Welcome Julian Cantu— CFM Summer Intern

by | Jun 28, 2024

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 spend the summer with him!

Amy Williams

Amy joined Carter Financial Management in 2019 as Executive Assistant to Bill Carter. She has been in financial services for more than 20 years. Amy attended the University of North Texas, where she obtained her Bachelor of Business Administration.

Related Posts

Budgeting Basics: Creating a Spending Plan for Your Household

Budgeting Basics: Creating a Spending Plan for Your Household

One of the most critical tools in the journey toward financial stability and prosperity is a well-structured budget. A spending plan not only helps you track your expenses but also empowers you to make informed financial decisions, prioritize your goals, and...

The Importance of Having a Letter of Instructions for Survivors

The Importance of Having a Letter of Instructions for Survivors

As you diligently plan for your financial future, it's crucial to consider not only what happens during your lifetime but also the steps that need to be taken after you're gone. One often-overlooked aspect of comprehensive estate planning is creating a letter of...

Inflation: Proven Strategies to Help Safeguard Your Finances

Inflation: Proven Strategies to Help Safeguard Your Finances

Inflation has become a pressing concern for individuals and households across the globe, with consumer prices rising at rates not seen in decades. While moderate inflation is a normal part of a growing economy, high inflation can have significant adverse effects on...

What To Do in a Decreasing Interest Rate Environment?

What To Do in a Decreasing Interest Rate Environment?

As interest rates begin to fall, investors and borrowers face both challenges and opportunities. A decreasing interest rate environment can have significant implications for investment portfolios, borrowing costs, and overall financial planning. In this article, we'll...