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Carissa Dunaway




For over 15 years, Carissa Dunaway has been working in the financial services industry managing and overseeing retirement and health and welfare plans for both the private and public sector as well as Native American Tribal Governments.

Before joining The Trust Company, she always noticed their presence in the community and was thrilled when an opportunity arose for her to join the company. “The Trust Company is a well trusted financial institution that gives back to the community in many ways,” Dunaway said. “More importantly, they embrace and encourage their employees to do the same.

Dunaway admires the way The Trust Company values their clients and strongly agrees with their work ethic. “Very rarely do you find a company that assists you with all aspects of wealth accumulation and retirement. Most financial institutions focus on either retirement plan administration or individual wealth management,” she explained. “At The Trust Company, we will be by your side through each financial milestone. We will help you as you plan and build your savings, help you formulate a withdrawal strategy and advise on taxation through it all.”

Having worked with people in all stages of their financial lives, Dunaway sees a common thread that she encourages people to work upon. “Start saving as much as you can as soon as you can,” she advised. “The best place to start saving is your company’s retirement plan if one is available to you, and be sure you are saving enough to receive the full company match. One in four employees misses out on receiving the full company match by not saving enough on their own. I am passionate about educating individuals on the fundamentals of saving in a simplistic way."

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