We are committed to providing clients with the highest level of service, expertise, and experience.

Steve Kinzler, The Mortgage Partner, has more than 25 successful years in the banking, mortgage, and financial services industry where he has held several senior leadership roles. This experience includes business/commercial lending, residential construction financing, mortgage, and home equity financing as well as helping real estate investors. This wide financial and banking experience has allowed him to take an unprecedented holistic approach when planning with his clients.

Steve has been involved building and serving thousands of client and partner relationships over his 30+ years in the Charlotte and Lake Norman communities which has allowed him to become very well connected. This connectivity and robust network has served his clients and partners extremely well. Priding himself on the solution-focused, “top-shelf”, client and partner experience, there are very few scenarios he has not seen.

Steve’s “core” is built on serving others and giving back to his community is extremely important as demonstrated by the various non-profit boards he serves. He is a member of the Lake Norman Rotary where he is a Paul Harris Fellow as well as a graduate of Leadership Lake Norman where he also served as co-chair for the 2016 Junior Leadership Lake Norman class.                


Thank you for reading by BIO above, but below is the HEARTBEAT of who I am, my CORE VALUES

and my personal BRAND PROMISE to you.


Steve Kinzler The Mortgage Partner



My Brand Promise

·       Committed to diligently serve my clients and partners as if family.

·       Passionate resolve to help my clients build their homeownership dreams.

·       Intentionally create a win-win-win environment for clients and partners by creatively collaborating and strategically connecting.



My Core Values

Grounded in love  |  Committed in serving   |   Joy in giving   |   Harmony in collaboration   |   Success in team