Carlos Mendoza

How do your colleagues describe you?

Carlos is friendly, smart, and professional. He has the ability to make anyone feel welcomed and at home. Carlos loves to help and is always quick to lend a helping hand

Why do you do what you do?

It is an amazing feeling to help and be a part of the success of others. Coming from a farming community, I have always loved sharing my experiences and knowledge with members of the lesser served communities. I simply love doing work that matters


Carlos has more than 20 years of experience in sales, hospitality and banking. In the banking industry, he specialized in small business lending and community outreach. His experience in business start-up and business banking has allowed him to focus on his passion for helping families reach their life and financial priorities. Carlos is a native Spanish speaker and hopes that his experiences will help those from underrepresented communities to realize their dreams of being in business for themselves.
Carlos graduated from the American School of Puerto Vallarta, Jalisco Mexico, and holds a bachelor’s degree from Western Washington University.