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J. Marc Carter, CPA, PFS
Partner, Springfield Office
Professional Experience
Marc has more than 23 years in the accounting and tax services business and over 8 years in the financial services business managing the assets of high net worth individuals and pension plans. In 1999, together with KEB partners, Marc founded KEB Asset Management LLC, a fee only registered investment advisory firm, so that he could devote his attention to assisting his clients in making smart decisions with their money.
His professional experience includes:
Investment advisory and wealth management services
Small and medium size company auditing and consulting; clients in insurance, construction and non-profit corporations and associations
Audits of employee benefit plans
Education
Graduate of the University of Illinois - Urbana/Champaign with Bachelor of Science degrees in Accountancy and Finance
Professional & Civic Associations
Board of Directors, Panther Creek Country Club
Former Board of Directors, Treasurer, United Way of Central Illinois
Former Board of Directors, Treasurer, State Farm Classic
Former Board of Directors, Treasurer, Springfield Ballet Company
Member, Illinois CPA Society
Member, American Institute of Certified Public Accountants
Member, Springfield Chamber of Commerce
Member, Chatham Chamber of Commerce. | 