Retirement Mortgage Specialist

• Jul 2020 - Present

Fairway Independent Mortgage Corporation NMLS ID #2289 www.nmlsconsumeraccess.org NMLS #450757 Fairway Independent Mortgage Corporation NMLS ID #2289 www.nmlsconsumeraccess.org NMLS #450757

HECM Purchase Specialist & Reverse Mortgage Advisor - NMLS# 450757

• Jul 2020 - Aug 2022

HECM 4 Purchase (H4P) Specialist

• Jan 2007 - Jul 2020

Provide face to face education, counseling and seminars on the HECM 4 Purchase (H4P) loan program, as well as Lifetime income strategies, Social Security Maximization, and Strategies to Defer Capital Gain Tax. Provide face to face education, counseling and seminars on the HECM 4 Purchase (H4P) loan program, as well as Lifetime income strategies, Social Security Maximization, and Strategies to Defer Capital Gain Tax.

Board Member/Advisor/ Speaker

• Jan 2010 - Sep 2015

The North Carolina Senior Care Council (NcSCC) helps families deal with the crisis and burden of long term care. One of their goals is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Their ultimate mission is to offer a trusted service that the public will recognize and turn to for expert help in dealing with the challenges of long term care. The North Carolina Senior Care Council (NcSCC) helps families deal with the crisis and burden of long term care. One of their goals is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Their ultimate mission is to offer a trusted service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

Board Member/Advisor

• Jan 2009 - Dec 2012

Past Board Member

• Jan 2009 - Dec 2011

Non-Profit medical clinic Non-Profit medical clinic

Reverse Mortgage Consultant

• Nov 2007 - Sep 2011

Educated seniors, their family and advisors on all aspects of the Reverse Mortgage program, including the pros and cons and its many uses. Educated seniors, their family and advisors on all aspects of the Reverse Mortgage program, including the pros and cons and its many uses.

Branch Manager

• Oct 2001 - Nov 2007

Provided counseling for the Reverse Mortgage - Purchase & Refinance program, conventional mortgages, as well as various Commercial lending.. Provided counseling for the Reverse Mortgage - Purchase & Refinance program, conventional mortgages, as well as various Commercial lending..

Owner

• Jan 1992 - Nov 2007

Provided counseling. sales and service for the follownig Insurance products: Home, Auto, Life, Annuities and all forms of Commerical/Business Insurance.. Provided counseling. sales and service for the follownig Insurance products: Home, Auto, Life, Annuities and all forms of Commerical/Business Insurance..