Charlie graduated from the University of Wisconsin-Madison with degrees in Economics and Physics.
He is passionate about delivering impactful fiduciary advice, goals-based financial planning, diversified investment selection focusing on risk management, tax-efficient portfolio construction, income distribution modeling, and advanced long-term tax planning.
Charlie loves complex problem-solving challenges, a perfect fit for the uniqueness associated with financial planning. Focusing on creative solutions to unique situations, Charlie strives to assist clients in achieving their goals as they define them.
Charlie is an avid car enthusiast and enjoys spending time on the lake at the family cabin. In his spare time, Charlie can be found enjoying time with his wife Amanda and their Pomeranians, Bozley and Bitzy.