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The value is in the advice!

From Education to Empowerment to Experience

Building trust, one borrower at a time.

Find out how we performed in the J.D. Power 2025 U.S. Mortgage Servicer Satisfaction Study.

About me

As a Certified Mortgage and Liability Advisor, I take a strategic approach to help my clients make the most suitable mortgage decisions. I focus on helping them understand cash flow and liabilities while considering important factors like tax planning, income analysis, and the most appropriate use of their home equity. By looking at the bigger financial picture, I create a customized plan that helps clients achieve both their short-term goals, like buying a home, and long-term goals, like growing their net worth.

Also, as a 30-year veteran Mortgage Advisor, my achievements include the Scotsman Guide, Top Originators in the United States for 4 out the past 6 years. This means I have served hundreds of families achieve the dream of homeownership, many of which are repeat clients that I have had the honor of serving on multiple occasions.

I am in constant efforts to inform and educate our communities and clients in provided ongoing and regular educational classes on financial awareness/budgeting, credit management and homebuyer workshops.  I believe it is my responsibility to educate and empower our client towards their goal of homeownership with the knowledge to make sounds financial decisions.

For professional development, my memberships include, San Antonio Estate Planners Council, National Institute of Financial Education, Collaborative Divorce of San Antonio, (Divorce Mortgage Planning), Divorce Lending Association

On a personal level, I am happily married with 2 little ones who drive my "WHY" every day! I enjoy serving my community in various volunteer efforts including our local Food Bank, The Alzheimer's Association, Habitat for Humanity and Meals on Wheels.  My hobbies include playing guitar, live music, living a healthy lifestyle, reading, personal development and connecting with my closest friends and families.

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Meet my team

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I work closely with my team of specialists to get you the financing you need. See what each member brings to the team.

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

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home equity insights

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Testimonials

Testimonials
4.95 out of 5.0 stars
5.0
4.29
4.95
4.84
Janet
Oct 20, 2025
Katy, TX
Verified

Very good
Ryan
Oct 20, 2025
Katy, TX
Verified

Amazing 10/10. Very quick fast and easy.
morgan
Oct 19, 2025
Verified

Jeff’s team was outstanding and I would recommend them 10 times out of 10. Made the whole process smooth and moving in the right direction
Morgan
Oct 17, 2025
Blanco, TX
Verified

Communication from start to finish was outstanding. Jeff's team was on top of everything before it came up and stayed infront of the whole process.
Jessica
Oct 17, 2025
Blanco, TX
Verified

Jeff was so great to work with! He was a great communicator and helped us through every step of the process. Wonderful at his job and a pleasure to be around!
Kimberly
Oct 15, 2025
Victoria, TX
Verified

outstanding service!

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Awards

Scotsman Guide Award Scotsman Guide Award

Causes & Memberships

member of Guild Giving
NMLS ID #225971
I am authorized to do business in the states of Florida, Oklahoma and Texas.