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our people

Carter Masteller, CFP®

Financial Planner

Carter joined Stevens Capital Partners as a Financial Planner and holds the CFP® (CERTIFIED FINANCIAL PLANNER ™ ) designation and Series 65. After earning his associate’s degree in business administration from Northeast Community College, his love of numbers brought him to the University of Nebraska-Lincoln where he earned his bachelor’s in economics and finance. After completing his degree, Carter pursued a career in personal finance, combining his passion for helping others with his interest in finance to help individuals pursue their financial goals.

Before joining Stevens Capital Partners, Carter was a wealth advisor at a Forbes Top 250 RIA firm where he assisted clients across the nation using holistic financial planning strategies to address a wide array of complex situations. Through this experience, Carter learned the importance of building a financial plan to suit his clients’ specific values and achieve their unique goals. With this client-first mindset, he is able to help clients plan for what is important to them.

Carter grew up in rural Nebraska and enjoys spending time fishing, hiking, and being outdoors. As one of five siblings, he enjoys spending time with his family, which includes 8 nieces and nephews. He is deeply rooted in his Christian faith and seeks to live out these morals every day.

We listen. We strategize. We execute.

Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.

FPA logo representing the Financial Planning Association, emphasizing professional investment guidance and wealth management services.
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CFP logo representing Certified Financial Planner certification, relevant to Stevens Capital Partners' investment advisory services.
NAPFA logo representing The National Association of Personal Financial Advisors, emphasizing professional financial advisory services.
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Inc. Regionals 2025 logo highlighting Stevens Capital Partners' recognition in the Midwest, emphasizing growth and investment services.
Exit Planning Institute logo featuring a shield with "EPI" and laurel leaves, representing expertise in exit planning and business transitions.
Enrolled Agent certification logo, indicating admission to practice before the IRS, relevant to financial planning and wealth management services offered by Stevens Capital Partners.
Certified Tax Representation Consultant (CTRC) badge.