Charlie comes from a ministry background where he was able to significantly impact others. Passionate about helping others, Charlie sought the next way to help — enriching the financial lives of others. Pursuing that mission, he became a financial advisor, satiating his calling through connecting with people and improving lives with avidity. Charlie brings a unique perspective to understanding and managing finances.

For Charlie, finance isn’t just about the numbers — it’s about the people, too, and the lives shaped behind the dollar. With a career steeped in community improvement, he blends working with numbers and connecting with people, lending a kindhearted hand to help others reach their goals. Living by his favorite saying, “There’s no problem that can’t be solved,” Charlie is a dedicated financial advisor who always puts his clients and their needs first, shepherding financial insecurity into greater financial security.

Beyond his community, faith and family are at the heart of Charlie’s life. Charlie has been married to the love of his life, Kerin, for nearly 20 years. They have two wonderful children: A son, who’s finishing high school and about to enter college, along with their daughter, who is homeschooled. They’re highly involved in their church and give back to their community when the opportunity arises.