Carter Financial Management Team Takes on Top Golf for a Day of Fun and Friendly Competition

by | Nov 1, 2024

On October 24, the Carter Financial Management team gathered for a teambuilding event at Top Golf, making the most of the beautiful fall weather. With warm temperatures and blue skies, it was the perfect day for some friendly competition and bonding beyond the office.

The group jumped into a variety of games, trading out their office attire for golf clubs and unleashing their competitive spirits. Players of all skill levels were able to try their hand at hitting targets and testing out their swings, adding some light-hearted rivalry to the day. It was all smiles and cheers as employees celebrated each other’s best shots—and sometimes laughed together at the not-so-great ones!

CFM Top Golf

A smaller group headed over to the putt-putt course, where precision and patience took center stage. Here, we witnessed some impressive putting skills, and two of our teammates even achieved the rare feat of scoring ‘holes in one!’ The whole group cheered on these memorable moments, proving once again that CFM knows how to celebrate each other’s successes, no matter the setting.

This outing at Top Golf reminded us all of the importance of teamwork and having a little fun together. We left with great memories, a few new rivalries, and a renewed sense of camaraderie to carry back into our work. Looking forward to the next team-building event!

Ben is a financial professional who assists Jonathan Meaney’s team in providing clients with ongoing financial planning and wealth management solutions. Ben’s 14 years of industry experience prior to joining Carter Financial ranges from retail banking to working with the Private Bank high net worth team at JP Morgan Chase.

He assists with daily client interaction and any supporting activities to ensure excellent customer service is provided.

Related Posts

A Historic Gift and an Inspiring Moment for Children’s Health

A Historic Gift and an Inspiring Moment for Children’s Health

Bill Carter recently had the honor of attending a Chairman's Advisory Board meeting for the foundation supporting Children's Health—an already meaningful gathering that became truly historic. During the meeting, Brent Christopher, President of Children's Medical...

A Home Run Evening at the Ballpark – Thank You!

A Home Run Evening at the Ballpark – Thank You!

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....

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

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

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...