Operations Specialist

“I have always wanted a career where I can serve people and help them make a great life and future for themselves and their families.”

Carter joined Peak Retirement Planning with a genuine commitment to guide every client through their retirement journey. In his role, Carter not only ensures the smooth operation of the office but he also juggles a diverse range of responsibilities to guarantee efficiency. Not only did his past position as an assistant youth and family program director set him up for this role, but so did his family’s business history.
Growing up with a family that owned a small business instilled a dedication to excellence in Carter. He knows the importance of a great client experience because he has seen his family’s customers come back not only for the food but for the entire experience the business had to offer.

In his free time, you can find Carter volunteering for the Central Ohio Diabetes Association, exploring the hidden gems of Columbus with his girlfriend, Rachel, or relaxing with her and their cat, Vader. He loves to travel, golf, spend time with friends, and collect and assemble Lego sets. Carter is also a movie and television fan because he loves understanding how they changed entertainment.