Carlie Sanchez
Trust Administrator
Carlie graduated from University of Iowa with a Bachelor’s Degree in Communication Studies and the University of Wisconsin-Whitewater with a Master’s Certificate in Business Foundations. She is currently in the process of obtaining her CTFA from Cannon Trust School. She has been working in the finance industry since 2021. Carlie offers experience in Trust Administration, Retirement Accounts, Investing and helping clients gain confidence in their financial future. She is located at the Geneseo Financial Center branch.