About David Lee
We were founded in 1986 on the basis of education and that emphasis has been the cornerstone of our success throughout our history. Roland Weedon, our president was a former teacher in England (county of Essex) before moving to the states to start a family. When he came to the states to start a family, he began a new career in the mortgage industry but he did not lose sight of his teaching roots.
Helping to educate borrowers on their financial options instead of telling them what to do helped foster positive and long lasting relationship. These relationships have kept some former clients coming back even today.
Founded in Long Beach, we moved to Orange County in the 90’s and have been embedded into the Southern California community all along. Thanks to our support from our amazing clients, we have been able to expand into numerous states (check out our Branches page for a full list) and are constantly looking for opportunities to expand our family even further.
On top of education, family is the other aspect of our DNA that has allowed us such success. Whether it be our borrowers, our referral partners, or our employees, we look to make everyone feel like family. This is evident in the incredible loyalty we receive. Some of our employees having been with us 5, 10 and even 20+ years! Their dedication shows in their interaction with everyone we work with, doing what’s best for the borrower and not our bottom line.
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