We filled 42 bins, over the capacity of 40, and two had to be shredded off-site. Plus, we had at least 4 times the electronic media size. This annual event gives our clients peace of mind when disposing of anything confidential. The 2024 Shred Day was a huge success!
Carter Financial’s Zack Smutzer Wins Prestigious FPA DFW CFP® Scholarship
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...