Planning Team Associate
Carter joined Prosperity in 2021 as a Planning Team Associate in Overland Park. Carter studied at Kansas State University and graduated with a degree in Personal Financial Planning. He has earned his Series 7 and 66 securities registrations. He is also insurance licensed for life, health, and variable contracts. Carter has worked as intern for Prosperity Advisors the past couple of years and is excited to be an official addition to the team.
The thing that Carter is most excited for about the financial services industry is to interact and work directly with clients and tackle new challenges. Carter enjoys board games, going to the movie theatre, and cooking for his friends and new wife Thia.