About
It begins with education... information that you can rely on from a name you, and those you serve, know and trust.
Let me put my experience of over 17 years as a Home Equity Conversion Mortgage specialist, along with my background in Financial Advising to help you move from "Opinion to Knowledge", and just as importantly move from "Knowledge to Understanding".
The Modern Reverse Mortgage is becoming known as one of the safest, smartest and most important financial tools in Retirement Planning today. Safely incorporating Housing Wealth can not only help with factors such as longevity in Retirement but allow Boomers and beyond the key to not only surviving retirement, but thriving in retirement.
And for anyone looking to purchase a new home... you simply must put the HECM for Purchase or Jumbo for Purchase on the table. You will find as many are that the use of the Modern Reverse Mortgage to make that last home purchase can play a significant role in maximizing asset preservation and legacy planning.
You can move forward in confidence with the recognition and respect that Mutual of Omaha, with over 109 years of outstanding performance, brings to the table... integrity, reliability, trust... the core ingredients to begin a meaningful conversation. My approach is quite simple, one part teacher, one part student... taking the time necessary to learn about an individuals needs, goals and dreams first. With over twenty four different versions of the Modern Reverse Mortgage today and counting, I will take the time to ensure that the proper tool is being selected, or if even this product will be a possible solution or not.
My role as educator is not limited to homeowners. I am blessed to spend a significant amount to time educating Financial Professionals (FPA, NAIFA), Realtors (SKCR, OCAR, NCWAR, PWR), Fiduciaries, Attorneys, Health Care providers and more. I look forward to brining a thoughtful approach to education to your team or office, please reach out to me for availability.
My outreach includes radio, KFI, KEIB, KNX, KIRO, KIXI, print, Seattle Times, Orange County Register, Press Telegram, digital media and special events.
Geographically I have no borders and though I focus my time equally between our offices in Bellevue, WA and Long Beach, CA let me know how I can be of service.
In service, and gratitude.
Synergy One Lending Inc. d/b/a Mutual of Omaha Mortgage, NMLS 1025894 Equal Housing Lender
