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Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Our Team of Trusted Financial Professionals

Judy Cole
Judy Cole Founder
Mandee Carter
Mandee Carter
Barbara Hobbs
Barbara Hobbs
David Greene
David Greene C.P.A.
Rebecca Hale
Rebecca Hale Financial Advisor
Anita Batts
Anita Batts Financial Advisor
George Lambert
George Lambert CMO
Charles Ogden
Charles Ogden Office Manager

About Mandee

Mandee Carter Stearns, President of Carter Financial Group, has been working alongside her father, Dee Carter, running the day-to-day business and learning the ropes of their family business since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the financial industry in 2010 when she started helping in the office. After acquiring her degree, she started working full-time in March 2017 as Dee’s business partner and main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021 and 2023, she was named an Elite Producer with American Equity, amongst other accolades.

In Mandee’s spare time, she likes to go to the gym and spend time with her husband, friends, and family. She is an animal lover and rescuer. In fact, Mandee has 3 rescue dogs, a German shepherd and 2 mixed breeds that she adores! She still enjoys almost all things Psychology related and is constantly researching something. Mandee enjoys meeting new client prospects, speaking with her current clients, but most of all she loves helping people.