Our Story.

With very diverse backgrounds, our founders came together in business and in life to form Outline Financial.  Their goal was to build a customer-focused mortgage and insurance brokerage with minimal bureaucracy.  The strategy was simple: stay lean and nimble enough to quickly respond to customer needs and growth opportunities, while constantly implementing new service improvements to deliver a truly unique broker experience built on professionalism and trust.

To realize that vision, the Outline family continues to add top industry professionals and executives which share a common set of core values.