Kathleen Greely Photo

Kathleen Greely

HECM Advisor


Kathleen Greely attended Spring Arbor University where she graduated with a Degree in Management and Organizational Development. Prior to her private sector experience, Kathleen developed an extensive background in dealing with youth and families through public education and training programs. She acquired skills in community building, economic and workforce development in private and non-profit work environments, including a 20 plus year commitment to social and civic engagement. Kathleen created and coordinated workforce development strategies that resulted in jobs for unemployed residents in NW Ohio.

After many years in Ohio, Kathleen decide to make a change and move to the West Coast. There she established an Oakland Bay area law firm focused on tax deferred exchanges. She managed partnership agreements with real estate brokers, CPAs, financial advisers and local chambers of commerce. As an expert in tax deferred exchanges, she often conducted seminars and presentations on the west coast and various cities throughout the U.S. on the subject.

With a passion for helping others, Kathleen transitioned her career into the mortgage banking industry. Kathleen prides herself on taking time to understand her customers’ immediate and long term goals. She uses her knowledge, expertise and client insight to help find the best financial solution for her clients to achieve their objectives. She works hard to walk each client through the mortgage process in an organized and efficient manner. Because of her extensive knowledge of available programs, problem solving skills and steadfast commitment to customer service, Kathleen ensures her clients receive superior guidance.

Kathleen resides in Madison Heights, MI. She actively volunteers on projects that involve increasing the level of dignity and personal achievement for youth and seniors. Combining her love for music, the outdoors and commitment to good health, Kathleen can be found most morning’s speed walking or biking.