Our Team

Trudi Cary

Office Manager & Human Resources Coordinator / Owner

Photo of Trudi Cary

Credo clients know Trudi for the high-energy personality, positive outlook, and caring spirit she brings to every call and meeting. Credo staff know Trudi as a linchpin of the firm’s operations. She’s the dynamic liaison whose keen business and customer service skills keep Credo’s North Carolina and Wisconsin offices humming.  

Conducting the Symphony of Credo Operations

Like a gifted musical conductor, Trudi plays a multifaceted role. She accommodates and guides many musicians—or, in this case, consultants and project managers—at once. Her administrative experience in banking and real estate comes in handy multiple times a day, whether she’s scheduling meetings and travel for the team, onboarding new employees, or coordinating with clients’ accounting departments. Trudi’s favorite part of her role, though, is hospitality—she loves having clients visit the office and making them feel like valued members of the Credo team.

I love my job because I am trusted to take on new challenges and situations—and no day is ever the same. I am continually inspired, learning new things to support our team and our clients.

Embracing Life’s Joys, Close to Home and Around the World

With such a family-oriented approach to management, it’s probably no surprise that Trudi’s favorite thing to do is spend time with her own family, especially her four grandchildren. She is also a devoted college football fan, an aspiring pickleball ace, and avid traveler.  

More About Trudi

  • Education & Certifications
    • UNC School of Banking 
    • NC Real Estate Licenses 
    • Cosmetology License 
  • Previous Roles

    Corporate Secretary, Board of Directors, MidCarolina Bank and Holding Company 

  • Strengths & More


    • Arranger
    • Positive
    • Woo
    • Empathy
    • Individualization 

    REACH Style | Coach

    Enneagram | Type 7

    Myers-Briggs | ESFJ

Operations Team

Trudi is proud to work with the amazing people on the Credo Operations Team.