Mary Jo Lafaye

Bio

Mary Jo Lafaye is a certified Home Equity Retirement Specialist with Mutual of Omaha Reverse Mortgage in Northern California. Prior to her current position, Mary Jo was a branch manager in the reverse mortgage department of Security One Lending and before that, a HECM and jumbo reverse mortgage originator and Leader’s Club member at Well Fargo Home Mortgage. Mary Jo has been asked to train Private Bankers and Wealth Management Advisors on the most effective ways to employ Housing Wealth to create Cash-flow and Liquidity for better financial outcomes throughout one’s retirement. These flexible financial tools offer access to a  repayment-deferred line of credit, and mortgage payment elimination as a financial planning and retirement tool. Mary Jo is well-known as a trusted resource for retirees – she has taught HECM concepts to real estate finance students at the College of San Mateo and to those seeking their SRES designation. She has participated in panel discussions and delivered hundreds of seminars and talks to groups ranging from the Retired Firemen’s Association, Kaiser Permanente, Rotary Clubs, Santa Rosa CPA Discussion Group, FPA, NAPFA, PFAC, IDFA, AAML and beyond. Mary Jo is also certified to offer continuing education credits (CE) to financial advisors, MCLE to legal professionals, and H4P certification to Realtors.