Keith Yelle

Update coming soon.

Greater Boston

About

I help financial advisors enhance their clients' wealth strategies through smart, customized mortgage solutions. As a mortgage loan officer specializing in working with financial advisors, I understand that home financing is a critical piece of a client’s overall financial strategy. I partner with financial professionals to provide tailored mortgage solutions that align with their clients’ long-term wealth-building and cash flow goals. Whether it’s structuring loans for high-net-worth individuals, optimizing tax advantages, or navigating complex income scenarios, I bring expertise and strategic lending options to the table. My goal is to ensure your clients make informed mortgage decisions that complement their broader financial plans. Let’s connect and explore how we can work together to provide seamless, strategic home financing solutions. I am always happy to help. I can be reached on my cell at 401.225.6371 or via email at [email protected] 75 Newman Avenue East Providence RI 02916 | Branch NMLS ID# 2549506 CMG Mortgage, Inc. dba CMG Home Loans, NMLS ID# 1820 (For licensing information, please go to: www.nmlsconsumeraccess.org.) Equal Housing Opportunity. To verify our complete list of state licenses, please visit www.cmghomeloans.com/corporate/licensing. AZ license #0903132.Licensed by the Department of Financial Protection and Innovation (DFPI) under the California Residential Mortgage Lending Act No. 4150025. Registered Mortgage Banker with the Texas Department of Savings and Mortgage Lending. Georgia Residential Mortgage Licensee #15438. Licensed by the NJ Department of Banking and Insurance. California Consumer Privacy Act Notice for CA residents: https://www.cmghomeloans.com/corporate/ca-privacy-policy. Licensed Mortgage Banker-NYS department of Financial Services. This site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for properties located in the State of New York can be facilitated through this site.

Experience

  • Senior Loan Officer at CMG Home Loans
    Jul 2025 - Nov 2025 · 5 mos

  • Loan Officer - Financial Institutions Group at Embrace Home Loans
    Sep 2020 - Jul 2025 · 4 yrs 11 mos

  • Financial Advisor at Dowd & Associates
    Sep 2018 - Sep 2020 · 2 yrs 1 mo

  • Mortgage Loan Officer at Embrace Home Loans
    Oct 2015 - Aug 2018 · 2 yrs 11 mos

    Direct to Consumer Loan Platform

  • Hospitality at Waterman Grille
    Oct 2014 - Oct 2015 · 1 yr 1 mo

    All facets of the successful operations of Restaurant Management.