
Founder & President
Sunview Lending
A mortgage firm built on more than twenty years of residential financing, real estate investing, and strategic marketing. Residential loans, DSCR, multi-unit, and tailored capital for homeowners, investors, and businesses — across multiple states.
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AI CRM for mortgage shops
HELM
Hears. Executes. Logs. Memory.
An AI CRM made for mortgage shops, not generic sales software. Loan officers and processors talk to it and it does the desk work: pipeline, live phone, notes, follow-ups, and processing clocks. Sunview Lending runs on it every day.
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Licensed agent & investor
Roland Real Estate
A strategic seat at the table — negotiating for clients, structuring acquisitions, and maximizing value in residential and investment transactions. Same discipline as the lending shop. Different side of the deal.
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