About Us

My name is Shad Whaley, and I’ve been helping families and individuals achieve their homeownership goals since 2021. I’m a mortgage loan officer based in Katy, TX, and I specialize in first-time homebuyer programs, FHA loans, refinances, home equity products, and investment property financing.

I started my career in real estate and lending because I’ve always enjoyed the process of homeownership—and I love helping others experience the excitement of getting into a home. My approach is simple: communicate clearly, educate my clients, and get creative when needed to find the right solution. I see myself as a mortgage advisor, not just a loan officer—someone who guides clients step by step so they feel confident and informed throughout the process.

I grew up in Southeast Idaho, attended Utah State University in Logan, UT, and earned a bachelor’s degree in Finance. My family and I lived in Logan for seven years before moving to Katy, where we’ve been building our home and community for the past two years.

Outside of work, I enjoy staying active and spending time outdoors—whether it’s camping, hiking, fishing, or snowboarding. I played football and tennis in high school, competed on Utah State’s men’s rugby team, and still play rugby today. Most of all, I enjoy time with my wife and our three kids.

A few fun facts: I’m an Eagle Scout, I served a two-year service mission in California, and I’m a fan of the Seattle Seahawks and Utah Warriors Rugby.

My goal is simple: to be a trusted resource for your home financing needs and help make your homeownership journey as smooth and stress-free as possible.