Carter Financial Management Gives Back – Near and Far

by | Aug 18, 2025

At Carter Financial Management, we believe that community service is not limited by geography—it’s a commitment we carry with us wherever we go.

While Ellenore Baker, CFP® couldn’t be in Dallas to join our semi-annual event to give back locally, she made sure to support her own community in Park City, Utah. Over the course of two days, she volunteered at the 56th Annual Kimball Art Festival—an event that brings art, culture, and community together in the heart of the mountains.

From supporting local artists to helping ensure a smooth experience for festival-goers, her efforts were a perfect example of Carter Financial Management’s dedication to service—no matter where we are.

Community service is a cornerstone of our culture. Whether in Dallas, Park City, or beyond, our team embraces opportunities to contribute time, energy, and heart to causes that matter.
Anna Wood

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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