Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind Carlin Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Matt Carlin CEO

As the CEO of Carlin Financial Group, Matt Carlin is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Matt got his start in financial services over 30 years ago while working at a corporate insurance company selling a health indemnity program door-to-door. He soon realized he wanted to do more to help meet his clients’ needs, so he became an independent financial professional. Since then, Matt has been serving clients and their families by focusing on indexed annuities, life insurance, long-term care and income planning.

Matt’s business philosophy is simple: Always put the client first. He believes in forming long-lasting relationships with his clients that are built on love and trust so that his clients know he is always there for them.

“If I do what’s right for my clients and their family, I count that as a win, no matter which investments we ultimately decide to use,” Matt said. “I love my job, because I love working with the clients I choose to do business with and who chose to do business with me. I wouldn’t have it any other way.”

A graduate of Lamar University with a master’s degree in speech, Matt has passed the Series 6, 7, 63 and 65 securities exams and is insurance licensed in Texas, Alabama and South Carolina.

In his free time, Matt is a local actor and a published playwright. He and his wife, Laney, live in League City, Texas. They have five children, five grandchildren (so far!) and three well-loved dogs.

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Jared Carlin Financial Advisor

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Jeremy Smith Licensed Insurance Agent

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Kim Griffith  Operations and Service Leader

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Melanie Clinkscales Marketing and New Business Lead

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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

Or call us at 281-486-4245