Passionate and committed. Both adjectives describe Barrett Carter’s demeaner when it comes to his client’s planning and financial success. 

 

For almost 20 years, he has connected with them on a personal and professional level.  His theory is simple: what is important to you, is priority for him.  He understands that many are unsure of what they need when it comes to financial planning, investing, and risk management. After working in corporate America for large banks, Barrett recognized that he could offer his clients more than mutual funds, IRA’s, and managed accounts.  He understands the importance of not only growing your business and personal wealth, but also protecting what is already in place.  He helps understand the what, why, and how of long-term planning, while building a relationship that eases the stresses of investing.

 

Barrett’s experience is vast.  He has earned various professional awards for sales and management.  Barrett served on the board of Metropolitan Family Services in Chicago, IL, all while coaching youth sports and mentoring other professionals in the financial services industry.

 

A transplant from Chicago, Illinois, Barrett and his family made Georgia home in January 2011 (just in time for the big snow storm). He is a graduate of Calumet College of St. Joseph’s with a B.S. in Law Enforcement Management. He is a Marine Corps Veteran and was actively involved during Operation Desert Storm. He was honorably discharged in 1991.  Barrett lives in Suwanee, GA and spends most of his time with his wife Alexis and their 3 kids.  He enjoys relaxing on his deck and fine cigars.