Experience behind every conversation
More than 75 years of combined experience across lending, banking, real estate, and finance.
Featured testimonial
Lisa appreciates what most do not: the need to simplify processes for their customers. As a land developer, owner of a law firm, and serial entrepreneur, my life is filled with complexity, and it was very refreshing to meet a professional who made lending simple. Early in our relationship Lisa identified where her experience could complement my business portfolio and where she was unable to assist; this quick discernment saved both of us a lot of valuable time.
— Cole
Client testimonial
I met Lisa Spake during a private real estate transaction a few years ago. I was immediately impressed with her knowledge and her honesty. I introduced her to my personal Financial Advisor and my Company’s CFO. Shortly thereafter, we decided to end a 30-year relationship and work with Lisa.
— Eddy
Client testimonials
Client testimonials are shared with the permission of the clients involved. We share the details of past transactions only after the facts and permissions are confirmed, because discretion is part of the service.
We are equally glad to discuss relevant experience directly and to share references in a personal conversation.
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