I am a mortgage advisor who collaborates with financial professionals to deliver suitable solutions to their clients, including mass affluent and HNW families. Since housing debt and wealth has such a large impact on a person’s legacy, my goal is to help people of all ages manage their mortgage as part of their financial plan from the first time they buy a home.
I enjoy educating homeowners and their trusted advisors about how to use home equity as a powerful tool and not just a last resort. Having personally helped care for my grandparents, I also value the importance of a long-term financial plan that provides benefits to both the individual and their family. When used appropriately, a reverse mortgage can help to preserve retirement assets, allowing for more flexibility to enjoy a better quality of life throughout retirement years. I chose to partner with Mutual of Omaha because of the beneficial resources, support, and values they provide which helps me to care for the individual needs of each client.