BECKY CARRIER, CFP®
Vice President, Investment Manager
Team Member since 2018
Becky Carrier builds close relationships with her clients and listens intently to understand their financial goals. She understands her client’s tolerance for risk and their expected rate of return on investments. She uses data to analyze existing investments and makes recommendations about what the client should do going forward. Becky brings 15+ years of investment and client servicing experience. She has a Master of Business Administration from Central Michigan University, and a Bachelor of Business Administration from Saginaw Valley State University (magna cum laude), and going off to earn her designation as Certified Financial Planner (CFP) since 2021. Becky is an active member in Great Lakes Bay Region Women in Leadership as well as an Ambassador for the Saginaw County Chamber of Commerce, as of January 2022.
What are your specific goals for Tri-Star Trust clients?
I would like to see my clients obtain financial freedom and be able to enjoy their retirement years. Through careful financial planning, I believe all clients can achieve this goal.
What’s the best piece of professional advice you’ve ever received?
Never stop learning or growing. The world is constantly changing, we either change with it or it will change without us.
What do you love most about working at Tri-Star?
The people – we have the best of the best – client and community focused, team-oriented, always willing to help others.
What’s your favorite quote?
Honesty is the best policy.