Dan has been a top producing mortgage planner for over 15 years… but makes you will feel like you are his only client. He uses the very best strategies to fit your specific financial needs, and will give straight advice combined with creative options. Dan is a master troubleshooter/problem solver and carefully monitors all the intricacies of your file to ensure a smooth process.
Dan lives in Encinitas, CA with his wife and business partner Emily, their sons Hudson and Wyatt and dog Hugo. He is an active member of the National Association of Realtors (NAR), Certified Mortgage Planning Specialist Organization (CMPS), The National Association of Mortgage Brokers (NAMB) and the YMCA Dreamcatcher Campaign. Look for Dan at the beach with the family or enjoying time with his friends and family around town!
CA DRE License# 01364335
NMLS License# 289261
Emily has nearly 2 decades of mortgage planning experience and has achieved “Top Producer” throughout her career. Her ever growing list of impressed clients is spread throughout the country. From the experienced investor to the first time home buyer, each client benefits from her vast knowledge and unmatched tenacity that she puts into each file. Emily’s goal is to provide every client with professional, friendly, ethical and honest service.
Emily lives in Encinitas, CA with her husband and business partner Dan, their sons Hudson and Wyatt and dog Hugo. She is a licensed mortgage broker and an active member of the National Association of Realtors (NAR), National Association Of Mortgage Brokers (NAMB), Women’s Council of Realtors and the Angel Foster Family Network. Look for Emily on a long run around town -she is an accomplished marathoner- or at one of her many active social groups!
CA DRE License# 01386946
NMLS License# 289062
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