 As a Certified Mortgage Planning Specialist, Jim's greatest joy is to be doing something that truly matters and impacts peoples' lives; he helps clients build wealth, send their children to college, and own the home of their dreams. For Jim, this is an extremely rewarding profession; the hallmarks of how Jim operates are integrity and an innate sense of doing the right thing for his clients. It is his openness and honesty that his clients are so grateful for, and it is the basis of his impressive referral rate of 95%! Jim is proud to be partnered with On Q Financial Mortgage Company; "On Q Financial combines the size and strength of a major mortgage bank, with the flexibility to offer personalized service. With the strength of a national mortgage banker, we add flexibility, using local companies' wholesale products to fill every niche. Processing and most underwriting are on site and under the management of our local office. This means fast, efficient approvals for my clients." His goal is to successfully manage his clients' home equity to increase liquidity, safety, rate of return, and maximize tax deductions. Unlike traditional loan officers who just do loans, Jim's role is to help his clients integrate perhaps the largest debt they'll ever have into their short and long-term financial plans and investment goals to help minimize taxes and interest expense and improve cash flow. "The bottom line is to help my clients build wealth with the aid of their mortgage."
|
Mortgage
Calculator 