Team & Board


At MoFi, our role is to foster a resilient, inclusive economy that is built on the inherent strengths of the people and places where we live. And we’re proud of the team members who make what we do possible.


Business Lending

Tax Credit Lending


Asset Management & Consulting

Sales & Marketing

The sales & marketing team gets the word out about all the ways MoFi is strengthening community prosperity: through our small business lending, down payment assistance, and tax credit lending. We help connect prospective clients with our products, maintain relationships with community partners including bankers, local development organizations, government officials, and more—and also share our clients’ success stories from around the region.



Dave Glaser


Heidi DeArment

Vice President, Chief Financial Officer

Betsy Beauvais

Director of Business Lending

Leah Knickerbocker

Senior Credit Officer

Mary Milodragovich

Loan Officer

Cyrus Turbak

Loan Officer

Megan Purdy

Senior Credit Analyst

Ashley Mendoza

Credit Analyst

Billie Jean King

Client Accounting Advisor

Greg Astle

Director of Compliance & Tax Credits

Will Gardner

Loan Compliance Manager

Bonnie Smith

Salesforce Admin, IT Manager

Ben Wright

Director of Operations

Joy Byland

Client Portfolio Manager

Sara Baumgardner

Credit Analyst

Tracy Felton

Senior Credit Analyst

Abigail Hunter

Sales Manager

Kristen Ingman

Sales Manager

Alyssa Peterman

Business Development Manager

Lisa Wagner

Business Development Consultant

Rachel McDonough

Director of Accounting & Finance

Allison Berry

Operations Accounting Manager

Jill Morasko

Senior Accountant

Kandra Litwin

Loan Fund Accounting Manager

Jessica Zieg

Accounts Payable Specialist

Michelle Levitus

Office Manager

Bayley Butler

Administrative Assistant

Katie Foster

Administrative Assistant

Tracee Gianchetta

Resource Development Manager

Kim Wolff

Consulting Manager

Board Members

Our Board of Directors helps guide our work and our mission to spur community prosperity and resilience.

Nancy Quist


Founder of Fancy Flours, Retired, Bozeman

Sara Smith

Vice Chairperson & Treasurer

CFO, ALPS Corporation, Missoula

Tom Severson


Market President, First Interstate Bank, Missoula

Natalie Camacho Mendoza

Attorney at Law | Owner, Camacho Mendoza Law, Boise

Lisa Cooper

President & Founder, Figure 8 Investment Strategies, Boise

Bob Gauthier

Owner, Ahoy Leasing and Development, Ronan

Dave Glaser

President & CEO, MoFi, Missoula

Allison Johnston

CFO, PayneWest Insurance, Missoula

Serena Rundberg

CEO & Proprietress, Inspired Madness, Bozeman

Kalli Ryti

Executive Vice President, First Security Bank, Bozeman

Don King

Visiting Fellow, McIntire School of Commerce, University of Virginia- Rock Creek