Our team of mortgage professionals is committed to providing a truly world-class mortgage experience, and helping you achieve your personal and financial objectives.
- BJ Sellers
- Jason Purcell
- Joe Marziale
- Gwen Doherty
- Jai Negron
- Rich Condon
- Chris Brown
- Kevin Boudreaux
- Shaunna Wooten
- Julie DeLotte
- Nanci LeBrecht
- Melissa Erlacher
- Stacy Luna
- Elaine Kloth
- Giselle Cortez
- Carlos Barcia
- Debbie Duttweiler
- Ed Wentzel
- Jennifer Nendza
- Lori Dickson
- Becky Chally
- Jim Cardell
- Kurt Gies
- Richie Sloan
- Jerry Corwin
- Todd Christensen
- Aime Ruedlinger
- Van Johnson
- John Vickers
- Renee Sterling
- Sally Vance
- Billie Vance
- Joel Morales
- Carolyn Wolfe
- Lizann Livingston
- John Broskie
President/CEO, Co-Founder(SELLERS, BURT JAMES MR, NMLS # 210932) BJ Sellers is Co-Founder and Partner for Certified Mortgage Planners located in Lake Mary, Florida. He holds the nationally accredited designation of Certified Mortgage Planning Specialist©. After graduating with a B.S. from SUNY Geneseo, BJ worked for SunTrust Bank. BJ’s ultimate goal is to help his clients achieve their long and short term financial and family goals. Teaching the skills of systematically saving, investing, and using the home to grow the clients’ net worth are the tools BJ uses. When he isn’t demonstrating how clients should prioritize their monthly cash flow, you might find BJ hiking a 14,000 ft peak in Colorado or canoeing down the Wekiva River with his wife Tracy, his daughters Addie and Olive, and their yellow lab, Okee.
Vice President, Co-FounderJason Purcell is the Vice President and Co-founder of Certified Mortgage Planners and views CMP as a Coaching Company doing mortgages. Making a difference in others’ lives is what makes Jason tick; whether at home with his family, amongst friends, at CMP, or for the clients and partners we are blessed to serve. Jason holds the nationally accredited designation of Certified Mortgage Planning Specialist© 1 of 21 in the State of Florida. When not in the office, you can find Jason cheering for his daughter, Sierra at a soccer game, his son, Jared at a football game, enjoying time at the beach with the family, or on date nights with his wife, Shannon or one of the kids. Outside of his family, Jason’s passions are surfing and training for triathlons.
Chief Financial OfficerJoe Marziale is the CFO of Certified Mortgage Planners. As a former Branch Manager for American General Financial Services, Joe has a wealth of hands on experience regarding all aspects of the lending industry. Joe currently directs all financial aspects of CMP including accounting, budgeting, financial planning and analysis, as well as the monitoring of overall financial performance. Joe takes pride in sustaining CMP’s financial well-being so that we can continue to provide the world-class mortgage experience to all of our clients. Joe has a Bachelor of Science Degree in Management Science from Geneseo State University, and recently earned a Masters Degree in Financial Management and Information Systems from the University of Maryland University College. Joe currently resides in Deland with his wife Davida, and their two boys, Vaughn and Zander.
Team Lead/Mortgage ConsultantGwen Doherty is the Team Lead and Mortgage Consultant for the Jason Purcell Team, and has been a part of the CMP Family for over 10 years. Prior to joining Certified Mortgage Planners, Gwen worked successfully as an underwriter for JP Morgan Chase, which allows her to bring tremendous value to the Jason Purcell Team, clients, and referral partners. Gwen sees her role as helping to create an exceptional client experience now and as your relationship with CMP grows over a lifetime. Gwen is a native and lifelong resident of Central Florida. Gwen is blessed with two beautiful little girls, Ella and Hailey. When not assisting clients and teammates at CMP she enjoys spending time with her family, relaxing with a great book and being near the ocean.
Relationship ManagerJadrianna “Jai” Negron joined Certified Mortgage Planners and the Jason Purcell Team bringing 8 years of real estate experience. Jai is a licensed Real Estate professional having previously worked for M/I Homes where she specialized in new home construction. As one our Relationship Managers, Jai strives to deliver an amazing experience to all of our clients. Although her passion is real estate and mortgages, Jai is also a graduate of Le Cordon Bleu of Culinary Arts and is a Pastry Chef.
Email Rich Phone: 407-467-1706
Mortgage PlannerRich Condon is a Team Leader with Certified Mortgage Planners. He spent six years with Bank of America as a Sales Manager, and then helped more families achieve the dream of homeownership with Mercantile/TD Bank. Prior to his mortgage profession, Rich enjoyed 10 years with our Orlando Magic as a locker room manager, a dream job for a teenager. Certified Mortgage Planners has allowed Rich the platform to provide unparalleled service and overwhelming value. Rich believes the financing of your home is one of the most important and exciting events in one’s financial life. His team takes pride in helping clients achieve financial peace by sharing strategies, providing the tools, and assisting in direction. Rich and the team at Certified Mortgage Planners aim to make the experience as memorable and fun as possible! Rich is a rare Orlando native. When he is not helping families in his community achieve their financial dreams, Rich enjoys spending quality time with his wife, Jennifer, and son, Spencer.
Mortgage PlannerChris is a welcome addition to the Certified Mortgage Planners family. Having held his CMPS® designation since 2007, Chris has built not only a loyal base of raving clients, but a presence in the mortgage industry on a national level. Chris lives in Sorrento with his wife, Mary, their daughters Brianna and Ashely, and two German Shepherds; Natasha and Shelby. He is a dedicated father, husband, and follower of Christ. Chris is a frequent contributor to the local Fox News affiliate as well as several national blogs. He is also a nationally recognized speaker for the mortgage industry and was recently named as one of the Top 25 Most Connected Mortgage Professionals by National Mortgage Professional. Chris has also been voted as a Top” 40 Most Influential Mortgage Professional Under 40″ by National Mortgage Professional Magazine for a record four times – 2013, 2012, 2011, and 2010. You can visit Chris’s nationally recognized blog at www.MortgageChiliBlog.com.
Email Kevin Phone: 407-367-2971 Cell: 407-718-5588
Mortgage PlannerKevin Boudreaux brings integrity and honesty into every mortgage transaction. Kevin works closely with families to customize mortgage solutions that meet their ever changing goals and dreams. Kevin has over 12 years experience and has helped hundreds of client’s finance their homes. Kevin works very closely with the best Financial Planners and Realtors in Central Florida to assure you have the best home buying team working for you. Kevin was born and raised in Winter Park and has a Bachelor and Masters Degree from UCF. He currently resides in Deland with his wife Luly and their three sons Chris, Calen, and Wyatt.
Mortgage PlannerShaunna Wooten is excited to join Certified Mortgage Planners after 14 years in the real estate and mortgage industry. As part of the first internship program with US Homes and subsequent work with local home builders, she has extensive experience in all phases of the home building process and purchase market. Since moving from Realtor to Mortgage Professional, she is well versed in all aspects of the mortgage process and enjoys sharing this knowledge with borrowers of all walks of life. Her passion is to help borrowers navigate the extremely challenging mortgage world to end in a successful closing celebration. Listening to borrower’s wants and needs, helping to plan a families future during one of the largest purchases made life to date, and helping make those dreams a reality is extremely rewarding. Growing up in an Army family throughout hometowns across the US and living abroad in places such as Germany, Barbados, and Australia, traveling is important part and family pastime shared with partner Mike, 13 year old son, Harrison, and 8 year old daughter, Shelby.
Relationship ManagerJulie DeLotte joined Certified Mortgage Planners from First Horizon Home Loans where she successfully served as an Account Executive to the mortgage broker and lending community. Julie is one of our Relationship Managers and sees her primary role as creating “Raving Fan” clients who are excited to tell others about us. Julie is a trusted teammate and plays an integral role in the world-class mortgage experience our clients receive and deserve.
Mortgage PlannerNanci LeBrecht is happy to join Certified Mortgage Planners after over 33 dedicated years in the mortgage industry. Nanci brings a wealth of knowledge in many aspects of the mortgage industry. She has a passion for helping people achieve their dream of home-ownership, and it shines thru with every client and partner she assists. Her expanded knowledge and experience ensure that her clients are will get nothing but the very best in customer care. Clients and realtors love her weekly updates and excellent communication skills that keep things running smoothly. When not assisting clients, Nanci enjoys spending time with her husband and two children. Her favorite activities include horse-back riding, fishing, gardening and reading.
Relationship ManagerMelissa Erlacher joined Certified Mortgage Planners from Bank of America where she successfully served as the branch manager’s Executive Assistant and Processor for 5 years. Melissa is one of our Relationship Managers and sees her primary role as creating “Raving Fan” clients who are excited to tell others about us. Melissa is a trusted teammate and plays an integral role in the world-class mortgage experience our clients receive and deserve. Melissa is a life long resident of Orlando, FL. She is married to a City of Orlando Fireman/EMT, and is a proud mother to their daughter Harlyn.
Mortgage PlannerStacy brings 21 years of industry experience to Certified Mortgage Planners, serving our community as a Mortgage Consultant for more than 16 years. She also holds a Bachelors degree in Psychology and Business from Florida State University. Stacy is able to give sound advice by truly listening and pairing clients with a mortgage plan that best serves their financial needs. Stacy is thrilled to be working with Certified Mortgage Planners where improving lives and fulfilling dreams is a focus. When Stacy isn’t creating clients for life – she loves spending time with Todd, her husband of 15 years and 7 year old daughter, Sofia. She enjoys traveling, movies, swimming, bike riding and sharing time with friends and family.
Email Stacy Phone: 407-832-3729
Director of First ImpressionsBorn in Ohio and raised in Florida, Elaine worked at the Orlando Sentinel before being hired as a flight attendant for United Airlines. She flew for United for over 33 years before retiring in 2003. She lived in Chicago during her United years, but is happy to be back in Florida among family and friends. She will be the first voice you hear when calling us, or the first face you will see when you come to our beautiful office. Elaine looks forward to meeting each of you and making your experience with us a special one.
Mortgage PlannerGiselle Cortez brings 14 years of experience in the Mortgage, Banking and Financial services field. Giselle enjoys working with first time home buyers in making their dream of home ownership a reality. She works one-on-one with her clients to customize the perfect mortgage strategy to meet their individual needs. Giselle’s passion is to also educate families on how to prioritize their take home pay to help eliminate debt, build wealth and create a lasting legacy. Her honesty, integrity and big heart make her clients feel as if they were her own family. Giselle is an animal lover and enjoys spending time with her family and close friends and her four kitty-cats, Sylvester, Hercules, Little Miss Minx and Buddy.
Mortgage PlannerCarlos Barcia comes to Certified Mortgage Planners with a passion for helping clients realize their dreams of homeownership. The memory of his family buying their first home 25 years ago and the change it brought to their lives still burns bright. He was born in Manhattan, New York and lived in New Jersey until his family bought their very first home in Deltona, Florida. The city kid took to Florida life in a heartbeat and never looked back. Always a planner, Carlos put his scholarship to the South’s #1 Private Institution of higher learning, Rollins College, on hold for 6 months to serve our country by enlisting in the United States Marine Corp (95-99). He served and studied for the next 4 years to accomplish his childhood goal of becoming the first of his immediate and extended family to receive a college degree from Rollins College in 2000. Carlos is a huge Football fan so joining the Orlando Predators coaching staff in 2000 and winning a World Championship that same year was amazing. In 2002, Carlos graduated from HomeBanc’s legendary “LO Boot Camp” where he received the most intensive mortgage training offered in the country. Carlos has since laughed, hugged, cried, and shook hands with hundreds of his clients at their Closing Celebrations. He takes pride in doing his part to keep the dream of homeownership alive and well in the hopes it impacts homeowners as much as it did for his family 25 years ago. Carlos currently lives in Orlando with his dog Sarg while regularly tending to his Yoga practice and diving head first into his newest passion, CrossFit. Are the CrossFit Games in the future? Who knows but either way, Carlos will enjoy each step of the way just as he enjoys each and every day he is given to make a difference for himself, his family, and for others.
Relationship ManagerDebbie Duttweiler joined Certified Mortgage Planners as a Relationship Manager in August of 2014. She comes to us with over 10 years of mortgage experience. Her most recent job was as a Contract Processor for SunTrust Mortgage. Debbie is also a licensed Real Estate professional. She is a native Floridian who loves the water, the sun, and the beach. Debbie enjoys staying active. In addition to running and swimming, she is also an avid cyclist and participates in several charity rides throughout the year.
Email Ed Phone: 407-920-1125
Mortgage PlannerEd Wentzel brings 26 years of residential and construction finance experience to Certified Mortgage Planners. Ed spent the first ten years of his career in Central Pennsylvania before relocating to Orlando with his wife and family to further his professional experiences. Ed understands that whether you are purchasing the home of your dreams, or acquiring a second or investment home, the process can be daunting and one of the most important financial decisions you will make in your lifetime. Ed prides himself on personally taking you each step of the way and promises “to do all the heavy lifting” during the process to ensure your experience is first class. By working with several regional custom and national builders, CPA’s, financial planners, attorneys & Realtors, Ed makes sure you have a professional team in place, working for you, securing your financial future. At Certified Mortgage Planners, we have no shareholders, 100% of our effort is for YOU.
Mortgage PlannerJennifer has been originating loans for the past 12 years. After graduating from UCF with her degree in Legal Studies she spent five years working in the title industry before moving into mortgage lending. Coming from a family of Realtors, Jennifer’s move to lending came naturally. Jennifer loves working with people who are purchasing property. She particularly enjoys working with clients who have been highly referred by great business partners and past clients. Jennifer prides herself on delivering an experience and financing that exceeds the goals of her clients. When not making a difference at Certified Mortgage Planners, Jennifer can be found spending time with her husband, Mike, or cheering for her daughters, Thea (dancer) and Alyssa (soccer player).
Email Lori Phone: 407-467-5968
Mortgage ConsultantCertified Mortgage Planners welcomes Lori Dickson to our team of mortgage loan originators. She has over 18 years of mortgage and finance experience. Lori’s integrity and honesty is displayed throughout each of her loan transactions and she works closely with each borrower to assist and advise them. Lori is passionate about creating true value for her clients by helping them achieve a financial plan and a mortgage loan that best suits their needs. If Lori is not helping a family with a home mortgage you can find her traveling or spending time with her two daughters, Jocelyn and Chelsey.
Client Care CoordinatorBecky Chally brings 10 years of mortgage experience to Certified Mortgage Planners and the Jason Purcell Team. Becky has extensive loan processing experience, but most recently worked for Wells Fargo in the Compliance Department as Quality Assurance Specialist on Veteran Loans. As one our Client Care Coordinators, Becky strives to deliver an amazing experience to all of our clients. Although her passion is mortgages, Becky also has a love for her hometown of Chicago, and enjoys spending free time with her dogs.
Mortgage PlannerJames (Jim) Cardell has been a Licensed Mortgage Professional since 2007 and a Licensed Insurance Agent since 2000. He has the unique ability to discuss your mortgage and insurance needs at the same time. He has lived in Brevard County for over 30 years and is a native Floridian. As an avid boater and fisherman, Jim can give waterfront homebuyers some much appreciated insight to the local waters. Jim enjoys working with all types of buyers, FHA, VA, Conventional and especially first time homebuyers. He always takes the time to make sure the client has a clear understanding of the whole mortgage process.
Mortgage PlannerKurt Gies brings a unique set of talents to Certified Mortgage Planners. After receiving both a Bachelor and Master of Engineering degree from the University of Florida, he served for 25 years with distinction as a United States Naval officer; retiring in 2008 at the rank of Commander. Upon his return from a 2-year deployment overseas fighting the War on Terrorism in 2003, he spent 7 years in the Commercial Real Estate brokerage industry closing over $300 million in real estate transactions. In 2010, Kurt founded a non-profit faith-based ministry to serve distressed homeowners called RHEMA Solutions. He also went on to earn his real estate Brokers license and became the owner/broker for American Way Real Estate where they currently specialize in short sale negotiations. In early 2010, Kurt also entered the mortgage industry becoming a NMLS licensed mortgage consultant. When he is not helping people solve their financial and real estate needs, Kurt enjoys coaching high school lacrosse and football at William R . Boone high school. He has two children. His son is currently studying Business at the University of South Florida while his daughter is studying Sports Management, also at the University of Florida.
Mortgage PlannerRichie Sloan joins Certified Mortgage Planners with 11 years of experience in the mortgage banking, financial services, and real estate industries. From 2002 to 2009, he served as president of SMG Financial, a multi-state mortgage banking firm based in Winter Park. During his time there, he trained and developed loan officers throughout the southeast to help thousands of individuals and families achieve their mortgage planning goals, while also developing custom solutions to help his own clients optimize cash flow and maximize long-term financial and family goals. In 2009, Richie founded The JRS Group, an organizational development advisory and training firm specializing in strategic planning and performance optimization for individuals and organizations. He has researched, studied, written and spoken in the areas of personal and business strategic planning, customer experience optimization, values-based leadership, and organizational excellence. Richie’s diverse experience and expertise combined with strong communication skills, attention to detail, and a genuine concern for his client’s short and long term wellbeing allow him to deliver a distinctive client experience built on service and value. Richie lives in Winter Park with his wife Jenni, daughter Addy, son Mason, and their dog Mello. Outside of work Richie enjoys spending time with his family, coaching youth basketball, playing golf, and being actively involved in the Winter Park and Orlando communities.
Mortgage PlannerJerry has 11 years of financial experience working with Floridians to achieve their dream of homeownership and helping them refinance to reduce interest expense, eliminate debt, and improve cash flow. Jerry prides himself on truly listening to his clients’ needs and delivering the same high level service, no matter how big or small their purchase price or loan size. Jerry comes from a military family, so helping Veterans with their financing needs holds a special place in Jerry’s heart. He would love to serve you or your family with your next home purchase or refinance. When Jerry is not making a difference in his clients’ lives, you will find him fly fishing or making memories with family and friends.
Mortgage PlannerAfter pursuing a Golf Professional’s life in Hilton Head Island, South Carolina, Todd began his mortgage career in 1997 with TEC Mortgage and Investments as a licensed loan officer, where he later served as Vice-President. While at TEC, Todd helped numerous individuals and families achieve their dream of home ownership. Todd left TEC after being offered a position in the mortgage division of David Weekley Homes, American Priority Mortgage, where he managed 8 Central Florida communities and financed hundreds of new home purchases while there for only one year. Todd’s talents were soon recognized by First Franklin Financial Corporation, a subsidiary of Merrill Lynch, who offered him a position as a Wholesale Mortgage Account Executive. Todd was nationally ranked as one of First Franklin’s top Account Executives and set multiple volume records for his division. Todd’s honesty, care for his clients, and superb communication skills yielded many repeat customers during his tenure with First Franklin. Todd lives in Winter Park, Florida with his wife Tara and sons, Carter and Cole where they enjoy numerous “snow and sun” activities together. While not working or spending time with the family, Todd enjoys competitive rounds of golf with his friends and colleagues. Todd and his family attend Summit Church in Orlando.
Relationship ManagerAime Ruedlinger is pleased to be part of the excellent teamwork at Certified Mortgage Planners. Aime has a full understanding of all components of mortgage lending, having already experienced 20 years of processing, closing, and funding mortgage loans. Aime earned her Bachelor’s degree in business from the University of Florida, and is a life-long learner. Aime is a trusted teammate and plays an integral role in the world-class mortgage experience our clients receive and deserve.
Email Van Phone:(386) 717-1815