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.

Webp.net-resizeimage (1)

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

 

Webp.net-resizeimage

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

SCharlesworth Pic

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

Lawrence Cacchiotti

Consultant

Lawrence was born and raised in Yakima, Washington, living here on and off for 30 years.  He loves the Yakima Valley,  where it is a beautiful place all year long and a great central location in Washington State. He is married with two kids, whom he loves spending time with. With this family he enjoys traveling and learning about new cultures. He comes from a long line of business owners in Yakima and that helps him understand what his clients are looking for from a lending eye.  He also currently own a few businesses in Yakima. The valley is growing and he loves seeing that!  That’s why he joined the team at AAI Financial! He wants to continue to see Yakima grow and assist businesses in obtaining the funding they need to take this area to the next level!

Linkedin – Lawrence Cacchiotti

 

headshot-jay-cook

Jay Cook

Lending & Underwriting Consultant

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

Ready to get started?

Fill out our contact form and we will be in touch shortly!


Contact Us