Active Lending Group

I work with homeowners and financial professionals to integrate housing wealth into the broader financial plan, helping create flexibility, improve liquidity, and support stronger long-term outcomes. While I offer all types of home financing, my specialty is helping clients 62+ and their advisors use home equity strategically in retirement planning. This can include: • Conventional, FHA, VA & Self employed • Reverse Mortgage Strategies (HECM & Reverse for Purchase) • Portfolio preservation strategies using housing wealth • Liquidity planning during market volatility 📉 • Coordinating housing decisions with financial plans MY MISSION “To help advisors and their clients bring clarity to one of their largest assets, the home, so they can make more informed decisions and build more flexible, resilient financial plans.” WHO I WORK WITH Most of my clients and partners are: • Financial advisors looking to expand planning strategies • Homeowners 62+ exploring smarter ways to use equity • Clients concerned about market volatility and sequence risk 📊 • Families navigating retirement, legacy, or long-term care decisions HOW IT WORKS 1️⃣ We start with a conversation to understand the full financial picture and where housing may fit. 2️⃣ I model real scenarios so advisors and clients can clearly see the impact on cash flow, liquidity, and long-term outcomes. 3️⃣ If it’s a fit, I collaborate with all parties to ensure everything aligns with the overall plan—not just the loan. 📞 951-724-5334

At Active Lending Group, we create value by simplifying a complex process and putting our clients first. From first-time buyers to homeowners exploring advanced strategies like reverse mortgages, we provide clear guidance, personalized solutions, and ongoing support so every client feels confident in their decisions.

I create value by turning confusion into clarity. Whether it’s navigating loan options or understanding how to use home equity strategically, I guide my clients with honest advice and tailored solutions, so they can move forward with confidence and peace of mind.