Hello and welcome.

I am on a mission to help you finance your dreams. My current and prospective clients inspire and motivate me every day with their unique stories, accomplishments, and dreams of homeownership. My passion for working with people from all walks of life and helping them acquire the right loan that fits their needs is what drives me to succeed, and I have been doing this every day for nearly 25 years!  I am very fortunate to work for an amazing company that prides itself on quality service and quality people - from the enthusiastic receptionist to the unwavering owners.

Since 1992, I have placed close to $800MM in loans and joyfully helped thousands of families and individuals realize their real estate financing goals. My early background in banking at Bank of America and West America Bank has been instrumental in my ability to help borrowers understand the intricacies of the lending cycle, as I strive always to make sure all borrowers are well educated on their choices.

It is a pleasure and an honor to be in this business. I look forward to working with each of you to successfully navigate your real estate financing needs.

5 Stars ★★★★★
Lisa is amazing to work with and extremely knowledgeable. We were first-time homebuyers and the process was super smooth.
— Adrienne on BirdEye
5 Stars ★★★★★
We’ve had the pleasure of working with Lisa for over 15 years and she has come through for us many times. She has stuck with us through difficult times and come up with options when we didn’t think we had any. She always goes the extra mile for her clients and is so pleasant to work with! Highly recommend!!
— Elizabeth on BirdEye
“Lisa has been fabulous to work with, I couldn’t be more pleased with the result and as long as she’s in the business I’ll never go anywhere else. She was patient when I was sitting on the fence and moved fast when I was ready to go. I really liked my last mortgage broker but Lisa is more personable, faster and really knows her business.
— Michael B
LISA IS STILL THE BEST!
5 Stars ★★★★★

This is our 3rd time working with Lisa. She helped us purchase our first home in Oakland and then re-fi it a few years later. Most recently she helped us purchase a new home in Benicia. She is incredibly responsive and easy to work with. She makes you feel like you’re her only client and I felt I could reach out to her at any time with questions. I can’t recommend her highly enough.
— Kelly from Benicia, CA
EXCELLENT CUSTOMER SERVICE
5 Stars ★★★★★

We developed a plan together and Lisa avoided surprises with continual feedback. She was always available with timely responses to any requests. Very professional and provided solutions - e.g., she provided a rate timeline that ensured I was hitting the sweet spot! I have no hesitation in recommending Lisa to anyone considering mortgage Financing options.
— Malcolm from San Francisco, CA

Client Satisfaction Survey: 

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