About Miles

I have over 10 years experience working in lending and real estate. Currently I'm working in the residential and commercial lending space offering financial solutions to my clients. I work in partnership with clients and their advisors throughout the entire home buying or refinancing process, creating a plan to meet their short and long-term goals. The mortgage industry is rapidly changing and Real Estate has become much more competitive. This change will lead vast amounts of opportunity that I intend to be at the front of.

Previous I worked with Smiley Nest LLC as the catch all, leading our team to acquire more properties using products and services in advanced analytics, management software which creating/maintaining models for new data sets.

If you see me outside of the work setting, you'll most likely catch me staying active at the gym or taking drives with the family.

About David

With over 20 years as a Mortgage Advisor, David has successfully guided thousands of new and experienced homeowners with their home financing needs. Prior to entering the mortgage industry, Dave spent several years in retail management and sales. This experience, along with his Bachelor's Degree in Business has provided him with the skills necessary to effectively navigate smoothly through today's complicated loan process.

Dave's commitment to the highest level of personal service ensures that your home loan experience will be fast and smooth. You can be confident that you will get straight talk, highly competitive interest rates, fast decisions, frequent status updates, and efficient loan closings. Whether it's a simple refinance, a complex purchase transaction, or a unique credit or documentation challenge, you can count on the deep expertise, commitment, and integrity that I bring to your unique homeownership needs.

About Todd

Todd Travis is a mortgage analyst, originally from Lafayette, CA. He has been in the mortgage industry since 2016, starting out with a mortgage bank and transitioning to the broker side. His passion is for helping clients achieve homeownership, by finding the correct loan program that fits their families needs. He also specializes in strategizing with clients to help them better their financial scenarios.

Prior to being in mortgages, he was a special needs teacher and coach in Orinda. This teaching and coaching background helps him really explain this complicated industry. When he's not working in the financial and marketing field, you'll either find his with his beautiful family, playing beach volleyball or bowling.