Meet Our Team

With over seven years of experience in the mortgage and banking industries, Moe has an extensive knowledge of underwriting guidelines and mortgage products to structure custom home financing solutions for his customers. Committed to providing excellent service, he thoroughly reviews all loan options and scenarios with his customers for a comprehensive suite of home financing solutions. He specializes in internet lending in all 50 states and has extensive experience working with realtors and a diverse range of customers ranging from real estate investors, luxury home buyers and first time home buyers. Moe enjoys guiding clients through a purchase or refinance and strives to provide an exceptional experience throughout the home financing process.

NMLS ID: 989306
Phone: 1.626.535.8753

Carles joined our team in April of 2018 as a Mortgage Lending Specialist I. She has more than 20 years in the mortgage banking industry and has helped thousands of borrowers achieve their homeownership goals. Carles has a degree in real estate from Mt. San Antonio College, and has performed as a top producing Loan Officer for more than 5 consecutive years. Early exposure to internal procedures as an Operations Manager, working as a Realtor, and working as a Loan Officer has been a strong foundation for career growth. Carles has the knowledge and experience to help you through the loan process, find terms that are right for your budget, make sure all of the partners in the transaction work to closely together to ensure the closing goes smoothly.

Carles has a passion for mentoring kids and has contributed to her community as a cheer coach for Charter Oak Pee-Wee Cheerleading league for two years and continues to contribute to her community through outreach to homeless communities. Because of her passion for healthy families, she believes homeownership is critical for vibrant communities and families. Whether you’re a first time homebuyer, looking to trade-up, or downsizing, Carles can help you before you ever make an offer on a property. Give her a call at 626.535.8648 to discuss your option and get pre-approved for a home mortgage.

NMLS ID: 248872
Phone: 1.626.535.8648

As a mortgage and loan professional based in Southern California, Tony Buelna has over 20 years of experience helping homeowners and realtors get the right loan with the best rates available in all 50 states. He treats every customer’s loan as if it were his own. Whether you’re a first-time home buyer, looking to move up or are refinancing to lower your monthly mortgage payment, Tony will sit down with you and help you review all your loan options so that you can make the best decision. With Tony’s strength in professional customer service, backed by his knowledge of all facets of residential lending, you and your loan will be in great hands! The financial aspects of home buying or refinancing a home can be stressful and overwhelming, but they don’t have to be with a trained and caring professional like Mr. Buelna in your corner.

NMLS ID: 881987
Phone: 1.949.341.1743

Lysander has over 20 years of experience as a mortgage originator with a record funding count of over 4,000 loans. Lysander understands a wide spectrum of loan financing and underwriting guidelines encompassing VA, FHA, Conventional, and Jumbo loans. As a proven and experienced producer, he prides himself in providing the best customer service experience and financial solution for his customers. When Lysander is not busy funding loans, he serves as a volunteer and senior Crisis Responder for the Mayor of Los Angeles and is an elected board member with a local neighborhood council which oversees city planning and land use. Lysander has an exceptional history of serving his community and enjoys helping people with their home financing needs. Lysander graduated from California State University, Los Angeles and is also a licensed mortgage broker.

NMLS ID: 241484
Phone: 1.626.535.4975

With a long history of achievement, Gregg prides himself on having been the youngest person in the U.S. to pass the Series 7 Securities License Exam - accomplishing it at just 19 years of age. Beginning his career at Bank of America Investments, he became a Senior Vice President just a few years later. At the top of his career, he retired (at the ripe old age of 40), and traveled extensively across North America and Europe with his beautiful wife. When not traveling, he taught young people financial literacy. After 5 years, in pursuit of his passion for the housing market, Gregg began his second life journey as a Mortgage Lending Specialist - committed to helping first time home buyers and seasoned home buyers make their dream of home ownership a reality.

NMLS ID: 836052
Phone: 1.213.709.0152

A lifelong resident of Southern California, Stacy is highly knowledgeable about the residential real estate lending market. A true professional with more than 20 years of mortgage lending experience, Stacy has the expertise to assist everyone from first-time homebuyers to seasoned residential investors. She uses the knowledge she has gained from her experience to guide her clients through the complexities of their mortgage purchase, and she strives to deliver straightforward, hassle free processing. Her open communication style and proactive approach to the mortgage lending process provides her clients with an exceptional experience. Always quick to respond to questions, Stacy believes that right now is an opportune time to discuss a mortgage purchase or refinance.

NMLS ID: 310388
Phone: 1.310.449.2231

Steve Greaney has been a Mortgage Lending professional since 1991. He has originated and funded over three thousand loans to satisfied customers in all 50 states. He has a deep knowledge and expertise of conventional, FHA and VA loans. During his career he also successfully managed wholesale mortgage teams, and performed origination and underwriting training for a top 10 mortgage banking firm. Steve’s past experience includes originating construction and land loans, and SBA loans.

Steve’s experience and expertise will help you select the best financing solutions for your needs. Whether you are buying or refinancing, his vast knowledge of real estate and lending requirements will guide you through the home loan process. Steve enjoys educating first-time homebuyers with the details and benefits of home ownership. His clear explanations, excellent service levels, and wealth of information will help you reach your goals.

NMLS ID: 280084
Phone: 1.626.535.8032

Marc Gurgiolo has been in the mortgage industry for over 13 years and specializes in all types of loan programs and has a deep knowledge of loan guidelines. Marc prides himself on providing great customer service and his customers are his number one focus. Marc has been a loan officer with CIT Bank for 10 years and has been one of the institution’s top loan officers. Marc is a graduate of Baylor Universality and holds a bachelor’s degree in Business.

NMLS ID: 808041
Phone: 1.626.535.7924

During his 11-year career in the mortgage industry, Jonathan has taken great pride in providing his clients with the right loans for their unique home financing needs. He is committed to making the loan process as easy and stress-free as possible, and works with his clients every step of the way - from obtaining a complete loan package through to loan closing. As an active member of the Orange County Association of Realtors (OCAR), he connects with many different professionals in the mortgage and real estate industry, staying current on market trends. And that's great news for his clients, as he provides them the up-to-the-minute information they need to stay in the know.

NMLS ID: 491687
Phone: 1.949.727.7618

A 12-year veteran of the mortgage industry, Jack takes great pride in providing his clients with the best mortgage options available for each unique situation. Deeply experienced in both purchase and refinance loans, he is committed to making the loan process as easy and stress-free as possible - and to ensuring that the mortgage loan is tailored to his client's individualized needs.

NMLS ID: 694109
Phone: 1.818.851.0335

Kyle is a professional loan officer with seven years of experience originating residential loans. He specializes in jumbo purchase and refinance loans. He is also very familiar with conforming loan guidelines and has several years of experience with these types of loans as well. Kyle will work quickly and efficiently to get your loan closed on time. He prides himself on excellent customer service though the entire transaction. He currently can assist with financing in all 50 states on most types of properties and occupancies.

NMLS ID: 1189858
Phone: 1.626.535.4909

As a mortgage loan professional and Broker for more than 24 years here locally in Southern California, our mortgage lending specialist Mr. Jon Richardson has helped thousands of homeowners, realtors and their clients truly get the most competitive rates for their residential financing needs through a very smooth and seamless enjoyable process. Having owned in the past his own mortgage and escrow companies along with funding over 500 million personally in residential mortgages in this tenure, Jon has the full circle of knowledge of a mortgage from start to finish. Whether you're a first-time home buyer, Seasoned Investor, looking to trade up, deciding to downsize or looking for cash out or lower your rate on your existing loan, Jon can execute for you and help you consider all your options so that you can concentrate on making the best decision for your needs.

“Treating every customer's loan as if it were my own”. –Jon Richardson

NMLS ID: 322055
Phone: 1.714.720.9548​

With over 15 years of experience in the mortgage and banking industries, Jaime has an extensive knowledge of underwriting guidelines and mortgage products to structure custom home financing solutions for his customers. He specializes in internet lending in all 50 states and has extensive experience working with realtors. Jaime is experienced in working with a diverse range of customers ranging from real estate investors, luxury home buyers and first time home buyers. Committed to providing excellent service, he enjoys guiding clients through a purchase or refinance and strives to provide exceptional experience throughout the home financing process. He’ll make sure all loan options and scenarios are reviewed to arrive at the best home financing solution.

It is his absolute honor and privilege as a mortgage professional to serve in the Los Angeles area where he lives with his wife and two little boys. Born and raised in Los Angeles, has a passion to building up his community in any way possible. “This city’s given me so many opportunities I’d be remiss if I didn’t give back and help this community grow.” He believes that education is power and it is rewarding to help educate a first time home buyer on one of the biggest investment of their lives. He prides himself in not keeping the typical business hours and he is available on the weekends to assist his clients.

NMLS ID: 1666867
Phone: 1.626.535.5510

David Shim had been a mortgage professional for over 20 years specializing in FHA, conventional and jumbo loans. David has helped thousands of homeowners, realtors and their clients achieve their financing goals. He has a wide range of expertise from helping first time homebuyers as well as the seasoned homeowners who are looking for a refinance into a lower rate. David will help you find best mortgage options available so that you can concentrate on making an informed decision based on your needs. With David, you can count on personalized service and guidance through every step of the loan process. David holds a bachelor’s degree in Economics from California State University, Bakersfield. He is also the Secretary of the Rotary Club of Koreatown / District 5280. David lives in South Pasadena and in his spare time enjoys reading and playing Sudoku.

NMLS ID: 448741
Phone: 1.626.535.5019

Mike's Banking career started in 2004 as a Commercial Real Estate Administrator, and eventually a Commercial Loan Underwriter prior to transitioning into Consumer Lending. That experience led to a comprehensive understanding of what is required from an Originations standpoint in how he packages and presents his loans for approval. Having previously worked as a Credit Analyst, Mike developed an extensive knowledge of conventional and jumbo financing options - whether purchase or refinance. With 14 years of lending experience, he is able to assist clients looking to invest, refinance, or buy their next home.

As a lifelong resident of San Diego, Mike has enjoyed helping numerous families purchase their dream home. And with the ability to lend in all 50 states, he’s had the pleasure of doing the same for other home buyers throughout the nation. When it comes to home financing, he prides himself on using a consultative lending approach with his clients. From processing to underwriting to closing, Mike has been able to guide his clients through the loan process with ease and confidence. Whether your goal is saving money by way of a refinance or helping you make home-ownership a reality, Mike is dedicated to helping you navigate your financing needs from start to finish.

NMLS ID: 1330750
Phone: 1.619.850.8048​