Evan Swanson

Specialties

Have you ever wondered if buying a home or refinancing is the right financial decision for you? How will buying a home or refinancing impact your taxes, retirement, or estate plan? If you’re like most people having access to competent financial advise is hard to come by.

I specialize in bringing a high level of financial expertise & professionalism to households through the mortgage process. As far as I know, of the nearly 4,000 licensed mortgage originators in the State of Oregon I am the only one that has obtained their CFP® (financial planner) designation.

Hi, I am Evan Swanson (NMLS #120 856) of Mortgage Trust, Inc (NMLS #3250). If you are seeking a mortgage professional to help you sort out the best way forward please contact me today. I look forward to speaking with you.

History

Established in 2002.

Born and raised in Portland, Oregon Evan entered the mortgage industry in 2002. Since entering the mortgage business Evan has consistently sought to push the boundaries of professionalism, financial education, and pro-​active communication in his client engagements. Through this approach Evan built his practice gradually and by the end of his first decade in the business had originated over $ 220 million in residential mortgage loans.

In 2009 – 2010 Evan attended the University of Portland’s Pamplin School of Business and subsequently earned the CFP® designation. .

In the community Evan is a member of the Financial Planning Association of Oregon & SW Washington, serves in various capacities for the Portland Metropolitan Association of Realtors & Oregon Association of Realtors, and volunteers time to teach basic fiscal literacy classes to seniors at Sunset High School.

Meet the Business Owner

Evan S.

Business Owner

Evan takes great pride in working individually with every customer that the team serves. He brings his expertise as a Certified Financial Planner™ to every loan application, educating all customers on how the choices they make surrounding their mortgage will affect the rest of their financial lives. Evan is a proud husband and father; he married Tina in 2006, and they welcomed daughter Addie in 2010 and son Bennett in 2012. When Evan can find time away from work, he enjoys being with his family, teeing it up on the golf course, and listening to his vinyl record collection.