Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinator, and fixed income analyst. Having joined the firm in 2018, Charles works as part of our client operations team, working closely with advisors and vendors to coordinate account sustentation. The client operations team also plays a critical role in analyzing company procedures to ensure efficiency and process improvement. Outside of the office, Charles enjoys being active, attending sporting events, and going to concerts whenever possible.

Previous Experience

  • Investment Representative/Underwriting Coordinator at Bankers’ Bank
  • Financial Representative at Country Financial

Education & Credentials

  • BBA, University of Wisconsin – Whitewater, Finance
  • Series 6, 52, 63, and 65 licenses