In his current role as a Regional Vice President, Carlos focuses on developing and deepening advisor relationships and helping them navigate the full suite of investment and business building tools offered through HCM while also serving on the HCM Index Committee.

Prior to joining Howard Capital, he served as a financial advisor at Transamerica Financial Advisors where he worked extensively with clients on creating financial plans and identifying suitable recommendations to help them meet their planning objectives.

Carlos graduated from Georgia State University with a Master of Science in Finance as well as a B.B.A in Finance & Marketing. He also holds a Series 65 license. In his free time, Carlos enjoys going on golfing, traveling, reading, & spending time with his family.