Executive Assistant, Carter Financial Management

Professional

Amy joined Carter Financial Management in 2019 as Executive Assistant to Bill Carter. She has been in financial services for more than 20 years, and supports team members with scheduling, communications, continuing education and licensing in addition to serving as administrator for the Carter Financial Management Scholarship Program for college-bound students.

Prior to joining CFM, Amy was a licensed Associate Financial Representative with Northwestern Mutual, servicing client insurance and investment needs. She previously worked as a Relationship Manager with Envestnet, Inc., serving as a liaison between advisors and financial custodians.

Education

Amy attended the University of North Texas, where she obtained her Bachelor of Business Administration. She majored in marketing, with concentrations in finance and business management.

Personal

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 her two granddaughters. She enjoys decorating, gardening, sailing and walking their two chocolate labs.