Meet Our Advisory Board

Daniel has been in the Mortgage industry for more than two decades. He was formerly the CEO of a national $4 billion/year, 250 branch mortgage origination company with a $75 million/year budget which he sold in 2009. He has since shifted his focus to Charlotte, NC with his company, Truloan Mortgage. Daniel helps to check content and has been eager to offer as many resources as we need for our events and social media!

Christian is a results-driven product executive with 10+ years experience managing P&L and implementing change at the largest deposit institution in the U.S.. Christian checks content and is a big help with our financial management!

Jim is an accomplished financial services professional with a complete understanding of the financial advice industry including market segmentation, technical issues, strategy, service delivery, client relations, competitive offerings, operations, and compliance. Jim has been extremely helpful in getting us off the ground. Bouncing ideas off of him has been beyond valuable.

Jacqueline’s legal and financial expertise have been an astounding help for our organization as we explore the regulations and boundaries that must be adhered to as a Non- Profit. We could not have become 501(c)(3) registered as smoothly as we did without her help!