Erick Carlos,

With more than 21 years of experience in financial planning and investment management, Erick Carlos has the accumulated knowledge and perspective to help you with your financial goals. Erick understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Erick will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Erick endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments. His investment philosophy blends various forms of economic, fundamentals, seasonality and technical analysis of the markets to better understand the current market and business environment. Erick puts into action and seeks opportunities to adapt to life changes and new goals.

Originally from Socorro, Texas, Erick graduated from Park University with a Bachelor of Science degree in management and furthered his graduate studies at Webster University George Herbert Walker School of Business and Technology earning his Master of Business Administration. He earned the professional designation of Certified Financial Planner^® professional after attending and graduating from the financial planning program at Southern Methodist University. In addition, he has also become an adjunct instructor at SMU, teaching the CFP^®, certification curriculum to financial advisors in pursuit of the prestigious designation.