about us
The foundation of everything we do; our faith in Jesus guides our purpose, our work, and the way we serve families.
As a husband-and-wife team, we believe family always comes before business and we strive to live that example.
We are committed to helping families build strong financial foundations, so they can experience clarity, confidence, and freedom.
We pursue healthy, productive lives so that we can fully enjoy and sustain all the other pillars.
We believe life is meant to be lived in community, encouraging and strengthening one another on the journey..
We believe that when everyday people understand how money works, they become empowered to take action, protect their loved ones, and leave a legacy. We’re not just financial professionals, we're servants on a mission to reach the people who are often overlooked by the big institutions. As Scripture says, “My people perish for lack of knowledge” (Hosea 4:6). We're h ere to fill that gap.
We lead with love, empowered by our faith in Jesus, and fueled by a deep desire to help families build a strong financial foundation. Through our own transformation story, we teach simple principles that break the chains of confusion and fear around money so people can stop just surviving and start living with purpose.
Most people live in fear. Fear of not having enough. Fear of failing. Fear of the future. But God didn’t create us to live in fear. He created us to walk in freedom. The world teaches people to work for a paycheck. We teach people to work with purpose. We help families shift from scarcity to stewardship so they can multiply what’s been given to them and hear “Well done, good and faithful servant” (Matthew 25:23).
This husband-and-wife team blends decades of expertise in mortgages, real estate, and financial services with a passion for helping families build wealth, protect their future, and achieve lasting peace of mind.
Nancy started in the mortgage industry at just 15, landing her first job by chance—and making sure her friend got hired too. She went on to weather the 2008 financial crisis, defend consumers in court, and return to her passion as a mortgage broker owner and real estate expert. Faith-driven and family-focused, Nancy helps clients find not just a home, but lasting financial peace. A devoted wife, mother, and grandmother, her heart for serving others is at the core of everything she does.
Mario grew up as the oldest son of a single mother, determined to turn financial challenges into a mission of helping others. Starting by freeing families from credit card debt, he grew into a seasoned financial expert and mortgage broker. For 16 years, Mario and Nancy have worked side by side, guiding families toward financial literacy and a brighter future. He’s also a passionate artist and musician, bringing creativity into everything he does
DISCOVER WHAT OUR CLIENTS ARE SAYING
The Dream Team of Mario and Nancy are simply amazing and nothing less than extraordinary! Financial planning has been such a wonderful experience thanks to Mario and Nancy - they’re incredibly knowledgeable with a keen ability to explain complex information (well it was for me) into easily digestible bits. Life insurance was a foreign concept until Mario came along and took the time to break everything down including the pros and cons of each type of life insurance. Mario and Nancy genuinely care for others and it’s obvious when you talk to them that they love to educate others about financial freedom - I’m definitely feel more equipped to make the right decisions for my family! Mario and Nancy, thank you for your thoughtfulness, patience, and above all kindness through out the process. I always enjoying meeting with you and walk away feeling so fulfilled! God bless you and your families! PS: if you couldn’t tell by this raving review, I 1000% recommend Mario, Nancy and their team!!! Thanks again!!
With Mario's help, I'm able to safely invest in my FAMILY'S Future. It has been almost a year since Mario helped me open an IUL for my daughter. I gave it some time to see its benefits and I've returned to Mario for help In finding a safe and profitable investment for my Mom. Mario has been patience and accommodating while providing me with several types of investment options that is best for mine and my families current income and lifestyle. I've opened up an IUL in the past for myself and have activity made use of it benefits so I know it's real and it works. Mario was able to help research, explain and walked me through and find me an even better IUL package for my daughter and my mom. I'm extremely grateful for all the help and service he and his team has provided. Mario, thank you for helping me secure my family's future. I'm literally able set it and forget it and not have to worry about losing any money and enjoy the living benefits and still be reassured that my daughter will continue to benefit from it after I past. So much thanks and appreciation to you and your team!
Mario put together a life insurance policy for me and he made the process stress free and easy. He took the time to educate me and explain all of the different options I had to choose from. Mario was patient, understanding and caring. If you’re looking for someone who cares to help you, Mario is your guy. Thank you for your help Mario, my family and I truly appreciate it. God bless.
Working with Mario on my insurance policy was an absolute pleasure. He was incredibly professional, knowledgeable, and took the time to make sure I fully understood my options. Mario made the entire process smooth and stress free, guiding me every step of the way with patience and clear communication. He went above and beyond to ensure I got the best coverage for my needs, and I truly felt like he had my best interests in mind. It’s rare to find someone so dedicated and personable Mario exceeded all my expectations. I highly recommend Mario to anyone looking for trustworthy and top-quality insurance service. He’s the best!
Great across the board, over all happy with the service provided
This power couple helped me even when I couldn’t help myself and changed my life! Now im covered, growing slowly and my life is forever changed! Go to them and your life changes forever! I guarantee it!
I'm glad I called Nancy. I also had the pleasure to meet Mario and both together are going to open doors to help your life that other people won't. If they don't have the answers to help you, they know someone who will.
Nancy and Mario are awesome to work with! Anytime I had a question, they were quick to answer and super helpful. Their knowledge and professionalism made the whole experience smooth and stress-free. Highly recommend!
Mario did a fantastic job in helping me rollover my retirement funds to Nationwide. His knowledge and expertise made everything go smoothly and I truly appreciate all of his invaluable help.
Have used Nancy for my loan needs for over 5 years now . Recently had a zoom meeting with her and her husband and business partner learned alot about investing strategies that I have overlooked ... would recommend this team highly.....
Mario & Nancy were amazing to work with very informative and helpful. I opened my policy with no problems . I definitely recommend you work with them to secure a legacy for your family.
Mario was great, he provided a clear and thoughtful presentation. I appreciate the time he took to explain and answer all my questions. I feel comfortable and confident having someone such as Mario as my advisor. I would highly recommend Mario
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Whether you’re a believer or just searching for something more, we’re here for you.
We know what it’s like to feel lost. We’ve been there. That’s why we’re so passionate about helping others rise. If you’ve ever wondered if there’s more to life than the grind, if you’ve ever wanted to create financial peace and be a blessing to others we invite you to connect with us. You don’t need to have it all figured out. You just need to take the first step. “The harvest is plentiful, but the laborers are few” (Matthew 9:37). Maybe you’re one of them.