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Call or Text  925.457.5121


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Carol M.


Jeremy is wonderful to work with.  He has helped us with loans and also other items needed to successfully run our real estate investments.  He has a very patient and professional way of getting the best situations for loans, etc.  His expertise is evident and makes the process straight forward and enjoyable as he removes the hassles

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Kernan N.


I was a first time home buyer and there was so much I did not know. Jeremy took the time to work with me and help me go through the process with much clarity and honesty. The pre-approval process was quick and easy. Jeremy made it easy to work with and was quick in his responses in such a time-sensitive process. I highly recommend him!

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Maria P. 


Jeremy and Heidi were extremely professional and knowledgeable when they helped me maneuver through a house purchase as I relocated from California to Colorado .  All my questions were addressed promptly and throughly.  I couldn't have managed this process without them.


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A graduate of San Diego State University with his degree in finance, Jeremy has over 15 years of experience in the financial services industry including ownership and management of his own residential mortgage company in Walnut Creek. He has earned a solid reputation in his community for his attention to detail and ability to customize the best financial solution for his clients. Jeremy's knowledge and experience has enabled him to take complex financial concepts and make them understandable to his clients.


Jeremy lives in the East Bay with his wife and their two daughters. He is active in his church as well as with Safe Families, an organization bringing hope to children and parents in crisis. Jeremy enjoys watching, playing, and coaching a variety of sports and has a passion for nutrition and fitness.

DRE #01326317   NMLS® #334768

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Heidi Weston has been a Loan Processor in the Mortgage Lending industry for over 25 years. As a NMLS® licensed and preferred processor she shows the business acumen as a Professional Assistant and Loan Processor to high producers, including knowledge of various loan programs, viable loan options, collecting and analyzing a completed loan package allowing clear to closes within two weeks and as a company goal, successful on time closings 100% of the time.


Heidi resides with her husband and son and has two daughters in college. She leads an active life of walking and biking the many trails that surround her community and has recently taken up painting as a preferred past time.



Your first home is the largest investment of your life and can also seem like the most intimidating purchase as well. That's why we're passionate about helping First Time Buyers understand the entire Loan process so that they can make informed and educated decisions. We’ve got loan products for every need, including:

  • 3% Down Conventional Loans

  • 3.5% Down FHA Loan

  • Family Gift Fund Programs

  • 1st and 2nd Mortgage Combination

  • 5% Down Jumbo Financing

  • 0% Down USDA Loan

  • 0% Down VA Loan

  • Various Mortgage Insurance Options


  • Jumbo Loan with a 5% down payment and no mortgage insurance

  • No income, no taxes – Use assets to qualify

  • Flexible requirements for previous financial hardships

  • Low credit scores for government loans

  • Reduced income documentation for self-employed

  • Expansive investment opportunities

  • Fixed-rate second mortgages


  • Ready to upgrade, downsize, or relocate?

  • Wanting to purchase a second home dedicated to just your family?

  • Searching for a vacation rental you can also use occasionally?

  • Want to buy again after a short sale or foreclosure?

  • Need a tax deferred exchange of investment properties?

Regardless of how complex your taxation, property, or family planning goals are, we’ll take you through it with personalized analysis, a custom plan, and precise execution every step of the way. 


Refinancing is all about discovering new opportunities to achieve your goals faster. Consider your options:


  • Access equity for remodel, debt payoffs, education, or investments

  • Switch to a shorter term to pay off your loan faster

  • Use home equity to get rid of your mortgage insurance

  • Moving within 4-7 years? An interest only loan can minimize payments




175 Lennon Ln, Suite 204 Walnut Creek, CA 94598


Tel: 925.457.5121            eFax: 925.891.3856

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