J. Marc Carter, CPA/PFS

J Marc Carter

Springfield, IL Office
Member: KEB Asset Management, LLC
Partner: Kerber, Eck & Braeckel LLP

Marc has more than 35 years of experience in the accounting, tax and financial services business, including over 18 years advising high net worth individuals and pension plans. Marc earned his degrees in Accountancy and Finance at the University of Illinois – UC. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Investment Advisor Representative.

Marc began his career as an accountant and later became Partner with Kerber, Eck & Braeckel LLP (KEB) CPAs and Management Consultants. In 1999, together with his KEB partners, Marc founded KEB Asset Management, LLC, a fee-only registered investment firm, so that he could devote his attention to assisting his clients in making smart decisions with their money.

His investment philosophy is derived from his studies of Modern Portfolio Theory, focusing on building individual client portfolios that maximize profits per unit of investment risk. By utilizing asset class mutual funds, KEB Asset Management is able to implement primarily passive investment strategies.

Marc is actively involved in the Springfield community and has served as Treasurer and Board Member on multiple boards, including the United Way of Central Illinois and the LPGA State Farm Charity Classic.



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