Julian is a First Sergeant in the Corps of Cadets at Texas A&M University and will receive his Bachelor of Science degree in Financial Planning in May 2025. He will take on many tough projects this summer and will be a great help to all of us.
We are so lucky to spend the summer with him!
Carter Financial Management founder and Chairman Emeritus Bill Carter recently had the pleasure of welcoming Congressman Jason Smith, Chairman of the U.S. House Committee on Ways and Means, for a visit. The two enjoyed the opportunity to reconnect again this year and...
One of the highlights of the Texas A&M Financial Planning Conference, held October 1–2 in College Station, was the opportunity for Carter Financial Management founder and Chairman Emeritus Bill Carter to reconnect with Dr. Nathan Harness of the Texas A&M...
Carter Financial Management was proud to serve as a Platinum Sponsor of the 2026 Opportunity Days hosted by the Texas Tech University School of Financial Planning, September 23–25 in Lubbock. Tyler Russell and Aaron Hays represented CFM during the event, which brought...
The Carter Financial Management team traded financial planning for a little friendly competition on Thursday, September 3, as we hit the courses at Puttshack for a team outing filled with plenty of laughs, cheers and good-natured rivalry. Before the first putt was...
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