Niche Mortgage Team The Wooddale Team at AMEC is a small, specialized mortgage team with decades of experience and in house underwriting and funding, presenting a focused opportunity to upsell and cross-sell advanced lending programs to clients seeking tailored financing solutions.

Affiliated with AMEC As an affiliate of American Mortgage & Equity Consultants, they have access to a broad network of lenders (over 20) and competitive rates, suggesting a sales play to expand lender partnerships and co-marketing opportunities to reach a wider borrower base.

High Expertise Leadership credentials include a PhD, MBA, and CPA, along with two recently added loan officers, indicating a strong value proposition around thorough financial analysis and complex scenario planning that can be leveraged in selling to clients with sophisticated financing needs.

Regional Focus Licensed in Florida and Minnesota, presenting clear market focus areas for targeted outreach, partnerships with local real estate agents, and tailored marketing campaigns aligned with regional housing trends and lender incentives.

Growth Potential Revenue is under one million with a small team, signaling opportunities for scalable partnerships, service-line expansion (such as debt consolidation or investment property financing), and added value services to drive higher average loan sizes and referral volume.