and I thrive on active collaboration with my team. I
have executive mentors in my life who know business
fundamentally; not just from the mortgage perspective.
I have financial mentors that know more about liquid
assets and their concerns who are outside my industry. I have sales mentors from whom I learned what
it means to create moments of trust with people,
because I believe that’s what sales is. They’ve all contributed to who I am today. That’s what good people
in our lives do for us. I have always looked to value
them and be valuable for others.
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?
It’s difficult to point to a single person. I have
the philosophy that I want to be better every day at
what I do. Hopefully I’m better the next day than I
was the day before. I’m blessed with having a business
partner who I get to collaborate with and learn from
every day and I do believe that is a blessing. We think
together and work to make each other better in our
What three character traits do you consider
your strongest suits?
I work very hard at building trust, and don’t want
to do anything to break that trust. People trust leaders to have their concerns in mind. I also care deeply
about our clients. We orient our company around
taking care of clients, providing what they need and
having integrity in our actions. I value personal relationships and how much they matter in life and in
business. We don’t achieve anything alone. Just because I’m a leader doesn’t mean anything other than
that’s the organizational role I’m playing – the relationships we have at every level matter to our lives and
Date of Current Position:
Co-Founder and President, Elliot Ames, Inc.
California Regional President and Director of Wealth
Management, First Horizon Bank Corporation
Bachelor’s Degree in Education,
Hardin Simmons University
Organizations & Honors:
Named one of Mortgage Executive Magazine’s Top 100
Most Influential Mortgage Executives for 2013 and 2014
Member of Vistage (CEO group)
Member of the California Mortgage Bankers Association
Former Member of The Women of Silicon Valley
Donor Circle, National Association of Women’s
Business Leaders and the Financial Women's Association
Opes Advisors named one of Mortgage Executive
Magazine’s 50 Best Companies to Work For
Opes Advisors, Inc.
19330 Stevens Creek Blvd.
Types of Services:
We wanted to innovate the way Mortgage origination
was done today. We have developed Opes Advantage,
our proprietary software, for a new personal financial
modeling that provides clients with a new approach to
prequalifying, approving and obtaining their personal real
estate through seeing their entire financial situation at
the time of application.
Conventional Conforming, Government and extensive
Jumbo Product line. We developed proprietary financial
modeling software, Opes Advantage, to help clients
make more effective real estate decisions.
Number of Employees: 440