Luxury Estate

Your legacy begins at home.

A boutique mortgage experience tailored to your unique financial profile. We combine heritage values with modern lending expertise.

Our Expertise

Lending Solutions

Residential Purchase

From first-time buyers to luxury estates, we navigate the complexities of home acquisition with precision.

Strategic Refinance

Optimize your portfolio by leveraging equity or securing more favorable market terms for your legacy properties.

Bespoke Financing

Custom-tailored solutions for unique financial profiles, including jumbo loans and professional portfolios.

The Heritage Way

Our Process

01.

Discovery

We begin with a deep dive into your long-term financial goals and current asset structure.

02.

Strategy

Custom lending blueprints are developed to ensure the best possible terms and tax advantages.

03.

Execution

Our elite processing team handles the details, ensuring a seamless journey to the closing table.

Consultation

Targeted Loan Programs

A selection of our most requested financing vehicles

Conventional Loans

Conventional

Market Standard

Flexible options for buyers with strong credit and established down payments.
Jumbo Loans

Jumbo

Luxury Portfolio

High-limit financing designed for luxury residences exceeding conforming loan limits.
Investment Properties

Investment

Wealth Building

Strategically structured loans for rental properties and multi-family portfolio growth.
FHA/VA Loans

FHA / VA

Community & Service

Special programs with lower down payments or exclusive benefits for our veterans.
The Partnership

Meet Our Senior Partners

Bob Bryan

Biography

As an owner and partner, Bob oversees regional operations while maintaining a select portfolio of long-term clients.

NMLS #52054
Jeff James

Biography

Jeff brings extensive experience in high-value property financing and bespoke lending structures for luxury home buyers.

NMLS #32027

Jeff James

Vice President / Senior Loan Partner

Apply with Jeff
Sue Meyer

Biography

Sue leads our processing division, ensuring that every file moves from application to clear-to-close with precision.

NMLS #275355
Susan Fields

Biography

Specializing in first-time buyer advocacy and strategic financing for growing families.

NMLS #13539
Landa Tanner

Biography

Expert in professional portfolio management and custom lending structures.

NMLS #5220
David Frietch

Biography

Dedicated to optimizing refinances and legacy property acquisitions.

NMLS #2471017