Help U Invest

Our Team of Mortgage Consultants

2005 Top Overall Producer of Atlas Mortgage Services

Lorisa believes in taking an educational approach to the loan process, empowering her clients to make an informed decision.

Lorisa M. McKelvey
Broker/CEO
Lorisa@HelpUinvest.com

ph: 831.771-9200
fax: 831.359.4135
CA DRE #01365161
Since January 14, 2003

Construction

Development

Investor Scenarios

Wealth Accumulation and Exit Strategies

“Personal attention & 1st class service”

(NAMB) National Association of Mortgage Brokers.
Since 2003

(CAMB) California Association of Mortgage Brokers Since
Since 2002

(MCAR) Monterey Association of Realtor Affiliate

(NAPMW) National Association of Professional Mortgage Women.

Vice President 2006 Country Meadow Home Owner's Association

President 2007 Country Meadow Home Owner's Association

Sponsorship Committee Chairperson 2007-2008 Greater Monterey Bay Area Chapter of CAMB

Director 2007-2008 GMBA Chapter CAMB

Yearbook Chairperson Monterey Park School since 2007

Joel McKelvey
Business Manager/CFO
Joel@HelpUinvest.com
ph: 831.771.9200
cell: 831.578.8829
fax: 831.359.4135

Weyerhaeuser Paper Co. 1990-2006
Purchasing Agent
Maintenance Manager

My management style is based on trust and performance. I believe you get the most out of a business by treating it like a machine! (Well built, fine-tuned with the right tools.) When its well built, maintained, and fine-tuned with the right tools, you get the best results.

Customer expectations of AMG:

Competent mortgage consultants.

Clear understanding of your loan.

Timely follow up.

Pleasant experience with all members of the group.

You can expect to be treated with respect.

Member of California Association of Mortgage Brokers –(CAMB) since 2006

Shalom Mauricio
Mortgage Consultant
Shalom@HelpUinvest.com
ph: 831.771.9200
cell: 831.214.2453
fax: 831.359.4135
CA DRE #01737853

Washington Mutual Bank 1997-2006
Sr. Personal Financial Representative
Mortgage Lending & Business Lending

"Shalom believes in the “Golden Rule” – Treat others as you would like to be treated.”
With this in mind she makes sure you understand each step of the process so there are no surprises. She's concerned with your mortgage needs and decisions. Being able to process loans quick & accurately has earned me the reputation of being the one to go to for loans.

Se Hablo Espanol!

Teresa Cesena
Mortgage Consultant
Teresa@HelpUinvest.com
ph: 831.771.9200
cell: 831.320.6211
fax: 831.359.4135
CA DRE#01478493

"Teresa is a professional who is ethical, friendly, with a proven results oriented track record and a high level of education to custom fit a loan to your needs."

Wendi Gonzales
Mortgage Consultant
Wendi@HelpUinvest.com
ph: 831.771.9200
cell: 831.596.2355
fax: 831.359.4135
CA DRE#01779801

"Wendi Gonzales is committed to customer satisfaction, she will not only guide you, she will educate you. Knowledge is power, let Wendi empower you today!"

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Now hiring licensed individuals who carry a sense of pride in their work. If you care to make a difference with your clients brokering loans for Real Estate, call for an interview. We'd like to see how we can work together.

Lorisa - (831) 771-9200