Seasoned mortgage professional with 25+ years experience in mortgage lending and financial services. Proven leader in client engagement, wealth solutions, and business development. Expertise in relationship building, financial analysis, and strategic problem-solving. Formerly Senior Vice President Investment Advisor at Morgan Stanley Smith Barney and UBS, excelling in risk mitigation and client acquisition. Now a Senior Mortgage Banker at BOE Mortgage, dedicated to providing exceptional service and helping clients achieve their homeownership dreams with integrity and diligence. Ready to be your trusted lending resource.