Prior to becoming an investment professional, Charlie learned to appreciate the importance of financial planning and investment analysis as a certified public accountant. Since 1987, he has gone beyond the numbers, combining technical skill with a compassionate spirit to provide the holistic support his clients need to achieve their goals – both for themselves and for their families.
A graduate of University of Detroit Mercy, Charlie earned his Bachelor of Science degree in accounting with honors. He went on to earn his certification as a CERTIFIED FINANCIAL PLANNER™ practitioner. Following his accounting career, he spent several years as a financial advisor with Merrill Lynch before making the transition to Raymond James in 2008 and becoming a senior vice president of investments and an investment management consultant.
Charlie spends his free time playing an active role in his community. A devoted coach of youth sports, he has also served as a board member for a nonprofit organization dedicated to finding employment for the disabled and as a former president and longtime board member of Novi Catholic Central Dads’ Club.
A native of Redford Township, Michigan, Charlie is a longtime resident of Novi, along with his wife, Kathleen, and children, Patrick, Christopher and Andrew.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.
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.