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Principal

Charlie began his financial career with an independent investments and insurance firm, serving as a financial advisor, as well as the firm's CFO for more than ten years. 

 

The accounting background has proven to be beneficial when assisting clients with retirement, tax, and financial planning, which are his primary areas of expertise.

 

Charlie is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association of Kentuckiana. He is also active in the community and sits on the boards of the Cabbage Patch Settlement House, and the Fund for the Arts, and is a member of the Downtown Rotary Club.