For the past 10 years, I’ve had the privilege of helping seniors explore reverse mortgages as a way to create more comfort, flexibility, and peace of mind in retirement. I live and work right here in Burlingame, and I’m proud to serve clients throughout San Mateo County and Santa Clara County.

Before I ever entered the reverse mortgage space, I spent many years in investment banking and the broader financial industry. I also had the opportunity to invest in and own commercial real estate alongside other investors. Those experiences gave me a strong foundation in finance—but more importantly, they taught me how important it is to look at the full picture when making financial decisions.

Today, I bring that same perspective to the conversations I have with my clients.

As a Baby Boomer myself, I understand many of the questions, concerns, and goals that come with this stage of life. Whether it’s staying in your home, creating additional cash flow, or simply wanting more breathing room financially, I believe these conversations should be thoughtful, pressure-free, and centered around what’s best for you.

Outside of my work, I’m a volunteer and a Secular Franciscan, which reflects my commitment to service and community. One of the most meaningful parts of my life came from a very personal experience—after the loss of my son 20 years ago, I established a scholarship program at California Polytechnic State University through his fraternity. Each year, a student is selected by their peers for demonstrating exceptional kindness. It’s a small way to honor his legacy and support the kind of character that makes a real difference in the world.

At the end of the day, my goal is simple: to be a trusted resource. Someone you can talk to, ask questions, and feel comfortable exploring your options with—no pressure, just guidance.

If you’re curious about whether a reverse mortgage could play a role in your retirement, I’m here to help you think it through.