About Us

 We are a Tax Advisor & Mortgage Loan Originator with NMLS # 2141367.  We hold the highest credential the IRS awards, Enrolled Agent, in order to be able to provide our clients the highest level of personalized services. We understand the tax system and we are here to help you get maximum benefit from it. As related to the purchase or refinance of your home, our Loan officer will work with you on a personal level to determine the best solutions for your unique funding needs and help you acquire your desired home Fast and with Ease.

Our philosophy is simple. We believe that every client deserves Personalized attention and a Result-focused Approach to deliver the best customized solutions that exceed their expectations and meet not only their specific needs but also create a peace of mind.

We provide outstanding services to our clients because of our dedication to our five Core Values:

• Trust

We put our clients first to give them the best experience while providing consistent and quality services to serve their needs. Through authenticity and transparency, we deliver value-added services to affect positively our associates, clients, partners and the community.

• Integrity

We match our behaviors with our words to keep our promises at all times. We operate with strong ethical standards to provide valuable and trustworthy financial solutions to our clients. 

• Transparency

Our clients know what we are about and what to expect from us upon our first encounter. We live up to our message and we are clear and transparent about our services and our simplified pricing. We always embody an open and honest communication with our clients, partners, and associates. 

• Excellent

We operate with high standards and energy to deliver competent and remarkable services that exceed client needs and ensure their peace of mind.

• Respect

We deliver reliable and exceptional services to our clients while considering their background, feelings, desires and needs. We commit to the development of a trustworthy relationship with our associates, clients, partners, and the public.

For Home Loan Funding Click HERE                 For Tax Services Click HERE

Whether you live in Lehigh Acres, Fort Myers, or Cape Coral, we are here to help you!