fbpx

About Us

Meet the team that gives customer service mortgage its name.



Service Done Right

We have built a strong reputation as an outstanding mortgage lender and broker, serving the lending needs of first-time and experienced home buyers throughout our community. We work closely with our local real estate professionals and builders, as well as escrow and title companies, to ensure a smooth transaction.

From purchase to refinance to construction lending, we have access to a full range of lending sources and all of our mortgage specialists are dedicated to finding the right loan – with competitive rates, terms and costs – to meet your unique needs. Throughout the lending process, we provide regular loan updates and progress reports, so you always know the status of your loan.

We pride ourselves on giving our customers an exceptional service experience.

Leadership Team

Jeff Baum

Jeff Baum

President & Broker of Record

NMLS 297547 DRE 01249934

Brian Troop

Brian Troop

Chief Executive Officer

Jessica Guzman

Jessica Guzman

Chief Operations Officer

Lisa Rosenthal
Lisa Rosenthal

Chief Financial Officer

Karen Adair
Karen Adair

Administrative Manager

Timra Valentyne
Timra Valentyne

Production Support Manager

Sherry Pauline
Sherry Pauline

Chief Compliance Officer

Michelle Witbeck
Michelle Witbeck

Processing Manager

Dana Mullen
Dana Mullen

Underwriting Manager

Melanie Taylor
Melanie Taylor

Closing Manager

Debbie McCarthy
Debbie McCarthy

Business Development

Brandon Rubin
Brandon Rubin

I.T. Manager

Loan Officers

Tony Campuzano
Tony Campuzano

Loan Officer

NMLS 261143 DRE 01824289 805-212-7775

About Tony
Shaneé Chavis
Shaneé Chavis

Loan Officer

NMLS 179942 DRE 01345487 310-930-6015

About Shaneé
Alan Ching
Alan Ching

Loan Officer

NMLS 261160 DRE 01057281 805-212-7740

About Alan
J Randy DiPrima
J Randy DiPrima

Loan Officer

NMLS 274618 DRE 01045459 805-432-0836

About Randy
Charlene Gil
Charlene Gil

Loan Officer

NMLS 306315 DRE 01520745 661-206-3543

About Charlene
Baret Grigorian
Baret Grigorian

Loan Officer

NMLS 339333 DRE 01392896 805-212-7902

About Baret
Mayen Grigorian
Mayen Grigorian

Loan Officer

NMLS 980050 DRE 01489047 818-635-1220

About Mayen
Janice Hill
Janice Hill

Loan Officer

NMLS 298150 DRE 01750952 805-218-3533

About Janice
Stuart Hollins
Stuart Hollins

Loan Officer

NMLS 250124 DRE 01432789 805-212-7905

About Stuart
David Honda
David Honda

Loan Officer

NMLS 1522058 DRE 02070171 818-441-2605

About David
Bob Khzam
Bob Khzam

Loan Officer

NMLS 327400 DRE 00776118 818-425-5400

About Bob
Sharon Waimey Kroker
Sharon Waimey Kroker

Loan Officer

NMLS 236987 DRE 00989990 805-377-8446

About Sharon
Doug Kroker
Doug Kroker

Loan Officer

NMLS 331097 DRE 01202575 818-661-0278

About Doug
Tim Love
Tim Love

Loan Officer

NMLS 297513 DRE 01369320 805-212-7911

About Tim
Raquel Marchant
Raquel Marchant

Loan Officer

NMLS 1765693 DRE 01165332 661-212-0201

About Raquel
Jan Marshall-Moore
Jan Marshall-Moore

Loan Officer

NMLS 345324 DRE 00831906 805-341-5510

About Jan
Faye Miran
Faye Miran

Loan Officer

NMLS 305668 DRE 00999212 805-212-7714

About Faye
Trinka Reynolds
Trinka Reynolds

Loan Officer

NMLS 338855 DRE 01123439 805-551-1510

About Trinka
Mark Richardson
Mark Richardson

Loan Officer

NMLS 238158 DRE 01173987 805-212-7903

About Mark
Jane Robertson
Jane Robertson

Loan Officer

NMLS 242474 DRE 01155952 805-212-7755

About Jane
David Roter
David Roter

Loan Officer

NMLS 246990 DRE 01409159 805-212-7908

About David
David Rubin
David Rubin

Loan Officer

NMLS 245163 DRE 01177704 805-212-7706

About David
Brian Sipes
Brian Sipes

Loan Officer

NMLS 384226 DRE 01342375 805-432-8830

About Brian
Miguel Viesca
Miguel Viesca

Loan Officer

NMLS 249668 DRE 01096682 805-302-9600

About Miguel
Cheryl Whitney
Cheryl Whitney

Loan Officer

NMLS 348984 DRE 01351989 805-428-1400

About Cheryl
Michelle Wieking
Michelle Wieking

Loan Officer

NMLS 298679 DRE 01257019 805-212-7718

About Michelle