Dana Tinney Wilson

Associate
925-321-1232

Dana Tinney Wilson is the founder and owner of Chantilly Ranch, a 3 generation regenerative ranch that she runs in Northern California with her parents, husband, and 3 children. In pursuit of profitability strategies for that ranch, Dana found the Infinite Banking Concept outlined by R. Nelson Nash, and has become a practitioner of the concept. She now uses it to mentor other ranching families to help them move their operations from unsustainable to financially regenerative. 

While her 3 children were growing up, Dana owned and operated Fremont Kids Academy where she was able to raise and educate her own three children and provide a much needed child care option for local families. 

For the past 2 decades she has been serving the needs of her community and continues now by offering her clients access to the Infinite Banking Concept. She recommends the same strategies that she uses personally and professionally in her own family and business financing operations.

When she is not mentoring her clients on the Infinite Banking Concept you will find her with her children, on horses, out in a pasture checking their cattle and living their absolute best life.


 

Carlos Martinez

Associate
832-450-4607

Carlos Martinez brings a unique and purpose-driven perspective to the financial industry, combining professional discipline with personal passion. Born and raised in Houston, Texas, Carlos was brought up by a strong single mother and took on the role of protector and leader as the oldest of three siblings, a foundation that shaped his commitment to responsibility, service, and legacy.

After earning a degree in Chemistry from the University of Texas at San Antonio, Carlos began his career as a chemist in the oil & gas industry. But in May 2020, driven by a desire for deeper impact, he transitioned into the world of finance and never looked back. Through years of self-education, attending industry events, and mentoring others, Carlos discovered a powerful truth: the traditional financial system is outdated and often fails the very people it claims to serve.

Today, Carlos is on a mission to disrupt that system by equipping individuals and families with the financial education they were never taught in school, the kind that builds real wealth, creates financial independence, and lays the groundwork for generational legacy. He shares with clients in understanding how money truly works, offering personalized strategies rooted in stewardship, discipline, and long-term vision.

Beyond the world of finance, Carlos is passionate about living a balanced and purpose-filled life. He enjoys playing basketball, staying active in the gym, spending quality time with family, and attending church, values that keep him grounded and connected to what matters most.

Carlos approaches every client relationship with integrity, empathy, and a deep belief that financial freedom is not just a goal, it's a responsibility we owe to ourselves and the generations that follow.