Mortgage Advisor Earns Expert Certification

Dan Summerfeldt, mortgage advisor for Sierra Pacific Mortgage in Portland, OR has completed a two day training event held by Sierra Pacific Mortgage in Oregon to earn the Certified Liability Advisor (CLA) designation. The program, Borrow Smart University, provided an intense two day education that involved various liability management concepts, strategies, and case studies.

The program is offered to mortgage advisors to assist them with the integration of their client’s borrowing and related liabilities as a core step toward financial independence. Completion of the training allows Dan to provide consumer advice on how to best build wealth through the effective management of liabilities.

Dan was quoted as saying, “Borrower Smart University coursework expanded my knowledge and gave me a deeper understanding of how to really help my clients be fully informed as they make decisions on how to move forward toward their financial futures.”

For additional information about this release contact Dan at (971) 300-0498.

Sierra Pacific Mortgage, located in Portland, OR is one of the top residential lenders in the nation and recently named “Top 50 Service Provider” by Mortgage Executive Magazine.


KendallTodd, Inc. is the leading provider of strategy, content, training and tools to lenders, advisors and institutions seeking to better manage cash and liabilities.