Houston Economic Outlook Dinner

by | Jun 28, 2024

Carter Financial Management hosted its Annual Economic Outlook client dinner, a tradition dating back to 2010! This special event, born from the dedication of Joe Mattei, continues to unite our Houston-area clients.

Eddie Mattei with Bill Carter

Among our esteemed guests, Marcia Davis adds a touch of nostalgia, having been one of Bill’s earliest employees back in 1977.

Here’s to honoring our past while embracing the future!

 

Amy joined Carter Financial Management in 2019 as Executive Assistant to Bill Carter. She has been in financial services for more than 20 years. Amy attended the University of North Texas, where she obtained her Bachelor of Business Administration.

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