Shari is originally from New York where her family has owned and operated real estate and mortgage companies for 50 years. She is pleased to provide borrowers with personalized attention to navigate every step of the mortgage loan process. Also certified as a counselor and health coach, Shari's care and determination to provide the best home loan for every applicant is evident. She began her mortgage work in Pasadena, California and maintains client relationships coast to coast. She met her husband, a climate scientist, when they were both completing graduate studies in Boston.
“I like working with a boutique mortgage company that offers flexible programs and wholesale rates. People may think it's unusual that I've worked in both counseling and real estate finance. To me it makes sense; in both roles I can help people with lifestyle goals. It is so satisfying to help borrowers save money, make use of equity cash outs or find a loan strategy that enables them to buy a family home or investment".
Shari works on a concierge basis with a limited number of active loans to give each borrower optimal attention from start to finish.
“My hobbies include: gardening, vegetarian cooking, water-aerobics, Spanish language, travel, animal advocacy, meditation, singing (especially Broadway musicals).”