Carlos Montessoro

Carlos, a UNO graduate with a degree in Accounting, brings a meticulous touch to the Beatty Financial team. Born in New Orleans, Carlos experienced the financial world at an early age from his father–once a bookkeeper in his home country of Guatemala. Known for his attention to detail and a touch of perfectionism, Carlos won’t stop until all discrepancies are resolved, down to the last cent. He enjoys navigating clients through IRS challenges and offers bilingual support in both English and Spanish. Beyond the numbers, he's a car and motorcycle enthusiast, plays soccer, and enjoys adding to his surprising depth of historical knowledge, especially when it comes to the WWII era.