People. They are the heart of Carter Financial Management.
From the person who greets clients and answers incoming calls to the Certified Financial Planners™, it is the collective strength of our individuals who deliver client value beyond dollars and cents. With offices in Dallas, Midland and Chicago, we offer a team of Certified Financial Planners™ who have more than 195 years of collective experience and wisdom. In addition, we offer well-qualified associate planners and a variety of administrative and marketing staff members.
Principals and Dallas Planners
Back Row left to right: Tara Scottino, Jonathan R. Meaney, Sue Spellman, Thomas McIntire, Patty R. Hammond
Front Row left to right: Robert H. Berg, Bill E. Carter, Kathy Muldoon
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| Bill E. Carter CFP®, CLU®, ChFC, President |
Kathy Muldoon CFP®, Senior Vice President |
Robert H. Berg CFP®, Senior Vice President |
Thomas McIntire CFP®, CLU®, CFA, Senior Vice President |
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| Patty R. Hammond CFP®, Financial Planner |
Jonathan R. Meaney CFP®, Financial Planner |
Sue Spellman CFP®, Senior Vice President |
Brandon D. Ratzlaff CFP®, Financial Planner |
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| Stephen H. McDonald DDS, CFP®, Financial Planner |
Adrian DeLeon Financial Advisor |
Dwight Wanken Senior Vice President |
Joel C. Berg Financial Advisor |
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| Jordan John Registered Financial Advisor |
Client Services Team
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| Leona L. Balady Martin Director of Operations |
Linda D. Borchelt Records Coordinator |
Taylor Steele CFP®, CLU®, Associate Financial Planner |
Lauren Branch Associate Financial Planner |
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| Chris Peay Senior Information Technology Administrator |
Andrea Case Assistant to Robert Berg |
Claudia King Registered Financial Advisor |
Carter Advisory Services
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| Tara Scottino CFP®, Senior Vice President |
Carol Croy CFP®, Financial Analyst |
Jo Anne B. Galbraith CFP®, Financial Planning Assistant |
Tyler Russell Financial Planning Assistant
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Midland Office
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| Brian Fralin CFP®, Financial Planner |
Chicago Office
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Sheldon Zeigler |
