Principal Broker

Josh Wheaton is an experienced home mortgage professional with years of customer service experience. His deep knowledge base and focus on customer service ensures his clients feel comfortable and at ease with the entire mortgage process.

Previously, Josh had a successful career in selling training programs and systems, which now allows him to better guide his clients through the mortgage process. One of his favorite things to do is to help educate his clients on all the aspects of a mortgage. His belief is that the better job he does explaining everything to his client, the more they will enjoy the process. He encourages his clients to ask questions as he has the love of teaching as well.

NMLS #1642158

Stephen Ozuna

Mortgage Advisor | Realtor®

Stephen brings his extensive customer focus with him from his time as a Southwest Airlines Flight Attendant. His passion to provide his clients with the best possible customer experience possible provides a breath of fresh air to the mortgage industry. His knowledge and incredible thirst to learn is uncanny.

As an added bonus, Stephen is also a Realtor and maintains his license to stay up to date on industry trends as well as market conditions.

NMLS #1801825



Mortgage Advisor

We know that each customer has specific needs, so we strive to meet those needs with a wide array of products, investment tools, mortgages and best of all quality service and individual attention.

Today's technology is providing a more productive environment to work in. For example, through our website you can submit a complete on-line, secure loan application.

NMLS #1991621



Mortgage Advisor

Rich is an industry vet that worked previously for CITI in servicing operations and loan originations. He recently decided to get back into loan origination after working for several years in the software industry.

Rich brings his vast knowledge of banking, mortgage and financial software as well as his superb customer service skills.

NMLS #2136002



Mortgage Advisor

As a mortgage loan officer, Abiel guides clients through the process of purchasing or refinancing their home and assist with making their financial dreams come true.

His 10 years at the Walt Disney Company molded Abiel to put customer satisfaction first and ensure a Magical experience that has built lasting relationships. Originally from Cuba, Abiel was raised in Florida and has been serving both English and Spanish-speaking clients throughout his whole career.

Outside of the office, Abiel loves spending his time with his loving wife of 20 years and his two sons. He also spends his downtime either on the golf course or underneath the night sky with his camera and telescope shooting deep space astrophotography photos.

NMLS #2085800



Mortgage Advisor

I started my career helping the community in the fire department. I have worked for the fire department for over 20 years now as a Firefighter/Paramedic. While working as a Firefighter/Paramedic I was also an ACLS (Advanced Cardiovascular Life Support) instructor helping new personnel become certified and others keep their certifications up to date. I have decided to continue to help others in a different way now.

I have always been good with numbers and people. I have served as treasurer on two executive boards for two different youth organizations for a total of six. I was able to bring both organizations from negative to positive cash flow for the kids and club.

I have two daughters in college and an amazing Wife. I am very involved in my family's lives, when I am not working, we enjoy spending quality time together doing lots of outdoor activities.

NMLS #2145669



Mortgage Advisor

Michael is a lifetime resident of Central Florida and is the founder and President of Floor Monsters, LLC and Monster Phones training company. As a current realtor, Michael is dedicated to bringing you excellent customer service with a focus on step by step communication throughout the entire lending process.

Michael is the proud father of two amazing kids and served with the United States Marine Corps.

NMLS #2086079

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