What was your first job, and, what was your first
job in financial services if that is different?
My first real job was within academia. My original
career goal was to be a professor and work in the
academic industry. When I was working on my Master’s degree, I began teaching at the university level.
I made a career change in 2002 and became a loan
officer. That was my entry into the financial services
Education and role opportunities are important
factors to success as are mentor relationships.
Have you had mentors, and, if so, how have
those relationships contributed to your journey?
I have not had a particular mentor, per se, that
taught me the disciplines of the industry. I have had a
large network of individuals through which I could observe and learn the right and wrong ways to go about
Most of what I have learned has been through trial
and error, gut instincts, and hard work. I entered the
industry in 2002, and, shortly thereafter, I invested in a
company that failed. From there, I moved on to start
Alliance in 2006, despite the turmoil in the industry at
that time. I saw a number of companies that succeeded and a number that failed, and, through that process,
I took pieces from what I saw people doing regarding
risk tolerance or aversion, and I chose the best combination to navigate through the industry.
Who is the one person that you have held up as
the person which whom you would like to emulate or be like or held in high regards, and why?
I haven’t idolized one individual. My life experiences from childhood, to adulthood, and to motherhood
are really what has created who I am today. I very
often sit back and observe people – what are their
personalities, strengths, and strategies – and, through
that process, I’ve found different traits and strategies
that I’ve incorporated into my own or have avoided.
So, there hasn’t been one particular person I have
emulated, but, without doubt, the person I am today
and the strength I have today is very much due to the
strength that was modeled for me by my mother and
What three character traits do you consider
your strongest suits?
Date of Current Position:
Principal/President, Alliance Financial Resources, LLC
Loan Officer at American Financial Resources
Instructor at University Wisconsin-Milwaukee, Arizona
State University, and Mesa Community College
M.A. in Organization Communication, University
B.S. in Psychology, University Wisconsin-Milwaukee
B.A. in Human Communication,
Organizations & Honors:
2015-2016 (current) Chairman, MORPAC
(Mortgage Bankers Political Action Committee)
Mortgage Bankers Association (MBA)
Board of Directors
MBA Residential Board of Governors
MBA Opens Doors Advisory Committee
MBA Future Leaders Program - 2010 graduate
Certified Mortgage Banker (CMB) – 2011
Recipient of the Schumacher-Boldue Award
(awarded by MORPAC) – 2012
Recipient of the MBA Opens Doors
Community Champion Award - 2013
Alliance Financial Resources, LLC
DBA Alliance Home Loans
5410 E High St., Suite 200
Phoenix, AZ 85054
Types of Services:
Residential Retail Mortgage Banker
Conventional, FHA, VA, USDA,
Jumbo and Construction Loans
Number of Employees: 177