Sales and technology strategist at the forefront of fintech innovation in mortgage lending. Passionate about creating new opportunities, simplifying processes, and pioneering modern solutions that enhance customer experience and mortgage lending efficiency.
With 15+ years in the financial industry, I’ve served as an executive, strategist, consultant, trainer, and team developer.
⭐ Founder, Liberty Financing LLC
📌 Former Chief Strategy Officer, American Financing Corporation
📌 Former Investment Advisor, Charles Schwab
🔹 Expertise in: Mortgage lending, financial strategy, technology innovation (AI, APIs, SaaS, Web design, SEO), marketing, sales training, business development, project management, and data analysis.
🔹 Certifications & Licenses:
Current NMLS MLO State Licenses
Previously: FINRA Series 7 & 66, Life & Health Insurance License, Accredited Asset Management Specialist (College of Financial Planning).
🏆 Committed to delivering an exceptional customer experience and creating the most rewarding career opportunities for high-performing professionals.
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