Why the Bill Mervin Team? Our team is comprised of Certified Mortgage Planners who take a holistic approach to the home mortgage loan consultation and cash flow planning. As opposed to just spitting out an interest rate and monthly payment, we believe building a relationship and understanding a client’s entire financial picture and long-term financial goals allow us to counsel, educate and build a custom mortgage planning strategy. Our goal is for every client to make confident and well-educated home buying decision.