A Home Run Evening at the Ballpark – Thank You!

by | Jun 7, 2025

We want to extend a heartfelt thank you to everyone who joined us for our Client Appreciation Event on May 15, 2025. It was a pleasure spending an evening with so many of our wonderful clients, friends, and their families while cheering on the Frisco RoughRiders.

Though we initially expected an unseasonably warm evening, the weather turned out to be quite comfortable with a refreshing breeze. Many attendees even commented that it was the perfect night to enjoy a ballgame—and we couldn’t agree more!

From enjoying classic ballpark snacks to catching a great game under the lights, the evening was a fantastic reminder of the strong community we’re so fortunate to serve. Seeing so many smiling faces and shared moments of fun and connection truly made it a night to remember.

Events like these are a small way for us to show our appreciation for the trust and relationships we’ve built over the years. Thank you again for making it such a memorable night—we’re already looking forward to the next one!

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

Related Posts

Goodbye (for now) to Our Summer Interns

Goodbye (for now) to Our Summer Interns

Summer flew by at Carter Financial, and we can’t believe it’s already time to say goodbye — for now — to our summer interns, Cinthya Proye and Anna Winslow!  Cinthya and Anna jumped right in this summer, assisting with projects, presenting their findings to our team...

Comprehensive Financial Planning for DFW Relocations

Comprehensive Financial Planning for DFW Relocations

  Moving from California to Texas for a new job represents one of the most significant financial opportunities of the modern economy. We see DFW Relocations daily at Carter Financial Management, and the financial planning decisions made in the first year can...