With 15 years as a financial advisor, Chuck is also a Chartered Retirement Planning Counselor®. Chuck works with both individual and corporate clients in managing their assets & liabilities. He specializes in the laddering of municipal bonds, retirement planning analysis, and 401k rollovers. Chuck strives to help clients create plans to acquire and/or maintain their financial independence through the reduction of debt and systematic investing.

• Financial Advisor with Raymond James Financial Services (2009-Present)
• Financial Advisor with Smith Barney for 8 years (2001-2009)
• 1996, B.S. in Business Administration from Louisiana College – Pineville, LA
• Legatus – Lafayette-Acadiana Chapter
  • Chartering Member
  • Board Member - At-Large Director
• Sacred Heart Church – Broussard, LA
  • Parishioner
  • Pastoral Council Board Member
• St. Cecilia School – Broussard, LA
  • Past - School Board Member, Advisory Council president, Past Building Committee Member
  • Current - Capital Campaign Committee Chair, Director of Athletics
• Knights of Columbus - Broussard, LA
  • 1^st Degree Knight
• USA Triathlon
  • Member
• Tri-Cajuns Club– Lafayette, LA
  • Founding Member
• National Association of Christian Financial Counselors
  • Member
• Licenses in Securities (7, 63, 65), life insurance, long term care insurance, and variable/fixed annuities.
• Licenses in General Securities Sales Supervisor (9,10)
• Chartered Retirement Planning Counselor® (2007)