Dan Summerfeldt

Generational Lending

Dan Summerfeldt is a highly experienced mortgage advisor specializing in generational lending and long-term financial planning for homeowners. With over 20 years of mortgage advising experience and extensive expertise in reverse mortgages, Dan helps individuals and families understand their options and make informed financial decisions. As a Certified Liability Advisor (CLA) and Certified Reverse Mortgage Professional (CRMP), he provides trusted guidance to help clients develop strategies that support financial security, home equity planning, and retirement goals across generations.

Key Expertise:

• Over 20 years of experience in mortgage advising

• 15+ years specializing in reverse mortgage solutions

• Certified Liability Advisor (CLA)

• Certified Reverse Mortgage Professional (CRMP)

• Licensed to lend in all U.S. states

• Helping clients plan and understand their financial possibilities and home equity options

• Providing strategic lending guidance for multi-generational financial planning