Northern California

About Me

Lee brings over 30 years of experience as a mortgage professional with the last 12 years specializing in helping older adults
enhance their retirement dreams. Having completed hundreds of
Reverse Mortgages, Lee is highly knowledgeable in this product and enjoys being able to structure the product to fit many different needs and circumstances; “There is a wealth of knowledge and wisdom to be gained from those of the Greatest Generation. They are a natural resource that is irreplaceable. I find it rewarding and feel I am making a contribution to their well-being, future happiness and freedom from financial concerns by improving the quality of their lives” As a Reverse Mortgage Specialist, Lee also works with the family and trusted advisors to ensure that all
parties are well versed in understanding the FHA HECM and HomeSafe 2.0 Jumbo Reverse Mortgage products.
Personal Highlights
In his off hours, you may find Lee hiking or sailing with friends, walking his dog Pebbles, or spending time with his two daughters and their families. He also volunteers for various organizations that help better his community.Lee looks forward to providing information and answering questions regarding the uses of Reverse Mortgages.
Feel free to contact Lee at:
Cell: 408.621.4862 Email:

Why Finance of America Mortgage?

We’re not about pushing loan papers. We’re about moving your dream forward. And we do that through knowledgeable local advisors, a personal approach, and a variety of smart loan options.

Learn More About Why Finance of America Mortgage?


Consumer Loans Funded


Local Advisor Branches

Frequently Asked Questions

How many properties should I look at?

The total number of properties you may look at will depend on several factors, such as your budget and the housing availability in your area. In general, real estate agents recommend that homebuyers look at several properties before making a decision, but there is not an exact number. Most people look at 10 homes, at a minimum, so they can compare them. However, you may find the dream house with more or fewer searches.

What is the best way to search for homes?

When it comes to the best home buying tips, there are different ways to search for properties. Statistics from the National Association of REALTORS® reveal that 51 percent of buyers searched and found their homes on the internet, while 30 percent used real estate agents. Other ways to search for homes include asking friends, relatives, neighbors and homebuilders for help. A small percentage of homebuyers used newspaper advertisements and yard or open house signs to search for homes.

Should I get pre-approval before making an offer?

Although a pre-approval is not one of the required steps to buying a house, it can certainly help you stand out in a competitive market with many buyers. A pre-approval can show sellers that you’re serious and capable of getting a mortgage, so they may be more likely to accept your offer.

Branch Location Map

My Office

Danville, CA
588 San Ramon Valley Blvd, Suite 100
Danville, CA 94526