Carter & Company advisory team in their Atlanta office

Our People

The Architecture Team

30+ professionals who combine CPA precision, operating experience, and strategic judgment developed across hundreds of growth-stage engagements.

Sam Carter — Founder & Managing Partner, Carter & Company

Atlanta, GA

Sam C.

Founder & Managing Partner

Sam founded Carter & Company in 2006 with one conviction: growth-stage companies deserve executive-caliber financial leadership before they can justify a full-time C-suite. That belief has driven every decision since — from the type of work we accept, to the professionals we recruit, to the standard we hold on every engagement.

He leads firm strategy and the highest-complexity advisory engagements across finance architecture, investor readiness, and operating model design. Sam is a licensed CPA with prior experience at a Big Four firm and two venture-backed operating roles. He holds degrees from Georgia Tech and the Goizueta Business School at Emory University.

Leadership Team

Senior Partners & Directors

Alyssa Benton

Alyssa Benton

CFO Practice Lead

Dallas

Board-grade reporting systems, capital allocation, and investor-readiness frameworks.

Naomi Hale, CPA

Naomi Hale, CPA

Tax Director

Atlanta

Multi-state compliance integrity and tax strategy integrated into long-range growth planning.

Jordan Myers

Jordan Myers

Business Advisory Partner

New York

Strategic planning, due diligence, and operating governance for PE-backed companies.

Derrick Vaughn

Derrick Vaughn

CSCO Practice Lead

Houston

Supply chain operating models that improve service levels and reduce working capital drag.

Leah Finch

Leah Finch

Nonprofit Advisory Director

Kansas City

Fund accounting clarity, board communication, and long-horizon funding strategy.

Marcus Chen

Marcus Chen

Analytics Manager

Atlanta

Financial modeling, KPI architecture, and data-driven decision frameworks.

Culture

Why the Best Financial Minds Choose Carter

Impact at Scale

Our professionals work directly with CEOs and founders, not as back-office support. Every engagement creates visible, measurable change in how companies operate and grow.

Work Worth Doing

We help growth-stage companies build the infrastructure that lets them reach their potential. The work matters because the businesses we serve are building something that matters.

National Reach, Local Depth

Five markets mean five distinct business ecosystems. Our team members develop deep expertise in their local economy while drawing on the collective knowledge of the full firm.

Careers

We're Hiring Across All Five Markets

If you're a senior finance or operations professional who wants to do meaningful work with growth-stage companies, we want to hear from you.

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