My mom was an educator – thus I have always enjoyed helping teachers get financing. I had the privilege of assisting Matt, a high school teacher here in Broward County buy his first home, a condo in Coconut Creek. His real estate agent Brenda recommended my services,...
Amy is a single woman who was buying her first home. She bought a condo in Fort Lauderdale, Florida. Amy was AMAZING!!! She was on top of every detail and pleasure to work with. The condo on the other hand threw its worst at us… obstacle after obstacle! I...
Karla’s situation was unique as she was transitioning her career from being a W2 tax advisor to being a full time self-employed CPA. As the transition was a few years in the making, she had multiple years of self-employed income however the income in the most...
I was referred to Bruce, a recently retired gentleman, by Michael Closuton of One Sotheby’s International. In speaking with Bruce his only current source of income was from social security. Bruce did have a large retirement account however but was not yet ready...
A self-employed husband and wife with complex tax returns are repeat clients. I did a loan for them about 4 years ago while at a different financial institution. Despite primarily banking with the other financial institution, they came back to me directly for the...