I am a bilingual Independent Mortgage Professional, a Certified Financial Coach, Owner/Founder of Beyond Mortgage Strategies (previously Columbia Financial Stategies) and a public speaker in the area of finance. I began my financial career in community development managing large budgets for various not for profit organizations some 20 years ago. I soon added to my Business Accounting Diploma, a Life Insurance Licence, a Financial Coach Certification as well as a Mortgage Professional Licence. I discovered a gap existed between client’s needs and what was being offered in the financial world. Whether it was guidance or life insurance, all were a distant second to the business plan I had written in college. The opportunity to fulfill this gap by offering client s true financial strategies is what began the journey I have been on since 2010. In order to enhance one’s financial experience, I discovered that reviewing the whole picture had greater value to the client than addressing just the one element at hand. Clients have found a lifelong advisor who personally guarantees a new found freedom when working with me. I am a strong problem solver, have a high level of dedication to my clients and have been referenced to being the Financial Coach Extraordinaire during my guest appearances on a local radio show!
As a Financial Coach: I will dedicate y experience and knowledge to building your personalized strategy in finding your financial freedom.
As a Mortgage Professional: My compassion and focus in achieving financial success is apparent to those I work with. If I can help clients save money on interest or improve their cash flow, it will have an impact on their lives not only now but in the future. I have access to different financial institutions and lenders offering a wide range of mortgage rates, terms and conditions. By shopping wisely, I can find the mortgage that best suits your financial needs.
As a public speaker: I am a bilingual speaker who engages my audience, I bring solid foundation to the Financial Wellness Seminars and the First time Home buyers Seminars that we offer.
Trust, respect, and good ethics are what solid business relationships are founded upon – it’s what I receive and deliver.
I believe in making a difference!