BRAD ROCHE, COACH

Brad Roche, The Mortgage Planner has been a Top Producer for the past 30 years.  He is a contributing author of Three Best Sellers about Marketing and Mortgages.  Not without growing pains and failures along the way, as well as many life lessons learned, he believes in balance with God and family while working hard with leverage and technology. His systems and turnkey marketing have allowed him to relocate to a new market twice in his career and produce a high six-figure income within 2 short years of starting each of the new areas.  He works in systems set around pipeline management and loan flow for client touches, referral source management and leveraging in his systems he is truly defined as a marketing expert in the mortgage business.

Over 10 years as a National Sales Trainer with The Core Training, and continuing to be a top producer he focuses on three key areas. His systems work seamlessly from many marketing angles for Before, During and After the mortgage process.  You will become a master at leveraging systems that cover " The Entire Deal Marketing" while working low hours per week and earning a high six-figure income.  New market or existing he truly is a Mortgage Marketing Expert in many areas including The Cross-sell Mortgage. 

BRAD ROCHE II, CONSULTING MANAGER

Brad Roche II, Brad’s son, has been around the mortgage business all his life! The Roche family has been in the mortgage business for now three generations.

Brad has been involved in competitive sports, athletic competitions and gaining an edge through hard work and coached tactics to excel. He graduated from UNCW in 2021, after completing, at a young age of 14, Rapport Leadership Training International one of the highest level leadership trainings in the US. He has a passion for getting the best of out people and exceeding expecations they set. He has competed and received awards in Power Lifting and Crossfit competitions personally, but most enjoyable Brad has served many one on one clients in personal fitness training with accountability. He has joined The Mortgage Planner Coaching team and heads the new member sales team as well as sales/marketing management, member experience, and more.

 

SHERRY RIANO, COACH

With over 23 years of experience and helping thousands of families across North Carolina; Sherry Riano has successfully become one of the top 1% of mortgage lenders in the country. She is known for excelling during the difficult 2008 housing crash/2021 pandemic and continues to motivate others including her agent partners and other MLO’s on how to thrive in business, even in the most difficult of markets. 

Sherry's entire career has been based out of the Raleigh area and from the beginning she has worked in every facet of the mortgage industry including being a processing manager and underwriter. Having that in-depth experience of the entire process has been a unique edge for her career and while she continues to build The Sherry Riano Team (established in 2008), she is now helping guide other Loan Officers on how to build their business, increase referrals, and find freedom through such a rewarding career. If you are looking for a way to build a better, stronger, more efficient business, Sherry Riano is the coach for you!  Her most recent year the team has closed well over $100 million and continies to grow! With social media, Realtors referrals, as well as a strong focus on her database they are eager to hit her goal of $250 million this year!

JOSHUA DEAN, COACH

Meet Mortgage Advisor Joshua Dean! The ever charismatic and energetic Joshua has over 16 years of well-rounded experience in the financial services industry including Residential Mortgage the last 5 years, Debt Management, and Property and Casualty Insurance. This experience has given him various lenses into finance and homeownership. Since settling in as a Mortgage Professional 5 years ago, Joshua has covered a lot of ground…being awarded the Top 1% Originators in America 2021 by Mortgage Executive Magazine. Joshua is also a Scotsman Guide Top Originator for 2021-2022 as well as holding a position with the Homeowner’s Financial Group’s President’s Club for 2020 & 2021.

 As a Mortgage Professional, Joshua’s personal mission of helping others succeed financially as really taken flight.  He funnels his energy and know-how into creating “Experiences That Matter” by enabling clients, friends & coworkers build generational wealth through homeownership. Having successfully built The Dean Team,

a powerful group of Mortgage Professionals, Joshua is able to deliver experienced, top notch and individualized experiences in home finance for each & every client. Joshua’s belief in the power of mentorship has fueled his passion to build successful teams. He strives to lock arms with other loan officers through educating, empowering, and guiding select individuals so they not only survive, but thrive in the ever-changing landscape of the mortgage industry. As a coach on a mission, Joshua will inspire you to elevate your business, to prosper while growing, and develop into first-rate producers that serve a community well.

Hailing from Buffalo NY, Joshua, with his wife, Tina, and their three children live in the North Atlanta suburbs. Joshua is a die-hard Buffalo Bills fan, but has been spotted in UGA’s red & black on occasion…Joshua enjoys spending his downtime coaching his sons’ basketball teams and hanging with his tight-knit family. Go Bills!