Certified Mortgage Planner / Branch Manager
NMLS#: NMLS # 305375
As a Certified Mortgage Planning Specialist with Landmark Mortgage Planners, I am the Branch Manager for our 7 locations. I work closely with my Management, Operations, and Sales Teams which are all among the best and most accomplished in the mortgage industry. Our #1 Goal: To deliver an unbeatable mortgage lending experience.
I began my career in the mortgage business 17 years ago and have closed approximately 2000 loans in and around Central Florida. In 2006, I found myself on Mortgage Originator Magazine’s Top 200 Originators List ahead of over 300,000 competitors nationwide, ranking 140th in closed loan volume. This was the result of closing 314 loans, totaling $59 million, in just 12 months. After working for a Nationwide Mortgage Lender with monthly volumes exceeding $3 Billion, I decided to start Landmark Mortgage Planners in 2007 because I had a different vision for a mortgage company.
Our passion is helping people purchase homes by giving strong accurate advice and always doing what’s best for our clients. We do things differently at Landmark. We explore and present all mortgage financing options, aligning our clients mortgage decisions with their overall short and long term financial goals. We understand there’s no “one size fits all mortgage”. Therefore, we help people approach this critical decision with a financial planning mindset, looking to the future and helping our clients realize options they may not know were available.
We look at the whole picture and are professionally trained to clearly explain how little changes in the way we structure a mortgage plan can make a very BIG difference financially over time. We’ve seen this type of restructuring shave as much as 10 years off a mortgage loan by refinancing to a lower term with no change to monthly cash flow. In another instance, a young family may benefit from a longer term amortization with a reduction in monthly payment allowing them to reinvest their monthly savings into a high dollar tax free life insurance policy, a wealth creation strategy for retirement, or a college fund for their children. This type of financial benefit may not have been available to these clients prior to fully exploring and understanding all of their mortgage options.
At Landmark Mortgage Planners, we embrace the “Client For Life” mindset, and work with our customers throughout Florida to make their dreams of home ownership, as well as their goals of financial security, a reality.
We have offices in The Villages, Ocala, and Gainesville FL.