Meet David Simon

After earning my business degree in 1985, I built a career in finance that gave me a deep understanding of how money works and what clients truly need. In 2017, I made the decision to focus exclusively on helping people obtain the best mortgage possible — and it has been the most rewarding work of my career.

I love working with everyone from first-time homebuyers taking their very first step into homeownership to experienced investors who have been through the process many times. Every client deserves the same level of care, honesty, and dedication — and I bring that to every conversation.

What drives me is simple: seeing the joy on a client's face when they know they got the best available deal. That moment never gets old. Whether you are buying, refinancing, or exploring your retirement options with a reverse mortgage, my job is to make sure you walk away confident that you made the right decision.