Who We Are
The People Handling Your Loan
You will know who is working your file, and you will be able to reach them directly. That should not be a differentiator in this industry. It is.
This page is waiting on the client
No loan officers are published yet. Open item 4. Nobody has been invented to fill the space.
Needed per person
- Name
- Title
- NMLS ID
- Years in lending
- Licensed states
- Headshot
- Direct phone
- Two to three sentences of bio
The Heirloom Family
You Get More Than a Loan Officer
Heirloom Lending is one part of a firm. Heirloom Wealth manages investments and financial planning as an SEC-registered investment adviser. Heirloom Tax handles tax planning and preparation. When a lending decision has tax consequences or touches an account that is part of a larger plan, we do not send you off to figure it out. We walk down the hall.
Not every mortgage client needs that. Plenty of people just want a clean loan and a fast close, and that is completely fine. But when the question is bigger than the loan, the people who can answer it are already here.
Talk to Someone Directly
No call center, no lead routing, no form that disappears into a queue. You will talk to the person who will actually handle your file.