As a Portfolio Analyst at Berger Financial Group, Carter plays a key role in managing day-to-day trading operations and implementing innovative trade strategies, enhancing the firm’s overall investment capabilities. Prior to joining BFG, Carter gained valuable experience as a Paraplanner and Trader at another locally headquartered financial firm. His deep passion for financial markets and dedication to improving financial literacy make him a great asset to the team.

Carter earned his degree from the University of Wisconsin – Eau Claire. Outside of work, he enjoys golfing, playing hockey, traveling, photography, and spending time with his girlfriend, friends, and family.