About Jeffrey

NMLS# 922359
GA# 60939

“Having more than 20 years’ experience in financial services, I strive to give exceptional service as I assist you in all your financial needs. I understand the significance of dealing with reliable, dependable individuals when it comes to financial decisions. You will find that I am conscientious, consistent and compassionate to my customers, and my goal is to exceed his/her expectations in the services I provide. My intent is to educate, direct and deliver on the promise of excellent service, as we work together to meet your objectives. Whether it be a new home purchase or refinance, I am committed to providing trustworthy assistance throughout the process. Your success is my aspiration!”

  • 11020 David Taylor Drive, Suite 415
    Charlotte, NC 28262
  • 704-719-4039
  • 610-629-6948

What Clients Say