 states with our own banking lines. This was for both retail and wholesale. Although I have this extensive experience, I still enjoy the one-on-one with clients and solving, or managing situations.

In all of those years I have never been as passionate about a product as I am about the reverse mortgage. The H.E.C.M is still very much misunderstood and I am hoping that I can help be a part of what lifts the stigma from the product. In some ways, the newer, stricter rules and reduced loan amounts may help bring that about. The old "last-chance" flavor of the product now has the potential to change into the intelligence-based financial planning tool it was always meant to be. I am working to expand this into an exciting community outreach phenomenon for real branding and very long lasting relationships.

 

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