Hello and welcome.

I’m on a mission to help you finance your dreams.
Every day, I’m inspired by my clients - past, present, and future. Your unique stories, accomplishments, and goals for homeownership motivate me to continue doing what I love.

With more than 25 years of experience in the mortgage industry, my passion lies in helping people from all walks of life find the right loan for their needs. I’m proud to work for a company that values exceptional service and exceptional people, from our warm, enthusiastic receptionist to our dedicated owners.

Since 1992, I’ve helped secure nearly $1 billion in loans, guiding thousands of families and individuals toward their real estate goals. My early career in banking at Bank of America and WestAmerica Bank laid the foundation for how I approach lending: by helping clients understand their options clearly and confidently.

It’s a true honor to be in this business, and I look forward to helping you successfully navigate your real estate financing journey.

5 Stars ★★★★★
Lisa is amazing to work with and extremely knowledgeable. We were first-time homebuyers and the process was super smooth.
— Adrienne on BirdEye
5 Stars ★★★★★
We’ve had the pleasure of working with Lisa for over 15 years and she has come through for us many times. She has stuck with us through difficult times and come up with options when we didn’t think we had any. She always goes the extra mile for her clients and is so pleasant to work with! Highly recommend!!
— Elizabeth on BirdEye
“Lisa has been fabulous to work with, I couldn’t be more pleased with the result and as long as she’s in the business I’ll never go anywhere else. She was patient when I was sitting on the fence and moved fast when I was ready to go. I really liked my last mortgage broker but Lisa is more personable, faster and really knows her business.
— Michael B
LISA IS STILL THE BEST!
5 Stars ★★★★★

This is our 3rd time working with Lisa. She helped us purchase our first home in Oakland and then re-fi it a few years later. Most recently she helped us purchase a new home in Benicia. She is incredibly responsive and easy to work with. She makes you feel like you’re her only client and I felt I could reach out to her at any time with questions. I can’t recommend her highly enough.
— Kelly from Benicia, CA
EXCELLENT CUSTOMER SERVICE
5 Stars ★★★★★

We developed a plan together and Lisa avoided surprises with continual feedback. She was always available with timely responses to any requests. Very professional and provided solutions - e.g., she provided a rate timeline that ensured I was hitting the sweet spot! I have no hesitation in recommending Lisa to anyone considering mortgage Financing options.
— Malcolm from San Francisco, CA

Client Satisfaction Survey: 

Please take a moment to answer a few questions to help us continually improve our service to you. Click on the link below to open a new window where you can read client reviews and add one of your own.