As a Wealth Concierge at Carter Capital, PLLC, I bring over 6 years of experience supporting operations across tax preparation and credit repair services. I specialize in coordinating workflows, managing client communications, and ensuring a seamless, high-level experience for both clients and internal teams.

I am trained and operate in full compliance with IRS guidelines as well as federal consumer protection laws, including the Fair Credit Reporting Act (FCRA), Fair Credit Billing Act (FCBA), and Equal Credit Opportunity Act (ECOA). This ensures all services are delivered with accuracy, integrity, and strict adherence to regulatory standards.

I am committed to providing a structured and efficient experience that supports clients throughout their tax and credit journey, while contributing to the continued growth, organization, and excellence of Carter Capital.

Questions or concerns:

Email - [email protected]

550 Old Spanish Trail #H Slidell, LA 70458