Carter Hench

Director of Financial Planning

Carter is Colorado Wealth Group's Director of Financial Planning. In 2020, Carter earned his B.S.B.A in Finance and B.A in Economics from the University of Kentucky. Carter holds his FINRA Series 63 license in addition to being Life, Health, and Casualty Insurance licensed. In his short time with CWG, Carter has become an Enrolled Agent (EA) and a Notary Public. Most importantly, Carter has worked, studied, and focused very hard to earn the title of CFP®. As the Financial Planning Manager for Colorado Wealth Group, he assists in the building of comprehensive Financial Plans by helping clients model their unique situation including retirement, company stock option divestiture, cash flows, education planning, and more. Carter and his wife, Lacee, got married in the summer of 2021. They enjoy traveling, spending time outdoors, going to the gym, and spending time with family and friends. Their family has recently grown to include a son, Reed. Carter looks forward to helping current and future clients with their financial futures.