All of a sudden, you know the way to go
It’s because you have confidence. It’s because you know that with the right plans, your dreams could come true. How can you reach that confident state? You can work with Kevin Carter.
A direction for the future
When he was 19, Kevin Carter was in a serious accident. It could have set him back; instead it sent him forward. The details are simple: as he tried to assist a stranded motorist, his leg was pinned between two parked cars by a drunk driver. But the details of the accident aren’t as important as the details of Kevin’s life, and the path he’s taken to help people.
A career for life
With Physical therapy, Kevin walked again. With a sizable settlement, he began to think about his future. And as he entered college, he realized that having real money meant caring for that money, and putting those assets in the right direction. Kevin started investing his own money. He had success in the industry, and was fascinated by it – so fascinated, in fact, that he made it his career. When he graduated from Illinois State University, he became a financial advisor.
A way to help people
The title is apt, for that’s what Kevin offers: advice. He helps people and small businesses determine a financial direction – with insurance, investment strategies and benefit plans. Embarking on long-term relationships, he shows individuals and companies how to prepare for growth and change. You never know what your life will hold. It’s how you look at that life that counts. Unexpected events may actually lead to unexpected opportunities. You can’t always predict the course of your life, but you can determine a course for your money. You can plan with Kevin. He’ll help put you in a positive direction.
A Carter Financial Group team member since Fall of 1998.
Nina is the initial hire for the Kevin Carter when he formed Carter Financial Group.
Through her 20 plus years, she has helped the company grow and become successful.
Nina brings her degree from Western Illinois University and 30 plus years of office administration and management to her position at Carter Financial Group, and has previously passed the Series 7 securities registration and Illinois Life Producer License.
Quite often, clients don’t get to speak directly with Nina, but she is the face behind all of our Carter Financial Group social media and marketing.
She and her husband have raised two boys here in the northwest suburbs and happily welcomed a daughter-in-law in 2015.
Personal Note: I thrive on organization and routine! Change is not my strong point, but I am a work in progress as we are constantly changing at Carter Financial Group in the direction of improving for our clients and our team members! '
A Carter Financial Group team member since 2000.
Penny's customer service experience, which spans 30 plus years, is invaluable and she is the "voice" you hear most often when you call the office.
Fun Facts about Penny!
I’m allergic to Gold! This makes my husband Very Happy!
I am an artist and oil painting is my passion. I decided not to sit at home when my grown children flew the coop. Instead I signed up for art classes at the local jr. college where I have met many fascinating people.
I love sharing artistic ideas with all the college students. Ralph Waldo Emerson said “Every artist was first an amateur”. This is especially true for me and I learn more with every painting I paint. None of them are perfect but all inspire me to become a better artist and I think also a better person. I am humbled when occasionally my work inspires or emotionally touches someone else.
I love animals and I’m saddened by what global warming is doing to facilitate the extinction of many species. I’m a shark week junkie and I never missed a Jacques Cousteau TV special. My husband of 37 years and I met in high school and became scuba divers in our early 20’s. We had the opportunity to swim with 3 whale sharks, each approximately 22 feet in length. It was amazing to swim with them just inches below me. This took place in the Georgia Aquarium but I’m still checking it off my Bucket list!
Penny’s painting of her Cat: “Cassie”
A Carter Financial Group team member since Fall of 2005.
Stephanie Hagan has over 25 years of experience in the financial services industry. Her goal for her clients is based on this principle; education and understanding of current financial positions is vital to making sound and prudent decisions that work towards achieving their dreams and goals for the future. “You have to understand it, to achieve it”. She is here to help you.
She began her career on the floor at the Chicago Board of Trade then migrating into the corporate sector within the 401(k) industry. After 17 years overseeing operations and administration for 401(k) plans, Stephanie has spent the last 14 years working with individuals and families on their holistic financial picture inclusive of their qualified employer savings.
Stephanie is an Investment Adviser Representative with Carter Financial Group and has previously passed the series 7 and 66 securities registrations in addition to her Illinois Life and Health Insurance licenses.
In 2018, Stephanie also achieved her Certified Retirement Planning Counselor certification – CRPC®.
Our company motto of making a secure financial future possible — one person, one family, one institution at a time; all within an atmosphere of family, faith and fun aligns with her personal mission. Stephanie, along with her husband of 30 years, continues to live and work in Barrington, where they are empty nesters as their two children pursue their degrees at the University of Kentucky.
A Carter Financial Group team member since Summer of 2011.
Jennifer began working with Carter Financial Group while attending DePaul University and completing a Bachelor’s degree in Accounting.
She helps conduct fund research and comparisons for our model portfolios, and meets with clients for the financial and investment planning process. She also schedules monthly fund company visits in our office.
Jennifer is a CERTIFIED FINANCIAL PLANNER™ practitioner and previously passed the Series 7 and Series 66 securities registrations and holds Life and Health insurance licenses through the state of Illinois.
Jennifer lives in the Barrington/Fox River Grove area with her husband and enjoys cars, cooking, and nature in her free time.
A Carter Financial Group Team Member since 2014.
Dane is our client paperwork expert and the first friendly face you see when you visit our office!
Dane came to Carter Financial Group as a part-time employee, and a rookie in the financial industry.
Since then, he has proven to be a great asset to our company, not only business wise, but also by keeping us laughing with his sense of humor we can all appreciate!
Dane recently relocated to Barrington, where he resides with his cat Sprinkles.
A Carter Financial Group Team Member since February 2021
Hannah graduated from Indiana University and moved to Brooklyn NY.
While in New York, Hannah worked in the restaurant industry including honing her sommelier skills.
She recently decided to move back to IL and independently decided to pursue her life insurance license.
Hannah joins our firm fully insurance licensed and is now working on her securities license (65).
We welcome her client service skills honed in the tough NY restaurant business.