
Certified Mortgage Planning Specialist
Portland, Oregon Area

Certified Mortgage Planning Specialist
Portland, Oregon Area
(Public Company; 51-200 employees; Financial Services industry)
March 2008 — Present (1 year 9 months)
Strategizing with clients to help them understand the impact of the decisions they make on their short and long term financial goals by choosing the right mortgage, and structuring their debt properly in the first step. From there, properly manage their mortgage and debt quarterly and focus on wealth creation through properly managing their home equity and create monthly cash flow to maintain a monthly investment discipline.
(Privately Held; 11-50 employees; Financial Services industry)
November 2005 — September 2007 (1 year 11 months)
Through the process of creating my life plan, business vision and business plan with my Christian life and business coach, we found that for my vision to come to life, an excellent team and practice had to be created. I have found like-minded individuals and team players that shared my values and core.
We are passionate about serving our clients and empowering their financial futures. So New Vision Wealth was created and during it's peak, we had 25 planners and support team members.
Through market changes and realizing I was being pulled away from what I truly love, serving my clients, I decided to close my company and return to focusing on my valued clients and professional partners bringing my key team members with me to continue to provide our great customer experience.
(Government Agency; 51-200 employees; Law Enforcement industry)
October 1993 — May 2004 (10 years 8 months)
Throughout my 11 years, worked as a patrol officer, DARE and GREAT officer, Emergency Vehicle Operations Instructor, Field Training Officer and Mobile Response Team, Police Activites Director.
BS , Psychology , 1995 — 2000
AA , Criminal Justice , 1990 — 1993
Family is number one to me so any activity that brings joy to their little faces is my interest. Personally, physical fitness is key to being successful in all areas of your life as you can only lift up others and serve them if you have the energy and attitude a healthy body produces. When I can golfing is always fun, our season tickets to the Blazers is a favorite activity, and watching the kids in their various activities.
Certified Mortgage Planning Specialist, YPOP, Public Safety Chaplaincy, NAMB, OAMB, Mortgage Mastery University, Building Champions Coaching