September 11 and its impact on the investment markets and business world was an eye-opening experience for Charles, serving as the catalyst for him to become a financial advisor in 2004.
Today, he serves clients with the philosophy that it is never too early or too late to seek advice about retirement. He also believes that everyone needs to know where they stand today to adequately implement a plan for tomorrow.
Charles attended Eastern Michigan University, where he studied business management and finance. After college, he successfully owned and operated two pizza franchises for a decade before joining the financial services industry.
Charles resides in Commerce Township, Michigan, with wife Angela, son Easton and their English bulldog, Betty. He enjoys boating, fishing and spending time with family and friends on their local lakes.