Carter spent over six years at a local, family-owned business in the healthcare industry specializing in utilizing systems and workflow planning to optimize patient outcomes. By combining these specialties with his experience in data analytics and dynamic reporting, Carter helps ensure our clients have the most accurate and timely understanding of their financial portfolio. This knowledge empowers our clients when making decisions affecting their future goals.
Carter assists our clients in making well-informed decisions on what types of investments are right for them.
A die-hard Toledoan, Carter grew up as an avid Ohio State football fan. He spent his winters skiing in northern Michigan and summers in Hilton Head, South Carolina. Carter is also a fighter and advocate for Crohn’s Disease.