Client Focused

We work for you, and with you. We initiate open communication with our clients to understand their current state of today and needs of tomorrow. With years of diverse financial experience, we've identified opportunities that help us leverage resources to meet individuals and business needs.

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Matt Russell

Founder & Consultant

Matthew Russell has been working in accounting and finance for over 11 years. He has worked as a Chief Financial Office at 4 different Credit Unions during that time. He received his Bachelor’s degree from Western Michigan University and M.B.A. from Michigan State University. For further details, please check out this Linkedin Profile.

Linkedin - Matt Russell

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Chuck Redifer

Founder & Consultant

Charles (“Chuck”) Redifer, CPA has been working in accounting and finance for over 16 years. He has worked in different industries and in different capacities. He is a Certified Public Accountant (CPA) and received his Bachelor of Science degree from The Ohio State University and Masters, Accounting and Financial Management from Keller Graduate School. For further details, please check out his Linkedin Profile.

Linkedin - Chuck Redifer

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Benjamin Record

Consultant

Benjamin Record has over 4 years of experience in Management, Leadership, Project Management, Customer Service, and other various other operational functions. He has a proven track record at creating efficiencies, increasing profitability, implementing improved and new processes and providing strategic direction. Benjamin holds a BSBA from Central Washington University with a double specialization in Human Resource Management and Leadership Management. For further details, please check out his Linkedin Profile.

Linkedin - Benjamin Record

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SaLee Charlesworth

Consultant

SaLee has over twenty years in banking/lending. Her experience started as a teller while in college, then worked her way to becoming a residential mortgage loan officer where she spent most of her career.  While in the residential market, her later years were spent in construction financing where she worked with many home builders for custom homes, spec and development financing. After a successful career in residential, she migrated to commercial and business lending where she had the pleasure of working with all types of businesses including start-up companies, commercial real estate and multi-family. She enjoys learning about different industries and working with clients to help them grow their business.

Linkedin - SaLee Charlesworth

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Gene DeLuca

Consultant

Gene DeLuca has over 30 years of experience in the financial services industry.  Over the years he has worked in all areas of lending including mortgage, business, and consumer. In addition to lending, Gene has held security licenses, mortgage Licenses, and financial and management course accreditations. Gene is focused on providing the best financial experience for the clients he serves while ensuring all of their financial needs are met.

Linkedin - Gene DeLuca

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Jay Cook

Financial Analyst

Jacob “Jay” Cook has over 25 years of finance and accounting experience, primarily in banking. He graduated from Western Michigan University with a Bachelor’s degree in 1991, and received his MBA from Indiana University in 1996. Starting in late 1996, Jay spent six years in Slovenia working in investment banking and corporate financial consulting. In 2003 he started the first credit union business loan department in the Lansing, Michigan market. He has served in a variety of credit union positions, including VP of Lending and CFO. Jay joined AAI in 2019. For further details, please check out his LinkedIn Profile.

Linkedin - Jay Cook

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