Chuck joined the financial services industry in October 1996 becoming licensed in securities and insurance with Dean Witter Reynolds & Co. After an initial training period at Two World Trade Center in 1997, Chuck began providing investment advice designed to help clients manage their wealth. Today, He focuses on client relationships, investment management and comprehensive financial planning. The 1987 stock market crash sparked Chuck’s interest in financial markets during in his junior year of high school, and that interest has continued throughout his more than 17 years in the financial services industry.
He went on to earn his bachelor’s degree in civil engineering from Auburn University, then was commissioned a Regular Army 2nd Lieutenant, where a friend and mentor suggested he might have a talent for and enjoy working in the investment advisory business. Upon leaving the active duty military, Chuck moved to Atlanta and began building his business from scratch. Chuck continues to serve as a Major in the Army Reserves; he was called to active duty from 2001 to 2003 in support of Operations Noble Eagle, Enduring Freedom and Iraqi Freedom.
In 2005, Chuck’s career began to flourish as he adopted a more comprehensive values‐based financial planning and investment advisory process designed to help individuals and families achieve their most important goals and fulfill their most deeply held values. This experience has been significantly gratifying to Chuck.
Chuck earned the CERTIFIED FINANCIAL PLANNER™ certification from Boston University’s College of Financial Planning in 2013 after completing a stringent 18 month process of education, examination, experience and board approval for certification in financial planning.
He considers aligning with Raymond James in 2003 one of his top three professional decisions.
Chuck is a native Georgian, born in Atlanta. He grew up near Auburn, Alabama, before moving back to the Atlanta area to build his career. He now calls John’s Creek home, where he and his wife, Laura, are raising their three sons, Joshua, Luke and Dean. Aside from his career, Chuck’s passions in life are his faith, family, friends and Auburn football.
*Membership is based on prior fiscal year production. Re-qualification is required annually.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.