Team
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.
Management
Business Lending
Tax Credit Lending
HomeNow
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.
Accounting
Operations
Dave Glaser
President
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
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