Kevin K. Carter, CFP®, CBDA

With nearly four decades of experience in the financial industry, Kevin Carter leads Carter Financial Group with a client-first philosophy shaped by years of partnership with families across the country. As President, he spends most of his time working directly with clients, helping them stay on track with the financial plans they’ve built together and guiding them through the inevitable bumps that arise along the way. Kevin is deeply committed to helping individuals fine-tune their retirement strategies, align investments with their risk tolerance, and confidently move toward their long-term goals.

Kevin especially values the relationships he’s built throughout his career. Getting to know clients, their work, families, and stories, is the part of the job he appreciates most. Since starting in January 1986, he has had the privilege of working with generations of families and watching their financial plans evolve over time.

Outside the office, Kevin enjoys golfing with family and friends, traveling, discovering new restaurants, and cheering on the Chicago Cubs and Bears, both at home and on the road (and occasionally internationally). He’s also a fan of exploring local microbreweries and enjoying great wine with loved ones. A fun personal goal? He hopes to learn how to play the bagpipes someday.

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!