Maximizing retirement income for our clients since 1990
Brian W. White
PresidentFind out moreBrian holds undergraduate and graduate degrees in Business Administration from the University of California (Berkeley) and he is a Registered Financial Consultant and a Certified Estate Planner. Brian has over 40 years experience in investments and over 10 years experience in Reverse Mortgages. He holds a California Real Estate Broker license and he is also a licensed California Life and Disability […]
Chief Operating OfficerFind out moreFounding Partner and Sales Manager Matt works day in and day out to develop ways to make each representative’s life easier. Matt’s goal is to “help each one of our representatives become more successful.” Aside from developing sales systems, Matt spends his time learning every aspect of the Reverse Mortgage business so you can have an expert on your team.
Accounts & HR ManagerFind out moreShannon has been with us since August 2011. She is responsible for the bookkeeping and HR duties.
Assistant to Brian and Matthew and event coordinator for our seminars.Find out moreI am originally from Denver, CO. I have lived in San Diego for 7 years. I moved out here for school and graduated from San Diego State University in 2010. Becoming a part of the mortgage industry has been a very rewarding experience. I love what I do and hope to continue expanding my knowledge within the business. Outside of […]
Senior Marketing AgentFind out moreCarolyn is a native San Diegan who graduated from the University of San Diego in 2011 with a dual degree in Political Science and French, and a minor in Accounting. She is new to the Reverse Mortgage industry but thoroughly enjoys working with seniors and is excited to build her career as a loan processor. As a hobby Carolyn likes […]
Mailroom Manager/Licensing AdministratorFind out moreProcesses direct bulk mailings. Organizes mailer schedule. Maintains supply inventory and mailroom equipment. Ensures compliance with licensing requirements. Processes tax forms. Serves as liaison for internal and external contacts. Maintains and organizes sensitive documents. Gathers and compiles information for state agencies. Maintains licensing status in accordance with state law, regulations and established company procedures.
Loan OfficerFind out moreI have been in financial services for over 33 years. I have seen the good bad and the ugly in the financial world. My goal is to help my clients achieve there financial goals, be it more income, better security, leaving a legacy, or protection from disaster. I have degree from the University of Colorado, and am a proud US […]