Experience

Watermark Capital, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Certified Reverse Specialist

  • Nov 2022 - Present

  Elk Grove, Ca



Finance of America Mortgage, LLC

• Reverse Mortgage Specialist

  • Dec 2016 - Nov 2022

  Elk Grove, Ca



Alpine Mortgage Planning

• Financial Services
• 100 - 200 Employee

• Certified Mortgage Planner MLO-231138

  • Jun 2014 - Dec 2016

  4370 Town Center Blvd., Suite 210, El Dorado Hills, Ca. 95762 While every individual situation is unique, my goal is to assist a borrower in making smart choices by selecting a mortgage that improves his or her net worth and enhances his/her financial safety. At Alpine Mortgage, we highly encourage our clients to develop solid, healthy financial habits and commit to conserving, not consuming!! In addition to arranging mortgage financing, I am also setting up voluntary Mortgage and Real Estate benefit packages for local employers to offer their… Show more While every individual situation is unique, my goal is to assist a borrower in making smart choices by selecting a mortgage that improves his or her net worth and enhances his/her financial safety. At Alpine Mortgage, we highly encourage our clients to develop solid, healthy financial habits and commit to conserving, not consuming!! In addition to arranging mortgage financing, I am also setting up voluntary Mortgage and Real Estate benefit packages for local employers to offer their employees to streamline the buying, selling and financing of their most valuable asset - real estate. Equal Housing Lender - Licensed by the Dept. of Business Oversight under the Ca. Residential Mortgage Lending Act. Show less



Sierra Pacific Mortgage, Inc.

• Certified Mortgage Planner

  • Feb 2013 - Mar 2014

  Greater Sacramento Area and the Bay Area I have over 30 years of mortgage origination experience. With my extensive knowledge of how to successfully get your loan closed and closed on time, I can also assist you with getting the best interest rate possible by monitoring the market technical charts and movements.



Planning with Sheryl

• Asset Manager

  • Mar 2007 - Feb 2013

  Bay Area and Sacramento Area Sheryl Hanson specializes in helping people reduce risk and minimize their tax burdens during retirement using financial and insurance products from some of the world’s largest and most financially stable institutions. She has been in the financial services industry for just under 30 years. She is the founder of her company, “Planning with Sheryl”, and is completely independent. Her loyalty belongs exclusively to her clients – not to a parent company. Sheryl lives in Folsom and primarily… Show more Sheryl Hanson specializes in helping people reduce risk and minimize their tax burdens during retirement using financial and insurance products from some of the world’s largest and most financially stable institutions. She has been in the financial services industry for just under 30 years. She is the founder of her company, “Planning with Sheryl”, and is completely independent. Her loyalty belongs exclusively to her clients – not to a parent company. Sheryl lives in Folsom and primarily works in the South Bay Area and the greater Sacramento Area. She has been married to her husband, Bryan, for 30 years. Show less



Allied Capital Loans

• Owner

  • Apr 2004 - Mar 2010

  Mortgage Origination



San Jose

• Diversified Capital Loans

  • 1995 - Mar 2004

  Mortgage origination