17304 Preston Road
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.
LPL Registered Principal - LPL Financial Advisor
877-221-8792 ext 6
Barton “Bart” Gunter is a registered principal of LPL Financial. Having attained his Certified Financial Planner™, Certified Investment Management Analyst®, Certified Private Wealth Advisor®, Chartered Life Underwriter, and Accredited Estate Planner designations. Bart received his "Bachelor of Business Administration (BBA) in Electrical Engineering route to Business" degree from the University of Texas at Austin. He also holds a "Masters of Science in Financial Services" from American College and has over 21 years experience in wealth management and financial services.
As an independent wealth manager, I work with you to develop a customized and flexible financial plan that will address the goals of you and your family. Depending on your specific needs, strategies are developed that address various objectives including: investments, retirement, risk management, estate and legacy planning, and business succession.
Bart's primary areas of expertise include financial planning, investment management, risk management, debt management, estate and legacy planning.
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. 5
After graduating from Stephen F Austin with a degree in Finance, Denver earned his Series 7 in 2002. His passion is to help clients plan for their future in retirement as well as guide them through all economic and lifetime cycles. His focus is to help clients create tax advantaged retirement plans for the long-term growth. When he’s not helping his clients or serving his community, Denver and his wife Cami enjoy travelling and spending time with their dog Luna
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.
877-271-8792 ext 702
Ana Hernandez’s dedication and passion for helping others in the community led her to the financial and insurance industry. She always brings infinite energy, knowledge, and experience to the field. Throughout her career, Ana has honed the experience and skills needed to provide first class service and guidance to her clients. Ana holds a Series 6, Series 63, Series 65 through LPL. She also holds an Accident, Health and HMO, Property and Casualty Insurance License.
Ana acts as an advocate for her clients and values their trust. She establishes a great rapport with her clients, she treats them like family and the relationships have allowed Ana to provide an exceptional level of personal attention. Anas' role is to help with personal and business financial planning, retirement, investments, portfolio management and estate planning. She works alongside her clients to develop specific strategies to help them pursue their goals.
Outside of work Ana is a wife and mother of two children. In her spare time, she loves spending family time and exploring new things. Ana likes traveling to new places, trying different foods, meeting new people and learning about different cultures.
877-221-8792 ext 700
Jeff grew up in a farming family in a small town outside of Bakersfield California. He played most sports growing up but left California to continue with baseball when he attended Oral Roberts University in Tulsa, Oklahoma. Upon graduating from ORU in 1997, he moved to Dallas and entered the financial services industry where he has been serving clients ever since.
He and his wife Nikki have three children, Ava, Lucca and Beckett. They live in McKinney, Texas and are members of Cottonwood Creek Baptist Church in Allen. An active family, Jeff enjoys coaching his boys in baseball, watching his daughter excel in volleyball, playing tennis with his wife and being outdoors hunting and fishing.
877-221-8792 ext 703
Jon has spent his career taking care of his clients and customers. Joining Texas Private Wealth in 2023 means his clients have access to a deeper and broader scope of financial advising. Whether he’s working toward lowering risk for his clients or working with them to lower their golf handicap, Jon is always helping his clients.