Carrie has earned her reputation as a trusted partner to business clients within the community. Her focus is on developing long-lasting, impactful relationships and supporting her clients’ current and future needs to help them build their businesses and achieve their financial goals.
While her specialty is small business lending, she considers herself fortunate to be able to help clients across multiple industries.
Carried puts the client at the heart of everything she does, believing it to be the simplest and most effective way to do business — centering everything around the human elements of business. Her ability to listen and connect on both a personal and professional level enables her to advocate for her clients and provide them with a superior level of follow-up and customer service.A graduate of Northern Arizona University, Carrie has been in the banking industry for over 20 years. She was previously a member of the San Clemente Chamber of Commerce business council. These days you’ll find her actively involved with Junior Achievement; working with the Orange County Rescue Mission on their budgeting program; and proudly supporting the NEGU/Jessie Rees Foundation, which encourages kids fighting cancer to Never Give Up.
