Carter Hatch is a partner and wealth advisor at REAP, working closely with families to translate their goals and values into a practical, long-term plan. He brings more than two decades of experience in the investment industry, spanning advisor support, portfolio consulting, and practice management.
Before joining REAP, Carter held senior roles with nationally recognized investment firms, where he partnered with financial advisors to design portfolios and client experiences tailored to each household. He holds a degree in Business Administration and has earned the AWMA® and AIF® designations.
Carter’s clients appreciate his calm, highly personal approach and his ability to explain complex ideas in straightforward language. Whether he is reviewing a retirement plan, evaluating investment options, or coordinating with outside professionals, his focus is on helping families make confident decisions.
Carter lives in Tampa, Florida with his wife and three children. When he is not working with clients, he enjoys time on the water, golfing, traveling, cooking, and supporting several ministries and charitable causes.
What are 3 words people use to describe you?
curious, driven, approachable
If happiness were the national currency, what kind of work would make you rich?
helping families feel confident and less stressed about money
Name one thing not many people know about you.
I love photography and still shoot on old film cameras
What did you want to be when you were a child?
a pilot or an architect
What are you most grateful for in your life?
my family, my health, and the opportunities I’ve been given
What is the best advice you’ve ever been given?
“Do the small things consistently; they become the big things.”
What are your Top 3 all time favorite movies?
Inception, Remember the Titans, and The Dark Knight
What is your greatest achievement and how has it shaped you?
putting myself through school while working – it taught me discipline and empathy for people juggling a lot at once
What book has influenced you the most and why?
“Atomic Habits” – it changed how I think about progress and long-term goals
What one thing have you not done in your life that you really want to do?
take a long road trip across the U.S. with no set schedule
What is your favorite quote and who said it?
“Success is the sum of small efforts, repeated day in and day out.” – Robert Collier
If you could have dinner with anyone, living or dead, who would they be and why?
Warren Buffett – to hear how he thinks about patience, risk, and integrity
What words of wisdom would you pass on to your childhood self?
don’t rush the timeline; stay consistent and enjoy the process
List one thing you wish you could change about yourself.
I’d like to be better at unplugging from my phone and email
If you could speak to everyone in the world at the same time, what would you say?
listen more than you talk and be kind, especially when you disagree
Who is one of your heroes and why?
my dad – he showed me what it looks like to work hard and still put family first
What is your most treasured memory?
spending summers on the water with family and friends
If you could have the answer to any one question, what would that question be?
what’s truly the best way to measure a life well lived?
If you were to die tomorrow, what would be your biggest regret?
not taking more spontaneous trips with the people I care about
If you could live in a book, TV show or movie, what would it be?
a modern version of “Friday Night Lights” – tight-knit community, big dreams, and lots of heart