carlos loyaFinancial Advisor

Office: 210.483.6736 | Fax: 210.468.4096

Carlos works with Firstmark members to help plan for and achieve their long-term goals by providing custom investment solutions aimed at preserving and growing their wealth. He leverages both his real-world experience and academic background to help members build comprehensive goal-based financial plans. 

A graduate of The University of Texas at San Antonio with a concentration in Finance, Carlos was recognized as a Distinguished Business Student representing the top 1.5% of the College of Business. 



ADAM COHEN, Client Associate

Office: 210.376.3688 | 800.527.0066 x 63688 | Fax: 866.833.4140

Adam is available to assist clients with account management and service needs. A graduate of Austin College, Adam has been in the financial services industry for eight years. 




Check the background of our investment professionals on FINRA's BrokerCheck.