ABOUT CARTER

Carter Windes is part of the Pacific Advisors team working in both Flagstaff, Arizona and Fort Worth, Texas. He specializes in advanced financial strategies for professionals and business owners. He works with clients to empower them by providing innovative methods to mitigate financial risk and plan for their futures. Carter starts by gathering a full understanding of each client’s unique vision for their lives and what is important to them. He builds upon that knowledge by getting a complete picture of their existing financial strategies and identifying pitfalls and inefficiencies. Carter works extensively with his clients to formulate a specialized approach to mitigate financial risk and orient them towards reaching their financial goals now and going forward.

Carter guides his clients through a decision-making process across three distinct strategies:

• Protection - to plan for the unexpected;
• Sufficiency - to plan for the expected; and
• Surplus - to plan for more than the expected.

These three strategies come together to form a customized plan that can help lead to lifelong confidence and success.

Carter thinks of himself as a financial coach, he stays engaged with his clients throughout every step of the planning process, providing them with the tools, knowledge, and resources they need for success. He strives to build long-term professional relationships and friendships with them. Carter holds all necessary insurance licenses and is currently pursuing his securities certifications. He strives to increase his knowledge by keeping up with the latest developments in the financial world, so that he can continue to provide the best personal service to his clients. Carter highly values family, integrity, and community. He began working in the insurance industry while in college at Texas Tech. There he learned how to provide excellent service, while pursuing his business degree. Upon graduation, he chose to team up with his grandfather Frank, who has been in the business since 1966. They will be combining over 50 years of experience in the business to better serve their clients. When Carter is not working with his clients or in the community, he enjoys being outdoors and all things sports.