Mathius Marc Gertz 
​Masters in Business Administration (MBA), Accredited Financial Counselor (AFC®),
​Certified Aging in Place Specialist (CAPS), Certified Divorce Lending Professional (CDLP™)

Marc works collaboratively with legal, financial, banking and health care professionals to design ways to help their clients retire in comfort in their own homes.  He is a patient person who enjoys making difficult financial concepts easy to understand.
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Marc maintains a holistic collaborative approach to the reverse financial planning process that includes educating advisors and keeping them current on financial strategies to help protect the quality of their clients lives. Marc believes that the key to a successful divorce mortgage plan and long term retirement plan is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. 

The three watch-words of his practice are; collaborate, educate, problem-solve.

Established with Transparency in Mind

We have reversed the way that business is done in the reverse mortgage market. In our practice, we ask questions and try to isolate the problem to be solved. If we can do it with one of the fifteen reverse programs for people of all ages that we represent, we will do it. If not…we will tell you that too and refer to other professionals.​

Our Goal: Collaborate, Educate, Problem-solve

Marc feels an obligation to work with trusted advisors to help them to do the best job possible for their clients. Sometimes this includes considering a reverse mortgage as a source of liquidity for the estate for divorce mortgage planning or retirement planning. Marc's role is to be a trusted advisor for the advisor, for their clients and their families. ​

Mathius Marc Gertz, MBA, AFC, CAPS, CDLP
Certified Divorce Lending Professional

Marc holds a Masters in Business Administration (MBA), is an Accredited Financial Counselor (AFC®), a Certified Aging in Place Specialist (CAPS) and also a Certified Divorce Lending Professional (CDLP™).

​Through his mortgage practice, Marc represents a complete spectrum of reverse mortgage and limited equity share programs. He collaborates with trusted advisors to design and implement programs that satisfy the legal and financial planning needs of their clients. As an AFC®, he offers both lender-sponsored programs to his clients as well as fee-based counseling.

We're Here for You When You Need Us

Honest conversation truly does shine a light on misunderstandings and erroneous beliefs. Marc feels that same way about sharing what he know about reverse mortgages with homeowners, their families and trust advisors. However, it all begins with trust and listening and teamwork.