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

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

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

Kennon Anderson

Loan Officer

After completing a Bachelors of Communication in 2012, Kennon began his career in the Mortgages. Kennon has a passion for helping clients get the best loan for their individual needs and is well versed in all purchase and refinance options.

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