Charlie began his career in financial planning in 2006 and brings nearly two decades of experience in helping individuals and families prepare for retirement. He specializes in helping clients maximize their income in retirement while navigating the risks that can impact long-term financial security.
Known for his servant-minded approach, Charlie is passionate about educating others and staying on top of the latest strategies in retirement planning so he can better serve those he works with.
He serves as President of the Southwestern Ohio chapter of the American Financial Education Alliance (AFEA), where he is committed to improving financial literacy in his community.
Charlie lives in Monfort Heights with his wife, Kory, and their three children. Outside of work, he enjoys golf, camping, and skiing—and prior to starting a family, he completed over 25 marathons and ultra-marathons, along with two Ironman triathlons.