Stephanie Hagan, CRPC®, FPQP™, CBDA

With four decades of experience in the financial industry, Stephanie Hagan brings both depth and perspective to her role as Managing Director at Carter Financial Group. She began her career on the floor of the Chicago Board of Trade before moving into the 401(k) industry with ADP, where she ran operations. For the past 20 years, she has focused on working directly with clients, drawing on her background in economics and finance to help them build portfolios and achieve their long-term goals.

At Carter Financial Group, Stephanie serves on the Investment Selection Committee and oversees day-to-day portfolio trading. She works closely with clients by reviewing investments, developing and implementing financial plans, and guiding tax strategies—all while helping clients understand the ever-changing economic environment. She enjoys working with clients at every stage of life, from young professionals just starting out, to families building toward retirement, to older generations focused on legacy planning. Above all, Stephanie values the relationships she builds and takes pride in helping clients bring their goals and dreams to life.

Stephanie lives remotely in the Cherokee National Forest in Tennessee, where she and her husband spend their time tending to their land, fishing, and hiking. She also loves road trips to visit her children and extended family across the country. Each year, she joins more than 100 relatives on her mother’s side for a week-long family gathering in Minnesota—a tradition spanning over 50 years. An avid reader, Stephanie makes her way through more than 60 books annually, across every genre imaginable.

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!