17304 Preston Road
We believe everyone wants to reach Financial Freedom, and that can mean and look different for everyone. Our approach is intentional and focused. It begins with the creation of your Financial Plan. We combine your personalized plan with one of our suitable investment management strategies that have at their core a focus on downside risk management. We consider all factors when assessing and mapping out your financial goals: your income sources before and during retirement, current retirement savings, current investment management approach, risk management, insurance, tax bracket, and estate plan.
877-221-8792 ext 2
Marco Lopez is a co-founder of Texas Private Wealth Advisors in the Dallas Fort Worth Metroplex. He combines his years of experience and knowledge of investment vehicles to translate which ones are appropriate for investors based upon their goals, time horizon, and risk tolerance. Marco manages investments in IRAs, Roth's, Trust Accounts, and regular taxable accounts. He conducts Portfolio Management and Financial Planning in an effort to provide the best possible service to the families he serves.
As the former Co-Host of 'Serious Money' on Dallas' Talk radio KSKY 660 AM, he educated the investing public about important topics in our economy, stock and bond markets, and ideas that may be of significant importance to investors.
877-221-8792 ext 3
Erick Carlos is a CERTIFIED FINANCIAL PLANNER™ Professional and the co-founder of Texas Private Wealth Advisors in the Dallas Fort Worth Metroplex. With over 16 years of extensive knowledge in the financial and insurance arenas, Erick believes in crafting a tailored financial plan to help his clients better understand and navigate the financial markets with confidence and determination.
Erick's investment philosophy blends various forms of economic, fundamental, and technical analysis to better understand the current market environment and help deploy investment strategies custom to each of his client's goals.
877-221-8792 ext 4
With decades of experience in helping individuals with their planning and investments, Jim's emphasis for many clients is on retirement planning with income protection strategies, and investment portfolio management. His mission is simply: “Creating a plan that seeks to help folks Plan, Protect and Invest.” He has witnessed numerous changes in the financial services industry over the past 35 years, however, one thing that hasn’t changed is the personal connection Jim cultivates with his clients.
Jim believes in starting a conversation with, “How can I help you?” Understanding what matters to clients is what makes very personal conversations about retirement dreams and goals, coaching and investment management so successful and valuable.
877-221-8792 ext 1
Kati Tavares’ background comes from a deep interest in helping others. She received a Masters Degree from Boston College. Upon graduating from there, Kati worked as a Licensed Clinical Social Worker at an outpatient women’s oncology program in Providence, RI. She was also asked to serve as adjunct faculty at Brown University Medical School as part of their social and behavioral courses. Kati relocated to Dallas in 2013 and began working in the Bone Marrow Transplant Unit at Baylor University Medical Center in downtown Dallas.
In 2016, Kati started a Virtual Assistant Services with her husband James and began working with LPL Financial Advisors shortly thereafter. In the last four years she has quickly developed a deep understanding of the Financial Services industry and a strong knowledge with LPL’s technology and Client Service platform. Her passion for helping others comes naturally. Her priority will be to always build authentic relationships with you in an effort to always address your needs.
Managing Director at Texas Retirement Partners
Kelly has 28 years of experience advising clients:
Perkins Wealth Management – Managing Director (2012-Current)
RBC – SVP, Board Member Women’s Association of Financial Consultants (2009-2012)
Citi/Morgan Stanley Smith Barney – SVP, Regional 401(k) and Annuity Specialist (1999-2009)
Morgan Stanley – AVP, managing Training Partner (1995-1999)
Bear Stearns – Vice President (1993 – 1995)
Kelly holds Series 7, 31, 63, 66 and insurance licenses through LPL Financial
University of Alabama and The University of Texas at Austin
Client Relationship Manager
Insurance and Annuity Consultant
877-221-8797 ext 5
Barry grew up in the DFW area and brings over 25 years of a diverse business background. For the past 20 years, his focus has been in the Telecom and IT world. He has held positions at some of the largest Telecom providers. In addition, he has owned and operated a music production company, restaurant, and marketing company. He holds a BBA from Georgia State University. He enjoys spending time with his family, playing golf, investing, and researching new technologies. With his positive, enthusiastic, and friendly attitude, Barry has developed great long-term trusted relationships.