Meet The Team
Our team provides over 50 years of combined knowledge and experience in the mortgage lending industry
Dave has been successfully helping clients meet their mortgage financing need in Incline Village since 2001. He has a BS in accounting and obtained his CPA (currently inactive). Utilizing his finance, accounting and business backgrounds he has a unique ability to advise clients, work with complex tax files and advise clients on the intricacies of the mortgage loan transaction. Prior to his mortgage lending career, Dave owned a mid-size medical distribution company which was sold to PSS World Medical in 2000.
Crystal is a Licensed Loan Originator who strives to instill trust and integrity in the loan process. With 20+ years of sales experience, she has learned how to ask the right questions, listen, and determine the very best option that perfectly suits her client’s needs. She is fully committed to creating an environment of ease and communication where her clients feel like she is holding their hand every step of the way home.
Born and raised in the SF Bay Area, Bryan graduated college with a BS in accounting. His first post college job was working as a CPA for Coopers and Lybrand in SF where he developed his financial advising skills. He was recruited into the mortgage industry in 1993 and immediately knew this was his career calling. Crunching numbers, creative problem solving, financial advising, and meaningfully connecting with clients is what gets Bryan’s juices flowing each and every day. In 1995 Bryan jumped at the opportunity to move to the North Shore of Lake Tahoe to start a family and build a mortgage advisory business focused on delivering the highest level of client experience. Along with his wife Courtenay and their two sons, Zac and Zander, they cherish and take full advantage of their amazing life in the mountains.
Hobbies: Almost all outdoor adventure, playing sports and games, following college and pro sports.
Elisa's goal with every one of her clients is to help them understand all of their financing options and to assist with finding the best mortgage for their needs. Elisa has been a Licensed Processor since 2017 and her experience and expertise gives her not only the confidence to be fully committed to her clients but to exceed their expectations every step of the way. Elisa also enjoys all the benefits of living in the beautiful Lake Tahoe area. In her time off she enjoys hiking, boating and camping in the Tahoe basin and surrounding areas.