WELCOME TO THE FIRST CLASS OF LENDING SERVICES
TENACITY. LUXURY. ADVOCACY.
The Mortgage Concierge provides an elevated form of mortgage expertise and client-focused advocacy. With more than fifteen years of industry experience in finance, banking, business, and economics, we're uniquely positioned to provide far more than standard loan services.
We offer a diverse portfolio of specialties and products, including consulting, education, and high-value mortgage planning and execution, all with a firm commitment to helping all of our clients realize their financial goals.
A higher standard for lending services, the Mortgage Concierge is more than your loan officer. We are your ally. Your advocate. Your strategic partner.
Let's work together.
STRATEGIC. ADAPTABLE. BESPOKE.
Our boutique methodology is as conceptual as it is hands-on, which allows for a premium level of personal control over the entire loan process. We begin all new engagements with a bespoke approach, by first understanding our clients' unique circumstances and immediate needs.
We want to get to know you, and what you want.
We do not believe in a "one size fits all" philosophy, for no two clients are identical. We know that our clients are distinct and singular, and with the Mortgage Concierge, you can rest assured that all of our recommendations, products, and strategies are specifically tailored to best suit your individual needs.
The Mortgage Concierge is your dedicated, strategic partner, for every step of your financial journey.
WHAT CLIENTS SAY
— S.R., Attorney
"James was our loan officer when we were buying a home. He relentlessly worked to get us the best rate and treated us like family. He went above and beyond and made sure everything in the process was done correctly and efficiently. He was our advisor and mentor and we are so fortunate to have had him represent us. We cannot sing his praises enough!"
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