I specialize in mortgage planning with investors, high net worth individuals, and business owners as my main niche.
I have experience working cooperatively with attorneys, accountants, financial planners, and other ancillary professionals both with clients and on my own deals. From these experiences I've realized how planning ahead of time is crucial to an investors success.
Often times, one professional is recommending something that will contradict with another on the team thereby exposing the individual to unnecessary risk that is unbeknownst to him or her. So understanding why, how, and when we should or should not use certain strategies is critical.
I mainly work with lending in CA, WA, TX, TN, however the company can do loans in other states as well.