About Steve
I’ve been helping clients finance residential properties since 2001. As an Executive Mortgage Banker with SoFi Bank, I work with clients nationwide, from first-time buyers to seasoned homeowners, with a focus on higher-end primary residences, vacation homes, and investment properties. My experience includes helping borrowers with complex finances, including high-net-worth individuals, self-employed professionals, attorneys, physicians, and CPAs.
My clients and their real estate agents appreciate my responsiveness, problem-solving skills, and ability to explain financing options clearly. I stay involved throughout the process and make myself available when questions arise. My approach is personal: understand your priorities, identify financing options that align with your goals, and guide you through each step from application to settlement."