President
Mark backs up his service to Whitestone clients with experience in the financial industry since 1996. One of seven children with four children of his own, Mark is especially understanding of families’ financial needs and the need to come up with creative solutions for families who dream of owning their own homes. Whether his clients are seeking to own their own homes, or are just restructuring their finances by refinancing an existing loan, Mark sees to it that the best products in the mortgage industry are employed to help them reach their financial goals.
Senior Loan Analyst
Shirley has been in the mortgage loan industry for 11 years. She specializes in creative and well thought-out loans enabling you to get your dream home, restore order to your finances, get cash-out for any desired use, or to enable a client 62 years or older to stay in ther home via a reverse mortgage. She offers one-on-one consultations to all of her clients and designs your loan based upon your objectives and your needs. Her emphasis on customer service shows through. Shirley is the mother of six children and strongly values family. Her background includes an accounting degree and management experience.
Loan Specialist
Carol has spent several years in the financial arena offering a sizeable array of both personal and business financial services designed to build wealth for her clients. Teaming with her husband Jeff to form an experienced and savvy Whitestone financial consulting team, she has helped numerous families and business owners enjoy the financial benefits of the wealth building plans they custom craft for each and every one of their clients. Carol’s clients’ financial successes are a tribute to Carol’s fulfillment of her stated mission: Building Wealth For Businesses and Families.
Senior Partner
Dave has been in financial services since 1989. He began his career by purchasing privately held mortgages and land contracts. That business soon led him to the largest mortgage brokerage in Southeastern Wisconsin, where in short order he became their top producing loan officer. He remained with that brokerage for almost five years, when he decided to start another mortgage company along with some partners. He served as president of that mortgage company until he made the decision to pursue financial planning as his full time career. He sold the company to his partners, and made his focus developing complete financial plans. He soon started another mortgage company, where he not only provides financial planning services for his clients, but helps them meet their mortgage needs with the best possible pricing in the area. As for the financial planning services Dave offers through Whitestone Financial, clients can work with him to make their investments, purchase high quality insurance products, and do their tax, estate, and business planning.
Let us know if you have any questions about our programs or financing in general.
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