Corie Sieck

Client Services Representative

Corie Sieck brings over 15 years of experience in financial services, along with a friendly, client-focused approach that makes working with her feel easy and reassuring. As a Client Services Representative, she takes pride in building real relationships, helping clients navigate their financial needs with clarity, care, and a personal touch.
A Goleta, California native and proud U.S. Army veteran, Corie’s dedication to service runs deep. Her calm presence and problem-solving skills make her a trusted resource for both clients and teammates.
When she’s not working, you’ll find Corie in the kitchen cooking for friends, entertaining, or spending quality time with her husband and daughters.

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3700 State St, Suite 240
Santa Barbara, CA. 93105

805-898-0893

8:30a - 5:00p
Monday-Friday