As a Certified Mortgage Planning Specialist (CMPS), My expertise is dedicated to strategically managing the liability side of the balance sheet, empowering clients to build and optimize their net worth through sophisticated mortgage planning.

I actively foster partnerships with financial advisors, leveraging advanced tools and methodologies to provide comprehensive financial solutions. This includes:

In-depth Mortgage Planning: Utilizing platforms like Mortgage Coach and CCIM calculators to perform detailed real estate IRR analysis, DCF, Equity Growth, before and after tax MIP and Net Worth analysis, ensuring mortgage strategies directly contribute to long-term wealth accumulation.

Advanced Technology Integration: Researching and deploying cutting-edge mortgage banking software that streamlines loan origination process that reduces turnaround times. My proficiency extends to utilizing platforms that uncover opportunities to increased AUM, Clients referrals and asset preservation.

My passion lies in collaborating with financial advisors to provide truly holistic financial solutions. As a CMPS, I ensure that mortgage and debt strategies are seamlessly integrated into a client's overall wealth management plan, directly impacting their net worth and financial security. Let's connect to explore how we can optimize your clients' financial health.