I started my professional career in the US in the Financial Industry as part of the Waddell & Reed Client Services Mutual Funds team and later at the Broker Dealer Transitions team. I developed a deep understanding of financial products and processes alongside a great sense of care for clients. I am excited to be part of the Buttonwood Team and contribute to our clients’ success.

I was born and raised in Tepic, Nayarit Mexico.  I moved to the US in 2008 to complete a second bachelor’s degree, a master’s degree and became a US citizen. My husband and I moved to Kansas City in 2021 to enjoy more of the wonderful things this city has to offer. We love the KC art, music, and food scene. We also love to travel as much as we can and Italy has become our favorite destination, aside from Mexico.

Carlos works closely with the Operations 

Team and Advisory Team, playing a critical 

role in delivering exceptional client service to 

our clients. He is a bilingual professional 

with over seven years in mutual funds, 

brokerage accounts, and banking services.

• Client Services Specialist, Buttonwood Financial Group, LLC: 2023 - present
• Relationship Banker, JP Morgan Chase: 2021 - 2022
• Transitions Specialist, LPL Financial (Formerly Waddell & Reed): 2015 - 2021
• Graduate / Teaching Assistant, University of Central Missouri: 2011 - 2013

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