Meet the Team
Senior Mortgage Professional
Originator license MLO – 107021
As a mortgage professional, Steve provides highly personalized service to his clients with an emphasis on making them part of the process through consultation and education. As a result, Steve’s typical clients are those who want professional and confidential advice and thus cringe at the thought of sitting in an open lobby of a bank and talking about personal life challenges that require the need for a new mortgage (medical issues, divorce, loss of a job or income, downsizing, taking care of an elderly parent, etc.).
Senior Mortgage Professional
Originator license MLO – 104875
Phil has been a Mortgage professional for 10 years starting while in college and never considered a different career. He enjoys building high trust relationships with his client’s in order to better understand their mortgage needs. As an expert mortgage tactician, Phil enjoys working through complex mortgage scenarios that other loan originators do not take on due to the time and knowledge required of the scenario.
Senior Mortgage Professional
Originator license MLO – 87746
We are very pleased you are considering Columbia Funding Mortgage as your mortgage lender. You will not find a better person to assist you with this effort than Lisa Steffan. She is a foremost authority on all aspects of the mortgage process. Certainly she’ll make sure you get the lowest possible rate, but she’ll also make sure you get the mortgage that’s right for your financial situation. There are lots of mortgage options out there and Lisa knows all of them. She also knows the area pretty well, having lived here her entire life. She is very involved with her community, serving on the Board of Directors for Historic Downtown Snohomish as well as a member of the Chamber of Commerce. She is also a member of the Washington Association of Mortgage Professionals.
Senior Mortgage Professional
Originator license MLO – 299106
Becky believes that since your mortgage is your largest financial commitment, it is important to make sure that it is catered to match your long and short term financial goals. Becky’s objective in business and life is to have a positive impact on whomever she comes in contact with. With her expertise and knowledge in the mortgage business she is able to place her clients in the right loan program based on their needs.
Senior Mortgage Professional
Originator license MLO – 76555
David has been assisting home buyers in achieving the American dream for over 10 years. Focused primarily on new home buyers, David has been able to secure financing for home buyers throughout the Seattle Puget Sound Area, with a wide array of financing options. David believes in establishing long lasting relationships and as these relationships develop into strong friendships. His network of financial planners and real estate professionals has positioned him for success in his markets, and has allowed his clients the benefits of his professional relationships.
Transaction Manager & Mortgage Professional
Originator license MLO – 109793
Customers can trust that when they are refinancing an existing home or purchasing a new home with Annie, all aspects of the experience will receive the utmost care and attention. A licensed Mortgage Advisor, Annie is extremely knowledgeable in all types of mortgage financing and has helped hundreds of customers refinance and purchase homes.
Mortgage Consultant
Originator license MLO – 92097
Sofia has been in the Mortgage Industry for 7 years and has played many roles. Most recently Sofia left her position as a Branch Manager of two years to come to Columbia Funding and fully devote herself to her clients. Her diverse mortgage background allows her additional insight when working with her clients and helps her navigate even the most complicated mortgage scenarios with ease. She also focuses strongly on educating her clients so they can make the right decision for them. Sofia’s motto is under promise and over deliver and she prides herself and on her responsiveness and high level of communication with all her clients.
Senior Mortgage Professional
Originator license MLO – 71810
David and his family have lived in Lake Stevens, WA 18 years and prior to that in Idaho and Alaska. With 3 kids grown, David and his wife Judy enjoy a quiet life together. Gardening is a passion they share, along with friends and a faith community. They enjoy the art of hospitality, as David likes to say “my table gets bigger every year”. David’s other active pursuits are road cycling, mountain baking, alpine and rock climbing, skiing and what seems the least of these, but his favorite, walking.
Senior Mortgage Professional
Originator license MLO – 116273
Originally from Buffalo, NY (go Bills!), Dave has been a resident of Snohomish County for 16 years. When he’s not consulting with his clients, he enjoys spending time with his three young children (6 yrs, 4 yrs, and 7 months) and awesome wife, Karen. He’s an avid outdoor enthusiast, climbing and skiing the peaks of the Northwest. He’s also an active volunteer with Everett Mountain Rescue and a Rescue Technician on Snohomish County Sheriff’s Helicopter Response Team. Dave also volunteers as an instructor for Everett Mountaineer’s avalanche and backcountry ski courses.
Senior Mortgage Professional
Originator license MLO – 543574
Cell – 425.737.4303
Bio Coming Soon!
