About
Before I started my tenure as a mortgage professional, I spent more than 14 years in the emerging technology sector as a sales and marketing professional. After my successful career in technology, I turned my financial management hobby into a career. I went through extensive training in order to achieve the esteemed designation of “Certified Mortgage Planning Specialist” CMPS®. This title signifies I have demonstrated financial knowledge and expertise regarding the tax and financial planning implications of various mortgage and real estate investment strategies. Therefore, I can better advise you when it comes to:
- Your single largest debt – mortgage
- Your single largest asset – real estate equity
- Life Planning needs and goals – cash flow
“I work hard to approach each new customer in hopes of beginning a long-term relationship that extends beyond the closing table.”
-Ian Farrison
As a CMPS® Professional, I am:
- Trained to help you increase your cash flow
- Skilled in helping you become debt free sooner and achieve true financial freedom
- Equipped to help you profitably invest in real estate and protect you from mortgage and real estate investment scams
- Committed to helping you improve your credit score and get the best deal on your financing
- Able to explain the benefits and drawbacks of paying off your mortgage before retirement, and help you to determine which strategy works best under your individual circumstances
- Able to guide you in implementing the best home equity and mortgage strategies for divorce situations
- Able to help you implement a financial strategy to finance your children’s education equipped to better enable you to financially care for your elderly parents
- Able to help you implement beneficial mortgage and real estate equity strategies before and during job or career changes
- Able to help empower you to start or sell your business by implementing viable mortgage and real estate equity strategies
- Able to recommend the proper financial strategies when you are ready to buy or build a vacation home
- Committed, qualified and equipped to help you implement mortgage, cash flow, and home equity strategies to build and conserve wealth when buying a home or refinancing your mortgage
- Pledged to follow a Code of Ethics and help investor and families turn profits, while realizing the dream of homeownership