Carlos attended Reinhardt University where he completed his Bachelor’s of Science in Business Administration. He began his career in wealth management with Reynolds & Reynolds Financial Partners in Atlanta, a subsidiary of MassMutual. There he focused on serving individuals and families on planning for their financial goals as a Client Relationship Manager. He then moved to AB Bernstein where he worked in the private client group as an Associate. He partnered with a team of financial advisors to provide investment and planning advice to high net worth families and individuals. Carlos joined Homrich Berg in August 2018 as a Financial Planner. He is currently studying to become a Certified Financial Planner.
In his free time, Carlos enjoys playing golf, traveling, volunteering, and spending time with friends and family. He is a member of HYPE (Hispanic Young Professionals and Entrepreneurs) and serves on the parking team at Passion City Church.