2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Carter Schanck
I am a third-generation financial advisor who values building strong, lasting relationships with clients. Focused on understanding each client’s unique goals, I provide personalized financial guidance to help them achieve financial confidence.
ABOUT CARTER
I am a third-generation financial advisor who values building strong, lasting relationships with clients. Focused on understanding each client’s unique goals, I provide personalized financial guidance to help them achieve financial confidence.