TAD WENTZELL

Home Access Financial has changed the game in the Tampa mortgage industry, providing a crucial injection of youth and innovation to the business. But for CEO Tad Wentzell, helping clients and delivering expert service has been elemental to his unmatched work ethic. After finishing his studies of finance at The University of South Florida in 2008, Tad accepted a position as a Loan Officer and proceeded to learn the mortgage industry from the ground up. Along the way, he decided to take his experience and apply it to building a forward-thinking, independent mortgage bank that could meet the needs of any modern client. So he partnered up with Brian Finucane, a fellow lender, and together they founded Home Access Financial. The rest is history.

Today at Home Access Financial, Tad oversees an elite staff of twenty-eight to assist clients of all kinds. Drawing from his decade of experience in the mortgage industry, he has cultivated a unique workflow around convenience and integrity. “Here, we uphold a high level of care,” he says. “It wasn’t that long ago that my partner and I were in the trenches as loan officers; with that in mind, we’ve organized our company around giving our clients and referral partners great service from start to finish.”

At Home Access Financial, Tad and his team offer clients a variety of financing options. On top of providing FHA, VA, and USDA loans, they are also experienced with specialty services like Bank Statement Loans, Renovation Loans, and Downpayment Assistance Programs. But no matter what, his dedicated Transaction Manager is there to keep all parties updated and communicating throughout the deal. “We’re hands on with our clients,” he says. “And we’re very conscious that anybody who works at our company upholds our ethical standards. For that reason, we’ve built a tremendous amount of communication into our systems.”

Tad remains in contact with his clients well after deals are done, utilizing a touch point system with his staff to ensure each borrower is fully satisfied in their new home. Over the years, he and his team have earned a terrific reputation throughout Tampa, with the vast majority of their volume coming from repeat clients and referrals. “Above all, I love helping clients realize the lifelong goal of homeownership,” Tad says. “For most people, this is the biggest financial decision you can make, and it helps them achieve long-term wealth while putting them in a better position for the future. There’s nothing more fulfilling than contributing to that process.”

Outside his career, Tad remains active in his Tampa community. On top of providing donations to the local YMCA, he and his team also participate in area food drives—especially during the holidays. When he’s not with clients or giving back, Tad, an athlete and avid fan of basketball, can be found shooting hoops or spending quality with his wife and two kids.

Going forward, Tad has strong plans for the future of Home Access Financial. With two offices now operating in Tampa and one in West Palm Beach, he’s looking to expand to the Orlando and Jacksonville markets. But as his business continues its steady growth, so will his staff, as he looks to add new members to his well-established team. Most of all, though, he looks forward to the new clients and opportunities that lie ahead on the Florida Coast—and beyond.

To learn more about Tad Wentzell email [email protected], visit www.homeaccessfinancial.com or call (813) 864-5542

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