
Mortgage Planner at Meridian Lending Partners, Inc.
Dallas/Fort Worth Area

Mortgage Planner at Meridian Lending Partners, Inc.
Dallas/Fort Worth Area
Mortgage planner with experience working with financial planners and CPAs to utilize a clients' mortgage to help achieve their long and short term financial goals. Strong knowledge of the various mortgage programs helps me present financing options that can be woven into an overall wealth building strategy.
Certified Mortgage Planning Specialist - CMPS®
- Equity Management (Refinance, Cash Out)
- Real estate tax advantages (Vacation Homes, First time home buyers, Investment properties)
BBA , Management Information Systems , 1999 — 2003
2002 — 2002
1995 — 1999