When Charlie took a risk management class at Illinois Wesleyan University he found his career path. A couple of years later he graduated with a degree in Risk Management & Financial Services. None of this was unexpected since Charlie’s family has been involved in the financial services industry for decades.
Charlie notes the defining moment in his career happened when he met Jeff Harper. Charlie’s parents were co-clients of Jeff’s and when Charlie watched Jeff’s fact finding, analysis, design, implementation and review process he was convinced he belonged on Jeff’s team. Charlie has continued his education by becoming an Investment Advisor Representative (securities registrations, Series 7, 63 and 65, held with LPL). and achieving the CERTIFIED FINANCIAL PLANNER™, CFP® and Chartered Financial Consultant certifications.
Charlie is married to Carissa, and they have two children, Wesley and Abigail.