News

On October 24, the Carter Financial Management team gathered for a teambuilding event at Top Golf, making the most of the beautiful fall weather. With warm temperatures and blue skies, it was the perfect day for some friendly competition and bonding beyond the office....

Zack Smutzer, of Carter Financial Management, is honored to receive the FPA DFW Pamela Yip Memorial CFP® Exam Fee Scholarship! This prestigious achievement celebrates a commitment to excellence in financial planning and emphasizes the value of becoming a Certified...

Deborah Lemoine-Hickey and Ellenore Baker had a blast at a recent FPA event in Dallas! They connected with fellow CFP ladies and even made some beautiful terrariums for their offices. The turnout was amazing, and they had the pleasure of meeting so many like-minded...

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...

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...

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...

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...

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,...

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...