Jim is a trusted local Reverse Mortgage Advisor with over 25 years of financial experience, meeting client’s needs face to face with a proven track record of providing seniors with answers. A demonstrated ability to enhance the lifestyle of retiree’s through responsible use of a (HECM) “Home Equity Conversion Mortgage” more widely known as a reverse mortgage, as a retirement income planning strategy. Many of the leading financial planners are now embracing the use of this new reverse mortgage much earlier in the retirement strategy in order to “protect” ones retirement portfolio. It’s no longer used as an option of last resort, but best incorporated early into the retirement strategy as a portfolio protection tool.
If you’ve ever wondered what all the talk is about reverse mortgages, here’s your chance to get quality time with an expert who can answer all your questions. I’m a local Reverse Mortgage Advisor licensed in California, and I promise to take the time you need to fully inform you about the benefits and features of a reverse mortgage, including how you can live a more comfortable retirement. I simply want to make sure you have the facts about reverse mortgages and whether it is the right option for you.
Why Mutual of Omaha Mortgage? This group has helped pioneer the reverse mortgage industry. We originate more direct to consumer loans than virtually any other lender in the industry. We work exclusively with reverse mortgages, and we’re a long standing member and supporter of the National Reverse Mortgage Lenders Association.
Jim graduated from the University of Oregon with a Bachelor’s of Science degree and currently lives in Hermosa Beach, CA.