Sound Reverse Mortgage

The director and principal agent of Sound Reverse Mortgage is Dan Wiersma. Dan was raised near Canby, Oregon. He was a student athlete at Pacific Lutheran University and obtained a bachelor's degree in Psychology. Dan began in the financial services industry at the age of 22 and brings over 18 years of practical experience to the table. With a focus on the senior markets, Dan has been instrumental in creating and presenting the "Wealth management workshop" which is now presented around the country.

His designations, licenses, and memberships include

CLTC, Certified in Long-Term Care designation

NASD Series 6 registration (Investments companies' variable contracts products)

NASD Series 63 registration (Uniform Investment Advisors Law Examination)

NASD Series 62 registration

NASD Series 65 registration

Life & Health insurance license

"What sets us apart is taking the time to understand your needs, your concerns; from this we do our homework to find a solution that makes sense"

"We work with multiple Reverse Mortgage companies to find the best rates and service; with an asset as large as your home this is important"

A Division of Summit Financial Group
6625 Wagner Way #320
Gig Harbor, WA 98335
858-2884
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