Here to Serve You
With over nineteen years of experience in the financial services industry, Charles engages his clients with a strong focus on comprehensive planning. He helps successful business owners, savvy individual investors, and upwardly mobile families to envision financial success and coaches them in articulating their current financial situation as well as their long-term and short-term objectives.
Charles helps his clients to find intelligent solutions in areas such as retirement planning, estate planning, college funding, risk management, investment planning, professional money management, asset allocation, and executive planning.
A graduate of Holy Angels School and Brother Rice High School, Charles then went on to receive his BA from the University of Illinois Urbana-Champaign. He currently resides in the southwestern suburb of Matteson, IL with his wife and two children In addition to enjoying the open road as a Corvette enthusiast, Charles is an active member the Sigma Omega Chapter of Omega Psi Phi Fraternity, Inc.