Steve and I have been involved in Mortgage Lending since the early 1980’s.  My father was a mortgage lender here, and my mom was a real estate agent in Cary when they used MLS BOOKS and there were only 7,500 residents! 

There is a vision that drives us to do what we do.  Simply put, we want to help you create the financial strategy that allows you to live life to the fullest.  That requires that together we establish goals, define priorities and determine what’s most important to you. 

On any given hour of a day, mortgage lending experiences subtle shifts that can create huge forces of change for our customers.  We are dedicated to a life of continually educating ourselves in the broad areas of economics, politics and financial planning… and of course we stay on top of the Mortgage Industry News too!

Our Family, Our Community

As active members of the Cary Chamber of Commerce, the YMCA and our church (First United Methodist in downtown Cary), we have become friends and mentors to local businesses and charities.  We’ve worked hard to raise money and awareness for the “We Build People Campaign” at the YMCA and the American Cancer Society “Relay for Life.”

Our unique family dynamic includes a middle school daughter, a son who is at Western Carolina University, a small Japanese Chin (named Lucky) and an Appendix/Quarter Horse, named Choclate Chip.  Much to our daughter’s disappointment (and in keeping with town code), our horse does not live on our cul-de-sac with us, and instead is boarded at a GREAT farm in Apex.