Mr. Lopez works with businesses and individuals in problem solving for their retirement needs. With 20 plus years experience in the insurance and financial services industry, he has worked with corporate & not-for-profit clients on their retirement plans and executive benefits. Currently, he holds a Texas General Lines license – Life, Accident & Health, plus securities licenses 7 & 66. With a focus on Marketing, Sales & Sales Management, Carlos has utilized his business degree (BS in Business Administration) through out his career in financial services. He received the designation of CHARTERED RETIREMENT PLAN SPECIALIST – CRPS® in 2010 from the College of Financial Planning. Carlos is a husband and father of two daughters, he enjoys soccer, volunteering at his church and working with general education initiatives in the North Texas area.