Debi Cariati

Supporting people and creating structure are two things I’ve always been passionate about. As the Administrative Assistant at Bannan Financial Group, I get to do both every day. My role includes everything from managing schedules and preparing paperwork to help ensure clients are comfortable and confident at every stage of the planning process. I love being part of a team that truly cares about the people we serve.

Before joining Bannan Financial, I spent several years in the financial industry and quickly realized how much I enjoy the behind-the-scenes work. Organization comes naturally to me. I like tracking details, keeping things in order, and staying a few steps ahead so nothing gets missed. It may not sound glamorous, but it is the kind of work that helps people feel taken care of — and that is what I enjoy most.

I also love getting to know the clients we serve. Whether it’s answering a quick question or guiding someone through the next step in their plan, I want everyone to feel heard, respected, and at ease.

When I am not working, you will usually find me outside. Hiking, fishing, exercising — nature keeps me balanced and inspired. I also enjoy being creative and bringing a personal touch to everything I do.