Charlie partners closely with clients to provide steady guidance and long-term perspective, helping them navigate important financial decisions with confidence and align their wealth with both their current lifestyle and future legacy. Known for his relationship-driven approach, he has built enduring client partnerships grounded in trust, consistency, and a deep commitment to service.

In his role as a financial planner, Charlie manages client relationships and leads ongoing review meetings, ensuring each plan remains aligned as life evolves. As a Partner, he contributes to the firm’s strategic direction and leads business development efforts in Southwest Florida, where he has established meaningful connections within both the client and professional communities.

Charlie joined the firm in 1990 and became a Partner in 2001. He holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Accredited Estate Planner® designations. With more than three decades at the firm, Charlie has made a lasting impact across nearly every facet of the organization, helping shape its culture, client relationships, and long-term vision.

His commitment extends beyond the firm through his involvement in the community and professional associations, where he continues to build and support meaningful relationships.

In his free time, Charlie enjoys relaxing at home with his cat, Juliette, and spending time on the golf course.

Charlie approaches each client relationship with a deep sense of commitment and care—helping clients stay aligned with what matters most, both today and over the long term.