34 Executive Park, Suite 270
Irvine, CA 92614
As your Mortgage Advisor Jeff believes it is his job to become your trusted advisor by informing you of the mortgage options available to you derived from your long and/ or short-term investment plans in order to help minimize interest expense, minimize taxes, improve cash flow, etc.
Jeff’s successful 18 year career in Mortgage and Real Estate have afforded him the luxury of working in a few different roles; Processing, Underwriting, Funding, Originating as well as Realtor both buying and selling homes. Working in those positions he gained necessary experience to effectively advise clients through the loan closing with a thorough understanding of credit analysis, real estate contracts and timelines, conventional and non-conventional loans, and underwriting methods. When combined with his character and service driven approach it makes Jeff a very valuable partner to homeowners navigating some of the most important purchase and/or refinance decisions of their lives.
Jeff is an Orange County Native only relocating to San Diego while he earned his Bachelor of Science Degree from San Diego State University. He enjoys spending invaluable time with his Wife and 10 year old daughter who is active in soccer and gymnastics. Jeff also enjoys playing ice hockey, mountain biking, golfing, surfing, snowboarding, riding his personal watercraft and just taking advantage of the amazing outdoors Southern California offers us.
Rancho Santa Margarita, CA