Carter Wealth ™ Team

People. They are the heart of Carter Financial Management.

From the person who greets clients and answers incoming calls to the financial planners, it is the collective strength of our individuals who deliver client value beyond dollars and cents. With offices in Dallas and Chicago, we offer a team of financial planners who have more than 200 years of collective experience and wisdom. In addition, we offer well-qualified associate planners and a variety of administrative and marketing staff members.

It's about your entire life, not just your portfolio.

We would be delighted to meet with you to discuss how we can help reach your financial goals.

Bill Carter

Kathy Muldoon

Riley C. DeShazo

Bob Berg

Jo Anne B. Galbraith

Jonathan Meaney

Joel C. Berg

Patty Hammond

Sue Spellman

Sheldon M. Zeiger JD

Ellenore Knight Baker

Janet Blazek

J. Tyler Russell

Lori Peters

R. Aaron Hays

Dustin Eldridge

Marnie Nebeker

Greg Lanier

Deborah Hickey

Carol Croy

Benjamin J. Jones

Holly Schmidt

Vicki Stone

Leslie Bingham

Linda Borchelt

Chris Peay