Financial independence can be yours
We believe everyone deserves to have financial independence and make their own decisions for as long as possible. We understand it can be scary to face the unknown at this stage of life. You can’t afford to make a mistake.
That’s why we’ve devoted ourselves to helping people make use of their existing home equity as a way to fund their retirement. A reverse mortgage is easier than you think. It’s a financial solution that allows you to confidently move into retirement, maintain your current lifestyle or build up your rainy day fund.
Meet David Heilman
David R. Heilman is founder and principal owner of Homegrown Financial, LLC. With more than 16 years of experience specializing in reverse mortgage financing, he believes home equity will continue to play a vital role in retirement planning as traditional retirement income sources continue to change and many older adults largest asset is their home.
In 2012 he was the first Certified Reverse Mortgage Professional® in the state of South Carolina and continues to hold this designation, which is reserved for those professionals in the industry who have the highest level of experience, knowledge and an ethical standard.
David lives in Mount Pleasant, South Carolina, with his wife and two boys.
Leadership and community involvement have always been an integral part of David’s personal and professional development. Current and past community involvement highlights are:
- Rotary Club of Charleston Breakfast – Past President
- National Aging in Place Council of Greater Charleston Chapter – Past Chair
- Mortgage Lenders Association of Greater Charleston – Past President
- Lowcountry Senior Network – Past President
- Leadership Charleston Graduate – Charleston Chamber (2010)
Meet Julie Moxley
Julie Moxley is a loan processor with Homegrown Financial. After graduating from Winthrop University with her bachelor’s degree in political science, Julie attended The Citadel Graduate College. Julie previously worked as a paralegal for Stokes & Haselden, LLC, and most recently as the executive assistant to U.S. Attorney Peter McCoy.
She is a member of John Wesley United Methodist Church where she serves in several roles. She currently serves as the vice president of Housing Area II for the Zeta Tau Alpha Fraternity Housing Corporation. Julie lives in Charleston, South Carolina, with her husband, Matthew, and their children, Lofton and Elizabeth.
