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OUR SOUTH CAROLINA TEAM

DAVID H. JAFFEE

I am a Charleston native and a graduate of the College of Charleston.  I have REALTOR Emeritus status and was president of the Charleston Trident Association of Realtors® in 1986. I have also served as a Senior Instructor for the South Carolina Realtors® and was the recipient of the SCR Educator of the Year 2004. Teaching is an integral part of my life as I am an instructor in real estate licensing school. In addition, I write and teach mandatory continuing education classes for real estate licensees.

Since 1973, I have dedicated myself to helping consumers. In addition, our highly regarded, nationwide mortgage banking company provides me with the resources to help you find the right home loan. Our objective is to ensure the process is as smooth and stress-free as possible in an otherwise rigid regulatory environment.

Using a consultative approach to mortgage lending, we are dedicated to working with you to determine the best home loan option that fits your needs. Our service pledge to you is that we will never take your business for granted.

 Community Involvement:

  • Appointed as City of Charleston Ombudsman, 1971
  • Life Member, College of Charleston Alumni Association
  • Graduate, Realtor Institute (GRI) 1978
  • Certified Residential Specialist (CRS), Charter Member 1979
  • Past President, The Cougar Club, 1985
  • Past National President, Pi Kappa Phi Fraternity, 1983-1987
  • Chair CTAR Professional Standards Committee, 1984
  • Certified Professional Standards Procedures Instructor 1985
  • Chair S.C. Realtors Professional Standards Committee, 1985, 1995, 2002
  • Past President, Charleston Trident Association of Realtors, 1986
  • Past Honor Board President, South Carolina Realtors, 1986
  • Educator of the Year, South Carolina Realtors, 2004
  • Past President, Kahal Kadosh Beth Elohim 2009-2013
  • Past President, The Fellowship Society, 2016-2018
  • Member of the Board – The Sherman House, 2016-2017

DAVID H. JAFFEE

VP/Branch Mgr

NMLS # 552589

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DOLLY JAFFEE

I am a graduate of the College of Charleston. I am a member of the Charleston Trident Home Builders Association and the Board of Trustees, Addlestone Hebrew Academy.

I have over 39 years of finance and mortgage loan experience in mortgage lending and am dedicated to helping you find the perfect home loan. My extensive experience means that I have been through many types of housing markets, I understand many different products and am well-equipped to guide you through any home loan situation.

I have the experience and the expertise to help you find a home loan that fits your lifestyle and budget. I also offer something different... a drive and desire to provide superb service to my customers so the home loan process is smooth and stress-free.

I use a consultative approach to home lending. I partner with you by sitting down for a thorough discussion of where you are today and your future goals and plans for tomorrow. I'll ask questions -- and I invite your questions, as well. With that information, I can determine which loan programs are the best fit for you.

Using a consultative approach to mortgage lending, I am dedicated to working alongside you to determine the best home loan option that fits your life today and well into the future. I understand that it is not only a financial decision but a choice that affects the dreams and goals of your family.

When you desire personal service, timely answers, and exceptional home loan expertise, I am your choice.

DOLLY JAFFEE

Off. Mgr/Sr Loan Officer

NMLS # 552588

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JOSEPH THOMPSON

I am a native Charlestonian and a graduate of The Citadel. I have lived my whole life in Charleston with the past 40 years in mortgage lending. During that time, it has been my good fortune to work with many builders, realtors, and individuals throughout the low country and state of South Carolina.

I strive to treat every loan and customer as a unique opportunity to assist in making your dream home, a dream come true. Call me at any time as I am available to talk with you 7 days a week. Let’s make your dream a reality.

Community Involvement:

  • Member of First Baptist Church of Mount Pleasant
  • Choir Member
  • Member and Volunteer of The Citadel Brigadier Foundation
  • Member of The Citadel Alumni Association
  • Member of the British Car Club of Charleston

JOSEPH THOMPSON

Senior Loan Officer

NMLS # 277003

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RICHARD GILBERT

I am here to assist you with all your mortgage needs. I will help you consider a whole range of factors regarding your lending needs whether you're purchasing your first home, a second home or refinancing. I will make every effort to simplify the lending process with step-by-step guidance from application to closing. 

I am committed to providing you with the best customer service available. If you want to get started on a home loan, contact me today.

RICHARD GILBERT

Senior Loan Officer

NMLS # 232435

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STEPHEN PALO

My success in the mortgage industry is a direct result of my commitment to building and retaining relationships with individuals and their families. Whether you are purchasing or refinancing your primary home, home-away-from-home, or an investment property you can rest assured that I will do all I can to assist you every step of the way. 

As a former representative for a major banking corporation and owner of my own mortgage company for several years, I’ve gained extensive experience in assisting families and investors with a wide range of scenarios, from challenged credit to minimal money for down payment or closing costs. Whatever the circumstance or timeline, my approach is to work together and guide you through ALL the steps involved in the process to accomplish your goal. 

I joined Shelter Lending Services, LLC in 2017. We are a direct lender, which means we originate, process, underwrite, and service your loan as well as offer options that others are unable to in Charleston, SC. When not meeting with clients, I’m an advocate of community involvement. I am an active member of Palmetto Military Support Group and SBA SCORE Mentoring Team.

STEPHEN PALO

Senior Loan Officer

NMLS # 1309219

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JAMES POOLE

I am originally from Spartanburg, South Carolina, but I have called downtown Charleston my home for nearly six years. I graduated from The College of Charleston with a degree in Economics and a minor in English, and I have been in the mortgage industry ever since.

I am committed to making sure my customers understand the process at every stage, and it is my goal to make home buying simple. Whether you are a first-time homebuyer or a property tycoon, I hope you’ll give me the opportunity to serve you.

JAMES POOLE

Loan Officer

NMLS # 1584216

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JENNY WELLINGTON

I have 4 years experience in the residential mortgage loan business and specialize in helping buyers navigate their way through the mortgage loan process. My goal with every new borrower is that they come out at the end of the process feeling confident and comfortable with the biggest purchase of their life.

I grew up in the Tri-county area and now currently live in the town of Summerville. I consider myself truly lucky to live in in such a beautiful area. I am a proud wife and mother to four amazing children, Avery 20, and 14 year-old twins, Ty and Max, and the newest addition, Gabi-Mae 1 month.

JENNY WELLINGTON

Loan Officer

NMLS # 1169632

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