CMG Financial Expands Leadership Team with Jon Wallace, Area Sales Manager

News posted On January 25, 2018

St. Joseph, MI – CMG Financial, a privately-held, well-capitalized mortgage banking firm headquartered in San Ramon, CA, continues to deepen its Midwestern presence with the addition of Jon Wallace NMLS 1047351, Area Sales Manager. Jon has held leadership positions in the mortgage industry for over twenty years and will oversee growth initiatives throughout the greater Michigan and Indiana area. 

Jon started his mortgage career by owning and operating his own mortgage company, Carter-Wallace Mortgage, for ten years after leaving D&N Bank.  He went on to work as a Mortgage Loan Originator at Fifth Third Mortgage and Horizon Bank, and most recently was a Producing Branch Manager at Union Home Mortgage Corp. He has also worked as a marketing and business consultant, has a Master’s Degree in Organizational Leadership and is completing a PhD in Business Administration, Industrial and Organized Psychology.  He is involved in numerous community and volunteer organizations throughout Southwest Michigan, currently serving as a Board Member, Midwest Appraisal Management on the Michigan Board of REALTORS ®, District Chair for the Wabano region of Boy Scouts of America, Treasurer of the St. Joseph Music Boosters, Vice President of the Real Help Foundation, and on the community impact committee for United Way of Southwest Michigan.  As Area Sales Manager at CMG Financial, Jon will expand CMG’s Midwestern coverage and manage the Michigan and Indiana regions.  He has previously been the Board Chair for the United Way of Southwest Michigan and Cornerstone Chamber services and served on the boards of Cornerstone Alliance and the Blossomtime Festival.  He also hosts a weekly radio talk show about buying, building, listing and financing real estate on News Talk 94.9 WSJM called “Real Talk About Real Estate.”

“I’m humbled to be a part of bringing national mortgage industry leader CMG Financial into Michigan and Indiana,” Jon Wallace said in a statement, “the additional products available to home buyers, like HomeFundItTM, and existing homeowners will benefit many families in the coming months and years.”

Jon is joined immediately by Lorrie Brink who also left Union Home Mortgage. Lorrie has extensive sales management and leadership experience after twenty-two years at LECO with previous mortgage experience at NBD Mortgage Company and financial planning experience at American Express Financial Advisors Inc. Lorrie tells us, “I’m very excited to be joining Jon in growing CMG Financial across the Midwest.”

“I’m thrilled to have someone of Jon’s caliber join CMG Financial,” said Craig Goetz, Divisional Sales Manager, Central Division. “His years of mortgage experience combined with the diversity of his skillset will make him a driving force for CMG’s Midwestern momentum.” 


About CMG Financial

CMG Financial is a well-capitalized, privately held mortgage-banking firm founded in 1993. The company makes its products and services available to the market through three distinct origination channels including Retail Lending, Wholesale Lending, and Correspondent Lending.

CMG Financial currently operates in all states, including District of Columbia, and holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA and FHLMC. Throughout the mortgage banking and housing markets, CMG Financial is widely known for responsible lending practices, industry and consumer advocacy, product innovation, and operational efficiency.


Jon Wallace NMLS 1047351