Throughout a career spanning more than 34 years, Charlie has been passionate about helping his clients achieve their financial wants and needs as they work to fulfill their most important life goals. His love for the investment world started early, and was inspired by the mentorship he received from his great uncle, who served as a partner at a financial firm. Since then, his dedication to this industry has only grown, allowing him the opportunity to focus on serving his clients’ best interests through comprehensive and personalized retirement income planning, strategic portfolio management, wealth preservation and estate planning.
Prior to joining Raymond James with his team in 2015, Charlie was employed in high-level roles with Kidder, Peabody & Co., Paine Webber and A.G. Edwards. Charlie graduated from the University of Utah with a bachelor’s degree in speech communication before going on to earn his master’s in business administration from Rensselaer Polytechnic Institute. Active in his community, Charlie serves as treasurer for the Regional Office of Sustainable Tourism (ROOST) and as a board member for the Lake Placid Outing Club.
Charlie makes his home in Lake Placid with his wife, Sofie, and their twin children, Sam and Schuyler. He enjoys using his free time to further his athletic pursuits, having competed at multiple Ironman Triathlete World Championships and as an ultra-runner in long distance marathons. Charlie also competed in the whitewater slalom Olympic Trials in 1972.