Partner / Wealth Manager
Charlie began his career in financial planning in 2006 and has experience in sales, operations, and financial planning. His greatest value is helping clients maximize their income in retirement while navigating the risks associated with it. He brings a servant attitude and enjoys the research and continuing education required to stay on top of what’s going on in the financial planning industry.
Charlie has a Bachelor of Science degree in Business from Miami University. He is a CERTIFIED FINANCIAL PLANNER ™ professional and holds several designations through the American College of Financial Services, including Chartered Life Underwriter ®, Chartered Financial Consultant ®, Retirement Income Certified Professional ® and Chartered Advisor in Senior Living®. He is also a Bucket Plan Certified Advisor and is the president of the Southwestern Ohio chapter of the American Financial Alliance (AFEA).
Charlie resides in Monfort Heights with his wife, Kory, and 3 children, Libby, Maya, and Caleb. They attend St. Ignatius of Loyola Parish and Crossroads Church. In his very little free time, Charlie enjoys golf, camping, and skiing. Prior to kids, he completed over 25 marathons and ultra-marathons, and 2 Ironman triathlons.