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Legacy Master Class: Building a Winning Real Estate & Mortgage Business

How to build your business around strategic relationships

Join Legacy Group Capital on March 20th at the Bellevue Club for an invite-only, must-attend event featuring Tim Braheem, one of the industry’s most sought-after mortgage coaches. Tim will reveal game-changing strategies to scale your business and dominate in a competitive market. Plus, hear from a panel of Washington state’s top-performing professionals who’ll share their insider secrets on building and growing a thriving business in both real estate and mortgage lending.

This event is designed for top-tier real estate agents and mortgage loan officers looking to take their careers to the next level. You’ll walk away with actionable strategies that will fuel your long-term success in the fast-paced real estate industry. Don’t miss out—this is where the best go to get even better!

RSVP Deadline: Friday, March 14th

RSVP Today

About Tim Braheem

Founder, CEO & Head Coach of Performance Experts

Tim Braheem’s extensive experience in the mortgage industry spans over two and a half decades, during which he has made significant contributions to both loan origination and professional development with his impressive origination business and as a co-founder of Loan Toolbox. Tim’s approach to coaching and education is deeply influenced by his Master of Arts Degree in Spiritual Psychology and the founding and development of the Leadership 360 Coaching Program, widely recognized as the premier coaching program in the industry. Tim’s wealth of experience, comprehensive coaching approach, and unwavering commitment to excellence make him uniquely qualified to empower mortgage professionals to foster personal growth and professional excellence for members of The Loan Atlas.

Tim Braheem

About The Panelists

Rose Marie David

Senior Vice President of Retail Sales – CMG Home Loans

With 30+ years in mortgage banking, Rose Marie David has led some of the industry’s most successful growth initiatives. As SVP of Retail Sales at CMG Home Loans, she oversees expansion following CMG’s acquisition of Homebridge Financial’s retail division. Previously, she helped scale HomeStreet Bank’s mortgage business by 400%, earning Top 20 Retail Mortgage Lender rankings and #1 purchase market share in the Pacific Northwest. A 2018 HW Vanguard Award winner, she has served on industry advisory boards for FNMA, Freddie Mac, Ellie Mae, ICE, and Xinnix, shaping the future of mortgage lending.

OB Jacobi

President/Owner – Windermere Real Estate

OB Jacobi is the president of Windermere Real Estate, leading one of the largest and most respected regional real estate brands in the U.S. With a focus on technology and innovation, he has helped drive Windermere’s growth to over 7,000 agents across 300 offices. OB also oversees 11 family-owned offices in Seattle, where his team-based management system has secured a 40%+ market share. A forward-thinking leader, he is dedicated to pushing the real estate industry toward greater efficiency and excellence.

Jennifer LInd

Regional President, West Region – Coldwell Banker Realty

Jennifer Lind leads Coldwell Banker Realty’s operations across California, Washington, Oregon, and Hawaii, overseeing 130+ offices and 11,000 agents. Previously, as President of Coldwell Banker Northern California, she drove over $22.6 billion in sales. With leadership roles at Windermere Real Estate and John L. Scott, she has shaped strategy, growth, and marketing for top real estate brands. A former agent, franchise owner, and industry board member, Jennifer is a recognized leader driving excellence in real estate.

Jennifer LInd

Regional President, West Region – Coldwell Banker Realty

Jennifer Lind leads Coldwell Banker Realty’s operations across California, Washington, Oregon, and Hawaii, overseeing 130+ offices and 11,000 agents. Previously, as President of Coldwell Banker Northern California, she drove over $22.6 billion in sales. With leadership roles at Windermere Real Estate and John L. Scott, she has shaped strategy, growth, and marketing for top real estate brands. A former agent, franchise owner, and industry board member, Jennifer is a recognized leader driving excellence in real estate.

Casey Oiness

Branch Manager – Guild Mortgage

Casey Oiness leads Guild Mortgage’s Bellevue branch, consistently ranking among the top-producing teams nationwide. Leveraging his financial advising background, he has built a high-performance team known for exceptional service, rapid turn-times, and delivering results. Under his leadership, the team has become a standout in volume, product availability, and customer satisfaction in the mortgage industry.

Casey Oiness

Branch Manager – Guild Mortgage

Casey Oiness leads Guild Mortgage’s Bellevue branch, consistently ranking among the top-producing teams nationwide. Leveraging his financial advising background, he has built a high-performance team known for exceptional service, rapid turn-times, and delivering results. Under his leadership, the team has become a standout in volume, product availability, and customer satisfaction in the mortgage industry.

Max Rombakh

Managing Broker – Windermere Real Estate/East Inc.

A top-producing broker with over $1 billion in sales, Max Rombakh specializes in luxury and distinctive residential properties on the Greater Eastside. Named the #1 Broker in Kirkland multiple times, he is known for his strategic marketing, expert negotiation, and client-first approach. With over 20 years in real estate, Max has earned recognition for his industry expertise, including features on KOMO 4 News and HGTV.

Moya Skillman

Principal Broker – Team Foster, COMPASS

Moya Skillman is the co-founder of Team Foster, a top-producing real estate team selling over $200M annually. With 20+ years in residential real estate, she leads the team’s marketing across print, digital, and social media, shaping the strategy behind one of the Northwest’s most recognized luxury brands. In 2016, she co-founded Avenue Properties, which became one of the region’s largest real estate firms before its acquisition by COMPASS. Featured in The Wall Street Journal, The New York Times, and HGTV, Moya is a driving force in luxury real estate marketing.

Max Rombakh

Managing Broker – Windermere Real Estate/East Inc.

A top-producing broker with over $1 billion in sales, Max Rombakh specializes in luxury and distinctive residential properties on the Greater Eastside. Named the #1 Broker in Kirkland multiple times, he is known for his strategic marketing, expert negotiation, and client-first approach. With over 20 years in real estate, Max has earned recognition for his industry expertise, including features on KOMO 4 News and HGTV.

Moya Skillman

Principal Broker – Team Foster, COMPASS

Moya Skillman is the co-founder of Team Foster, a top-producing real estate team selling over $200M annually. With 20+ years in residential real estate, she leads the team’s marketing across print, digital, and social media, shaping the strategy behind one of the Northwest’s most recognized luxury brands. In 2016, she co-founded Avenue Properties, which became one of the region’s largest real estate firms before its acquisition by COMPASS. Featured in The Wall Street Journal, The New York Times, and HGTV, Moya is a driving force in luxury real estate marketing.

Event Details

Specifics

Date: March 20, 2025
Time: 11:30 AM – 3 PM
Location: Bellevue Club, 11200 SE 6th St, Bellevue, WA 98004

schedule

11:30 AM: Kickoff & Welcome
11:45 AM: Panel Discussion
12:45 PM: Intermission
1:00 PM: Keynote – Tim Braheem
2:00 PM: Open Q&A
2:30 PM: Closing Thoughts

About Legacy Group Capital

Legacy Group Capital (Legacy) is an integrated real estate company focused on community-based engagement in private lending and real estate investing. Legacy empowers homebuilders, real estate investors, homeowners, and homebuyers with a flexible lending and investment platform. The Legacy platform offers unique and creative financial products that extend beyond standard guidelines. These products encompass acquisition loans, construction loans, rehab financing, and bridge loans that all reflect our common-sense approach to lending.

Currently, Legacy works with hundreds of homebuilders, brokers and mortgage loan officers while also serving thousands of investors across five real estate investment funds with access to over $500 million in equity and debt capital.

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