About Charlie
Charlie supports our approach to serving clients’ needs, helping them understand and control their full financial picture. In his role, he is involved in wealth planning analysis as well as designing and implementing financial plans and portfolios. Charlie also has experience with 401(k) and retirement assistance.
He earned his bachelor’s degree at the University of Northern Iowa where he majored in finance with specialization in personal wealth management.
Born and raised in Iowa, Charlie now lives in Elkhorn, Nebraska, with his wife, Brooklyn, and dog, Palmer. He is an avid golfer, a Chicago Bears football fan, and Creighton Bluejays basketball enthusiast. Charlie loves traveling with friends and family and enjoys relaxing at the lake in the summer. He and his wife are actively involved in Stonebridge Christian Church.
Charlie supports our approach to serving clients’ needs, helping them understand and control their full financial picture. In his role, he is involved in wealth planning analysis as well as designing and implementing financial plans and portfolios. Charlie also has experience with 401(k) and retirement assistance.
He earned his bachelor’s degree at the University of Northern Iowa where he majored in finance with specialization in personal wealth management.
Born and raised in Iowa, Charlie now lives in Elkhorn, Nebraska, with his wife, Brooklyn, and dog, Palmer. He is an avid golfer, a Chicago Bears football fan, and Creighton Bluejays basketball enthusiast. Charlie loves traveling with friends and family and enjoys relaxing at the lake in the summer. He and his wife are actively involved in Stonebridge Christian Church.