Driven by Relationships, Led by Experience

With nearly three decades of financial expertise and a passion for mentoring his team, Anthony’s style is grounded in loyalty, active listening, and a commitment to doing things the right way. He sees United Midwest’s consistent vision and client-centric mindset as the foundation for meaningful, lasting relationships with borrowers and referral sources. Originally from the Chicago area and a proud Indiana Hoosier, he’s now a longtime San Diegan who celebrated a memorable first hole-in-one on a 167-yard par 3 in 2024

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Having financed more hotel purchases than any other lender in the Midwest, Bob is truly an expert with larger SBA loans. With his deep knowledge of all types of financing and enthusiasm for good service, it’s no wonder that he has financed over $500 million in business loans in his banking career.

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Patrick’s love of sports spills over into his profession as an SBA lender for the last 23 years, specializing in insurance, medical, dental, veterinary and general businesses. He relentlessly pursues ways to build the best financing solutions for his clients, and believes in a team approach for each step so clients understand the process and ultimately close the loan quickly.

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As a former Division I athlete at Northwestern University, Beth has that same hardworking mindset for her 25 years as an SBA lender. Beth's perspective is shaped by both her lending experience and her time spent as a business broker. She is able to understand the concerns and motivations of both buyers and sellers, guide clients through every step of the lending process, and translate complex requirements into clear, manageable steps. Outside the office, Beth treasures time with family, cheering on her son at sporting events, and being outdoors with two energetic Labrador retrievers.

With 30 years in SBA and commercial banking, Jon has helped business owners navigate a wide range of financing options. Known for his resourcefulness and practical mindset, he enjoys guiding clients through the lending process and uncovering solutions that move their businesses forward. Outside the office, Jon, a Navy veteran, embraces adventure and is an avid diver, sailor, and hiker. He has explored destinations around the globe, including Mount Kilimanjaro, the Red Sea, and the Belize Reef. He also enjoys traveling with his wife, spending time with their dog, and volunteering with the Progressive Animal Welfare Society and Habitat for Humanity.

Mark Twain once said, “thunder is impressive, but it is lightning that does the work.”  Scott has applied this philosophy to helping businesses, with an emphasis in the healthcare and insurance industries, secure financing for over 20 years so it’s not exactly surprising that he’s actually been struck by lightning! Thorough communication, accessibility, smart solutions, and a good dose of tenacity from application through closing are what Scott’s clients can expect from him. When he’s not working with clients, Scott enjoys boating, golfing, soccer, being a #girldad, and cheering on his Steelers!

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As a business owner and lender, Chad brings a unique perspective to the lending process, understanding the challenges that business owners face and providing valuable guidance throughout the lending process. With over 20 years of experience writing SBA loans, he specializes in providing customized financing solutions to insurance agencies, funeral homes, and e-commerce businesses. Chad has a proven track record of knowing exactly what deals will get approved and provides valuable insights and guidance to business owners seeking to acquire existing businesses. Whether you're a small business owner or a seasoned entrepreneur seeking capital to fund your next venture, Chad Fondriest has the experience and expertise to help you achieve your goals.

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Whether he's helping a client buy a business or cheering on his family at a Brazilian Jiu-Jitsu competition, Dylan brings the same dedication and enthusiasm to everything he does. With 13 years of lending experience, he knows that every deal is different, yet his approach remains the same: communicate early and often. Outside the office, you'll find Dylan spending time with his wife and two children, enjoying the outdoors, or playing a round of golf that may or may not go as planned.
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Shannon Hay is Senior Vice President of Commercial Lending at United Midwest Savings Bank, where he leads SBA and commercial lending for accounting and tax firms nationwide.

With more than a decade focused exclusively on this industry, Shannon has helped finance over 500 accounting and tax firm transactions, representing nearly $500 million in funded loans. His experience includes first-time acquisitions, partner buyouts, firm expansions, succession planning, working capital, and real estate financing.

Known for delivering big-bank lending capacity with community-bank service, Shannon provides loans up to $5 million through a streamlined approval process and works closely with firm owners and their advisors to bring clarity, speed, and confidence to every transaction.

Originally from Columbus, Ohio, Shannon now lives on the Carolina coast with his family.

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Aaron believes in setting the right expectations up front with his clients and providing an open dialogue throughout the entire loan process. With 25 years of experience in commercial and SBA/USDA lending, Aaron’s strength continues to be his dedication to helping small businesses grow and thrive.

Click here to email or call 916-402-9577