Carter serves as a Financial Planning Assistant working directly with Gabe Stepanic, CERTIFIED FINANCIAL PLANNER™. His primary focus involves client support, communication and planning preparation.
Joining the Coda Team in 2021, Carter completed his undergraduate studies in International Business at University of North Carolina at Greensboro.
Carter is originally from Atlanta, GA, (Go Brave's!) but has called North Carolina home since 2006. Outside of the office, Carter enjoys world history, exercising and reading.