I work hard to ensure that my clients get the right mortgage to meet their unique needs -- and peace of mind during the process.
Over the past eight years, I have financed more than $300 million dollars in residential mortgages for clients in MA, NH, CT and ME. I provide the complete spectrum of residential financing and have particular expertise in first-time homebuyer programs, jumbo mortgages, and vacation and investment property loans. I am comfortable with complicated scenarios and work closely with my clients’ financial planners and accountants. My approach is a consultative one, asking questions focused on understanding and satisfying personal financial objectives.
My career before becoming a mortgage banker prepared me well to serve my mortgage clients in the professional manner that they deserve. As a management consultant for 15 years, I helped senior executives at Fortune 500 financial services firms (including GE Capital) and high-technology companies (including Lotus/IBM) make smart decisions about business strategy and business finance.
As for my home ownership, I live in Winchester, MA with my wife and two sons; own a vacation home on Cape Cod; and, have owned investment property in Brookline, MA. I graduated from Princeton University with a B.S.E. in Civil Engineering and from MIT's Sloan School of Management with an MBA.
Thank you for taking the time to learn about me. With a passion for personal finance and detailed understanding of financing programs, I develop creative solutions to the challenge at hand. I look forward to discussing yours.