Charlie has been in the financial services industry since 2010. His core philosophy is centered on educating his clients, and he believes strongly in the role communication plays to build healthy, long-term client relationships.
Charlie's mission is to help his clients gain financial confidence, and he has found that focusing on their most closely held values and goals is the key to building a successfully tailored plan.
Charlie holds his Series 7 and 66 securities registrations along with Life, Disability and Long-Term Care insurance licenses.
Charlie works towards life balance by being an active member and serving as President on the Board of Trustees at Unity Spiritual Center. He and his wife, Rebecca, have been married since 1996 and reside in Spokane, Washington along with their Westie, Oliver. They enjoy traveling and spending time with family and friends. They are also actively involved in community organizations such as 2nd Harvest Food Bank and Soul To Soles, an all-volunteer non-profit charity whose mission is to provide new shoes and socks to children of low-income families.