Carter Dood

Client Service Associate

Carter lives in Tampa, Florida with his wife Tiffany after spending most of their lives in Grand Rapids, Michigan. He graduated from Indiana Wesleyan University with a Bachelor’s Degree in Accounting and Business Administration and began his career in the financial services industry shortly thereafter. Carter is passionate about helping clients make wise financial decisions centered around their goals and values. Outside of work, Carter enjoys spending quality time with his wife and family, staying active, and being involved in his local church. You can often find him visiting local coffee shops, watching his favorite teams (the Detroit Pistons and Detroit Lions), or playing sports like basketball and pickleball.