his education at SAU and his previous experiences, Charlie has cultivated a passion for serving others.
He was initially drawn to financial planning when he realized the immense potential money holds when
approached with a long-term, well-structured strategy. Since then, Charlie has gained invaluable
experience in the financial services industry and obtained the Series 7, 63, and 65 licenses. He is now
dedicated to helping clients by providing comprehensive financial planning to shape and achieve their
goals. Charlie understands that every person and family has unique financial and non-financial
objectives, and he is committed to assisting clients in achieving those goals. Charlie is dedicated to
building trusting relationships and being available whenever needed.
Charlie is a Michigan native. While he enjoys travel and visiting other places, Charlie’s family and
home are in Jackson, Michigan. Charlie is also an avid sports fan, and a tennis and pickleball player.
In his free time, he enjoys spending time with friends and participating in his church community.
University with a degree in Financial Planning.
Through his education at SAU and his previous
experiences, Charlie has cultivated a passion
for serving others. He was initially drawn to
financial planning when he realized the immense
potential money holds when approached with a
long-term, well-structured strategy. Since then,
Charlie has gained invaluable experience in the
financial services industry and obtained the
Series 7, 63, and 65 licenses. He is now
dedicated to helping clients by providing
comprehensive financial planning to shape and
achieve their goals. Charlie understands that
every person and family has unique financial and
non-financial objectives, and he is committed to
assisting clients in achieving those goals. Charlie is
dedicated to building trusting relationships and
being available whenever needed.
Charlie is a Michigan native. While he enjoys travel
and visiting other places, Charlie’s family and home
are in Jackson, Michigan. Charlie is also an avid
sports fan, and a tennis and pickleball player. In his
free time, he enjoys spending time with friends and
participating in his church community.