Our Team
Heritage Team
Trevor Carlson
President/Reverse Mortgage Specialist
Trevor began doing Mortgages in 2006. Having successfully weathered the Mortgage meltdown and Great Recession, Trevor is a true veteran of the Mortgage Industry. He specializes in HECM Reverse Mortgages for people looking to purchase or refinance a home.
Ty Atkin
Loan Officer
Ty specializes in VA loans and had the opportunity to process loans before becoming a Consultant so he knows the process start to finish. Ty does everything in his power to make this process go as efficiently as possible.
Joe Winkle
Senior Mortgage Consultant
Developing relationships built on service and trust, Joe has been helping his clients finance their homes since 2013. Specializing in HECM Reverse Mortgages, Joe enjoys taking the time to teach clients how to use a mortgage to best serve them.
Kennon Anderson
Loan Officer
After returning from a mission in Argentina, he received an associates from Snow College and a Bachelors degree in Communication from Dixie State University. Kennon and his Wife Lety have been married for 10 years and have 4 young children.
Justin Bundy
I thoroughly enjoy educating seniors on how to remain in their own homes using reverse mortgages. I naturally care about people and I look forward to the opportunity to develop new relationships. Working with financial planners, estate planners, loan officers, realtors, and accountants, I help seniors use this valuable financial tool.