About Bob

After 17 years as a Home Mortgage Strategist, combined with my years working on Wall Street, I have learned a few things about financing homes and managing debt.  My passion is discussing your goals and any concerns as it relates to your short- and long-term financial goals. I can help you integrate those goals with your equity, cash flow needs and tax objectives of your mortgage.

I love real estate and people, and my past clients can attest to my care and enthusiasm when I help them.

I am here to answer your questions. I understand that waiting for an update can feel agonizing, especially when you have other pressing needs that affect your family and your future.   It’s my goal to set you up for success, and then to walk with you every step of the way into a financial strategy that meets your needs and helps you realize your dreams.