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Carlos R. Lopez, CRPS®

Carlos R. Lopez, CRPS®

VP Marketing

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.