Executive Assistant, Carter Financial Management
Amy joined Carter Financial Management in 2019 as Executive Assistant to Bill Carter. She has been in financial services for more than 20 years, and supports team members with scheduling, communications, continuing education and licensing in addition to serving as administrator for the Carter Financial Management Scholarship Program for college-bound students.
Prior to joining CFM, Amy was a licensed Associate Financial Representative with Northwestern Mutual, servicing client insurance and investment needs. She previously worked as a Relationship Manager with Envestnet, Inc., serving as a liaison between advisors and financial custodians.
Amy attended the University of North Texas, where she obtained her Bachelor of Business Administration. She majored in marketing, with concentrations in finance and business management.
Amy lives in McKinney, Texas and has been married to her husband, Rick, for nearly 40 years. She loves family time with her hubby, two grown daughters and their husbands, and her three grandchildren. Amy enjoys decorating, gardening, sailing and play time with their chocolate lab, Birdy and Goldendoodle, Grizzly.