People behind your progress
Professional support starts with the right connection. Meet the people who help our clients navigate taxes, credit, business needs, and the next steps in their wealth journey.
Operations Manager
Liyah coordinates office operations, team schedules, and client communications at Carter Capital. She helps clients navigate service requests and next steps while supporting an organized, responsive experience across the firm.
Tax Expert
Racquel supports individuals and small businesses through the tax preparation process. She helps clients organize their information, understand document requests, and review their return with clear communication and attention to detail.
Tax Expert
Trenelle assists clients with tax preparation and filing support. Her approach emphasizes organized records, clear explanations, and timely communication so clients understand what is needed throughout their tax service.
Senior Personal Credit Expert
Chrissy helps clients understand their credit reports, review questionable information, and follow a personalized credit plan. She combines credit education with ongoing guidance to help clients build informed financial habits and stay engaged in the process.
Tax Expert
Janelle works with individuals and small businesses to prepare and review their tax information. She focuses on a thorough intake process, organized documentation, and helping clients understand their filing next steps.
Senior Tax Expert
Sharron supports individuals and small businesses with tax preparation and planning needs. She brings a careful, client-focused approach to reviewing financial information, discussing questions, and guiding clients through their tax service.
Senior Tax & Credit Expert
Shelquita supports clients with tax preparation and credit education. She helps clients organize financial information, understand their options, and follow the next steps in their tax or personal credit service.
Senior Tax Expert
Sparkle assists individuals and businesses with tax preparation, filing, and planning discussions. She emphasizes clear communication and an organized review process to help clients approach tax decisions with greater clarity.
Wealth Concierge
Sarah is a dedicated point of contact for service coordination and client support. She helps clients find the right department, schedule appointments, and navigate questions or requests while keeping communication organized and professional.
Senior Marketing Concierge
Chris supports Carter Capital’s marketing direction, campaign coordination, and team promotional needs. He helps organize content requests and revisions so the firm’s services, educational offerings, and campaigns are presented consistently.
Founder & CEO
Dricka leads Carter Capital’s wealth development firm and institute, connecting financial services, business consulting, and education. She works with entrepreneurs on business direction and strategy while guiding the firm’s commitment to practical support and long-term financial progress.
Not sure where to start?
Our Wealth Concierge can help you choose a service and coordinate your next step. Appointment types, availability, and fees are shown during booking.
CONNECT WITH OUR WEALTH CONCIERGEOur team is made up of highly skilled professionals passionate about delivering exceptional financial services in bookkeeping, business credit, business development, personal credit, tax prep/planning, and resolution. We bring together expertise, innovation, and a personalized approach to help you achieve your business and wealth goals.
Our team has years of experience working with businesses of all sizes.
Every client gets customized strategies tailored to their unique needs.
We’ve helped hundreds of clients achieve success.
Our team is here for you, every step of the way.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
© 2026, Carter Capital PLLC