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No one accomplishes anything of lasting value by themselves. Teamwork has been one of the keys to our success. We are proud of our staff and the work they do on behalf of our clients.
Rick Scherer, CMPS Branch Manager | Certified Mortgage Planner
Having provided over $240 million in home financing, you can count on Rick's extensive experience and proven track record. Rick is a Certified Mortgage Planning Specialist (CMPS) and is a recognized expert in the area of mortgage planning, cash flow management and real estate equity management. He works closely with his borrowers to find a loan program that fits their unique needs. Rick also specializes in working with First Time Home Buyers and walks them through the process from the beginning to end for a stress free process. Furthermore, his team of highly qualified lending professionals ensure that someone is always available for you, and is familiar with the transaction.
Rick is from Barnstable Ma. and currently resides with his wife in Quincy. He is a graduate of Bentley College with a Finance/Marketing degree. Rick is a member of the Financial Planning Association and has been certified by CMPS Institute and a Mortgage Planner. Hobbies include Skiing, Boating, Biking, Golf, and Travel.
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Phone: 617.778.0024
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Fax: 617.507.8259
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Melissa Hanrahan, Mortgage Consultant | Client Services
Melissa is responsible for the oversight of each loan and prepares weekly updates for both clients and realtors based on information she compiles from all members of our team. Melissa works with Gina to help in coordinating loan conditions from our borrowers to our underwriter. Please feel free to contact her with any questions while in process.
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Phone: 617.723.9960 x335
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Fax: 617.507.7706
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Kari Loken, Sr. Loan Underwriter
As a Senior Loan Underwriter, Kari is the backbone of our team. She is responsible for underwriting and approving each loan and ensuring that every loan closes on time. Undeniably, Kari's extensive experience and organization skills, is the premise behind every successful closing transaction.
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Phone: 617.778.0049
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Fax: 866.837.4327
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"Striving to be your Mortgage Planner for Life"
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