Assistant Vice President
"I help my clients secure their financial future."
Charlie spends his days working with individuals, businesses, associations and endowments. He works with his clients to develop plans and investment strategies to fit their particular needs. His practice focuses on asset allocation and long-term planning.
Charlie likes to keep the financial planning process easy and confidential. First he will meet with you to gather data on your financial life; savings, investments, insurance, taxes, retirement, etc. After completing a review of your current financial condition, Charlie will recommend a plan of action to help you attain your goals. Once your plan has been implemented he will periodically invite you to meet and review performance, changing economic conditions and suggest adjustments to your plan to keep you on course toward financial independence.
A longtime resident of the California and Jefferson City area, Charlie attended Helias High School before graduating with honors from Truman State University. He and wife Bridget are the proud parents of two sons, Samuel and Max.