James Shea, CFP® - UBS Financial Services Inc. - Palo Alto (CA)

Julie Belezzuoli My husband and I had such an amazing experience at Gold Standard Mortgage! Lauren Watterson was our loan officer and she made the entire process from start to finish so smooth, simple and easy. From getting us prequalified for our loan so we could tour potential homes with ease, to working with us through closing the deal, Lauren was right there by our side the entire time. She was available in the evenings and on weekends, willing to work and take calls around our schedule. Her guidance was invaluable throughout the entire process! We are so grateful we had Lauren’s skill and experience to lean on when buying our home. We had such a wonderful experience working with her and Gold Standard Mortgage!

Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.