I have been in the financial services industry for a decade graduating from USC Masters program and working at a CPA company specializing in high net worth individuals and real estate investments. This experience sparked my passion for real estate that I now use to improve my clients' lives through helping them build financial stability with mortgage solutions for all their real estate endeavors.
I have a deep personal belief that owning your numbers and owning your home is a strong foundation of personal financial health, stability and therefore, a better life. As the wife of a Veteran, I'm very familiar with the ins and outs of the VA Loan program as well.
I believe in proactive communication, clear concepts, and no ambiguity when discussing your tax or mortgage file. My personal pet peeve is the phrase "Everything is fine". You will never hear this from me. You will always receive a status update with details, tax or project deadlines and completion status and any challenges I am currently working on for you. Whether it's a capital account basis calculation for an LLC or clearing a condition on your loan file, you will always be at the helm of your project.
Check out the email newsletters and social media pages. Twice a month, I put together an email newsletter full of entertaining and inspiring content. Think of these as lifestyle articles you'd find in magazines. I share similar content through my social channels as well. And if you need to get in touch, my contact information is at the bottom of each page. Thanks for visiting and enjoy!