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About me

It was 2001 when Lori Richardson realized her calling to revolutionize the mortgage banking industry by bringing clients a new level of mortgage expertise unparalleled in her field. With 34 years experience behind her, she has positioned herself as a personal CFO to her clients, and it remains her goal to change the way Americans are able to retire. 

She takes great pride in helping her clients prepare for the future and believes getting her clients into their home is just the first step. Before prescribing a mortgage strategy, she inquires about her clients’ goals and current financial situation, then makes a recommendation to help them maximize their wealth over time.


“We introduce our clients to a new generation of debt management tools and equity management strategies and show them how proper integration and management of their mortgage can keep the burden of debt from working against them, and instead make it work for them,” says Lori.

While the media focuses on how to save money on a mortgage, Lori educates her clients on how to make money with their mortgage. She helps them select a loan program that can help them to accomplish their goals, including:

• Providing for the safety & liquidity of their assets
• Increasing their net worth
• Maximizing their current tax deductions
• Improving current cash flow
• Preparing for future needs

When Lori’s not working with clients, she loves to travel, read, and spend time outdoors.  She and her husband Bob are avid runners, skiers, hikers, and bicyclists. When they’re not working, you’ll find them on a trail…SOMEWHERE above tree line in Colorado!  One of her very best friends, her daughter, is a writer/author, and in college in Nashville.  Lori credits her husband and daughter with keeping her sanity at home and her incredibly talented team with making her look good in the office and is incredibly grateful for their influence on her life! 

Let’s find the right home loan for you

We have loan options to fit every situation, from down payment assistance programs for first-time homebuyers to government-sponsored programs for military families and rural residents or jumbo loans in high-cost markets.

Product Info

Testimonials

Testimonials
5.0 out of 5.0 stars
5.0
Phil
Jul 23, 2022
Verified

Easiest and best loan process ever. Very professional group that is great to do business with. I recommend Lori to anyone needing a loan.
Lizzy
Jul 23, 2022
Verified

Lori and her team have serviced two of our loans and we could not be happier with the experience. They made sure we understood each aspect of the home buying process and took time to clarify everything we had questions about. Further, they were diligent in making sure we got all our documents to them in time so we could make a timely closing. I highly recommend Lori and her team!
Dana
Jul 23, 2022
Verified

Lori and her team are very professional and personable! Outstanding customer service! Outstanding follow through! They make the process VERY easy to move through and VERY understandable. If you have any questions, they are very prompt in responding and getting you answers. It makes you feel like you are not alone in muddling through the process. I would HIGHLY recommend Lori and her team for your mortgage lending company when buying a new home!!
Bob
Jul 23, 2022
Verified

I want to commend Lori and her excellent team for making my refinancing experience smooth and stress-free. Lori was great about communicating clearly in a timely manner. After closing, Lori shared some handy tools for homeowners. I feel very comfortable recommending Lori to anyone who wants a professional, knowledgeable and personable partner when dealing with homeownership issues.
Greg
Jul 23, 2022
Verified

I have worked with Lori and her team on more than one occasion and I can unequivocally say they are one of the best organizations I have worked with for any service. The entire team is a pleasure to work with, they are responsive and communicate exceptionally well. I would highly recommend them for any of your mortgage needs.
Jenn
Jul 23, 2022
Verified

Our whole lending team was amazing. Such a FUN experience with the home buying process. Jeff always had out best interest at heart for the home purchase and out future. Such a pleasure to work with.

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Awards

Causes & Memberships

member of Guild Giving
NMLS ID #272264
I am authorized to do business in the state of Colorado.