Meet Your Financial Professionals

The Alaska USA Financial Planning and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Alaska USA Financial Planning and Investment Services Financial Professionals have years of experience; they listen and take the time to answer your questions and explain your options. Financial planning can be complicated; don’t try to do it yourself when you have resources available to you. A good financial professional will help you make smart, deliberate decisions about your financial future.

Michael Klopfer
Financial Advisor
Alaska

Sam Mozaffari
Financial Advisor
Arizona

Bryanna Gleason
Financial Advisor
California & Arizona

John Gee
Financial Advisor
Washington

Lance Sevier
Financial Advisor
Washington

Rebecca DiSalvi
Financial Advisor Coordinator

Andrew Lee
Financial Advisor Coordinator

Check the background of these investment professionals on FINRA's BrokerCheck.

Contact an Alaska USA Financial Planning and Investment Services Financial Professional today!

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*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-3227816.1-0920-1022 Exp. 10/02/2022