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!
At the end of June, the management team at Carter Financial Management came together for our annual Management Committee Retreat—two dedicated days of thoughtful collaboration, strategic planning, and goal setting for the year ahead. These sessions are a cornerstone...
Carter Financial Management was honored to host James Olson on June 17, 2025, as part of our Carter Advantage Education Series. Mr. Olson captivated the room with incredible stories drawn from his 31 years of service in the CIA—alongside his equally accomplished wife....
We're happy to welcome Kaitlyn Palacios to the Carter Financial Management team as a 2025 summer intern. Kaitlyn is a junior Financial Planning major at Texas A&M University and is involved in the Financial Planning Student Association, where she currently serves...
Bill Carter recently had the honor of attending the Foundation for Financial Planning's 30th Anniversary Gala in Washington, D.C. The event was held at the iconic Library of Congress—an awe-inspiring venue befitting an evening that celebrated the past, present, and...
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