The People behind the process.

We’re a small team on purpose. Every client gets real communication, fast answers, and people who care.

When you choose The Legacy Team,…

You’re choosing a small, experienced group of people who actually know your name, your goals, and your timeline. We each play a role in helping your loan move forward; and we take that seriously. Here's who we are.

  • Senior Broker, Branch Leader
    Licensed in Arizona, Washington, & Texas

    With over 20 years in the mortgage world, Josh has seen just about everything (and solved just about everything, too). He’s known for staying calm under pressure, finding creative solutions, and walking clients through even the most complex scenarios with clarity. At the heart of it all, Josh is passionate about helping people move forward with confidence and build something lasting; not just financially, but personally.

  • Loan Advisor & Team Lead
    Fluent in English & Spanish

    Jorge’s journey from Cuba to the U.S. and from the automotive world to mortgages has shaped his deep commitment to helping families build a future they’re proud of. He brings heart, hustle, and real-world financial knowledge to every conversation, focusing on empowering immigrants, dreamers, and first-time buyers. Known for his integrity and client-first mindset, Jorge doesn’t just walk clients through the mortgage process. He walks with them. Whether it's in English or Spanish, he keeps things clear, honest, and personal. For him, buying a home isn’t just a transaction. It’s the start of something bigger.

  • Loan Officer Assistant

    As a first-gen marketing student from an immigrant family, Monse understands how powerful it is to have a place to call home. After years of feeling uprooted, her family finally found one, and that experience sparked her lifelong passion for helping others do the same. At The Legacy Team, Monse blends strategy with heart. She leads the brand and client experience to ensure that every client feels seen, supported, and cared for. Her belief is simple: homeownership shouldn't feel out of reach, and everyone deserves a space to build their legacy. Monse also speaks Spanish and loves making sure no detail gets lost in translation.

Ready to take the next step?

You’ve met the team. Now let’s get to work; no pressure, no fluff. Just a simple application and real people ready to help when you’re ready.