Charles focuses on financial planning, portfolio construction, and qualified plan advisory. Charles values an individualized approach to every client, and emphasizes a highly engaged, high quality customer service experience.
Charles earned a bachelor’s degree in economics from Indiana University and holds a Series 7 and 66 securities licenses. He and his wife Abby reside in Pewaukee with their two daughters Sylvia and Mila where they enjoy an active lifestyle with an emphasis on athletics, outdoor activities, and travel.