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Welcome to Certified Mortgage Planners. We are honored to have you. Our job is to create mortgage solutions to improve the lives we touch through a comprehensive financial strategy.

We take a consultative approach to helping our clients develop a mortgage strategy that encompasses your overall long and short term financial and investment plan to minimize taxes, improve cash flow, and minimize interest expense.

As mortgage planners we assist in identifying ways for our clients to not only build wealth through equity management, but more importantly guide our clients in finding ways to enjoy life through financial peace.

The decisions you make today are going to determine how you live tomorrow. What better way to start than with a sound financial plan.

Please select from our talented list of Mortgage Planners below to begin your application. If aren’t sure and are a new client to our family then click here and we will direct you to one of our Mortgage Planners.

If you prefer to print your application please choose from the options below.

Printable Application

Printable Spanish Application (coming soon)

Select Your Mortgage Planner

Angela Amy, Mortgage Loan Originator, NMLS #1334882

Maria Jose Arce, Mortgage Loan Originator, NMLS #2101605

Roger Aumuller, Mortgage Loan Originator, NMLS #506518

Charles Baxter, Mortgage Loan Originator, NMLS #1343268

Paul Bowen, Mortgage Loan Originator, NMLS #1286829

Christopher Michael Brown, Mortgage Loan Originator, NMLS #303797

Anthony Candalino, Mortgage Loan Originator, NMLS #1376543

Todd Edward Christensen, Mortgage Loan Originator, NMLS #865928

Richard Murphy Condon, Mortgage Loan Originator, NMLS #397387

Jerry Corwin, Mortgage Loan Originator, NMLS #531597

Anne Daley, Mortgage Loan Originator, NMLS #2317389

Lori Denise Dickson, Mortgage Loan Originator, NMLS #351791

Terri Hatfield-Dull, Mortgage Loan Originator, NMLS #1616752

Carlos Echeverry, Mortgage Loan Originator, NMLS #1192077

Jennifer Engelsen, Mortgage Loan Originator, NMLS #769934

Kurt Raymond Gies, Mortgage Loan Originator, NMLS #345056

Deborah L Greenway, Mortgage Loan Originator, NMLS #376157

Burhan Karagulle, Mortgage Loan Originator, NMLS #2190091

Nanci Alice LeBrecht, Mortgage Loan Originator, NMLS #262566

Carolyn Ann Lewis, Mortgage Loan Originator, NMLS #268538

Roberto Rafael Martinez, Mortgage Loan Originator, NMLS #1637639

Gregory Matthews, Mortgage Loan Originator, NMLS #1544066

Deborah Merrill, Mortgage Loan Originator, NMLS #1097515

Percy (PJ) Nolasks, Mortgage Loan Originator, NMLS #1953807

Andrew OHarrow, Mortgage Loan Originator, NMLS #1853367

Garvens Parrin, Mortgage Loan Originator, NMLS #1631031

Jason Purcell, Mortgage Loan Originator, NMLS #1150504

Marcel Putterman, Mortgage Loan Originator, NMLS #2062752

Neil Quintero, Mortgage Loan Originator, NMLS #1895511

Frankie Rosatto, Mortgage Loan Originator, NMLS #233830

Dennis Ross, Mortgage Loan Originator, NMLS #2018381

Prentice Sanger, Mortgage Loan Originator, NMLS #1627227

Jason Selwood, Mortgage Loan Originator, NMLS #2306182

Ivan Torres, Mortgage Loan Originator, NMLS #1502750

Rose Torres, Mortgage Loan Originator, NMLS #1931719

Michael Van Norren, Mortgage Loan Originator, NMLS #1870558

Kristin Vance, Mortgage Loan Originator, NMLS #1624499

Felix Vargas, Mortgage Loan Originator, NMLS #297956

Logan Ware, Mortgage Loan Originator, NMLS #2104273

Shaunna Wooten, Mortgage Loan Originator, NMLS #269351

Brian Zimel, Mortgage Loan Originator, NMLS #336790

Not sure? Click here

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT – To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.


Customer Complaint Policy | Disclosures | Terms of Use | Privacy Policy

CONFIDENTIALITY NOTICE: This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This communication may contain nonpublic personal information about consumers subject to the restrictions of the Gramm-Leach-Bliley Act. You may not directly or indirectly reuse or re-disclose such information for any purpose other than to provide the services for which you are receiving the information.
Certified Mortgage Planners is an Equal Housing Opportunity Lender  . The rates, loan programs, fees, options and guidelines in any loan scenario shown: (i) are for illustrative purposes only; (ii) are subject to change without notice; (iii) are subject to restrictions; (iv) will not apply to all borrowers or situations; and (v) do not represent a commitment to lend. Contact a Mortgage Loan Originator for details. Certified Mortgage Planners operates only in states where it is authorized to conduct business. Corporate Office: 615 Crescent Executive Ct, Ste 224, Lake Mary, FL 32746. NMLS #210950. To view state licenses go to NMLS Consumer Access or click here.


Customer Complaint Policy | Disclosures | Terms of Use | Privacy Policy

CONFIDENTIALITY NOTICE: This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This communication may contain nonpublic personal information about consumers subject to the restrictions of the Gramm-Leach-Bliley Act. You may not directly or indirectly reuse or re-disclose such information for any purpose other than to provide the services for which you are receiving the information.
Certified Mortgage Planners is an Equal Housing Opportunity Lender  . The rates, loan programs, fees, options and guidelines in any loan scenario shown: (i) are for illustrative purposes only; (ii) are subject to change without notice; (iii) are subject to restrictions; (iv) will not apply to all borrowers or situations; and (v) do not represent a commitment to lend. Contact a Mortgage Loan Originator for details. Certified Mortgage Planners operates only in states where it is authorized to conduct business. Corporate Office: 615 Crescent Executive Ct, Ste 224, Lake Mary, FL 32746. NMLS #210950. To view state licenses go to NMLS Consumer Access or click here.