Charlie, a proud fifth-generation native to Lake County, Florida, has dedicated his career to helping pre-retirees and retirees achieve their financial dreams. Graduating summa cum laude from the University of Florida with a degree in Business Administration, Charlie is also a distinguished CERTIFIED FINANCIAL PLANNER™ professional.

What sets Charlie apart is his deep-rooted commitment to his clients’ success. He understands no two financial journeys are the same, and he takes pride in crafting personalized financial plans that resonate with each client’s unique goals and life stories. Charlie’s natural inclination as a “maximizer” means he doesn’t just seek good outcomes – he strives for the best, ensuring his clients can enjoy the retirement they envision.

Charlie’s dedication to excellence is reflected in his continuous pursuit of knowledge. He holds an impressive array of credentials, including Series 7 & Series 66 licenses and a Florida 2-15 insurance license alongside professional designations such as CFP®, ChFC®, RICP®, AIF®, CLTC®, CRPC™, AAMS™, CPFA®, and WMS™. These qualifications are designed to equip him to offer comprehensive financial, retirement income, and wealth management solutions with a focus on advising to the clients’ best interest.

Residing in Lady Lake with his wife of over 22 years, Amy, and their daughter, Abby, Charlie values family above all. His leisure time is spent creating memories through family time, travel, especially on cruises, and rooting for his alma mater’s sports teams, Go Gators! He enjoys all things technology related and is an active member of Heritage Community Church in Fruitland Park.

Charlie is not just a financial advisor; he’s a partner in your journey, dedicated to guiding you towards a secure and fulfilling retirement, driven by a passion for helping others achieve their financial confidence.