Tailored Mortgage Solutions

The Roussel Team 

Just a few of our reviews

S.B. 
Great Experience!

This was a lengthy process with plenty of hiccups along the way. Kathy Roussel was there every step of the way to help me along. Always available, knowledgeable, cheerful and resourceful. She definitely kept my stress level to a minimum. 

Thank You!

Paula San Luis Obispo,
Thank you Kathy! 

We had a pleasant experience with our home loan and Kathy Roussel. Ours was a little tricky because of some past financial problems that we had, but Kathy helped us relentlessly deal with all of our issues, and helped us with solutions for every problem. We are grateful to Kathy for helping us navigate this process and end up with the loan we needed to make our retirement more enjoyable. 

Sherry
Great customer care!

My loan officer, Kathy Roussel, was very helpful from first contact. She was readily available to answer my questions and did so in a manner that was very clear to understand. She kept in good contact, letting me know what was happening with the progress of my loan status. All in all, it was a very good experience. 

Meet The Team

Kathy Roussel
Senior Loan Officer
NMLS # 1489320

Kathy has decades of loan experience and is a Reverse Mortgage specialist.  She is caring and always puts the best interest of her clients first. 

Larry Roussel
Marketing Manager

Larry was a loan officer until 2017 when he moved into the marketing role. He and Kathy have been Married for over four decades and look forward to many more years together. Kathy says he is the "King of breakfast" and cooks for her often.

Privacy Policy

Customer service is very important to us. As we continue to improve and expand our services, we recognize our customers’ need and desire to preserve their privacy and confidentiality. Safeguarding our customers’ privacy is also very important to us. We have adopted standards that help maintain and preserve the confidentiality of customers’ nonpublic personal information. The following Statement affirms our continued efforts to safeguard customer information.

Information We Collect

We gather nonpublic personal information about our customers as may be necessary to conduct business with our customers. We collect nonpublic personal information about you from the following sources:

 

Information We Disclose

Your personal information will only be retained for the purpose of providing you with our response to your query and will not be made available to any third party except as necessary to be disclosed to any related entity for the purpose intended or as required to be disclosed under law.

By submitting data on our website, the visitor is providing explicit consent to transmission of data collected on the website.

We treat data as confidential within our firm and require a strict adherence of all our employees to data protection and our confidentiality policies.

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We reserve the right to amend (that is, add to, delete or change) the terms of this Privacy Statement from time to time.


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