I have been providing personalized mortgage advice since 1984 and I am passionate about my work. I love what I do. I am an advocate for clients, not for banks.
Early in my career, I observed and realized that my clients needed financial advice on more than just their mortgage - advice that included the best ways to save for retirement, save for college, pay off debt, build a rainy day fund and properly invest for future needs. Today I uniquely advise each client holistically on how to handle their money and their mortgage, so they can achieve financial security faster.
Other things I am passionate about are my family, making wine, cooking amazing food at home, canoeing the rivers & lakes of Northern California and blowing the room away on my tenor sax.
Equal Housing Opportunity
NMLS #257031 / 1850
CA DRE #00869591 / 01215943
About Me
Senior Loan Officer - San Francisco, Townsend Office
GM
NMLS #257031 / 1850 - CA DRE #00869591 / 01215943
KB
Jim does a great job of keeping clients on track through the complicated process of finding the right loan when buying a home. Jim doesn't miss a beat when it comes to the necessary steps to get just the right loan needed. Well done!
