If You’re Ready to Build a Legacy, Partner with the Best Certified Mortgage Planner in Tennessee

There is a lot of mortgage planning advice out there, from well-meaning co-workers to family members eager to share what worked for them. But what worked for them may very well not work for you. Because what goes into planning and securing your future is a completely custom experience, one that includes looking into your past, present, and dreams for your future.

This is where I come in. My job is to help you understand your current financial situation, fearlessly cast a vision for your future, and create a holistic step-by-step strategy so you can make it reality.

I Not Only Get It, I’ve Been There

I’m Jenn Otto, the only certified mortgage planner in Tennessee, and I’ve been in the business for over 25 years. I started mortgage planning because I know the struggle of living below the standard of living you desire. I know what it feels like when your life choices are dictated by your current situation, instead of having the freedom to make choices that change your trajectory.

My goal, and unique ability, is to help you access the freedom of casting vision that breaks out of your current situation - into the future of your hopes and dreams. I help you take a holistic look at your current financial state and craft a strategy that helps you build a legacy of wealth through house appreciation, investing in real estate, and home ownership.

What Sets Me Apart

My Professional Experience

I have over two decades of experience in the mortgage profession serving families and individuals just like you.
Our Partnership

You don’t just step into my office once before parting ways. When we establish a partnership, I support you toward your goals for life.
My Unique Approach

I’m more than a loan officer. As a mortgage planner I do more than help you secure a loan, I help you strategize your next steps and financial decisions.