GUIDANCE
That Simplifies the
Wealth Planning and
Mortgage Process
You deserve real advice from someone who’s in your corner-and I’ve got your back. Whether you’re buying your first home, refinancing a mortgage, or
planning your financial future, I give you peace of mind that you’re making the right decisions for you.
About Don
Building trust, fostering strong relationships, and helping others navigate important decisions isn’t just how I work—it’s how I show up in everything I do.
Building a career in the mortgage industry, I gained a rare, behind-the-scenes perspective into how financial decisions are actually made, often during high-stakes or emotionally charged moments. That experience shaped my clarity-first, no-nonsense approach and deep appreciation for honest, transparent conversations.
Today, my work centers on helping clients feel heard, understood, and confident in their financial direction. I partner closely with advisory teams to keep discussions grounded in what truly matters, translating complexity into clear, actionable guidance.
The foundation of my philosophy is alignment—ensuring investments, planning, business decisions, taxes, liquidity, and timing all work together toward meaningful long-term outcomes. In business or life, I am driven by consistency, connection, and a focus on lasting value.
Is Your Pre-Approval Accurate?
Some mortgage lenders will ask the bare minimum so they can rush you through a pre-approval. Without a complete picture of your financial situation, you might get approved for way more – or way less – than you really should.
Here’s one big misconception that gets borrowers into trouble. Income is income, right? Wrong. When it comes to pre-approvals, there’s a huge difference between self-employed income and salaried income. That’s why we ask for nothing more than what’s absolutely necessary to make sure your pre-approval is accurate and error-free.
Need a quick estimate of how much
your dream home might cost?
Go ahead and enter the details into our free calculator. This is just meant to give you a ballpark idea. If you want to get
into the specifics and find out how much home you can actually afford, give me a call at 201-424-0426.
Buying a House and Building Wealth Isn't a Moment in Time. It's a Journey.
If your mortgage professional or financial advisor says, “Let me run some numbers …” that’s your cue to run. Why? Because they’re focused on transactions, not your future. That’s not how I work. I consider your entire financial picture to help you make smart decisions. From finding the right refinancing window to staying ahead of market trends, I’m always working to save you time, money, and stress. For me, it’s not about closing a deal-it’s about building a long-term foundation for success.
Real Advice. Fast Answers.
A Plan That Works for You
Real People, Real Reviews
Don helped us buy and refinance our first house and was an invaluable asset as we navigated those complicated waters for the first time.
The process was seamless and Don was available to answer all of our questions timely and thoroughly.
He was clear and transparent in his every move and it was a fairly smooth process. He even sent a lovely housewarming gift that we adore.
His honesty, consistent follow-up and advice were invaluable in our process and made us feel comfortable trusting this major milestone in his hands.
As first-time homebuyers, Donald and his team made the process smooth, easy and fast! Always available to ask questions, even after work hours!
Don was always available when I had questions or doubts, was completely transparent and helped me make some very smart financial decisions.
He told me what I needed to do and told me if I did it I would be in a house in 8 months and he was absolutely right.
As first-time homebuyers, we were hesitant and questioning a few things, but Don was always available and willing to answer any questions we had.
This is now the third time in eight years I have worked with Don. Every time is easier than the last if that was even possible.
