Roshe and Simone

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 on the Board for the Women’s Council of Realtors for over 20 years.

A strong and genuine belief in the “clients for life” principle of doing business is what fuels this company.  Referrals from previous clients, local real estate professionals, CPAs and other financial consultants have always been the majority of Roshe and Simone’s production.

Roshe Barooni NMLS# 270763 | BRE# 01030395

Simone Yallouz-DiPrima NMLS# 270758 | BRE# 01107466

Dana Smith

Sr. Mortgage Consultant
Processing Manager
NMLS# 270704 | BRE# 01470684

Dana started with Planatek Financial in 2000 and has done everything around the office from administration to processing.  She got her license in 2005 and has been originating ever since.  She is currently one of our Sr. Mortgage Consultants and the Processing Manager.  Her clients and co-workers appreciate that she is willing to do whatever it takes to get the job done.

Amir Fathi

Sr. Mortgage Consultant
NMLS# 333336 | BRE# 01220251

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.

Colin Kyffin

Sr. Mortgage Consultant
NMLS# 243225 | BRE# 00969373

Colin has 25+ years experience in the mortgage and financial industries where he has worked in both retail and wholesale capacities. His titles have included loan officer/originator, account executive, real estate broker, mortgage brokerage owner, and industry trainer. He specializes in Reverse Mortgages and has trained industry professionals.

Linda Piper

Sr. Mortgage Consultant
NMLS# 424824 | BRE# 00969373

Before working as a Mortgage Consultant, Linda enjoyed a 25 year career rising through the accounting and finance departments of many illustrious companies. Linda’s comprehensive background in finance allows her place her clients’ in the right loan to purchase or refinance that will fit into their overall financial objectives.

Lynette Christensen

Office Manager

Lynette is Planatek’s wonderful Office Manager. Lynette’s role with Planatek is to assist the staff, loan agents, and clients administratively and help continue to bring the best customer service, high satisfaction, quality and consistency to each loan process.

Grace Waldron

Loan Processor

Grace has been a mortgage Loan Processor since 1996 and joined Planatek in 2012 for two years and returned in 2016, with experience in both brokering and direct lending. She works closely with loan officers, escrow, and borrowers, to ensure timely and successful closings.

Sean Carney

Administrative Assistant

Sean has been with Planatek since 2012. Sean’s role with Planatek is to assist our in house team by completing various administrative and operational duties. He is also currently a student working at obtaining a degree in Finance.

Naomi Rule

Loan Processor

Naomi joined the staff at Planatek in 2015. She brings with her 30 years of experience in residential real estate and mortgage lending. While she has worked in both wholesale and retail, her primary focus has been loan processing.