For more than 28 years, Chuck has been working with high-net-worth individuals, retirees and small business owners to help them reach their financial goals. His areas of focus include portfolio management, fixed income investments and professional money management consulting. He earned the Investment Management Consultant designation through the Raymond James Institute of Investment Management Consulting, and is a member of the firm’s 2014 and 2015 Chairman's Council*. He is also a member of the Financial Planning Association and a regular contributor to the Indianapolis Star. Chuck and his family live in Cicero, Indiana, where he is active in the community and in his church. He and his wife, Marilyn, have three sons, Kyle, Cory and Brian. Chuck’s interests include vacationing with his family, golfing, boating and snow skiing.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) n the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.