Annual Shred Day 2025 – A Secure (and Sweet!) Success

by | May 1, 2025

At Carter Financial Management, we’re always looking for ways to support our clients beyond financial planning—and that includes helping them protect their sensitive information. On April 26, 2025, we hosted our Annual Shred Day, giving clients the opportunity to securely dispose of old files and paperwork.

Our garage was a hub of activity as cheerful CFM team members welcomed clients and helped unload their boxes and bags of documents. Coffee and fresh donuts were on hand to keep things festive, and we were thrilled to have some of our next generation of helpers join the team this year! Their energy and enthusiasm added an extra spark to the event and made it even more fun for everyone involved.

We were fortunate to have beautiful weather, and we truly enjoyed catching up with many of you as you drove through. Events like this are a small but meaningful way we show our commitment to your security and peace of mind.

Thank you to everyone who participated—we’re already looking forward to seeing you again next year! 

R. Aaron Hays, CFP® snapped a quick selfie and a special shoutout to Beckett Hays, one of our enthusiastic next-generation helpers!

R. Aaron Hays, CFP® snapped a quick selfie and a special shoutout to Beckett Hays, one of our enthusiastic next-generation helpers!

Pictured left to right: Ben Jones, Daryl Braley, Lori Peters, CFP®, Daniel Swain, CFP®, Shannon Tuggle, and Joe Meylor, CFP®, CPWA®.

 

 

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.

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