With more than $500 million in funded loans and over 1,000 clients served, Tanis has been a trusted specialist in Trust & Estate lending since 2018. She works closely with families, trustees, attorneys, and professional fiduciaries to provide tailored financing solutions that help preserve family wealth, protect real estate assets, and navigate complex estate transitions.
Tanis has built her business on integrity, transparency, and a commitment to exceptional service. She understands that trust and estate transactions often arise during emotionally challenging times, and she takes pride in simplifying complex lending scenarios while providing the clarity, guidance, and personal attention each client deserves.
Passionate about helping families protect their legacies, Tanis approaches every transaction with a solutions-driven mindset, combining extensive industry knowledge with genuine care for the people she serves.
Based in Orange County, California, Tanis enjoys spending time with her family, making memories with her daughter, and enjoying the outdoors with their three dogs, Wrigley Bear, Beau, and Zion.
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