In addition to being a Mortgage Advisor, I am also a CPA and an Investment Adviser Rep. I can therefore bring an unmatched level of expertise to design and deliver a range of comprehensive solutions in today’s complex financial world. With extensive experience on even the most challenging transactions, I can successfully guide you through what can otherwise be a complicated loan process. I am passionate about living a joyful and balanced life and bringing financial wellness to my clients.My commitment to excellence stems from a deep concern for people. I care for my clients like family. My team and I listen to you and your unique goals and dreams and help you achieve them. In today’s finances, securing a home and mortgage is one of the biggest commitments you’ll make in your lifetime. Working with me and my team, you can be confident that you have teamed up with the leading-edge experts in the mortgage industry.

My professional passion is to achieve financial wellness for my clients, coaching and enabling them to position their investments and other assets to meet their goals and values in life.In this complex financial world, it can be very challenging dealing with the many financial decisions that must be made. This may be because of the lack of transparency in the financial arena or due to the emotional biases we have that we are unaware of, resulting in reactionary actions. An outstanding financial coach gets to know you intimately and provides intellectual understanding coupled with emotional awareness to assist you in aligning your financial resources with your life purposes and aspirations.At Grace Financial, we are committed to providing straight talk (no jargon), genuine advice (always striving to put the client first) and exceptional service (priding ourselves on the quality and speed of our response).

Mortgage Bank and Financial Management Company -As a mortgage bank, we can assure clients are fully qualified and approved. We are approved with the largest national banks,so we can offer the best selection of loan products at best rates. We fund all of our loans in our local branch which let's us be very responsive and flexible. We also broker loans.We have wealth management expertise in house and provide borrowers strategic financial advice when buying, selling or refinancing a home, or making other life financial decisions. Our approach ensures that we address your overall strategy to support your long term financial goals. And, at no extra cost.