WHAT IF

YOUR MORTGAGE LENDER

BECAME YOUR

FINANCIAL ADVOCATE?

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WISH YOU WERE ON THE INSIDE OF WHAT WAS HAPPENING IN THE WORLD OF MORTGAGES AND FINANCE?

DON’T WORRY, I’M STUDIOUS ENOUGH FOR THE BOTH OF US.

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What if your mortgage could make your life better?

 
 

At the end of the day most of us have the same goal; retire with a ‘bunch of money’, while taking care of the people we love.

Everyone’s definition of a’bunch of money’ is different, and no ones is wrong. My goal is to get you there ASAP.

Everyone’s path to that bunch will be different, but most people use their home as the largest part of the plan and I’m the guy that’s going to guide you every step of the way.

 
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I’m Brian

I’M A BIT OF A NERD, AN INTROVERT AND ALL AROUND NICE GUY,

I’m the guy that would sleep with a calculator on my night side table if my wife would let me, but I’d never tell you about it because that seems unnecessary.

My wife says I’m supposed to though, so here goes.

Okay so yes, I’m a nerd.
The numbers, strategy, and information comfort me, the conversations, not so much.

But not everyone is like that, some people love ultra long distances running and some love monster trucks and some love The Opera and just like our interests, our needs and wants vary too.

My goal is to use my nerdy love for the numbers, strategy and information to help you live your life with the most freedom for your needs, wants and goals to be achieved as possible.

LET’S FIGURE OUT YOUR GOALS TOGETHER

 
 
 

3 STEPS TO A MORTGAGE THAT MAKES LIFE BETTER
 

 

Research

I gather your wants, needs, goals, by sitting with you and going through the underwear drawer of your financials. I promise you I’ve seen it all, after 17 years of matching clients with the RIGHT mortgages, there’s nothing that I haven’t come across once or twice and won’t help someone through again.

Whether that be buying your first home, your forever home or your vacation property, I am here to make it happen.

 

Options

I present you with your options, together I help you weigh the pros and cons of each option until you make and empowered choice not only about your mortgage but about your future.

THEN WE LOCK IT IN

 

Boring Nerd Stuff

At this point I know you well enough to manage your experience with the underwriter. We are behind the scenes doing all the nerd work.

I love to be an open book with my clients during this process just like I has them to be open with me this way we can all avoid unexpected surprises on closing day.

 
 

First time Home buyer?

Doing something the first time, no matter what it is, can feel more stressful. Then add on the fact that it’s likely the single largest investment you’ve ever made up to this point in your life; of course you’re stressed.

Of course you feel in over your head.

Of course you need someone who has been doing this for a while, who also knows what it’s like to make big scary risks.

You can do this. I’ve got you. You’ve already been doing the hard work all these years, that has gotten you to this point, together we’ll make your first mortgage, and your first home purchase easier than you dreamed possible.

 

Custom Built Home

There’s something luxurious about building your dream home isn’t there?

Everything is perfect, the wall colours, the fixtures, the tile, the layout, all custom.

You’ve worked hard for this life, this dream, you want to make sure someone is working just as hard right along side you.

Unlike your typical mortgage experience, purchasing a new build should mean a long term relationship with your mortgage advisor.

The construction timeline may take 6-9 months and I am at your disposal the entire time.

There are important decisions to make through every step of the construction process. Do you lock the rate when construction begins or float the rate until the home nears completion? What is the market doing? What is going on in the state, federal and world finances? Should you do the big addition that you’re thinking about, or does it make sense to renovate some parts later.

I will give you the pros and cons of each scenario to keep you completely informed and let you make the best decision for you based on all the moving pieces.

I’m your guy every step of the way.



 

A Home Is Most Americans
Largest Investment.

CHOOSE SOMEONE TO GUIDE YOU

WHO CARES ABOUT YOUR FUTURE AS MUCH AS YOU DO

I’ll be honest here. I’m just one of the little guys. I love that about me. It keeps me honest, and scrappy and innovative. It also means that the only way I ensure my success is to do the very best job for you not only in the short term but in the overall planning of your wealth.