News

Congratulations to the Swain Family!

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!

A Visit from Our Scholarship Winners

A Visit from Our Scholarship Winners

We were delighted when a few of our former scholarship winners came by CFM to meet us. These young men and women are phenomenal individuals, and the potential our scholarship selection committees saw in each of them is becoming realized.   Jorge Rodriguez Santana...

CFM Hosts Women’s Leadership Alliance

CFM Hosts Women’s Leadership Alliance

Carter Financial Management recently hosted a Women’s Leadership Alliance event in our newly remodeled office. Financial advisors from all over the DFW Metroplex gathered to socialize, network and learn more about this vibrant new organization.   Women’s Leadership...

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