Charlie graduated from the University of Florida in 2008 with a Bachelor of Science in Accounting and afterward received a Master of Accountancy from the University of North Florida. He is a Lake City native and has been with our team since 2006. Charlie is a Certified Public Accountant and holds Series 7 and Series 66 securities licenses as well as a Life, Health & Annuity license. He assists clients with investment and retirement planning, including 401(k) planning. Charlie currently serves as Treasurer on the Board of Directors for the UF Christian Campus House in Gainesville, Florida. He is on the Board of Directors for United Way of Suwannee Valley and serves as Treasurer. Charlie is active in his local church and enjoys playing basketball as well as other sports. He and his wife, Holly are avid fans of Florida Gator athletics, especially football and basketball. They enjoy traveling and spending time with family and friends.
*CPA services are not a service of Raymond James