Meet the Team
Senior Mortgage Professional
Originator license #510-Lo-32011
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.).
Full Profile
Senior Mortgage Professional
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.
Full Profile
Senior Mortgage Professional
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.
Full Profile
Senior Mortgage Professional
Originator license #510-LO-32289
For the past 25 years, Bob has worked as a Financial Advisor managing and advising clients on short- and long-term investments. He expanded his services 10 years ago to offer mortgage financing as a direct result of requests from friends and clients. As a member of the Columbia Funding Mortgage team, Bob promises a high level of service and advice over the entire spectrum of the financial services industry.
Full Profile
Transaction Manager & Mortgage Professional
Originator license #510-LO-33947
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.
Full Profile