For more than 20 years, Jodi Carter, CPA, AEP® has helped families and business owners achieve their career and family financial goals. Jodi’s passion for Behavioral Finance- a field that helps people understand the relationships between money and psychology- has led the firm from being a typical Accounting and Tax practice into one that provides clients a framework for making informed decisions throughout every major life transition. This includes guidance in the areas of Estate Planning, Financial Planning , Business Succession Planning, Matrimonial and Divorce planning.

Jodi earned a BS in Accounting from the Rutgers University School of Business, is a Certified Public Accountant (CPA) and an Accredited Estate Planner (AEP®). She is a member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), New Jersey Society of Certified Public Accountants (NJCPA), and the Estate Planning Council of New York City (EPCNYC).

Jodi is a volunteer with the Pencil Partnership Program, where she leads a financial literacy program she created called “Decades.” The program teaches college-bound high school students in New York City schools about the financial decisions they will face. Utilizing her experiences from many years of coaching clients, Jodi designed the program to allow students to look ahead at the impact their financial choices will have on their future.

As a long time supporter of the Arts, Jodi is honored to sit on the Steering Committee for the New York Pops Culturalists- a group geared toward the Millennial generation and dedicated to supporting the New York Pops and the music education programs that the orchestra provides to New York City schools.