Shay Phillips
2026-05-07T22:28:47.429Z
At the recommendation of our financial advisor, we reached out to Bryan Wallpe to help with what seemed like an impossible situation: buying a new home in Incline Village before selling our current home. Bryan immediately brought confidence, creativity, and expertise to the process.What set Bryan apart was his ability to combine the skills of a mortgage broker, CPA, and financial advisor to create a three-part plan that allowed us to move forward without a contingent sale. He worked closely with our financial advisors to ensure the plan aligned with our long-term financial goals, not just the transaction itself.Beyond his expertise, Bryan was incredibly responsive and calming throughout the process. He joined countless calls, provided regular updates, and even prepared many of the lender explanation letters for us, making a stressful transaction feel manageable. He truly became a trusted member of our advisory team.Months after closing, he remains just as available and helpful as ever. Bryan is far more than a lender — he’s a true real estate financial architect and an exceptional human being. If you have a complex situation and want someone who can create solutions while genuinely caring about your goals and peace of mind, Bryan is the person you want on your team.Leslie and Willie Suh