Welcoming Our 2025 Summer Intern: Kaitlyn Palacios

by | Jun 19, 2025

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 as president.

She’s from Houston, Texas, and is interested in building strong relationships and helping others feel more comfortable with their finances. She also enjoys public speaking and hopes to continue developing those skills during her time here.

Kaitlyn is excited to learn from the team, grow her financial knowledge, and gain real-world experience in the field. Outside of the office, she enjoys running, traveling, and listening to audiobooks.

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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