| Carter Advisory Services,
Inc.
JoAnne B. Galbraith is senior financial planning analyst of Carter Advisory Services. JoAnne assists with preparing clients` comprehensive financial plans and annual plan reviews. This includes evaluating current financial position and recommending strategies for investment management, tax and estate planning, risk management, and reviewing results annually to evaluate the client's progress toward meeting individual financial goals. Additionally, she provides technical support for the planners of Carter Financial Management. JoAnne is a Certified Financial Planner licensee with over 25 years' experience in financial planning, banking and public accounting. Her career began at Ernst & Young where she conducted corporate audits. She later joined Bank of America where she enjoyed a successful 15-year career in corporate finance. JoAnne joined Carter Advisory Services as Senior Vice President in 1993, providing strong leadership to critical advisory functions including financial plan development, technical assistance and client service. JoAnne received a B.S. in Business Administration majoring in accounting from the University of Dayton and an M.S. in Management and Administrative Sciences with a concentration in Finance from the University of Texas at Dallas. JoAnne's commitment to maintaining her technical skills and keeping abreast of innovative financial planning strategies is evident through regular attendance at national industry conferences and numerous seminars throughout the year. She actively participates in several professional organizations including the Financial Planning Association, the American Institute of Certified Public Accountants, the Dallas Estate Planning Council and the National Committee on Planned Giving. (jgalbraith@cascfm.com)
Carol L. Croy, CFP®joined Carter Advisory Services, Inc. in January 2004 as a Financial Planning Analyst. She works closely with Carter Financial Management planners to coordinate and schedule annual reviews for each Carter Advisory Services client. Carol then analyzes the client’s current data and writes a formal annual review. She will also assist with new cases and special projects as needed. Carol has a B.Ed.
in Mathematics and a M.S. in Accounting from the University of Wisconsin
at Whitewater. Prior to joining Carter, she worked as a financial
planning analyst at VeraVest Investments and for several independent
financial planners in the metroplex. Before switching to financial
planning analysis, Carol was a human resource business analyst for
a major corporation for over twenty years. (ccroy@cascfm.com)
Trina Koo joined Carter Advisory Services, Inc. in February 2008 as a Planning Assistant. She works closely with Carter Financial Management planners on annual reviews for Carter Advisory Services clients. Trina updates and analyzes clients’ current data, writes formal annual reviews, assists with new client cases, and undertakes special projects as needed. Prior to working in the Financial Services industry, Trina was a Business Analyst on software implementations for a large consulting company and later served as an in-house consultant for a software company with IT headquarters in the Dallas area. Before joining the Carter team, Trina worked at another prominent Dallas-area financial planning firm. Trina graduated from Texas A&M University with a Bachelor of Science in Industrial Engineering. She also has a Master’s degree in Business Administration with a Financial Services concentration from the University of Dallas. Trina is currently working toward her CFP® designation.
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