About Me
Experience
I am a senior mortgage professional offering a complete spectrum of mortgage products, focusing in both areas of residential and commercial lending. I am also a certified professional business coach providing comprehensive “inside-out” methodology for significant and sustainable results to my professional clientele. I surround myself with highly experienced professionals in order to assist my clients with additional financial needs, other than mortgage financing, to help them grow and preserve their wealth. Biography
I am mother of three, wife to a wonderful husband, and I assist home buyers and homeowners with purchase loans and refinances. In addition to my expertise in residential lending, I am dedicated to supporting real estate professionals in growing their business through education, coaching and resources. I assist them in staying on top of today’s ever-changing industry. Thanks to my exceptionally loyal clientele, remarkable business partners, and outstanding mortgage team, I am enjoying a thriving and growing lending practice. I truly enjoy the opportunity to serve homeowners and soon-to-be homeowners with solutions to help them with the financial decisions surrounding homeownership. I serve many consumers and partners throughout the state of California and Texas. I am a great person to work with because I find ways for all of us to succeed by listening to the needs of others and exploring solutions to challenges. ever-changing industry. Thanks to my exceptionally loyal clientele, remarkable business partners, and outstanding mortgage team, I am enjoying a thriving and growing lending practice. I truly enjoy the opportunity to serve homeowners and soon-to-be homeowners with solutions to help them with the financial decisions surrounding homeownership. My Philosophy
I am dedicated to providing sound mortgage solutions for my clients. With the wonderful, experienced team I have chosen, we are able to deliver exceptional service through an enjoyable and easy process. I am committed to maintaining high quality service by providing constant communication and sound solutions that will continue long after our clients’ transactions are completed. I am dedicated to building life-long relationships with both my clients and my referral partners. I want the people that come in contact with me to feel so satisfied with our services that they are proud to refer their family, friends and colleagues to me and my team. I am focused on being my clients financial professional for life. Education
I am well-versed in financial advising from my past positions, holding both insurance and investment licenses. Most of my career before originating loans was dedicated to my clients’ financial portfolio management. I am a designated RCS-D - Real Estate Collaborative Specialist - Divorce- "Helping to prevent secured debt disasters in divorce real estate and preserve homeownership eligibility" Community
My desire to give back to my community has allowed me to be of service to a few organizations that I am passionate about. I have held roles such as volunteer Story Teller, Board of Director– Past President for Phase2Careers, Fundraising Chair for San Carlos Rotary, Auxiliary Member of The Butter Paddle, founder of To Your Point Business Book Club, Council Members for Business Forward and Membership, Board of Governor– Silicon Valley Capital Club and a few others. I am grateful for the many amazing opportunities that come my way, I will continue to strive for personal excellence and to be a positive role model in my professional and personal life.
Giving back is an important part of CMG Financial’s culture and gives us a “why” to what we do. Since 2011, we have worked to raise nearly $3 million for non-profits that align with our values and are dedicated to improving the lives of those in need. At our annual Wine Tasting and Charity Auction, we sponsor: the Gary Sinise Foundation, the Cancer Support Community, and the MBA Opens Doors Foundation.
The Gary Sinise Foundation creates and supports unique programs designed to entertain, educate, inspire, strengthen, and build communities. Their R.I.S.E. program (Restoring Independence Supporting Empowerment), builds specially adapted smart homes for America’s most severely wounded defenders, veterans, and first responders.
The Mortgage Bankers Association's Opens Doors Foundation and its Home Grant Program provides mortgage and rental payment assistance to families with critically ill or injured children, allowing families to be by a child's side during treatment.
The Cancer Support Community San Francisco Bay Area’s mission is to provide holistic integrative care services, free of charge, to individuals affected by cancer. This network of support can increase chances of survival while reducing chances of recurrence and ultimately provide for the highest possible quality of life.
Delivering the right loans for the right reasons in a way that exceeds all expectations. That’s our business. Since 1993, CMG Financial, has served home buyers and homeowners nationwide with all of their new purchase and refinance needs. All CMG Loan officers specialize in new purchase and refinance mortgage needs as well as act as a financial counselor to help borrowers make informed decisions.
Our diverse mortgage menu helps us find financing solutions for almost every borrower. We are dedicated to finding more ways to open more doors for home buyers. Find out what “Every Customer, Every Time. No Exceptions, No Excuses.” means to us!
