Meet Steve Carter
PROCESS & PHILOSOPHY
EFFECTIVE: Design a plan that will help meet your goals and review our progress along the way.
GENUINE: I won't just “sell” you anything; I work with you in a way where both of our interests are aligned.
PROFESSIONAL: I put thought into preparing an agenda for each meeting because I understand that your time is valuable too.
PROACTIVE: Analyze the most tax-efficient wealth distribution options and consider your beneficiaries and your legacy goals.
THOUGHTFUL: Take a holistic approach where we look at the big picture to find opportunities.
Steve C. Carter
Financial Professional
616-538-3360
Born and raised in West Michigan, I am a graduate of the Valparaiso University College of Business. I am
securities licensed through the FINRA administered Series 7 and Series 66 exams; in addition, I am also a licensed Life Insurance Agent. My experience in the financial services industry began with the opportunity to represent a large insurance company. After that, it was clear that I was best suited for the independent financial services structure, where I could take a holistic approach to working with my clients.
In my free time I try to get outside as much as I can. My wife and I are blessed with three children. We enjoy making memories together and spending time with our families.