Carter Lievens, CFP®, EA

Carter Lievens is a Financial Planner with JT Stratford in Winston Salem, North Carolina. Prior to working as a Financial Planner, he served as a Tax Representative assisting clients who have been audited by the IRS. He is passionate about financial planning and helping clients achieve their financial goals.

Carter graduated from Appalachian State University with a degree in accounting. He is a CFP® professional. He earned and maintains an Enrolled Agent (EA) Designation so that he may represent taxpayers before the IRS. Carter has been married since 2019 and has two children. Carter and his wife, Annie, live in Winston Salem, North Carolina. He enjoys traveling with his family, reading, and staying active. He and his wife have been actively involved with Reformed University Fellowship (RUF).

Carter has obtained his CFP® certification. He maintains an Enrolled Agent (EA) Designation, a life insurance producer license, and holds his Series 65 license.

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