Our Founder

Dee Carter, CLU, ChFC, RFC, CSA

Dee K. Carter, President of Carter Financial Group, received his BA and MA from Abilene Christian University.  He also received two designations from the American College: the CLU and ChFC designation.  He has been a Registered Financial Consultant since 2007. 

Dee started his career in the Financial Services Industry in 1971, in Arlington, Texas.  He has served as a Representative for two major insurance companies prior to establishing Carter Financial Group in 2000. Carter Financial Group’s primary market is retirees or those who are nearing or planning for retirement.  He is an income specialist and a franchisee of The Retirement Income Source since its inception.  He is a past President of the National Association of Insurance and Financial Advisors – Texas, having received their highest honor, the Lifetime Achievement Award in 2012.  In 2021, Dee was recognized as the Advisor of the Year with the Advisors’ Academy with which he has been associated since 2012.

Dee is the author of the bestselling book, “It’s Now Or Never,” or How To Enjoy Your Life And Not Let Your Investments Own You. Dee is active in his Church, serving as a Sunday School teacher and worship leader. Married to Susan for 46 years, he has four children and three grandchildren. Dee’s hobbies include reading, providing entertainment as a 50’s and 60’s rock and roll tribute artist and conducting free educational seminars for retirees. He has a weekly radio show on KWEL 107.1 FM on Mondays at 8 a.m.

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Carter Financial Group is a full-service financial firm dedicated to helping those in the Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Advisors Academy LLC.  Carter Financial Group and Sound Income Strategies, LLC are not associated entities. Carter Financial Group is a franchisee of Retirement Income Source. Retirement Income Source LLC, Sound Income Strategies LLC, and Advisors’ Academy are associated entities. © 2023 Carter Financial
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Learn More About Mandee

In preparation for her continuing the family business and taking over full time once Dee retires, Mandee Carter, the Vice President and Associate Advisor of Carter Financial Group, has been working alongside her father running the day-to-day business and learning the ropes, so to speak, 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 came on 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, she was named an Elite Producer with American Equity amongst other accolades.

In Mandee’s spare time, she likes to go to the gym, spend time with her boyfriend, friends and family. She is an animal lover and rescuer. She has 2 German Shepherds that she rescued from the shelter 6 years ago. She still enjoys almost all things Psychology related and is constantly researching something. She enjoys meeting new client prospects and likes speaking with her current clients. She loves helping people.