Carter joined the firm as an intern in 2025 and transitioned to a full-time role in June 2026. He graduated from Mount Vernon Nazarene University with a degree in finance and a minor in financial planning, where he also played outfield on the university’s baseball team.
Carter is currently working toward his Series 7 & 66 Securities Registrations, life and health insurance license, and CFP® designation, with the goal of helping clients create personalized financial plans as they prepare for and navigate retirement.
Outside the office, Carter enjoys being outside with family and friends, and coaching baseball in the Bellevue community.