Carly Mcoy

Head of Business Development and MLO
I have been working in the financial services industry since 2012, and expanded into the mortgage world in 2014. Over the years, I have found a true passion for helping people to better their lives financially; watching people grow and walking with them through often one of the most important financial decisions of their lifetime is an endlessly rewarding experience for me. While I love to help people realize and exceed their goals, the analytical aspect of this career is also a driving force for me. I enjoy tackling each unique situation with efficiency and accuracy, ultimately identifying and recommending the best options for that individual client. Today, there are so many options that a borrower can choose from, so it’s my job to provide the client with a path to reach whatever result they decide is best for them. I have the advantage of having the support of the most educated people in this industry, so my clients have peace of mind that they are truly getting the best loan possible. Ultimately, I revolve my business around relationships, not dollars – which is what makes me so successful, and so happy to be doing what I’m doing! When I’m not out saving the world one mortgage at a time, I enjoy spending time in Lake Tahoe, San Francisco, or the northern coast of California with my family and my Great Dane, Deacon. I love to hike, watch and play sports, swim and paint.
Tel: (530) 383-4244




8:00AM - 6:30PM


8:00AM - 6:30PM


8:00AM - 6:30PM


8:00AM - 6:30PM


8:00AM - 6:30PM


8:00AM - 6:30PM


By Appointment Only

Central Valley

1150 W. Center St Suite 105,

Manteca, CA 95337

Phone. 209-629-8148


2250 Douglas Blvd, Suite 135,

Roseville, CA 95661

Phone. 916-844-0302

San Ramon

18 Crow Canyon Court, Suite 295,

San Ramon, CA 94583

Phone. 209-740-7558

San Diego

501 W. Broadway, Suite 800,

San Diego, CA 92101

Phone. 619-847-2251