Executive Vice President | CFP® | MBA
With considerable experience in retirement planning, Chuck can help you decipher your profit sharing plan, 401(k) plan, SEP plan or Simple IRA.
He is adept at helping clients develop sophisticated retirement plans specific to their individual goals and objectives.
Chuck is an experienced investment adviser and CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience.
He helped develop the CTS Consolidated Asset Management Program (CAMP), which currently has more than $200 million under management and is one of four portfolio managers who make the asset allocation and investment decisions for this program. His knowledge and perspectives on education planning have helped numerous clients recognize and prepare for the growing cost of a college education.
A member of the Financial Planning Association (FPA), Chuck received his MBA in both Finance and Marketing from The Kellogg School of Management at Northwestern University. He is also licensed in life, health, disability and long-term care insurance.
