Nick Carter is a Financial Planner committed to helping families, retirees, and business owners manage, grow, and preserve their wealth through clear, objective financial guidance. He focuses on delivering personalized strategies that align with each client’s long-term goals while helping them navigate the complexities of investment and risk management.
Nick is a graduate of Ball State University, where he earned a Bachelor of Arts in Finance and Professional Sales. After completing two summer internships with WestPoint Financial Group, he began his full-time career with the firm in 2018. Since that time, he has earned his FINRA Series 7 and Series 66 registrations and is actively pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Nick is also part of a collaborative planning team with fellow financial professionals Joe Knoth and Matt Liffick, expanding the breadth and depth of resources available to his clients.
Dedicated to service beyond his practice, Nick serves on the board of directors for Janus Development Services and is a member of the board of trustees for his fraternity, Alpha Tau Omega.
Outside of work, Nick enjoys traveling, golfing, coaching youth sports, and spending quality time with friends and family.
