Mary Jo Lafaye is a licensed Home Equity Retirement Specialist with Mutual of Omaha Mortgage. She has accumulated 20 years in the reverse mortgage field. Mary Jo likes to stick to the facts, and give real-life examples of how you can —even after retirement begins, completely revamp your financial position to live your best life now. She was chosen to train Private Bankers and Wealth Management Advisors, Attorneys, and Fiduciaries on the most effective ways to employ this repayment-deferred, non-recourse line of credit as a retirement planning and cash- flow management tool to create more sustainable income throughout retirement.
Mary Jo Lafaye and her team at Mutual of Omaha Mortgage are excited about the chance to bring you everything you need to know about reverse mortgages throughout San Rafael and Marin County.
Mary Jo Lafaye is a licensed Home Equity Retirement Specialist. Mary Jo has accumulated 17 years as an expert in her field, including five years with Wells Fargo Home Mortgage, before becoming a Branch Manager at Security One Lending in 2008.
During this time she earned numerous awards, including Wells Fargo Leader’s Club Member with the highest customer service scores. She was chosen to train Private Bankers and Wealth Management Advisors on the most effective ways to employ this repayment-deferred, non-recourse line of credit as a retirement planning and cash-flow management tool to help older Americans live their best life in retirement.
Mary Jo is well-known as a trusted resource for retirees – she has taught Reverse Mortgage (HECM) and HomeSafe concepts to real estate finance students at the College of San Mateo and to those seeking their SRES designation. She has participated in panel discussions and delivered
hundreds of seminars and talks to groups ranging from the Retired Firemen’s Association, Kaiser Permanente, Rotary Club, CPA Discussion Groups, CalCPA, SILVAR, SAMCAR, Financial Planning Association (FPA), MAR, NorBAR, NAPFA, PFAC, Marin County Bar Association (MCBA) and many more. She has also co-authored several academic articles and has been interviewed and published by Barron’s Magazine.
Mary Jo enjoys educating and working with mature homeowners, their families, and their trusted advisors to secure long-term sustainable retirement solutions. She has also been certified to offer complimentary one and two-hour Continuing Education (CE) classes for CFPs, CPAs, Realtors, and MCLE for Attorneys.
Originally from Houston, Texas, Mary Jo has made the West Coast her home for over 28 years. In her spare time, she enjoys cycling, hiking, yoga, cooking, and traveling with her family and friends.
She is also conversational in Spanish, having traveled extensively throughout Mexico.
She is passionate about ensuring total transparency throughout the process as well as providing excellent customer service.
First home to the coastal native Miwok people, then later a Spanish mission, San Rafael is named after the Archangel Raphael- the angel of healing. The early settlement, and later the city, quickly grew with the arrival of the North Pacific & San Francisco railroads.
In 1913 American banker and journalist Frank Vanderlip purchased 25 square miles of property on the peninsula on behalf of wealthy east coast investors for the then tidy-sum of $1.5 million. Today the community is home to over 40,000 residents according to the U.S. Census.
Local attractions include China Camp State Park, Mission San Rafael Arcangel, Mountain View Winery, and Point Reyes Lighthouse.
Mary Jo Lafaye and her team at Mutual of Omaha Mortgage are standing by to assist you with all of your enquiries about reverse mortgages.
If you have just the slightest inkling that a reverse mortgage may be right for you, call Mary Jo today at (415) 259-4979.