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Specialties
I educate people about mortgage products available and shepherd them through the process, providing help and guidance the whole way so they can walk away pleased with the service and professionalism they’ve received.
History
Established in 1983.
I began in this business when there were almost no mortgage brokers and there was clearly a need for «hands-on» professional service which differed from what was available in the marketplace at that time. The decision was a correct one and twenty-seven years later, I’m still here!
Meet the Business Owner
Steven O.
Business Owner
Born on the North Shore of Long Island, after graduate school I moved to California to work at the pioneering credit score developer in San Rafael, which I did for eight years before starting in mortgage brokerage.
I took a two year hiatus from building scoring systems to run a residential building company in Grass Valley, California, and another two year break later living in San Miguel de Allende, Guanajuato, Mexico.
This latter experience allows me to work with Spanish speaking clients, and my fluent French allows me to also work with «Francophones.»
P. S. the dog is my «son» Winston, who’s an English Lab– a real lap dog!