I help seniors manage the costs and risks of longevity utilizing their housing wealth.
An investment professional now focusing on providing financial solutions to the risks and costs of longevity for retirees through the monetization of their housing wealth. NMLS License 2419155, MA, RI, DE, MD, VA, SC, FL
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Feb, 2023 - Present • 3 yrs 8 mos - Full time
Educate seniors and their families about the benefits and issues of reverse mortgages, and facilitate the process if the product is a viable solution.
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Degree: MBA •  Aug, 1988 – May, 1990
NMLS License # 2419155; Licensed in MA, RI, DE, MD, VA, SC and FL
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