|
Carter Financial Management Houston Office
Joe B. Mattei, CFP®, is vice president of the Houston Office of Carter Financial Management. Mr. Mattei is a Registered Investment Advisor in Texas who specializes in the areas of asset accumulation, income preservation and estate planning. He holds licenses in General Securities and Insurance, and as a Registered Principal. A Certified Financial Planner since 1989, he received his BS degree from Texas A&M University. Prior to joining Carter Financial Management, he worked for 39 years with Exxon Corp. in production and management positions. Joe is a member of the Financial Planning Association and is active in the Houston Chapter of the FPA. He belongs to the Houston Estate and Financial Forum. Joe is a Chartered Mutual Fund Counselor, and a member of the American Association of Individual Investors. He served for four years on the Investment Committee of the Association of Former Students of Texas A&M University and is a past president of the Houston Racquet Club, as well as past chairman of the Finance committee of St. Cecilia's Catholic Church. Joe served on the Board of Tengasco, Inc., a publicly traded oil and gas company, in 1995-1996. He currently serves on the Board and acts as an investment advisor for several private corporations and partnerships. Active in his church and community, Joe participates in several charitable and educational groups. He is married with two children and three grandsons. (jmattei@rjfs.com)
Cameron Woolverton III, CFP®, began his career in the financial services industry in 1986 with emphasis on the development, design and implementation of over 500 comprehensive financial plans for individuals, corporations and small family businesses. Before joining Carter Financial Management as a vice president and Raymond James Financial Services in 1998, Cam established Financial Solutions, offering asset management services and comprehensive financial planning for individuals, small family businesses, and other financial planning professionals. Cam was previously vice president/director at Woodway Financial Advisors, A Trust Company. His responsibilities included the development and production of comprehensive financial plans, including cash flow, investments, insurance, retirement and estate planning. He served on investment, trust and marketing committees and supervised trust administration and employees. His background also includes affiliation with Kieschnik & Associates, an analytical position involving financial data analysis and development of financial reports, and association with The AFP Group, where he performed comprehensive financial analysis and individual case design, including a broad range of insurance, investments and income taxes. Cam, a Certified Financial Planner (CFP®), and past president of the Institute of Certified Financial Planners - Houston Society, is a member of numerous professional organizations including Houston Estate & Financial Forum, Financial Planning Association of Houston, and Planned Giving Council of Houston. Mr. Woolverton was awarded the Planner of the Year Award in 1999 from the Houston Society of Certified Financial Planners recognizing achievements and service in the area of financial planning. His charitable work includes Big Brothers and Sisters of Houston and New Life Associates. Cam is a graduate of Texas A&M University with a B.S. in Computer Science. He is married and has two children. (cwoolverton@rjfs.com)
|
||||||
|
|
