We are committed to providing clients with the highest level of service, expertise and experience.

Brad Roche has been a Mortgage Planner for 25 years and continues to rank nationally for his sales volume.  He had the privilege of being a National Sales Trainer for 10 years, a Direct Endorsed Underwriter for HUD 10 years and a Licensed Real Estate Agent for 11 years.  He has several certifications in Leadership Training and was awarded a Master Graduate in 2000.  In addition, he has been the lead developer on multi-million dollar projects, in commercial & residential.  Recently, Brad has been approved as a certified class instructor with Central Piedmont Community College. They are the largest community college in the U.S.  In addition,  he is also the best selling author 3 times over sharing his mortgage, coaching and investment property knowledge in his books which are available on Amazon.  He has been in many articles and press releases for mortgage-related topics as shown below and noted as an expert in his field.

Angela his wife and mortgage partner for over 20 years has been in the mortgage industry for 18 years covering all aspects in operations including processing, closing as well as a Direct Endorsed Underwriter for HUD. For many of those years, she has assisted clients with Brad through the mortgage process. She has several certifications in Leadership Training and was awarded a Master Graduate in 2000. In addition, she has owned & managed over 100 rental units including commercial and residential properties.



Brad Roche
The Mortgage Planner


In addition to in house processing, underwriting and funding Angela Roche, Brad’s wife works with an elite team of experts on the mortgage process and experience for our clients. The Mortgage Planner has a team that specialize in specific functions during and after the process for clients to deliver above the standard of service in the industry.