Richard Winters
Richard
Winters brings to the table a well rounded balance of financial education,
mortgage banking experience and financial strategy credentials.
Richard began his career graduating with a degree in Real Estate and Finance from California State University. Over the next decade, Rick became a partner in two high-profile mortgage brokerage firms, funding over half a billion in quality residential loans. As a result of his strong reputation, years of experience and personal connections, Winters Financial Group enjoys preferential treatment with many respected local and nationwide banks.
In order to better serve the needs of his clients; Rick Winters took and passed the series 7 , series 63, series 65 , and Insurance designation tests, which allows him to counsel clients not only in mortgage requests, but also to offer smart program choices for long-term financial strategies. Rick prides himself on helping clients to identify and achieve their lifelong dreams.
Rick enjoys coaching soccer and baseball for local youth sports. To demonstrate his commitment to his community, he joined the Conejo Las Virgenes Future Foundation in 2000 and served as an Executive board member for 2 years.
Janice Winters
Janice Winters graduated
from the University of Pittsburgh, Cum Laude, with a degree in Finance
and Economics. After graduation in 1983, she began her career in mortgage
banking on the west coast.
The majority of Janice’s mortgage banking experience has been managing mid size wholesale mortgage origination branches for federally regulated banks. Her responsibilities included profit accountability, credit decisions in excess of 1 million dollars per transaction, day to day operations and management of sales staff. During her time at Western Financial Bank, Janice’s branch had the highest quality and profitability in the banks system.
Janice is in charge of the marketing, accounting and office management at Winters Financial Group.
Janice volunteers at the local elementary school and is active in the local Girl Scout association. As a notary public she is also a member of the National Notary Association.
Martha Greeley
Martha Greeley received a degree in Communications
from the University of Southern California in 1987. Upon graduation
Martha began her mortgage career in wholesale residential lending which
included underwriting and originating. For a few years Martha
and her family left the southern California area and relocated to Montana
where she was introduced to the retail residential side of lending.
Upon returning to Califonria, Martha built a wholesale client base for
a leading California bank. During
her four years there, she consistently was a leading originator
for the entire company.
To expand her financial knowledge Martha joined Merrill Lynch and spent 3 years in extensive financial training. During that time she earned the series 7 and 63 designation and her insurance license. She attended classes towards her CFP designation.
As a Notary she is a member of the National Notary Association.
Now as a member of the Winters Financial Group team Martha is able to use her mortgage background in conjunction with her financial training to provide her clients with truly expert advice in their mortgage decisions.
Martha is on the board of the Thousand Oaks Titans a local football organization. She has devoted many hours to this local youth sports program
