Hello,  my name is Lee.

I have been working with Golden Heritage Financial for over 12 years now. My role with the company allows me to often be one of your first contacts with our company.  As a senior myself, I enjoy my phone conversations with potential borrowers.  The preliminary conversations I have with potential borrowers   provides me the opportunity of explaining the benefits of the reverse mortgage. Often, there are misconceptions surrounding the reverse mortgage product. I listening to people’s concerns and misconceptions and help to educate them on their opportunities to gain financial stability.

I greatly appreciate hearing feedback from past customers calling back to express their gratitude for the help we provide in giving them peace of mind.