Aaron Beard

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Experience and knowledge are keys to successfully helping clients – and no two clients are the same. Each loan solution should be designed with the right strategy for each client’s individual financial plans and needs. I am a Certified Mortgage Planning Specialist (CMPS®), so I have met rigorous peer-reviewed standards endorsed by a national professional body that is recognized for its preeminence within the industry. Over the years, I have helped countless clients and I am dedicated to helping families achieve their financial goals via proper mortgage planning, but I can also simply originate a mortgage loan whenever a client is not interested in taking a deeper dive into mortgage planning.

I also have extensive experience in the real estate industry to assist clients in the homebuying journey. I have worked in a wide variety of real estate-related jobs including selling new construction homes, performing property valuations (BPOs) for Fannie Mae, and real estate investments including advising numerous realtors, brokers and investors along the way. 

Through the mortgage process, I focus on communication to ensure a smooth and successful transaction, streamlining the process to make it as easy as possible for all parties involved, and making clients feel comfortable in their mortgage decision. 

Outside of helping clients, I enjoy spending time with my wife and our three daughters. I can often be found during the weeks at the soccer fields and mountain bike trails - and the lake and church on the weekends.