My Bio
Born and raised in Portland, Oregon I entered the mortgage industry in 2002 after graduating Cum Laude from Linfield College with a B.S. in Business & Economics.
Since entering the mortgage business I’ve consistently sought to push the boundaries of professionalism, financial education, and pro-active communication in my client engagements. Through this approach I’ve been fortunate to originate over $220 million in residential mortgage loans during my first decade.
In 2009-2010 I attended the University of Portland’s Pamplin School of Business and subsequently earned the CERTIFIED FINANCIAL PLANNER™ designation. In addition to serving mortgage clients I am also currently practicing fee-only comprehensive financial planning services.
In the community I am a member of the Financial Planning Association of Oregon & SW Washington, a member of the Oregon Association or Mortgage Professionals, serve on the Government Affairs Committee for the Portland Metropolitan Association of Realtors, and volunteer time to teach basic fiscal literacy classes to seniors at Sunset High School.
Here are a few points of interest about my mortgage origination team:
Who’s on the team?
- Evan Swanson: Head Mortgage Planning Specialist
- Amanda Harvey: Loan Processor
What are the team’s core values?
- Professionalism
- Education
- Pro-active Service
What are the team’s stats?
- Number of mortgages placed under management: 1,139 (through 2011)
- Dollar amount of mortgages funded: over $227.3 million
- Average loan size: $199,586