Financial Advisor Services

Home mortgages go hand in hand with financial stability. Our team is a trusted resource for many financial advisors. Our expertise extends beyond the standard investments. As we have worked through many complicated strategies and found solutions that meet all needs.

Jennifer Peschken

Jennifer Peschken


  • Probate, trust, inheritance real estate expertise
  • Broker Price Opinions for divorce, separation and partnership buyouts
  • Expedited commercial and residential real property sales
  • Self directed retirement account real estate investment
  • Complimentary date of death market values for trusts and inheritance

Phone: (707) 293-8009

DRE # 01330271


Bodhi Kraus

Bodhi Kraus


  • Direct communication with Financial Advisors and Consultants
  • Night and weekend partner emergency cell phone access
  • Vast understanding of traditional and alternative investment strategies
  • Refer to advisors for financial planning options
  • Extensive overall financial analysis

Phone: (707) 280-1007

NMLS # 69695 DRE # 0056903


Marcy Bravo Tang

Marcy Bravo Tang


  • Partner/spouse buyouts Mortgage analysis
  • Reverse mortgage guidance and collaboration for trust and elderly clients
  • Emergency private money availability
  • Access to all conforming loan products
  • Non traditional portfolio products
  • States income and bank statement programs
  • Home Equity Reallocation and investment strategy

Phone: (707) 303-1184

NMLS # 877758 DRE # 02088742


Let's get started with a pre-approval for your loan

We have the best rates in the industry and can help you buy or sell a home and all of your other financial needs.