As an LPL Registered Principal, my client committment to service grows to offer enhanced service through a team-based methodology. As the founder of Carter Financial Management, LLC in 1991, I sought out to build an...

As an independent financial advisor at LPL Financial, I help individuals and business owners make smart decisions with their money. I earned my Bachelors in Business Administration, Magna Cum Laude from Wichita State...

I began my financial services career in early 2015. While apprenticing with senior advisors at the firm, I also earned my FINRA Series 7, Series 66, Series 24 and New York State Life and Health insurance licenses in order to offer...