ALASKA USA MORTGAGE COMPANY - Key Persons
Job Titles:
- Associate
- Financial Advisor
- Associate Financial Advisor / Alaska and Washington
Andrew Lee has been in the financial services industry since 2013. After graduating from Seattle University with a bachelor's degree in mathematics, he worked with multiple pension plans providing benefits analysis for retirement plan participants. This hands-on experience instilled in Andrew a passion to help others find financial independence, regardless of where they are currently on their financial journey.
Andrew believes financial planning and wealth building is a process that requires time, prudent decision-making along the way, and regular check-ups to stay on track. Whether you're just getting started, nearing retirement, or working through a specific life event, Andrew can help create the future you want by putting a plan in place.
When not working with members to help them realize their financial goals, he can be found exploring all that the Pacific Northwest has to offer - especially in and around the Cascade Mountains.
Brad Davis has been working in the financial services industry since 2004 and has served in a Financial Advisor role since 2009.
As a financial advisor, Brad helps members map out their financial journey, such as planning for a sustainable retirement, protecting assets with insurance strategies, and helping to preserve wealth. Brad works with a team of financial professionals to provide personalized, holistic, needs-based financial planning, and helps clients navigate a diverse array of financial products and services.
In his free time, Brad enjoys participating in local community and sports events including golf, tennis, water sports, and hiking.
Job Titles:
- Regional Vice President Commercial Lending PNW
- Regional Vice President for the Pacific Northwest Region of Business & Commercial Services
Bryan Rosbach is the Regional Vice President for the Pacific Northwest Region of Business & Commercial Services at Alaska USA Federal Credit Union. In his capacity, Bryan manages the commercial lending team and their successes while also being responsible for assisting business members with loan and deposit needs. Bryan specializes CRE, Construction, Rehab and Business loans.
Job Titles:
- Financial Advisor / California
Job Titles:
- Coordinator
- Financial Advisor
Check the background of these investment professionals on FINRA's BrokerCheck.
Chad McCaffrey is a lifelong Alaskan and Commercial Loan Officer who believes it's important to help local businesses grow and thrive. Chad has worked in both consumer and commercial lending helping clients meet their lending and banking needs-including products such as ACH debit and credit, wire, remote deposit, and merchant services.
David Bennett has over 30 years of lending experience in commercial real estate for both owner-occupied and investors, real estate purchasing, refinancing and construction, commercial contractors, equipment and vehicle financing, working capital lines of credit, government participation or guaranteed loans, ANCSA corporations, medical industry, professional corporations, and resource development. You name it, David knows how to get it done.
Job Titles:
- Regional Vice President Commercial Lending SW
Don has spent his career developing his leadership skills to facilitate the success of his team, enhance portfolio performance, credit and asset quality, and increase market profitability.
Job Titles:
- Regional Vice President Commercial Lending
Born and raised in Anchorage Alaska, Don Clary has been in the banking industry for over 25 years. As the Regional Vice President Commercial Lending at Alaska USA for the Alaska area, he brings his many years of expertise and knowledge of the Alaska market in assisting clients with their banking needs. Don has experience in commercial real estate lending, equipment financing, lines of credit and construction financing, both commercial & residential.
Gerry Kingen was born into a restaurant family and started out washing pots when he was just three years old. Unbeknownst to him, that was the start of a nearly life-long journey in the bar and restaurant industry, culminating in owning and operating one of the top 100 privately owned restaurants in the U.S. since 1983-Salty's.
Job Titles:
- Manager, Commercial Lending
When businesses in San Bernardino County need help making their enterprises flourish, they reach out to Gwen Bedics. Gwen has more than 26 years of commercial lending experience and prides herself in working with the small businesses in her community.
Jean Jones is a Commercial Loan Officer with more than 18 years of experience in banking and real estate. Specializing in SBA loans, commercial real estate loans, construction, and asset-based loans, clients turn to Jean when they want a professional who's as passionate and committed to making their business succeed as they are.
Job Titles:
- Vice President of Business and Commercial Lending
Job Titles:
- Business Development Officer
Jennifer Ramsey is Alaska USA's Business Development Officer in Alaska, focusing on deposit relationship products and services. She is a 40 year resident of Anchorage and is anchored in the community. Jennifer is passionate about helping businesses succeed and can provide a wide variety of business banking solutions that can save members time, money, and help them grow.
Job Titles:
- Financial Advisor
- Financial Advisor / Washington
John Gee has been a financial advisor since 2014. As a financial advisor John assists members in many ways; such as wealth accumulation for retirement, how to effectively use your wealth as income, wealth transfer through estate planning, and insurance protection.
Nothing is more important to John than learning who you are, who is most important to you, and what is most crucial to your way of life. He'll help you carefully build the personalized strategies and specific steps needed to achieve your goals. John will partner with you throughout your life to monitor and review your plan to ensure you are on track.
As a 40-year resident of the Pacific Northwest, John understands the PNW lifestyle and what's important to the people and families that live there. John is an active volunteer in his community, including serving on the boards of local, non-profit organizations. He is dedicated to improving the lives of members in the Pacific Northwest.
Job Titles:
- Business Development Officer
Kristine Holdridge is Alaska USA's Business Development Officer in Arizona, and an expert in deposit relationship products and services. She has been honing her expertise for more than 20 years, providing a wide variety of businesses with solutions that save them time, money, and help them expand. Kristine's success is tied to the success of your business-so she's excited to see what she can do for you!
Job Titles:
- Financial Advisor / Washington
As a financial advisor since 2013, Mark McGarry helps individuals, families, and small business owners by providing sound financial advice necessary to meet their goals.
Mark works with members to draw a roadmap that will help meet their specific needs for different stages of life, including wealth accumulation while working, retirement income planning, college funding, and insurance protection strategies. He believes in having a consultative relationship with clients, giving him a better understanding of where they are now and where they want to be in the future. Mark takes an active role in helping clients navigate an array of financial products and services and periodically checks in to make sure everything is on track.
Mark lives in Anchorage, Alaska. He was born and raised on the Kenai Peninsula where he continues to spend a lot of his free time enjoying an outdoor lifestyle.
Job Titles:
- Senior Business Lending Officer
Matt Williams has been operating in the financial industry for more than 18 years and has been helping people with their business needs at Alaska USA since 2011. Matt's specialty is helping businesses with equipment and vehicle financing and establishing working capital lines of credit for clients that need a reliable stream of on-hand cash.
Mike Klopfer has been in the financial services industry since 2002 and has served as a financial advisor since 2003.
In his role as financial advisor, Mike helps individuals, families, and businesses plan for their futures. He assists members with a wide range of goals, including wealth accumulation, retirement income planning, wealth transfer planning, saving for education, business succession planning, and insurance protection. He works with his clients to help define their financial goals and concerns, then carefully creates plans that align with their specific needs, time horizons, and tolerance for risk.
An alumnus of the University of Colorado in Boulder and a resident of Alaska since 1999, Mike helps clients achieve their financial goals through dedication and outstanding service.
Nick Silistria is a dedicated financial professional with more than five years of commercial credit lending experience. Nick is focused on helping business owners and investors expand their footprint through client-tailored financial products, excellent customer service, and a commitment to putting their needs first.
Job Titles:
- Coordinator
- Financial Advisor
Ryan Ferguson is a Commercial Loan Officer with over 20 years of experience in the finance industry. He graduated the University of Phoenix, where he earned a B.S. and MBA in business management. Ryan's banking experience also includes portfolio management, financial advising services and underwriting. His primary focus is to assist business members with their commercial lending needs by offering various commercial products and banking services.
You would be hard-pressed to find a Commercial Loan Officer with more experience than Scott Smalley. Scott has been working in the financial services industry since 1978-that's more than 40 years of helping people and businesses achieve their goals. He's chiefly responsible for commercial loan and deposit account production and servicing in the Puget Sound area.
Thao Le is a long-time Seattle resident and graduate of the University of Washington, who has been providing financial and banking services for the transportation, construction, restaurant, hospitality, and commercial real estate industries for more than 25 years. Thao has spent the last 15 years as a commercial loan officer specializing in commercial real estate loans and construction loans for multi-family, commercial, and industrial properties.