Investment Representatives

Mission Valley & South Bay

David McDermott

858.524.2699
800.286.9006
Email: davidm@missionfed.com
State registrations: CA, OR, WA
CA Ins Lic #0D27177

David began his securities career in 1999 working for T.D. Waterhouse and Merrill Lynch before joining the Mission Fed team in 2003 and again in 2011. He received his B.A. in Business Administration from The College of Saint Rose in New York. David works primarily with members from the Clairemont, Mission Hills, Mission Valley and Old Town/Linda Vista branches.

By conducting a comprehensive needs analysis, David takes a genuine interest in Mission Fed members and the objectives of their families whether it is planning for retirement, funding college or preservation of their estate. David offers individuals and businesses advice that goes beyond simple investment services, providing personalized advice to help you reach your financial goals today and twenty years from now. When David is away from work you can usually find him on a soccer field, his mountain bike or on hiking trails with his dog.

La Mesa & Chula Vista

5500 Grossmont Center Dr. #113
La Mesa, CA 91942

Branches served:
La Mesa, Santee*, El Cajon*, East Lake*, Telegraph Canyon*, Rancho San Diego*, Terra Nova*

Allison Alley

858.524.2791
800.286.9006
Email: allisona@missionfed.com
State registrations: CA, AZ, CT
CA Ins Lic #0E18395

Allison is a Certified Financial Planner ™ and holds a Bachelors Degree in International Economics from UCLA as well as a Master of Science in Business Administration with a concentration in Financial and Tax Planning from San Diego State University. She began her career in 2003 with Ameriprise Financial and comes to us most recently from JPMorgan Chase.

Allison enjoys getting to know her clients and building long-term relationships. She helps her clients to define their specific short and long term goals and objectives, to develop an overall plan of action to start reaching those goals, and she provides ongoing review to monitor their progress. Allison has extensive experience in retirement planning and wealth management and enjoys educating her clients so that they feel comfortable regarding the decisions they make.

Allison grew up here in San Diego and enjoys traveling, college football and competes on an Outrigger Canoe team.

Vista/
North County Coastal

Carlos Caceres

858.524.2698
800.286.9006
Email: carlosc@missionfed.com
State registrations: CA, FL, GA, KY, MA, NM, SC
CA Ins Lic #0B42873

Carlos began his career in financial planning and investments services in 1991, most recently with Union Bank of California where he served clients since 2001. He has an extensive background in retirement planning both on the individual and corporate level. Carlos is well versed in IRA’s, 401K’s, 403B’s, Defined Benefit Plans and Pensions. He is knowledgeable with many uses of life insurance, including their use in Estate, Retirement, and Business Planning. Carlos will provide you the information, knowledge and guidance to help make a brighter financial future for you and your family. Carlos is bi-lingual and can also assist in providing investment advice to our Spanish speaking members.

Carlos graduated from Cal Poly Pomona where he majored in Finance. He currently lives in Temecula where he enjoys his days off with his wife Angela, and their 2 girls Isabella and Sophia.

Encinitas & Mira Mesa/
North County Coastal

Kenneth Parlan

858.524.2794
800.286.9006
Email: kenp@missionfed.com
State registrations: CA, MI, NJ, OR
CA Ins Lic #0718595

Ken Parlan graduated from the University of San Diego with a B.A. in Business Administration. He began his career in 1986 in the full service Brokerage business, and then transitioned to Financial Institutions. He has been serving the needs of credit union members since 2002.

Ken has dedicated himself to working with members in exploring their specific short & long term goals, objectives, establishing a flexible plan of action, and continually providing an ongoing review process to attain their unique goals. He enjoys providing information and educating members– allowing them to understand their choices so they can make informed decisions that best suit their unique situation. Ken enjoys a wide variety of activities that usually revolve around his children like skiing, motorcycle riding at Glamis & Octillio Wells, camping in the Eastern Sierras, volleyball tournaments, and baseball games.

Investment
Center Assistants

Carol Landress

Carol joined the Mission Federal team in March 2010, with over 20 years of experience in the financial services industry. With her broad background, Carol demonstrates a variety of skills and knowledge in partnering with Investment Representatives and the department to accomplish objectives. Service is a top priority for Carol and she is diligent in assisting members with their investment related needs. Carol lives in the Carmel Mountain area and enjoys spending time with her three grandkids that live nearby.