Director of Business Development / Partner
Carlos has been in the financial and business arena since 2006. Carlos holds a Bachelor of Science degree in Business Administration from the University of Louisville. He is also an Accredited Wealth Management Advisor (AWMA) which is a designation for those that have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Carlos is an Accredited Business Intermediary (ABI) which is a designation for business brokers that meet the requirements of experience and education.
Carlos brings many attributes from his prior service in the Kentucky Army National Guard. Being a veteran of the Armed Forces Carlos takes pride in what the military instilled in him: dedication, leadership, teamwork, positive work ethic and cross-functional skills.
When away from the office, Carlos spends his time with his wife and two children.