Mr. Carrell is a paraplanner on our client services team here at Evensky & Katz / Foldes Wealth Management. He supports financial advisors with client relationships, financial planning preparation and analysis, investment policy statements, and implementation. Mr. Carrell started with the firm as an intern during the summer, then came on as a full-time employee in January of 2023. He attended Texas Tech University where he graduated with a Bachelor of Science in personal financial planning.
Born and raised in North Texas, he grew up to be an avid Dallas sports team fan. Outside of work he likes to spend his free time running/exercising, playing golf, and cheering on his favorite sports teams.
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Evensky & Katz / Foldes is proud to participate in the Miami Lexus Corporate Run 2024. With thousands of participants representing hundreds of local companies, this event fosters community engagement, promotes wellness, and showcases our firm’s commitment to healthier lifestyles and corporate social responsibility. Our participation reflects our mission to help people live well by…