Carter Financial Welcomes New Summer Intern from Texas A&M

by | Apr 5, 2025

At Carter Financial Management, we’re always excited to connect with the next generation of financial planning professionals!

During a recent visit to Texas A&M, Bill Carter had the opportunity to meet with our future summer intern, Kaitlyn Palacios. Kaitlyn is currently a student at the Mays Business School, set to graduate in May 2026. She’s passionate about financial planning, and we can’t wait to have her join us this summer as she continues to explore and refine her career path.

Internships play a vital role in shaping the future of our profession, and we take great pride in mentoring young professionals as they prepare for success. Welcome to the team, Kaitlyn—we’re looking forward to a great summer!

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

Related Posts

The Power of Compound Interest: A Simple Path to Wealth

The Power of Compound Interest: A Simple Path to Wealth

Albert Einstein reportedly called compound interest the "eighth wonder of the world," noting that "he who understands it, earns it; he who doesn't, pays it." While the attribution of this quote may be debatable, the underlying truth about compound interest's...

2025 Economic Outlook Dinner Recap

2025 Economic Outlook Dinner Recap

Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an insightful evening focused on the fiscal future.   We were honored to welcome Romina Boccia from the Cato Institute as our keynote...

Breaking Down Financial Jargon: Demystifying Investment Terms

Breaking Down Financial Jargon: Demystifying Investment Terms

Understanding financial terminology is crucial for making informed investment decisions. This comprehensive guide aims to clarify essential investment terms and concepts that form the foundation of sound financial planning.  Core Investment Vehicles  Equities...