NO ONE SAID IT WOULD BE EASY
It didn't take long in the reverse mortgage industry to recognize that there was a gap between the potential value of the solutions and the perceptions in the marketplace. The math was indisputable but people still seemed to be hung up on a misunderstanding of how to include housing wealth in retirement.
The opportunity was also very clear. With well over 30 million homeowners over the age of 62, an industry that produces less than 50 thousand units a year is clearly underperforming.
It took time, lots of testing, thousands of conversations, countless plane flights, late nights, sips of whiskey, and complex excel spreadsheets, but slowly the veil has been removed on how to unlock the growth of individual businesses as well as access to professionals to scale and repeat that growth. Now, we're thrilled to have the opportunity to share all we've learned, helping to elevate businesses and advance an industry.
RYAN'S STORY
With over 20 years in financial services, a long time friend introduced Ryan to retirement lending in 2017. Initially thinking products like reverse mortgages were a scam, he turned down the opportunity multiple times until he was finally challenged to just do the math.
Shortly after recognizing the impact accessing home equity could have on retirement planning, Ryan began designing content, meeting with financial professionals, and assisting the lending industry in communicating and illustrating the benefits of home equity in retirement.
When he's not helping businesses grow, Ryan can be found writing and recording music, coaching several youth sports, promoting giving programs, and serves on multiple boards throughout the country.
CHRISTINA'S STORY
Christina started in the mortgage world at 16 in her father’s office, later earning a Finance and Economics degree from SDSU. As a top-producing reverse mortgage professional, she built divisions within major lending companies before shifting her focus to coaching loan officers. A sought-after speaker, she blends humor and practical insights to help professionals thrive while advocating for industry growth and innovation. Passionate about empowering others with reverse mortgage knowledge, she’s dedicated to making a lasting impact. Outside of work, she’s a busy mom to two little ones under five—so boredom is never on the agenda!
HANK'S STORY
Beginning his career in financial services with Merrill Lynch in 1986, Hank draws from over 30 years of experience as he shares knowledge and wisdom around retirement solutions as well as the do's and don't of engaging with professionals.
Known as the gentleman of the bunch, Hank's calm demeanor and inquisitive mindset has earned the trust of both lending and financial professionals throughout the country.
Beyond the office, Hank is an avid outdoorsman, enjoying shooting, fishing, hiking, and exploring, while serving and volunteering with multiple organizations in his community.
GABRIEL'S STORY
With over two decades of experience in visual design, media production, motion graphics, and instructional design, Gabriel has led creative projects across industries, from software, film, marketing, animation to branding and e-learning. As Creative Director at Equity Wealth Academy, Gabriel designs immersive learning experiences, while also running Moving Mountain Media, producing high-end video content, motion graphics and commercial photography.
Previously, Gabriel worked with Nike, Apple, and Cloud Academy, leading content production, film direction, and multimedia storytelling. His early career included contributions to iconic video game titles at Broderbund Software, such as Myst, Riven and The Journeyman Project 3. Passionate about fostering creative growth, he continues to shape the industry through mentorship and innovation.
