Our Team

Carper Wealth Management, LLC Founder

Erin M. Carper, CERTIFIED FINANCIAL PLANNER ™ has over 30 years of experience in the financial services industry. In 2003, Erin formed Carper Wealth Management, LLC to increase the services provided to our growing client family. Erin’s financial services career began in the commodity futures industry, providing accounting and delivery management functions at the Board of Trade and Chicago Mercantile Exchanges in Chicago, IL.

 

 

 


Professional credentials include:

  • CERTIFIED FINANCIAL PLANNER ™ (CFP ®)
  • Series 7 General Securities Representative Registration
  • Series 6 Investments products/Variable Contracts Limited Representative Registration
  • Series 24 General Securities Principal
  • Series 63 Uniform Securities Agent State Law Examination
  • Series 65 Uniform Investment Advisor Law Examination

Erin’s affiliations:

  • FPA (Financial Planning Association)
  • GNFCC (Greater North Fulton Chamber of Commerce)
  • CFP (Certified Financial Planning Board of Standards)
  • Lanier Forsyth Rotary Club
LinkedIn Profile

 

 

Supporting Staff

Suzanne Zupancic, a graduate of Stetson University in Florida, handles many of the administrative and back-office responsibilities, including: facilitating account transfers, managing quarterly statements, scheduling client appointments, as well as handling day-to-day office management.

 

 

 


Beth Rosner, a graduate of Clemson University in South Carolina, handles many of the administrative and back-office responsibilities, including: facilitating account transfers, managing quarterly statements, scheduling client appointments, as well as handling day-to-day office management.

 

 

 


In addition to CWM’s Atlanta staff, resources, experience, and knowledge from our broker-dealer, Ameritas Investment Corp (AIC), adds tremendous depth to the client experience with research, marketing, compliance, business development, and due diligence.