Sales Manager | MLO# 257282
For nearly 20 years I have been helping professional families throughout the state of Oregon to achieve the dream of home ownership and then successfully manage that debt over time to fully integrate the home equity into their overall financial goals. I was one of the first Certified Mortgage Planning Specialists in Oregon and have an over 20 year background in the financial industry starting back in college when I worked as a licensed intern for The Equitable Financial while attending the University of Oregon.
I have always worked to run my mortgage business as a practice. I feel that if I am helping my clients create, perhaps, the largest debt int their lifetime that I have a responsibility to help them manage that debt and their home equity so they are able to reach their full financial potential. A mortgage is not just simply a tool to get financed but it is an incredible financial tool that helps you to manage the wealth built up in possibly your largest asset. Learning how to fully integrate your real estate into your financial plan is crucial to long term financial success and is not typically taught, nor in many cases understood, by many traditional financial advisors. My goal is to make sure that we maximize the value of EVERY asset a client has to ensure financial success.
Jeffrey’s Client Testimonials
Jerffrey, you made me believe again. I didn’t know if we could get a loan after the hit we took in 2009. And there you were proving me wrong. You made it happen. Thank you. You were always there when I called offering support, and a positive spin on the arduous task of getting all the paperwork together.
The team at Peak were consistently on top of the ball through every part of the loan process. From Jeff working with me to get documents set up to e-sign while I was in the middle of nowhere in SE Oregon to Angela catching errors on the part of other involved parties, Peak consistently worked hard to make this process go as smoothly as possible.
Jeff and his team at Peak Mortgage did a great job handling our home loan and went above and beyond the call of duty to clear some hurdles for our closing.
Jeff always finds the best rates and the best scenarios for value in a mortgage. Jeff knows his business very well. Angela is exceptional at administering a very difficult process. Makes the whole ordeal rather simple.
“Being a first time home buyer I didn’t know what to expect and definitely didn’t know what I was getting my self into. I had lots of questions, and lots of concerns but thankfully everyone working on my loan at peak mortgage were there to answer all of them, even after hours! I had a great experience with them. Thank you!”
jeff was geat he said he had are back and would find us a loan and get us into a home and with all the ups and downs jeff and the team never backed down and got us into are home what a great team to work with will send all are friends and family to you
Jeff was very proactive and listened to our needs and wants for a mortgage. We wound up with a mortgage with a low interest rate and affordable monthly payment. We were impressed with Jeff and his team.
1500 Valley River Dr.
Eugene, OR 97401