Judith Mohr | Financial Planner

MILESTONE ADVICE GROUP | MILESTONEADVICEGROUP.COM
JMOHR@MILESTONEADVICEGROUP.COM | (704) 887-4902

About: Judith Mohr is the owner of Milestone Advice Group. Milestone Advice Group is a one-of-a-kind wealth management firm working collaboratively with clients throughout the United States to provide comprehensive financial advice. Judith graduated from Texas Christian University with a degree in Communications in Human Relations. She began her career in wealth management in 1987, and earned her CERTIFIED FINANCIAL PLANNER™ designation in 1999.

A devoted TCU Horn Frogs and Carolina Panthers football fan, she resides in Charlotte, North Carolina with her husband Davis, two sons Max and Michael, and two dogs.

Specialties: Judith works extensively with executives, business owners, health care professionals and others who seek confidence in planning the retirement phase of their lives. Judith specializes in Retirement Package Evaluation as well as Retirement Income Distribution Planning. She has presented hundreds of retirement workshops and is well-known for her captivating and enlightening seminars.

Connect: Contact Judith at jmohr@milestoneadvicegroup.com or at (704) 887-4902 or visit her website below!


MEMBER SINCE APRIL 2018

Securities offered through Securites America, Inc., Member FINRA/SIPC and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Judith Mohr, Representative, Milestone Advice Group and the Securities America companies are not affiliated.

Deanna Valeo | Mortgage Loan Officer

CHURCHILL MORTGAGE CORPORTATION
WWW.VALEOCROYTEAM.COM
DEANNA.VAELO@CHURCHILLMORTGAGE.COM | (704) 488-1421

About: Deanna Valeo is one of the top-performing mortgage professionals in the country, with over two decades of mortgage experience. She has worked for some of the nation's largest mortgage companies and banks, and has extensive background in a broad range of mortgage products and services.

She is highly regarded by Realtors and borrowers alike, and has been awarded President's Club Status for eleven consecutive years. Deanna is a consummate professional and is highly knowledgeable in all areas of lending as well as real estate procedures and transactions.

She has received the Five Star Mortgage Professional Award for Overall Satisfaction Award every year since 2009, which is based solely on customer satisfaction surveys.

Earlier in her career, Deanna honed her extraordinary people skills during nine years in the nursing profession, and later as a counselor and trainer with Jenny Craig Weight Loss. Deanna holds a BA in Theater from The Principia College, Elsah, IL.

Specialties: Deanna is a Certified Military Housing Specialist & a Certified Military Residential Specialist and takes special pride in assisting members of the Military and Veterans with their loans.

Quote: With the heart of a teacher, we believe that educating and mentoring our customers empowers them to achieve the dream of debt free homeownership. Our commitment through each transaction is availability, reliability, and honesty with every party involved!

Connect: Contact Deanna at deanna.valeo@churchillmortgage.com or at (704) 488-1421 or visit her website below!


MEMBER SINCE SEPTEMBER 2018