Janet has over 14 years of experience in the financial services industry. Prior to joining Carter Financial Management, she was a managing director of operations for a boutique wealth management firm for ten years. Janet got her start with Goldman Sachs in New York as a financial analyst and then excelled at working for start-up financial firms. In her Director of Operations role with Carter, Janet will manage processes and procedures and enhance the efficiencies of the practice. In this cost-containment and profit-enhancement role, she will also direct human resources.
A cum laude graduate of Harvard University, Janet is active in the Dallas Harvard Alumni Club and the Dallas Harvard Business School Club. She resides in Dallas and attends Saint Thomas Aquinas Church.