Charles has extensive experience in the insurance and financial services industry. A native of Denver, Colorado, he and his wife enjoy travel and the great outdoors with their daughter and Tibetan Terrier, Sherpa. Charles joined Wealth Strategies Group in 2017 bringing his passion and knowledge as an experienced Financial Advisor. He earned a Retirement Income Certified Professional (RICP) designation in 2020, and a Certified Exit Planner (CExP) in 2022, which allows him the ability to do the work he loves - educating and empowering clients nationwide to reach their retirement lifestyle goals.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4103762.