15+ years specializing exclusively in reverse mortgages. Active originator, CRMP designee, curriculum author, and the practitioner behind every course, guide, and designation program on this site.
I've been originating reverse mortgages exclusively for over 15 years. Not as a side product. Not as a last resort for distressed clients. As the primary focus of a practice built around the belief that home equity is one of the most underutilized assets in retirement planning — and that the professionals who understand it deeply enough to prove that to a CFP are the ones who build lasting practices.
ReverseMortgageEDU™ exists because I kept having the same conversation with originators who wanted to break into the CFP referral channel but didn't have the vocabulary to do it. They knew their product cold. What they lacked was the strategy layer — sequence-of-returns risk, buffer asset mechanics, Social Security coordination — that makes a planner stop thinking of you as a loan officer and start thinking of you as a resource.
The C-RMS™ curriculum came out of that gap. 66 videos, 8 modules, and a case study library built entirely from real planning conversations I've had with CFP partners in San Diego. Every lesson is written to one standard: could a graduate use this in a meeting with a CFP the same week they watched it?
The C-R4P™ came from a different gap — the SRES Realtors who kept telling me their clients needed HECM for Purchase but they had no specialist to refer to. I built the curriculum I wished existed when I started in this space.
I'm an Associate Broker at C2 Financial Corporation, licensed in California and Washington State. I'm a member of the National Reverse Mortgage Education Committee. I co-authored Reverse Mortgages for Women, by Women with Kimberly Buckley — we are The Reverse Visionaries. And I run MyEquityEagle™, a home equity intelligence tool for CFP and financial planner partners.
Everything I build is practitioner-authored, tested in real conversations, and designed to make reverse mortgage professionals more credible with the referral partners who matter most.
A comprehensive guide to reverse mortgages written specifically for women navigating retirement, divorce, widowhood, and long-term financial independence. Covers HECM mechanics, planning strategy, and the emotional dimensions of home equity decisions that most financial guides don't address. Available on Amazon.
A free self-study CE guide covering buffer assets, Social Security bridging, and trust coordination — written for CFP® professionals who want to integrate HECM strategy into retirement income plans. Grounded in Pfau, Sacks, and Salter/Pfeiffer/Evensky research. Includes a full 2022 San Diego case study and 10-question self-assessment. Download free →
Whether you're a CFP with a client scenario, an originator considering a designation program, or a Realtor looking for an H4P specialist — I'm easy to reach.