Our Team

Our Team

 

 

2020FiveStarProf Award EC wide

 

Congratulations to Erin Carper for winning the 2020 Five Star Wealth Manager award!

We are pleased to announce Five Star award winner Erin Carper’s appearance in the pages of Atlanta magazine as part of an outstanding group of Atlanta-area wealth managers. Erin also appeared in Fortune magazine in a special section for December 2020. Erin was named a Five Star award winner in 2020. By earning this honor, Erin has shown an outstanding commitment to clients. Please look for Erin in the Atlanta magazine and Fortune magazine, and offer your congratulations on this recognition.

The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on 10 criteria associated with outstanding service. Each of our award winners has shown a commitment to clients, strong industry credentials, and has been evaluated on the quality of his or her practice. Erin Carper has met these criteria and has been honored with the 2020 Five Star Wealth Manager award*.

 

Erin works hard year after year to provide exemplary service to her family, friends, faith, and anyone who crosses her path.

"This is such an honor to receive this recognition as a trusted advisor. My career has been to provide sound, personal wealth-building advice. Even though some may understand finances, when it is close to home, it can feel so uncertain. Creating a clear picture of where they are today and measured steps so that they can build their wealth to where they want to be is so fulfilling. I can’t imagine doing anything else."

— Erin M. Carper, CFP®

 

Thank you all for supporting Erin in her journey.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,314 Atlanta wealth managers were considered for the award: 268 (8%of candidates) were named 2020 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

Erin M. Carper

Founder

Erin M. Carper, CERTIFIED FINANCIAL PLANNER™, has more than 30 years of experience in the financial services industry. In 2003, Erin formed Carper Wealth Management, LLC, to increase the services provided to our growing client family. Erin’s financial services career began in the commodity futures industry, providing accounting and delivery management functions at the Board of Trade and Chicago Mercantile Exchanges in Chicago, Illinois.

 

Professional credentials include:

  • CERTIFIED FINANCIAL PLANNER™ certification
  • Series 7 General Securities Representative Registration
  • Series 6 Investments Products/Variable Contracts Limited Representative Registration
  • Series 24 General Securities Principal Registration
  • Series 63 Uniform Securities Agent State Law Registration
  • Series 65 Uniform Investment Advisor Law Registration

Erin’s affiliations:

  • FPA (Financial Planning Association)
  • GNFCC (Greater North Fulton Chamber of Commerce)
  • CFCC (Cumming-Forsyth Chamber of Commerce)
  • Lanier Forsyth Rotary Club
  • CASA of Forsyth Board Chair (Court Appointed Special Advocate)
  • Member of The Vine Community Church

 

McKenzie F. Sno

Operation Administrator

McKenzie and DJ Sno married in September 2019 and have a beautiful daughter: Athena (1 year old).  They are always outdoors, soaking up much fun as a family. Athena is just learning how to speak and is quite a lovable chatterbox. McKenzie is excited about this new family lifestyle and is happy to be coursing through the years with DJ and Athena.

McKenzie has been working with Erin since June of 2020. She earned a bachelor's degree in visual arts specializing in photography from the Brigham Young University of Idaho. After college, she built a book of business by traveling around Europe, performing headshots for local Georgia businesses, and assisting in b-roll photography for behind-the-scenes movie sets. McKenzie also has a talent and background in live entertainment as a lighting specialist. She has designed and programmed lighting in concerts for many traveling artists from around the world along with her more consistent work at a local jazz club. Her experiences in these industries have allowed her the ability to develop many skills that have helped her advance quickly in her career.

We are thrilled to have McKenzie as part of our team to assist in providing excellent assistance in the services provided to our growing client family.