About Us

Our Philosophy

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.

Our Team

Marco Lopez

Wealth Advisor

214-382-4751

marco.lopez@lpl.com

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 order 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.

Erick Carlos, CFP®, MBA

Wealth Advisor

(972)996-4865

erick.carlos@lpl.com

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 unique 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.

James Clark

Wealth Advisor

(469)941-6162

james.r.clark@lpl.com

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: “Helping folks to 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.

Barry Winkler

Insurance and Annuity Consultant

877-221-8797

barry.winkler@lpl.com

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. 

Kati Tavares

Client Relations

877-221-8792

k.tavares@lpl.com

Kati Tavares’ background comes from a deep interest in helping others.  She graduated in 2009 with a Master’s in Social Work from Boston College.  Upon graduation, 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 meet your needs.

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