Executive Assistant, Carter Financial Management
Amy joined Carter Financial Management in May of 2019 as Executive Assistant to Bill Carter, Chief Executive Officer. She has been in financial services for more than 15 years, and supports team members with scheduling, communications, continuing education and licensing in addition serving as administrator for the Carter Financial Management Scholarship Program for college-bound students.
Prior to joining Carter, Amy was a licensed Associate Financial Representative with Northwestern Mutual, servicing client insurance and investment needs. She has also worked as a Relationship Manager with Envestnet, Inc., serving as a liaison between advisors and financial custodians.
Amy attended the University of North Texas in Denton, where she obtained her Bachelor of Business Administration. She majored in marketing, with concentrations in finance and business management.
Amy lives in McKinney, Texas and has been married to her husband, Rick, for over 30 years. She loves spending time with her two grown daughters, their husbands, and a precious new granddaughter. She enjoys decorating their home, gardening, traveling and being entertained by their two dogs.