For more than 30 years, Chuck has helped clients to identify the goals, priorities, and legacies that are important to them and their families. His passion is helping clients obtain the feelings of confidence and independence that quality wealth management can provide. As part of his commitment to holistic wealth management, Chuck collaborates with accountants, attorneys, and other professionals to help ensure cohesion among clients’ financial, tax, and estate plans.
Chuck received his bachelor’s degree in finance and economics from the University of Wisconsin – La Crosse. He holds series 7, 66, and 9/10 securities licenses as well as insurance licenses in the areas of life insurance, variable annuities, and long-term care.
Chuck and his wife Lori are active members of the Eau Claire community, having been involved with the Boy Scouts, church youth groups, and Leadership Eau Claire, among other groups. They currently support various churches and local community projects such as the upcoming Confluence Arts Center. Outside the office, Chuck loves music and being active through hiking, backpacking, biking, and downhill and cross-country skiing.