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

Brad Roche has been a Mortgage Planner for 24 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 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 a 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

Team Partners

Angela Roche
Office Manager



Danielle Bak
Executive Loan Officer Assistant

Shaunti Wilmore
      Executive Assistant to         Brad Roche


Mary Koviak
Loan Processor

Glenn Chavis
Credit Decision Manager   Loan Officer

NMLS 993247 


Thomas Bush
      Mooresville Manager       Senior Loan Officer

NMLS 108137

Leigh Kugler
             Realtor Liaison                Senior Loan Officer

NMLS 41392

jennifer rakes.jpg

Jennifer Rakes
Loan Officer Assistant Business to Business Manager

NMLS 1573456