I have been serving the banking needs of clients in Southwest, Florida since 1983.

I am proud to have earned trusted advisor status with my clients by taking care of all their banking and mortgage needs for many years. Specializing in high net worth individuals with sophisticated and non-traditional finances -- along with my team of 23 years Kim Laws, and Ellie Whitmer -- we take total responsibility to professionally handle the entire mortgage loan process from application to closing.

Our goal is to provide a level of customer service that you will remember for the rest of your life. This is how we have come to rely on previous clients, professional realtors, builders, attorneys, CPAs, and financial advisors for referrals as our source of business.