Carter guides new clients through the onboarding process and existing clients through the annual review process by collecting necessary information to help prepare and update customized plans to address their present needs and future goals.
He also oversees implementation of any insurance recommendations and helps prepare and make sure all paperwork is completed and processed in a timely manner.
Carter is a graduate of Virginia Tech’s Financial Planning & Wealth Management Program and has earned the Retirement Income Certified Professional (RICP®) designation, reflecting his specialized knowledge in helping clients create sustainable retirement income strategies.
He enjoys spending time on the beach with friends. He also cultivated a passion for music during his childhood through learning the piano. He is always trying to find new sounds and genres to explore.