Carter Y. Hansard, CFP® is a graduate of Baylor School and holds an MBA from the University of Tennessee at Chattanooga. In addition to his CFP designation, Carter will be sitting for level two of the CFA examination this fall. He will serve the firm as a financial planner and portfolio manager.
Katie Stuart is a graduate of Carson-Newman. She serves as business manager of the firm and is studying for her CFP designation. Katie resides in Cleveland, TN.