Carlos has been in the financial and business arena since 2006. He holds a Bachelor of Science degree in Business Administration from the University of Louisville and Lamkin Wealth Management is thrilled to have Carlos as part of our team! Prior to joining LWM, Carlos has been running his own practice where he focused solely on Retirement Planning utilizing Life Insurance and Fixed Indexed Annuities. This adds value to the Lamkin Wealth Management team and helps provide a solid foundation to our Fiscal House approach.
Carlos brings many attributes from his prior service in the Kentucky Army National Guard. Being a veteran of the Armed Forces, Carlos takes pride in core leadership competencies and attributes that to the military which he strives to deliver daily. When Carlos is away from the office, he loves spending time with my wife, Rachel, and their two spectacular boys, Charlie and Beck, who are always keeping him on his toes!
- Bachelor of Science Degree in Business Administration
- Accredited Wealth Management Advisor from College of Financial Planning
- Accredited Business Intermediary
- Life and Health Insurance Licensed
- Veteran of the Kentucky Army National