The Carter Team: Dedicated to Service for Over 40 Years

Carter Financial Management’s professionals are the backbone of the business. They arrive at work every day grateful for the opportunity to serve their clients as a trusted family friend, always happy to help through life’s highs and lows.

Every CFM executive, Wealth Manager and Financial Advisor has met the rigorous requirements to become a Certified Financial Planner Professional. In addition, they must obtain continuing education beyond the licensing standards of their profession, adhere to a strict code of conduct, and participate in community service.

Collectively, the team has been named to D Magazine’s “Top Wealth Managers in Dallas” list many times since it began in 2012. Individually, nine Carter planners have made the publication’s “Best Financial Planners in Dallas” list at least once, many have made multiple appearances, and two have been on the list every time since it began in 2002.

In addition, the firm’s personal finance experts have been quoted in such publications as The New York Times, Money magazine, USA Today, The Wall Street Journal, The Dallas Morning News, and Financial Planner magazine, among others.

By the Numbers

  • Carter advisors who are CFP® certificants 100% 100%
  • Carter advisors who have appeared on D Magazine’s “Best Financial Planners in Dallas” 75% 75%
  • Carter executives who are women 60% 60%
  • Carter employees who are women 57% 57%
  • Carter Employees who were born after MTV launched 31% 31%

Meet the Team

Bill Carter

BILL CARTER, CFP®CLU®ChFC®

CEO
Carter Financial Management

Kathy Muldoon, CFP®

Senior Vice President
Carter Financial Management

bob berg, cfp®

Senior Vice President
Carter Financial Management

JOANNE GALBRAITH, CFP®, CPA

President
Carter Advisory Services

Becky Bell, CFP®

President
Carter Financial Management

SUE SPELLMAN, CFP®

Senior Vice President
Carter Financial Management

SHELDON M. ZEIGER, JD, CFP®

Managing Financial Advisor, Chicago
Carter Financial Management

jonathan meaney, cfp®

Wealth Manager
Carter Financial Management

joel c. berg, cfp®

Wealth Manager
Carter Financial Management

PATTY HAMMOND, CFP®

Wealth Manager, VP of Compliance
Carter Financial Management

ELLENORE knight BAKER, CFP®

Wealth Manager
Carter Financial Management

J. TYLER RUSSELL, CFP®, RICP®

Wealth Manager
Carter Financial Management

LORI PETERS, CFP®

Associate Financial Planner
Carter Financial Management

R. AARON HAYS, CFP®

Associate Financial Planner
Carter Financial Management

DUSTIN ELDRIDGE, CFP®

Associate Financial Planner
Carter Financial Management

DEBORAH HICKEY, CFP®

Associate Financial Planner
Carter Financial Management

MARNIE NEBEKER, FPQP™

Registered Associate
Carter Financial Management

Benjamin J. Jones

Branch Professional
RJFS, Carter Advisory Services

Abbey Davis

Branch Professional
RJFS, Carter Advisory Services

vicki stone

Branch Associate
RJFS, Carter Advisory Services

Holly Schmidt

Executive Assistant
RJFS, Carter Financial Management

Leslie Bingham of Carter Financial Management

Leslie Bingham

Receptionist
RJFS, Carter Financial Management

Chris Peay pf Carter Financial Management

Chris Peay

Branch Associate, RJFS
Database Administrator
Carter Financial Management

Linda Borchelt

Senior Imaging Coordinator
Carter Financial Management