Our people are our greatest asset. We built our dynamic team from diverse backgrounds – top tier consultants, prestigious MBA graduates, and seasoned mortgage industry experts (just to name a few).
Learn more about some of our key leaders below.
latte lover. vuori jogger wearer.
tennis enthusiast &
running addict +
Founder + President
wrangler of 2 children under 2. sushi & book lover. voted best laugh in the office.
Director of Client Experience
peloton super fan. proud new york native. high heel wearer. taxi driver (+ mom) of 2 teens.
Director of Customer Growth
figure skating mom.
beach + book lover. outdoors enthusiast. adorer of everything french.
Director of Private Client
positivity promoter with a family first mantra. Joel Embiid fanatic. craft beer + coffee drinker.
proud husband + girl dad. lover of nature, travel + nice hotels. u.s. army veteran.
People and Growth Officer
avid runner + crossfit enthusiast. mom of 2.
red eye coffee drinker + wine lover.
Director of Loan Engineering
coffee + wine lover. tennis obsessor
retired realtor + current PTO mom.
Director of Communications & Social Media
foodie + world traveler. netflix binge watcher. dog lover. next career: stand up comic.
Director of Strategic Relationships