We are passionate about helping others through education—especially when it comes to reverse mortgages, one of the most misunderstood retirement tools.

Today’s reverse mortgage isn’t what it used to be. It’s no longer just a solution for those with immediate financial needs. This versatile tool offers a wide range of benefits: from enhancing monthly cash flow and eliminating mortgage payments to creating a tax-free safety net, funding home improvements, or preserving investments during market downturns. And it’s not just for later in life—using a reverse mortgage earlier in retirement can provide greater financial control, peace of mind, and long-term flexibility.

Retirement should feel secure and empowering. A reverse mortgage may not be the right fit for everyone, but understanding how home equity can be used to protect and strengthen retirement is something every homeowner deserves to know.

We'd love to have a friendly, no-pressure conversation about how a reverse mortgage could benefit you at any stage of retirement.

We enjoy being outdoors as much as possible.  You'll catch us floating the Deschutes River, enjoying a sunset at Pilot Butte, or playing pickleball.

Love the live music available in Central Oregon, especially all the tribute bands that take us back to our favorite songs from our boomer generation!