News
Scholarship Winners Visit CFM
We were delighted when a few of our former scholarship winners came by CFM to visit with us in August. These young men and women are phenomenal individuals; the potential our scholarship selection committees saw in each of them is becoming realized. Jorge Rodriguez...
Summer Company Planning Day at Carter Financial
Our Carter Financial team had a productive Summer Company Planning Day! This biannual event is all about setting company goals, elevating our standards of excellence, enhancing client service, and strengthening our teamwork. It was inspiring to see all employees come...
Welcome Julian Cantu— CFM Summer Intern
Julian is a First Sergeant in the Corps of Cadets at Texas A&M University and will receive his Bachelor of Science degree in Financial Planning in May 2025. He will take on many tough projects this summer and will be a great help to all of us. We are so lucky to...
Scholarship Winner Announced!
Meet Lidiya Gebrehiwot, a senior at Emmett J. Conrad High School. She moved to the United States in 2013 with her mother and sister from Eritrea, a beautiful country in East Africa. This month, she graduated as the Class of 2024 Valedictorian, earning both her high...
Houston Economic Outlook Dinner
Carter Financial Management hosted its Annual Economic Outlook client dinner, a tradition dating back to 2010! This special event, born from the dedication of Joe Mattei, continues to unite our Houston-area clients. Among our esteemed guests, Marcia Davis adds a touch...
Client Appreciation Day at the Dallas Museum of Art
On May 14, 2024, Carter Financial Management hosted our annual Client Appreciation Event at the Dallas Museum of Art. Attendees enjoyed food, refreshments, live guitar music, and the current featured exhibit titled “The Impressionist Revolution.” Clients, staff,...
Shred Day 2024
Many thanks to all who participated in 2024 Shred Day and braved the weather and hard rainfall to get there. This, by far, was one of our busiest Shred Day events ever. The worker with United Electronic Recycling stated that we had twice the volume as the City of...
Carter Financial Management Employees Serve Up Support at North Texas Food Bank
In a heartening display of community spirit and dedication to making a tangible difference, employees of Carter Financial Management recently rolled up their sleeves and volunteered at the North Texas Food Bank. With a shared commitment to combating hunger in their...
Congratulations to the Swain Family!
Daniel and Greta Swain welcomed Heidi Ruth Swain to the world on May 28, 2024. Heidi weighed 7 pounds 14 ounces and was 21.25 cm long. Mom and baby are happy and healthy! Congratulations, Daniel and Greta!
In Memoriam: Becky Bell, CFP®
It is with heavy hearts that we share the news of the passing of our dear long-time member, Becky Bell, CFP®, President of Carter Financial Management. Becky was a pillar of our community, renowned not only for her professional expertise but also for her kindness,...
New Faces at CFM!
Please join us in welcoming our newest team members. Anna Wood is a highly experienced Office Administrator who joined Carter Financial Management in May. With over 25 years in private equity and commercial real estate, she brings a rich background and outstanding...
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