Operations Specialist

Carter joined the team at Peak Retirement Planning, Inc. after being given an opportunity to be an intern. He fully embraced that opportunity and was given a full-time position shortly into his internship. Carter has shown he is committed and passionate about serving others and delivering the level of excellence that Peak Retirement Planning, Inc. exudes to its clients.

Inspired by his desire to help others in his community become more financially literate, Carter obtained his associate degree in finance from Columbus State Community College. He is currently pursuing a degree in financial planning from Franklin University where he will soon be able to sit for his professional financial credentials. He looks forward to helping clients manage their finances and make the best decisions for their future.

Away from the office, Carter loves playing the piano and guitar, traveling, photography, and outdoor activities like hiking and camping, as well as spending time with his Siberian husky, Timber.