Helping clients reach financial independence and mitigate risk
Born in Bogota, Colombia, Carter is a proud Latino who prioritizes assisting people of color as they strive for financial freedom. He works to educate his clients on how to achieve their financial goals, while simultaneously reminding them of potentials they may have deemed impossible. Additionally, Carter helps small business owners identify business solutions in order to save money and decrease their potential for risk.
As a financial professional, Carter understands that life can be filled with unexpected twists, and encourages his clients remain optimistic about their future. Carter strives to be a resource for his community, building a relationship built on trust, and continuously advocating for his clients as he helps them work towards their financial goals and dreams.
- Life and Health Insurance Licensed
- Series 7 Registered
- Series 63 Registered
- Series 65 Registered
Carter grew up in Prior Lake, Minnesota. He attended Arizona State University where he studied Business Entrepreneurship, as well as the University of Minnesota, where he continued his studies and completed a degree in Communications. Carter is incredibly outgoing and enjoys spending time with friends, watching and playing a variety of sports, and is a proud member of North Star’s softball and basketball teams.
Comprehensive Fee-Based Financial Planning
Working with Carter to create a comprehensive financial plan means getting the full arsenal of tools, resources, and knowledge he and his team have to offer in helping optimally guide you toward your financial goals. Carter recognizes that one of the most important steps in a relationship between client and financial professional is ensuring that their financial goals and plans remain on track.
Carter is here to help you work towards your goals by using realistic solutions. You can expect his advice and guidance on the various options you have to minimize your student loan and credit card debt in a financially responsible way.
Carter recognizes the importance of income protection and works with clients to integrate disability insurance into their financial strategy, ensuring that even in the event they are no longer able to work, they will continue to live the life they are used to.
Without a strategy, funding for college can strain an individuals’ financial goals. When working with clients, Carter helps to incorporate college funding into a realistic solution for his clients, assisting on analyzing which strategy is the right option for a client’s specific financial goals.
Carter assists his clients in choosing where to invest their money to protect against inflation while simultaneously accumulating wealth.
Preparing for retirement early in your professional career is something that Carter believes allows you to focus on other areas of your financial life and helps to relieve financial strain. He works with clients to teach them how to utilize different strategies to begin on their path to retirement early in their careers.
Carter is a registered representative and investment advisor representative of Securian Financial Services, Inc.