WHO WE ARE

Meet the Cortez Wealth Management team.

Carlos Cortez Jr.

Carlos Cortez is an inventor. Of solutions. Of ideas. And of plans. You know what they say, necessity is the mother of invention. Carlos looked around the financial landscape and saw five things that were missing.

#1 People’s money wasn’t safe.
#2 People weren’t getting consistent rates of return.
#3 The financial world wasn’t transparent.
#4 Investments were not being kept in America and were being used to fund foreign economies, like China.
#5 People didn’t have access to fiduciaries who believed in God, country, and family.

His solution: the America First Retirement Plan. Like all good inventions, it provides a simple solution for a complicated problem.

Carlos is dedicated to a conservative political and financial outlook. He values relationships with his clients over money because his integrity is not for sale. His America First Retirement Plan works not only because it focuses on helping people focus on protecting the safety of their portfolios—it also helps people connect with their financial advisor on a political, emotional, and social level. If you don’t trust someone’s opinions on those aspects of life, why would you trust them with your money?

Dustin Tait

As a licensed Fiduciary, Dustin takes great care in ethically and legally keeping his clients' financial interests at the forefront of every decision. Dustin started his career at one of the world's largest tax management firms, KPMG, before expanding his career into Investment Management with firms such as Neuberger Berman, Millburn LP, and JP Morgan Chase. Having spent over a decade on Wall Street, Dustin has expertise in all areas of Asset Management, including consulting on some of the largest Hedge Funds and CTAs in the world. When not developing customized financial strategies for his clients, Dustin still remains quite active. As a board member for the Special Olympics in Tennessee and lead sponsor of the Friends of Literacy initiative, he feels compelled to give back to the community that helped mold him. His weekend hobbies include almost everything related to cooking and the outdoors, whether it's hiking, skiing, trying new restaurants, or spending time with his best friend, his Mom, he is always enjoying life to the fullest. Dustin is a graduate of the University of Tennessee, Knoxville, where he majored in Accounting with a minor in Finance. He's taken and passed the Series 3, 30, 66, and 7 exams and is also a licensed Insurance Representative.

Maria Alvarez

Operations Coordinator Manager

Sindy Harami

Operations Specialist

Celinette Cortez

Office Administrator

Erasmo Ayala

Office Manager

We're here to help.

Get in touch with us for a free, no obligation consultation. We’ll take a look at your
current financial situation and give you several options for how to reach your retirement goals.