THE PEOPLE BEHIND THE PLAN
A financial relationship is personal. Meet the people who make it feel that way.
Mortgage Broker
Rei brings 28 years of finance experience and a collaborative approach to residential, reverse and commercial financing. He helps clients put individual loan options in the context of their broader financial plans.
NMLS 765098 · CA DRE 02089250
Meet Rei
Senior Mortgage Consultant
Ed’s interest in finance began in an accounting office in Brazil. He went on to study business and earn an MBA focused on personal finance.
NMLS 483459
Meet Ed
Processing Manager · Senior Loan Processor
Conny supports clients and the lending team by coordinating loan files, documentation and communication throughout the processing stage.
Company NMLS 2001142
Meet Conny