Carter is the Lead Advisor with Artifex in the Columbus region where he is responsible for new business development and client relationship management. Before joining Artifex, he worked in various roles at Northwestern Mutual Wealth Management Company. He is a CFP Candidate and has experience in retirement planning, insurance planning, cash management, and comprehensive financial planning. He enjoys the daily opportunity of cultivating long-lasting client relationships.
Carter holds a Bachelors degree from Ohio University’s College of Business. His biggest passion outside of work is playing hockey. He started playing at the age of 4, through college, and continues to play to this day. He currently lives in downtown, Columbus with his girlfriend and dog.
Click below to see a brief introductory video about Carter: