With over 30 years of experience as a financial advisor, Charlie possesses a wealth of expertise and is dedicated to cultivating lasting relationships with clients. He believes in providing personalized service, maintaining year-round contact, and upholding the highest standards of integrity and objectivity.
His specialty includes Investment, Insurance, Estate and Business Planning. Notably, Charlie has extensive experience solving the financial needs and challenges of physicians, dentists, and other health care professionals.
Charlie takes pride in his personalized approach, prioritizing open communication and collaboration to ensure clients feel supported throughout their financial journey. He also values working closely with clients' trusted advisors such as CPAs, attorneys, and bankers to ensure a comprehensive financial strategy.
Bachelor of Business Administration, dual major of Finance and Marketing, University of Cincinnati
Registered Investment Advisor
Series 7
Series 6
Series 63
Series 65