Carter is a Principal and serves as the COO of Abound Wealth and is dedicated to working closely with his clients on the development and ongoing monitoring of their financial plans. He has the heart of an educator and strives to make sure that client education is at the forefront of every financial relationship he shares. In addition, Carter helps with the long-term strategic planning of the firm and managing the technology platforms, processes, and procedures in order to ensure an optimal client experience.
Carter knows that each client he works with comes from a different background and that personal finance is very personal. Because of that, he understands the importance of getting to know each client on a deeper level to determine what makes their financial lives tick. Where you live, what career you’ve chosen, financial education, among other things, all determine your personal relationship with money. Each client that walks through the door deserves the customization that unique life experiences present when developing a financial plan.