• Charles J. Shoemaker

    Branch Manager

    Financial Advisor

For almost 40 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 split their time between Eau Claire, WI and Anna Maria Island, FL. They currently support various churches and local community projects in both locations. Outside the office, Chuck loves music and being active through hiking, backpacking, biking, and downhill and cross-country skiing.