Meet the Team
Experts
Meet Our Team
Roshe Barooni & Simone Yallouz
CEO & CFO / Mortgage Consultants
After many years in the mortgage industry, Roshe and Simone became partners in 1994. Because of their shared values, care, concern for their clients, and work ethic, their partnership blossomed into a successful business. Together they have been active in the community and have served for the Women’s Council of Realtors for over 20 years.
Roshe NMLS# 270763
Roshe BRE# 01030395
Simone NMLS# 270758
Simone BRE# 01107466
Dana Smith
Mortgage Consultant / Operations Manager
Dana started with Planatek Financial in 2000 and has done everything around the office from administration to processing. She got her BRE license in 2005 and is currently one of our Sr. Mortgage Consultants. Her clients appreciate that she is willing to do whatever it takes to get the job done. Having held just about every position, her knowledge and experience make her a natural leader. She works closely with the Real Estate Agents, Escrow, and Borrowers to create a smooth and successful transaction on all sides.
NMLS# 270704
BRE# 01470684
Amir Fathi
Mortgage Consultants
Amir brings his 20+ years of experience in the mortgage and finance industry to Planatek Financial as a Sr. Mortgage Consultant. He is well known in the industry for his knowledge, integrity, and community outreach by sharing his wealth of knowledge of the ever changing world of finance.
NMLS# 333336
BRE# 01220251
Rick Astor
Mortgage Consultant
Rick entered the mortgage industry in the 1980s and remembers when interest rates were in the double digits. As a seasoned mortgage consultant, Rick has extensive knowledge of the intricacies of the borrowing process. Whether you’re thinking about buying a home or if you already own one, he is here to help you explore your options.
Debbie Gleason
Mortgage Consultant
Debbie started working in the mortgage industry in 2005…..primarily to help friends and family. What began as a learning experience has resulted in a referral based business. Debbie loves helping guide homeowners, homebuyers, and real estate investors in financing their properties. Debbie believes in options. There is no cookie cutter loan for all borrowers. Debbie loves the challenge finding the loan product that suits your financial needs. Here at Planatek, we have many options with many lenders and are sure to find the perfect fit for you.
Rick & Shelley Rockoff
Mortgage Consultants
Rick Rockoff obtained his Real Estate license in 1981, as a sales agent for a new townhome development he recognized the importance of working with a seasoned and skilled home financing professional; one that could and would move a loan transaction quickly and efficiently through the system to secure an on-time closing in any real-estate purchase transaction.
RaeChelle (Shelley) Rockoff is dedicated to providing first-time homebuyers and investors looking to expand their real estate portfolio, with the most comprehensive purchase and financing experience possible. Shelley is unwavering in her commitment to providing exemplary service; investigating various industry methods for delivering competitive loan products and services to consumers.
Sheryl Brownfield
Office Manager
Sheryl is Planatek Financial’s Office Manager. Sheryl assists our staff, loan agents, and clients administratively and continues to bring the best customer service, high satisfaction, quality and consistency to each loan process.
Naomi Rule
Loan Processor
Naomi brings more than 35 years of devoted service to Planatek Financial and the mortgage lending industry, both wholesale and retail environments. Her emphasis has been in Loan Processing, which she finds to be the most rewarding and challenging of her career
Grace Waldron
Loan Processor
Grace has been a Mortgage Loan Processor since 1996, with experience in both brokering and direct lending. She works closely with loan officers, escrow, and borrowers, to ensure timely and successful closings.
Contact
Get In Touch
Sharing our knowledge and expertise comes natural to us. Our team is friendly, compassionate, and ready to start working with you. Consult with us at no cost to see what we can do for you. Whether you’re just starting out, looking for your perfect vacation or investment home, or planning for retirement, meet with us and we’ll see how we can improve your financial outlook. Contact Planatek Today!