About Michael
The clear view of my financial planning career path in Colorado took a year-long detour to California in 1986 after being hired into an elite loan officer training program in LA that changed everything.
My accounting degree and work experience provided an exceptional foundation and continued to shape my interactions with borrowers on complex files and self-employment to first-time home buyers. Having performed nearly every origination role short of appraising and underwriting, my wife and me ran our own company for seventeen years, earning regular BBB gold star awards.
My client makeup is diverse in every sense and includes the children and grandchildren of original clients. My background in relocation is extensive, having personally participated in moves with multiple aerospace companies as an approved Lockheed Martin vendor. Many of my clients have referred to me as thorough, engaging, and a good listener. In my view, I’m driven on my borrower’s behalf and determined to close on time, having never forgotten the enormity and responsibility of our role. As learned on day one: we are as good as our last loan.
My success was and is directly related to my availability. Because I’ve always loved the business, I’ve made availability my calling card by answering my phone when least expected and returning calls from cruise ships and music festivals. Having a fully automated home office since 1998 allows nonstop work to coexist with time in my woodshop and playing with vintage audio recording gear.