Carlton serves as a Wealth Manager, working closely with his clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, and retirement planning, Carlton covers all aspects of professional wealth management.
With over 4 years of experience in the financial planning and investment industry, Carlton offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Carlton served as a Wealth Planner at an independent registered investment advisory firm in Phoenix, AZ. Carlton was involved in portfolio construction, financial plan creation and execution, investment management, and ongoing relationship management. Carlton also is a 4-year veteran of active duty with the United States Coast Guard
Carlton earned a Bachelor of Science degree in Financial Planning from Liberty University in Lynchburg Virginia. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Carlton and his soon-to-be wife, Joia, enjoy traveling, spending time with friends and family, and serving in their community and church.
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