Meet Our Team in San Diego & Beyond

Who We Are

We are reverse mortgage experts who love seeing the difference a reverse mortgage loan can make in the lives of our clients! With a combined 50 + years of experience we know how to best address and meet the needs of our clients. We recognize that while a reverse mortgage can be life-changing it is not a fit for everyone and we take this very seriously. For each of our clients we complete a full evaluation that clearly outlines the benefits and considers everyone’s very different circumstance. We focus on educating our clients and providing full transparency; if this tool won’t benefit you, we will tell you! We are in this for the long haul and recognize that not only is treating our clients how we would want to be treated the “right” thing to do it is also good business practice. Our best marketing is repeat and referred clients!

David Todd

Cheryl Wightman​

Cheryl Wightman

Interested to See if a Reverse Mortgage Would Benefit You

Scroll to Top
Scroll to Top