Jack Carter is currently pursuing a Bachelor of Science degree in Finance, with a concentration in Financial Planning and Wealth Management from Virginia Tech’s CFP Certification Education track. He is anticipated to graduate from this CFP Board Registered Program in May of 2027.

Jack began his career in financial planning with YeskeBuie as an intern in May of 2025. He is excited to learn the ins and outs of the financial planning process and looks forward to the opportunity to gain insight and experience in a financial planning firm.

In his free time, Jack enjoys golfing, fishing, and many other outdoor activities. Jack is the treasurer of the Virginia Tech Fly Fishing club and a member of several other on campus organizations. The perfect day for Jack is spent outside with his family and ends with an evening walk to the local ice cream spot.

Client Focus: Jack believes being a good listener is key when building lasting relationships. Jack is intrigued by the opportunity financial planners have to provide clarity and relieve financial stress for Clients and looks forward to helping the team accomplish these goals in any way.

Current Update: Jack has enjoyed this semester of classes, particularly his Investments: Debt, Equity, and Derivatives class, as well as his Client Relationship Management class. Jack has found portfolio theory to be an intriguing aspect of the Investments class, and connecting what he’s learning in class to what he’s observed at YeskeBuie has been a great way to see how classroom concepts are applied in real-life situations. Professionally, Jack has been helping the team gather end-of-year tax documents, as well as preparing reports for upcoming Client meetings. Jack is excited to continue helping the team with upcoming projects this Spring!

In his personal life, Jack is looking forward to his upcoming Spring Break trip. He plans to travel to Tampa for a golf trip to celebrate his birthday with his family. Upon returning home to Northern Virginia, Jack has plans to attend his first ever Capitals game against the Calgary Flames!