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27186 Newport Rd D6, Menifee“Sheri provided excellent support, customer service, levity, and was extremely transparent during the entire mortgage process. As a newer home buyer, her depth and experience was so helpful, but also her humility was helpful. If Sheri did not know the answer to something, or if was outside of her wheelhouse, she always was able to get us pointed in the right direction or connected with the right support to make the transaction as smooth as possible. We are especially grateful to Sheri for all of her support and professionalism.”
“Had to setup a business checking account and met with Shawn Upton. He was an extremely helpful and knowledgeable private client banker. Time is critical to a busy person such as myself and I appreciate his efficiency, but without even me mentioning how much of a hurry I was in he handled things effortlessly.”
“Brian has been so helpful. For over a year, he’s been working with me on my home and loan needs. So respectful, professional, and incredibly timely. Highly recommend to anyone.”