Get to know us

Fee Only Financial Planner

Appointments Encouraged 

Walk-ins Welcome

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2200 North Loop West Houston, TX 77018

832-225-2000

info@carbon-wealth.com

© 2020 by CARBON Wealth Advisors, LLC.

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experience the carbon difference

CARBON was founded during November 2017 on the core belief that every family and individual should have access to reliable, accessible and affordable financial guidance; regardless of income or prior knowledge with finances or lack thereof.

Whether you are unsure where to start with your financial ambitions, or you already have your plan in motion and just need some feedback, we are here to serve you, and provide you with unique service offerings to meet your needs while ensuring you embark and stay the course on the path to success.

MEET OUR team of coaches

chris1_edited_edited.jpg

MBA | BA - Entrepreneurship

University of Houston

5+ years in Sales & Marketing

Focused on Business Development

VP of Product Management

Career Coach

CHRIS HOLLY

Smiling Young Woman

MS, Finance

University of Houston

Focused on Risk Management

CARBON Coach

Director of Marketing

JOSIE LANE

BS, Finance

Texas A&M University

Focused on Machine Learning

CARBON Coach

VP of Product Development

CARLA JONES

BS, Information Systems

University of Houston

5+ years in Technology & Finance

Focused on FinTech & FinAi

VP of Business Strategy

Wealth Coach

MANNY MEJIA

Senior Male Doctor

MBA | MS, Finance

Rice University

Focused on Legacy Planning

CARBON Board Member

Executive Advisor

ZACH EDMUNDS

Smiling Woman

BA, Business Administration

University of Texas

Focused on Investments

CARBON Board Member

Executive Advisor

EVA GUERRERO