Meet Our Team

Tim Jacobs, President

Tim Jacobs has over 12 years experience in the industry. Mr. Jacobs has always been passionate about helping and educating seniors. He believes that financial education is the key to understanding exactly what benefits are available to you and how to take advantage of them the best way possible. Because of his efforts, thousands of seniors have benefited from our services.

Olivia Lewis, Reverse Mortgage Advisor

Olivia Lewis has over 6 years experience in the industry. Ms. Lewis has had great success helping seniors understand the benefits of reverse mortgages through her personal and professional personality.

Victor Rios, Reverse Mortgage Advisor

Victor Rios has over 6 years experience in the industry. Mr. Rios is one of only a handful of reverse mortgage advisors in the Country who speaks fluent Spanish. Se Habla Espanol.

Adrienne Cohen, Reverse Mortgage Advisor

Ms. Cohen has over 8 year experience in the industry. In addition to helping many seniors understand reverse mortgages, Adrienne is one of the first advisors in the United States to help a senior buy a home using a reverse mortgage.