Accredited Investment Fiduciary®
Carter has been in the financial services business since 1998, and brings a diverse set of skills and knowledge to his position as a Financial Advisor. He has a degree in Finance from the University of Oklahoma and his MBA from Oklahoma State University. Building his business as a fee based advisor has allowed Carter to serve in a consultative role with the ability to customize a plan based on each individual clients needs. Carter's investment management experience, as well as his knowledge of the Estate Planning process can also assist families with the preservation of their assets beyond their own generation. He is securities licensed with series 7 and 66 and holds state licenses in AR, CO, FL, GA, NC, OK, TX, and UT. Carter holds an Investment Advisor Representative license in OK. He is also Insurance licensed in OK.
Carter also holds the designation of Chartered Retirement Plans Specialist, working with companies of all sizes to ensure that the plan, investments, and employee communications measure up with industry standards. In addition, he utilizes an active approach in reaching out to employees through consistent marketing, communications and one-on-one planning meetings. If you are looking for a new retirement plan provider, Carter can assist by offering a benchmarking study to see how your current plan measures up. If your company has a 401(k) retirement plan in the city of Tulsa or surrounding areas, reach out to receive a complimentary review.
Carter and his wife Robyn, reside in Broken Arrow with their three children and are involved in church and community activities.