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Meet the Team

MEET THE FOUNDER & CEO

loan expert & Financial Strategist

Hey, I'm Victor!

I started my career in mortgage lending over 25 years ago and have since had the privilege of helping more than 2,500 clients navigate the complexities of home financing and financial planning.

Ever since, I’ve been committed to providing expert guidance and personalized solutions, ensuring a seamless experience for homebuyers, agents, and individuals looking to build long-term financial security. My expertise includes:

Successfully handling challenging loan scenarios and finding creative mortgage solutions

Partnering with agents to create a smooth, collaborative homebuying process

Helping clients protect and grow their wealth with IULs, annuities, and strategic financial planning

Delivering an exceptional client experience with clear communication and support

With a passion for helping people achieve financial stability—whether through homeownership, retirement planning, or wealth protection—I strive to make every step of the journey as stress-free and rewarding as possible.

Delanie Wood

Director of

Business Operations

and Client Success

Delanie leverages her background in client success, business operations, and marketing to create seamless experiences. With an MBA from Azusa Pacific University, she thrives on optimizing processes and helping clients navigate financial and real estate solutions with confidence.

Financial License #4422831

Melissa Valdez

Account Manager

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Tim Corral

Client Success Manager

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

NMLS# 1954767

Sam Zepeda

Client Success Manager

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

NMLS# 1905434

1340 E Route 66, Suite 206 - Glendora, CA - 91740 - United States

1340 E Rte 66 suite 206, Glendora, CA 91740, USA

Contact Us
[email protected]

626-633-6285

1340 E Route 66, Suite 206 Glendora, CA, 91740
Financial Advisor License #4291463
Mortgage Advisor NMLS# 351219