Associate Financial Planner, Carter Financial Management
Cullen is a Certified Financial Planner™ professional that assists Bill Carter and Tyler Russell in providing clients with ongoing financial planning and wealth management solutions. Cullen understands that financial planning is a fluid process, centered around a client’s life goals and values. His goal for client relationships is to ensure confidence by educating clients about their finances.
Before joining CFM, Cullen worked as a Financial Planning Analyst at Ameriprise Financial Services LLC where he gained experience working with clients and understanding their unique needs.
Cullen graduated Summa Cum Laude from Texas A&M University in College Station, Texas. He holds a Bachelor of Science in Agricultural Economics, with a focus in Finance. While at A&M, he completed the Financial Planning Program minor, allowing him to sit for the CFP ® exam upon graduation.
Originally from San Antonio, Cullen likes exploring the Dallas-Fort Worth area, spending time watching sports, and walking his dog, Duke.