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 a published AUTHOR! His latest book is titled A Blueprint for Financial Security: Lessons from a Financial Architect. Greg and his family reside in the Atlanta area where they are active in both the local community and their church. In his spare time Greg enjoys golf and traveling with family.