Rhonda G. Carter, IACCP®

Client Service Guide | CCO & Partner

"It is a privilege to work with inspiring clients seeking to live well, with intentionality driving their decisions. The partnership CapTrust enjoys with each client brings life to my job every day, as I work alongside thoughtful, dedicated professionals who truly seek each client’s best and value every relationship."

With CapTrust Since

2011

College / Degrees

Hope College – B.A. Business Administration

Experience

CapTrust, Chief Compliance Officer / Client Service Guide / Partner, 2011-Present

Eagle Crest Charter Academy, Special Education and Title One Reading Paraprofessional, 2003 – 2011

Carter Residence, Life Coach / Logistical Coordinator / Motivational Speaker aka Mom, 1996-2003

Old Kent Bank of Holland, Branch Officer / Sales Support, 1991-1996

Old Kent Bank & Trust, Assistant Branch Manager, 1987 – 1991

Hometown

New Wilmington, Pennsylvania

Travel

Favorite Place in the World:

Isle of Skye, Scotland
Prince Edward Island, Canada

What got you interested in this field?

Every team member has a story of how they came to CapTrust. Mine involves a long drive, a parking lot, and a school assembly. Intrigued? Next time you are in our office, I would be happy to share my story.

Family

My children are all young married adults who I truly enjoy. As our crew has grown, so has my love of family as each new person brings more joy. My husband, Tory, is my stalwart companion and faithful friend no matter what season. My heart and life are truly full to the brim.

Hobbies and Relaxation

I am a diehard fan of the Pittsburgh Steelers. The game – the gear – the great thrill of victory and the agony of defeat. I love a road trip to Pittsburgh or just about anywhere else to be with family or friends. There’s nothing I’d rather do more than share laughter and good conversation with the people who bring me joy.

Community Service

CASA of Ottawa County – Court Appointed Special Advocate Volunteer

The NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation is awarded to knowledgeable, experienced individuals who complete an instructor-led program of in-person and/or online study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements.