Personal commitment to each client
I truly believe Bay Area real estate continues to be one of the best investment vehicles, and it's a privilege to advise clients in their goal of owning property.
I’m committed to helping clients navigate the constant change of mortgage guidelines, real estate laws, and economic forecasts. Each client has different needs and so my approach varies. My goal is to assist clients in building and protecting wealth through better management of equity and cash flow.
Thank you for visiting, I look forward to hearing how I can help! -Carrie
Carrie's unique background gives her the skill set to be the best partner for her clients on their path to home ownership. Prior to her mortgage career, Carrie spent over a decade running a $700M business for a Fortune 5 company. She has experience working in Silicon Valley start-ups as well as established Fortune 500 companies, with expertise in international business development, finance, business strategy, and negotiation. Carrie also earned her business degree from UC Berkeley's Haas School of Business. Carrie applies all of the learnings in communication, strategy and collaboration to streamline each step of the mortgage process. She ensures her clients feel well-educated in their options and choices, crafts a loan program that both furthers her clients' financial goals and is strong enough to win in competitive bid situations, and anticipates and addresses potential issues to make the home buying experience as seamless as possible.
Carrie works with a team of experts in residential mortgage financing for all property types with access to conventional, jumbo, FHA, and VA financing. Carrie also provides sophisticated products for the non-traditional borrower including private banking options for high-net worth clients, financing for foreign borrowers, and asset depletion for retired clients in lieu of income verification.
Partnering with over 40 top mortgage lenders, Carrie has access to an unparalleled number of loan options and rates for her clients. Her core business partners include real estate agents, attorneys, developers, CPAs, financial advisers, accountants, and of course, her past clients.