Gregory L. Carter, ASBC® CES™ CFF CIS™

Gregory L. Carter, ASBC® CES™ CFF CIS™

Managing Partner

Our founder, Gregory L. Carter, serves as Managing Partner for the firm. Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant®, a Certified Financial Fiduciary®, a Certified Estate & Trust Specialist™ and a Certified Income Specialist™. Greg is a past president of the Atlanta Chapter of the American Financial Education Alliance (AFEA) and is a member of the Association of Accredited Small Business Consultants®, the National Association of Certified Financial Fiduciaries® and the National Association of Insurance and Financial Advisors.

Greg is now an AUTHOR! His book is titled Make It Matter! and Greg’s contribution is a chapter titled Make Your Money Matter!