Kevin Carter, CFP®

With more than two decades of experience in financial planning, Kevin Carter, CFP® helps individuals and businesses define their goals and chart a confident path forward. As Founder of Carter Financial Group, he provides comprehensive guidance on investments, insurance, and long-term planning—empowering clients to make informed decisions that align with their dreams and values. Kevin believes financial planning is about more than numbers; it’s about helping people navigate life’s unexpected turns and uncover opportunities for growth and stability.

Kevin’s journey into financial services began after a life-changing accident at age 19. Rather than slowing him down, it fueled his determination and inspired his career. While studying at Illinois State University, Kevin began investing his own settlement funds, sparking a lifelong passion for helping others take control of their financial futures. Today, his work reflects both resilience and perspective—traits that continue to guide his relationships with clients.

Outside of the office, Kevin enjoys spending time with his family, staying active, and finding new ways to connect with his community. His personal experience has shaped not only his career but also his outlook on life: while you can’t always predict the future, you can prepare for it with purpose and confidence.

About Carter Financial Group

Our Commitment

At Carter Financial Group, you’ll find that every team member is a thoughtful individual who genuinely cares about making a difference in this world. As your financial partner, we’re here to help you make sound decisions that remove gaps, strengthen finances, and foster prosperity.

In every step, we’ll help answer questions and offer perspectives. And whenever the markets or your life feel out of control, we’ll offer clarity and focus. Our goal is for you to spend less time worrying about life and more time enjoying the greatness within it!