“Hooah, yip yip, yahoo, and halleluiah! Thanks all of you for your patience and hard work. Diane and I really appreciate all that you have done. Well done. A month ago, we were terribly discouraged and thought we might have to give this up and start all over again because of my error in judgement of doing business with a national VA lender for the financial and VA paperwork parts. That was a huge mistake and I apologize for any of my frustration and impatience resulting from that experience with them. Their performance was appallingly tedious, confusing and frustrating. They had to go, and I fired them. Fortunately, you were able to accomplish in a few weeks what Veterans United could not do in months! A Couple of lessons learned: 1. big national companies do not really care and are as officious as they are slow, arrogant and dictatorial. 2. Smaller local companies/individuals who know their business and can get the work done while looking out for their clients. Your business and reputation are built upon customer service, local knowledge and referrals. To that end, it would be our pleasure to refer and recommended you in your future business pursuits. Thanks again.”
Diane and Sam May

“Thank you so much for making this happen for us! It seems like this has been a long and laborious refi (I certainly hope they aren’t all like this!) and I know you went above and beyond, as usual, and I wanted to thank you personally.”
Aninda and Dino Valentini

“Thank you so much for all the help and advice you gave us during the process of buying our new home. We cannot thank you enough for your patience, knowledge and exemplary service. We felt so well informed and involved at all stages of our loan application process. It was truly a pleasure to have worked with you.”
Sarah and Dana Pierson – Hillsborough, NC

“I have known David for about 2 years and always enjoy when my clients pick him to be their lender. David has been great getting loans for some of my clients, when no other lender could!! His hard work and persistence really stand out to finish the job. Without him my clients would not be in their homes today. I will always turn to David for lending and hope my clients and others will too.”
Lisa Staley – Allen-Tate Realty

“Thank you for such an awesome job helping me finance my new home and offering sound financial advice regarding the proceeds from the sale of my current home. I was very impressed with your level of professionalism as well as your knowledge of how to make my money work best for my situation. I’d highly recommend you and your team to anyone in need of a mortgage and/or sound financial advice.”
Elizabeth Price – Home Owner

“I recently used David to arrange a mortgage for my new home and had a great experience. My situation was a little unusual–renovation of formerly office space into a residential loft–and he provided lots of good insight and options to help get our place financed. I would recommend him to anyone looking for a knowledgeable mortgage professional who can deliver a consultative experience.”
John Curry, Managing Director, Alliance Bernstein Investments. NY, NY

“As a Certified Financial Planner (CFP®), I care about my clients getting the right mortgage. Why? Because a mortgage is a BIG part of the average person’s overall financial picture. And since this loan is, essentially, a huge debt placed against an asset which is a very serious investment, we refer our clients to the best lender possible. We have had a great experience with David and highly recommend him to our clients for their loan needs. David takes the time to evaluate the best option for you. Most importantly he delivers on his promises.”
David Richards, MBA, CFP, CLU. Director of Business Services. Cherry, Bekaert, & Holland

“Thanks for your help and for taking such great care of Ms. Richards. It is nice to see that there are lenders out there who go the extra mile for their borrowers.”
Robyn L. Sheridan, Escrow Officer. LandAmerica Lawyers Title- NW Office. Portland, OR

“Not because of the speedy time you achieved your client’s approval, so much, but because of effort and detail, this has been the best loan I’ve observed in some time. Your thorough and regular messages, which have kept me in the loop even as the Listing Agent, have been exceptional! I will most certainly send my next buyer your way. Thanks again for your crazy-good management of this loan.”
Rob Neal Owner/Broker: Plexus Residential & Triangle Condos and Townhomes

“David is the hardest working and most committed mortgage consultant I have ever worked with. He went far above and beyond what any other mortgage broker would have done and got us everything we needed at a great rate.”
Alexander and Sarah Barbara

“Mortgage lending is our business, customer service is our passion.”