Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.

-Managed all aspects of the HRDC’s homeownership activities.-Worked with 6 grant funding sources and private donors to successfully develop and manage the budget.-Trained and supervised employees in both Section 8 Housing and Road to Home Departments. -Directed all Section 8 Program activities during an extended departmental transition involving a complete staff turnover.-Originated Down Payment Assistance Loans through the HOME program, City of Bozeman program, and CDBG-based programs. -Worked with Rural Development, FHA, MBOH, and conventional loan products offered to our clients.-Managed compliance with multiple funders.-Networked with lenders, realtors and title agents to mobilize volunteers and improve Road to Home Services.-Contributed to the HRDC’s strategic plan using the ROMA Logic Model.-Designed and began implementation of a strategy to effectively use the Family Self Sufficiency program to increase both client income and assets with the intention of increasing homeownership opportunities for extremely low to moderately low income families in our service area. Based on the latest HUD research and current case-management theory, the strategy is projected to increase client income by 68% and exceed the national average for program completion by 20%.-Founded and administrated www.housingcounselorforum.com.-Oversaw Homebuyer’s Education Course, working with instructors from the Road to Home and our lending and real estate partner group to present the highest quality experience for our clients.-Developed fundraising and marketing strategies for homebuyer and foreclosure services.-Contributed to the development of an agency-wide financial literacy program.-Prequalified prospective clients for loans and determined product eligibility.-Coordinated and ensured repayment of Down Payment Assistance loans.