I transitioned into the mortgage industry after a successful career in insurance, where I developed a strong foundation in client service and attention to detail. That experience shaped my belief that a mortgage is not just a transaction—it’s a key component of a person’s overall financial picture and long-term wealth strategy.

With over 20 years in the mortgage industry, I’ve had the opportunity to serve as both a loan officer and a producing branch and regional manager. While my primary focus is helping clients purchase homes, I also enjoy working with homeowners to evaluate their financial situation and determine whether refinancing could be beneficial based on their current goals.

What I find most rewarding is guiding individuals through one of the most significant financial decisions of their lives. I’m continually surprised by how many people are unaware of the range of mortgage options available to them, which is why education is at the core of my approach. I take the time to truly understand each client’s unique situation and walk them through the various loan programs and structures they qualify for, ensuring they feel confident and informed in their decision-making.

I studied business at Drake University and remain committed to ongoing professional development through continuing education courses and industry seminars. Staying current allows me to provide thoughtful, strategic guidance and build lasting relationships with my clients—well beyond the closing table.

Giving back is an important part of Bank CMG’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.