An Evolution from Corporate to Defining Tech-Enhanced Partnerships

With three decades of rich experience in the mortgage industry, I have had the honor of serving thousands of families and contributing over $1 billion in financing. My journey has been punctuated with the leadership of expansive sales teams, regions, and organizations, all in the pursuit of excellence and forging transformative partnerships. My time working alongside Fortune 500 companies in diverse roles, including production, strategic planning, and leadership, has imparted valuable insights.

Reflecting on my career, three key pillars have been instrumental in shaping my business:

1. Leveraging Technology to Foster Relationships: More than just improving efficiency, my focus has been on employing technology as a medium to deepen and strengthen relationships with clients. By augmenting communication and streamlining organizations, technology acts as the backbone supporting a more robust, genuine connection with clients.

2. Elevating Success through Education and Support: My commitment to sharing knowledge and resources with others has always been about lifting them higher. It’s a mutual ascent; as they reach their potential, we collectively push the boundaries of what’s possible.

3. Building Impactful Partnerships through Technology Integration: Crafting partnerships is an art—an art that is exponentially empowered by integrating technology. I have aimed to create alliances that are not only effective but also leave a lasting impact by aligning technological innovations with partnership goals.

In 2016, my entrepreneurial spirit took hold, and with it, a recognition of how profoundly technology had revolutionized the home-buying process. To navigate this intricate network efficiently, I inaugurated my mortgage and consulting practices. It became evident that harnessing technology was key to simplifying this complexity. I have endeavored to ensure that my team and partners are dexterous in adapting to technological advances, consequently enhancing our clients’ experiences.

Today

Today, my life is an amalgamation of personal and professional bliss. Residing just east of San Francisco with my beloved wife and three daughters, my life is steeped in gratitude. Besides my work, I am an avid traveler, an outdoor enthusiast, and a firm believer in maintaining a balanced lifestyle centered on physical fitness and mental well-being. Having spent the majority of my life in Northern California, my roots run deep.

The University of Arizona holds a special place as my alma mater. My life’s fabric is intricately woven with the threads of interactions I’ve had with my creative, successful, and visionary colleagues, friends, mentors, and industry leaders. I am also passionate about my community have completed SRV Leadership Program and have served in executive positions for community and non-profit organizations.

My Tech-Centric Philosophy

Central to my philosophy is an unwavering resolve to serve clients with paramount service, astute guidance, and unrivaled clarity. I find fulfillment in utilizing technology and education to:

• Construct efficient, technology-infused partnerships

• Extract simplicity from the complexities technology can sometimes introduce

• Foster a culture of active listening, collaboration, and mutual growth

As a practitioner of patience and understanding, my objective is to empower clients and partners through technology. Together, we can develop an optimal tech stack that not only deepens relationships but also becomes a driving force for revenue generation. Let's harness the prowess of technology to craft partnerships that are not just effective but revolutionary.