About Jared Carlisle, CPA
My Story
I’ve always been passionate about helping people make confident financial decisions. My journey began at the University of Utah, where I earned both my Bachelor’s and Master’s degrees in Accounting, graduating in 2017. Shortly after, I became a licensed CPA in the State of Utah, a milestone that strengthened my foundation in finance, analysis, and long-term planning.
Over the past decade, I’ve worked across multiple areas of finance, gaining a broad perspective on how numbers impact real lives and future goals. In early 2020, I brought that experience into the mortgage world, where I’ve found my calling in guiding families and individuals through one of their most important financial decisions: homeownership.
Today, I combine my deep background in accounting and finance with a hands-on, personalized approach to mortgage lending. Whether you’re purchasing your first home, refinancing, or exploring new opportunities, my goal is to provide clarity, strategy, and peace of mind every step of the way.
Meet YOUR Team
Behind every successful loan is a team working together to make the process as smooth and stress-free as possible. We believe that great service doesn’t happen by accident, it comes from having the right people in the right roles, each focused on what they do best. From the first conversation through closing day, our team approach ensures clear communication, faster turnaround times, and the confidence that no detail is overlooked
Jared - Your Mortgage Loan Advisor
From day one, I'll work closely with you to understand your goals, explain your options, and help you get preapproved. Whether you're a first time home buyer or a seasoned homeowner, I'll guide you through the process, answer your questions, and help you find the best loan strategy for your situation. Think of me as your personal coach, advisor, and problem-solver, here to keep things moving smoothly from start to finish.
Abby - Your Loan Assistant
I’m the glue that holds the process together! Once you submit your loan application, I’ll be your go-to for paperwork, gathering documentation, and keeping everything organized for your pre-approval. I’ll help you stay on track with what we need (and when) so we can keep your file moving smoothly. If something’s unclear or you’re feeling overwhelmed, I’m here to walk you through it. Consider me your loan’s personal concierge!
Brittany - Your Loan Processor
[email protected]
725-241-2100
When your loan is in full swing, I’m the one making sure every ‘i’ is dotted and ‘t’ is crossed. I’ll be reviewing your file in detail, prepping it for underwriting, and making sure all the necessary boxes are checked for a smooth approval. I work closely with your title company, insurance agent, and sometimes your real estate team to tie everything together. My superpower? Keeping things on schedule and getting your loan ready to close on time!
State Licenses
AK #AKMLO-1931543
UT #6772871
NV #81113
