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Joshua Holm

Josh brings years of experience in marketing from working in radio and real estate in the past. His understanding of technology new and old leads him to be the one to call when you have a technological issue.

Lori Balthazar

Lori is our Underwriter, bringing over 22 years of experience to our team. She has all of her Underwriting designations. Lori maintains quick turn-times and works diligently to provide the highest quality loans for our Investors. She has a deep level of knowledge for all types of loans and scenarios and is always willing to […]

Jennifer Rogers

Jennifer brings many years of experience in sales and client retention to our loan team. Jennifer communicates with clients and referral sources to assure them of a smooth loan process. She spends time networking with many resources to continue the growth of potential clients. When she is not working she is spending time with her […]

Ron Siegel

Ron Siegel born, raised, married with threegreat sons, one daughter-in-law, and one grandson in Orange County California. Ron graduated Chapman College (now known as Chapman University) in 1984 with degrees in Accounting, Marketing and Management. Ron served on the highly regarded Chapman Economic Forecast staff in 1983-84. Ron was honored with the Enterprise Award for […]