I have been a financial services professional since graduating from LaSalle University in 2000.  I spent the beginning of my career performing financial statement assurance with a Big Four accounting firm and later transitioned into the private sector working for a real estate investment company.  Over my nine year tenure, I participated in the management of a publicly traded REIT, commercial real estate investment analysis, and the establishment and management of a residential mortgage company.    As a member of a start-up mortgage company during some challenging times in the industry, I was afforded another opportunity to broaden my scope in the real estate community as well as develop vital skills as a mortgage professional.  As a Vice President of Finance, I had direct oversight of secondary marketing and accounting functions including, but not limited to: pricing analytics and best execution; loans sales to investors; warehousing; and financial modeling. This role required collaboration with key management personnel from every department in the mortgage fulfillment process and deepened my experience as a mortgage professional.  I soon developed an appreciation of the mortgage process as well as the desire to leverage this experience in a consumer-facing role through loan origination. This desire lead me to Rate in 2013.   I chose Rate based their commitment to customers, referral partners and employees coupled with its low fee mortgages, diversified products, and unparalleled customer service.  I believe that GR’s consumer friendly loan application and streamlined process has fueled their success and is a recipe for ongoing growth in the industry.  I am excited to be part of a company that recognizes the value of the building relationships.  As a Vice President of Mortgage Lending, I look forward to meeting new clients, referral partners and mortgage professionals to share the value we have to offer.  I realize the fact each borrower is unique with individual needs, and look forward to placing them in the best loan program for their given situation.  Whether working to obtain financing for a first time home buyer or refinancing an investment property for a real estate entrepreneur, I find each transaction extremely rewarding.  I currently live in Merion, PA with my wife and our two children.  When outside of the workplace, we love to spend time outdoors.  We enjoy many local parks in The Main Line and the Greater Philadelphia Area and often venture to the beach to visit family in Ocean City, NJ.

Branch Manager/SVP of Mortgage Lending

Eric Bryce is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Eric is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Eric at (267) 825-7853 for more information!

Eric Bryce at Rate (NMLS #945783)

Fred is a licensed loan officer with Rate which is currently the largest privately held mortgage lender in the Nation. He started in the business in November of 2005. He prides himself on being able to offer a wide variety of loan programs and products, some of the most competitive rates and fees in the industry, and spending the time with the client up front to make sure they have a solid understanding of all of the different options available for a particular scenario. Fred really enjoys the Mortgage business and takes great pride in his work. When he isn’t working with clients, Fred enjoys spending his time with his wife and three year old son Daven as well as the new addition to the family son Levi born in January 2019. Fred is licensed in many states so whether you are looking to purchase a new home, refinance a current home, or purchase your vacation home, Fred is the guy to get the job done.

Senior Loan Officer

Fred Burt is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Fred is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Fred at (609) 294-4620 for more information!

Fred Burt at Rate (NMLS #64497)

I have been in the mortgage industry since 1987. Live in PA my whole life. Experienced in Conv, FHA, VA and USDA. Experienced with not only seasoned buyers but very knowledgeable with first time buyers.

VP of Mortgage Lending

Fran Patton is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Fran is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Fran at (267) 825-7826 for more information!

Fran Patton at Rate (NMLS #425090)

With over two decades of experience in the mortgage industry, Trevor has been helping clients achieve their homeownership dreams since 2003. He started his career at some of the largest banks in the industry, where he earned numerous awards for being a 'top producer'. Now at Rate, Trevor is committed to providing even more personalized service and flexibility to his clients, believing that he can meet their needs better than anywhere else—especially compared to the big banks.


Trevor's approach is centered around more than just finding the lowest rates and fees for your mortgage. He takes the time to thoroughly understand each client's unique situation before making tailored recommendations. Whether you're a first-time homebuyer or looking to refinance, Trevor is here to provide expert advice and guide you through the process, ensuring that the solutions fit your goals.


It's this commitment to personalized service that has earned Trevor the loyalty of many repeat clients over the years. By delivering expert solutions and following through on his clients' goals, Trevor has built a reputation for being a trusted mortgage advisor who goes the extra mile.


When he's not working, Trevor enjoys spending time with his wife and his three children. Together, they love sailing, traveling, and enjoying any outdoor activities that keep them active as a family.

SVP of Mortgage Lending

Trevor Tashlik is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Trevor is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Trevor at (267) 825-7851 for more information!

Trevor Tashlik at Rate (NMLS #404222)

Barb has been in the mortgage industry since 1986. She has worked at a largely recognized real estate affiliated mortgage company, one of the three national credit bureaus and most recently at a nationwide bank. Barbara’s strong work ethic and customer focus enabled her to receive numerous awards at all 3 of her previous employers. She joined Rate so she could provide her clients with the best technology and service in the industry.  Barb takes pride in her work and enjoys helping her clients find the best product for their needs. Whether she is working with a first time home buyer who needs some more time and attention or the move up buyer who wants to get things done quickly and efficiently, she knows how to move her clients through the process with confidence and determination.  Barb lives in Chester County, PA with her husband and her grown children live in Philadelphia. She loves playing golf, traveling and family time. Barb is Recognized by her clients as a Philadelphia Magazine Five Star Mortgage Award Recipient and Top 1% Mortgage Originators in America 2020, Mortgage Executive Magazine as well as GR Presidents Club

Barb McLaughlin is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Barb is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Barb at (267) 825-7821 for more information!

Barb McLaughlin at Rate (NMLS #581414)

For over 21 years, Jason Griesser has worked in nearly every aspect of mortgage banking. This experience has given Jason a foundation for providing expert financial advice to clients rarely found in today's mortgage lending marketplace. Jason has secured more than $1,000,000,000 of home financing for customers throughout the tri-state region. He is an active member of the Mortgage Bankers Association, and has obtained the highest designation awarded by the Association: "Certified Mortgage Banker." This designation is held by only 1,000 industry professionals and is a mark of the highest level of knowledge and dedication to the real estate finance industry.

SVP of Strategic Growth

Jason Griesser, CMB is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jason is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Jason at (484) 213-2675 for more information!

Jason Griesser, CMB CMB at Rate (NMLS #137179)

Born and raised in South Jersey, I spent over 15 years in the hospitality industry. With a passion for excellent customer service, I decided to make the shift to a new industry – mortgages. As your trusted Rate Loan Officer, my goal is to simplify the mortgage process, make your home loan experience easy to navigate and be available to you from application to closing. I take pride in thoroughly educating my customers throughout the mortgage transaction, so they fully understand their options and feel comfortable with their chosen loan program. Whether you are a first time home buyer or seasoned owner, you can trust me and my team with all of your home financing needs. Please reach out anytime using the contact information located on this page and use this website as a resource as you start your home financing journey.

Associate VP of Mortgage Lending

Melissa Smith is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Melissa is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Melissa at (267) 983-6188 for more information!

Melissa Smith at Rate (NMLS #2088076)

Born and raised in Delaware County, Olivia takes pride in being passionate about her community. She has experienced all aspects of Pennsylvania especially as a Penn State Alum. She is an effective communicator, creative thinker and extremely trustworthy. Being able to help people grow and excel is extremely important to Olivia. She believes it is important to educate her customers throughout the homebuying process so they fully understand and feel comfortable with their options. Outside the office, Olivia enjoys cooking, working out and attending Philadelphia sporting events.

Olivia Sherer is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Olivia is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Olivia at (267) 351-8272 for more information!

Olivia Sherer at Rate (NMLS #2151455)

Adam has worked in the mortgage industry since 1999 as a Loan Officer, Sales Manager, Branch Manager and now happily back at Rate as VP of Mortgage Lending. His reputation with clients, referral sources, team members and employers has always been built on service, trust, teamwork, and the willingness to put in the work to find the right solutions for each individual client.

Adam Waldman is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Adam is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Adam at (267) 983-6190 for more information!

Adam Waldman at Rate (NMLS #65131)

With a consultative approach at the core of her practice, and with deep experience in financial planning, Linda has been empowering borrowers for 20 years—providing the kind of homebuying and financing knowledge that will benefit them throughout their lifetime, and a loan product tailored to their unique circumstances.


Early in her career, Linda served as an investment advisor and partner at a Philadelphia-based investment company. Her "aha" moment came in 2006, when she recognized an unmet need in the marketplace: borrowers were making decisions on the largest debt of their lives without information on all the relevant options or their respective financial impact. She sought to create a lending practice that did more than deliver a smooth, on-time closing at highly competitive rates—it must also meet the well-considered financial goals and specific needs of every client.


Since then, Linda has become widely respected in her community for her boutique, advisory-based approach, with 100% of her business based on referrals or repeat clients. Many of the area's most respected real estate agents, financial advisors and attorneys count on Linda to skillfully guide their clients through the financing process to ensure they achieve success.

Linda Wolfenson is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Linda is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Linda at (267) 983-6194 for more information!

Linda Wolfenson at Rate (NMLS #145511)

As your trusted Rate Loan Officer, my goal is to simplify the mortgage process, make your home loan experience easy to navigate and be available to you from application to closing. I take pride in thoroughly educating my customers throughout the mortgage transaction, so they fully understand their options and feel comfortable with their chosen loan program. Whether you are a first time home buyer or seasoned owner, you can trust me and my team with all of your home financing needs. Please reach out anytime using the contact information located on this page and use this website as a resource as you start your home financing journey.

Andy Johnson is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Andy is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Andy at (609) 489-6908 for more information!

Andy Johnson at Rate (NMLS #149333)

With 17 years of experience in the mortgage industry, a master's degree in finance from Penn State (We Are!), and over 30 years as a proud Bucks County native, I bring both local expertise and financial know-how to every client I work with. My deep roots in the community help me understand the unique needs of the area and provide personalized guidance for buyers and homeowners alike.  
Over the years, I've helped countless individuals and families navigate the complexities of home financing, always aiming to make the process as smooth and straightforward as possible. While I take my work seriously, I believe it's okay to keep things light—because buying a home should be exciting, not overwhelming.  
Whether you're a first-time buyer, seasoned homeowner, or exploring refinancing, I'm here to guide you with clarity, professionalism, and maybe even a few smiles along the way. Let's make your homeownership goals a reality!


**Applicant subject to credit and underwriting approval. Not all applicants will be approved for financing. Receipt of application does not represent an approval for financing or interest rate guarantee. Refinancing your mortgage may increase costs over the term of your loan. Restrictions may apply.**

Branch Manager

Steve Balbi is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Steve is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Steve at (484) 887-6005 for more information!

Steve Balbi at Rate (NMLS #170358)

Joe Anthony is a dedicated loan officer licensed in Pennsylvania, New York, and New Jersey. With a robust understanding of the financial landscape and a commitment to exceptional client service, he has established himself as a reliable partner for individuals seeking to navigate the complexities of obtaining loans. His diverse professional background informs his approach to lending, as he combines expertise in finance with a personable demeanor shaped by years of experience in hospitality and sports.  
Before embarking on his career in finance, Joe honed his interpersonal skills as a bartender, where he mastered the art of communication and customer service. This experience proved invaluable as he transitioned into the role of a loan officer, allowing him to build rapport with clients and understand their unique needs. His passion for helping others and his ability to listen attentively set him apart in the competitive lending industry.  
In addition to his work as a loan officer, Joe is a former PGA professional, demonstrating his commitment to excellence and discipline in both sports and business. His knowledge of the golf industry has not only instilled in him a strong work ethic but has also fostered a long-lasting appreciation for teamwork and dedication. Whether he is on the golf course or working with clients, Joe brings the same level of commitment and enthusiasm to every endeavor.  
Outside of his professional pursuits, Joe is a devoted baseball enthusiast and a cinephile. He enjoys following his favorite teams and cherishing the moments that sports bring to communities. His love for movies adds another layer to his personality, reflecting his appreciation for storytelling and the arts. These interests allow him to connect with clients on a more personal level, creating a comfortable and engaging environment.  
Recently, Joe celebrated a significant milestone in his life by marrying his partner, Meaghan. This new chapter has brought him immense joy and fulfillment, and he values the support and inspiration that their relationship offers. His commitment to family and personal growth is mirrored in his professional philosophy, as he believes that building meaningful connections is the cornerstone of success.  
With a blend of financial expertise, an unwavering commitment to service, and a multifaceted background, Joe is well-equipped to assist clients in achieving their financial goals. He takes pride in providing personalized solutions and strives to make each client's experience as seamless and positive as possible. Whether you are a first-time homebuyer or an experienced investor, Joe is poised to guide you through the lending process with professionalism and care.

Joe Anthony is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Joe is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Joe at (484) 323-1919 for more information!

Joe Anthony at Rate (NMLS #2086519)

Joe Nelson is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Joe is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Joe at (484) 379-0027 for more information!

Joe Nelson at Rate (NMLS #704494)

Producing Partnership Branch Manager

Robin Bowman is your Ardmore local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Robin is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact Robin at (610) 595-2424 for more information!

Robin Bowman at Rate (NMLS #137160)

Ardmore

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15 Loan Officers in Ardmore, PA