Carson Matthews

Carson Matthews

Client Relationship Manager

After a successful career in government contracting working as a Cost/Budget Analyst on multi-million-dollar contracts, Carson transitioned to a career in financial planning where he could have a more direct impact on improving the lives of others.

Carson decided to join Citadel Financial Planning, an independent financial services firm based in Fuquay-Varina NC., where he would have the opportunity to help build a client-focused, technology-driven advisory firm.

Education and Certifications

Carson received his bachelor’s degree from NC State University and went on to obtain his MBA from Meredith College in Raleigh, NC. In 2020, he completed the North Carolina State University Online CFP Certification Education Program – a CFP Board-registered educational program. He currently holds Series 7 and 66 licenses, life insurance, and annuity licenses

Family and Background

Carson lives in Raleigh, NC and has spent most his life in Wake County, NC. He is married to his wife Jodi of 7 years, and they have one newborn daughter, Collins. Carson and Jodi love to spend time in the mountains during their frequent trips to Asheville, NC during the fall and winter. During the spring and summer, they enjoy spending weekends with family at Hyco Lake near Roxboro, NC.

Professional Focus

Carson has always had a passion for finance and loves working with people as they navigate their financial journeys. He knows how complex and overwhelming people’s finances can feel. He is passionate about educating clients and helping them uncover their financial strengths and understand their financial blind spots so that they feel confident and empowered as they work to accomplish their goals. At Citadel Financial Planning, Carson is an integral part of helping develop customized investment and financial plans that fit the client’s goals, risk tolerance, personalities, and values.