I bring a wealth of financial services experience to my work as a reverse mortgage loan originator. I earned a degree in financial management from California State University, Chico, in 1995. Afterward, I joined my dream company, Franklin Templeton Investments, where I worked with clients, financial advisors, and management of top financial institutions. I also obtained my series 6, 63, and 7 licenses. I then went on to Stephens Investments, where I built a brand-new sales channel of the Wells Fargo Mutual Funds.
After creating this new territory, I took 18 years off to raise my children, Megan, Emma, and Colin, with my husband Casey. I continued my professional development by getting my real estate broker license and NMLS mortgage license. I also helped my father in his financial planning business, and my husband with his home lending business.
My passion for diversification, financial management, and home loans led to my dream of helping retirees. In 2019, I started on my reverse mortgage path, studying intensively for the next two years. In 2021, my husband and I decided to open our branch of CrossCountry Mortgage in Walnut Creek, California. We are a one-stop shop for all ages, covering both the traditional and reverse mortgage businesses.
I enjoy working on retirement planning with financial planners, and helping real estate agents become neighborhood experts. Most of all, I love providing clients with the personalized loan experience and outstanding customer service they deserve.