Prior to joining Bentley and Company in 2007, Carlo received his Bachelor’s of Science degree in Business Administration from Northwestern State University. He is currently Series 7, 66 and Life and Annuity licensed.
With over a decade of experience in the financial services industry, Carlo works closely with his clients to develop meaningful relationships that last. He designs a range of models and plans – by evaluating risk in portfolios, setting up education savings plans, working with clients to plan for retirement, along with implementing various life insurance strategies based on client’s needs though his S.W.I.M. 360 Vision™. This vision of providing Service excellence, Working together, Identifying needs, with Managing portfolios has allowed him to customize each plan specific to each relationship. We may not be all things to all people but we are all things to a select group, who are our clients.
In his spare time, Carlo is an U.S. National Olympic Distance Triathlete, U.S. National Aquathlete, and is on Team USA for world competitions in age group Aquathlon. He is also a former member of the Comeaux High School, Northwestern State University, and Lafayette Concert Bands playing clarinet. Currently he resides in Lafayette, LA with his wife Heather; they are raising two wonderful children, Audrey and Violet.