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Charlie began his financial career with an independent investments and insurance firm, serving as a financial advisor, and eventually becoming the firm's CFO for more than ten years. 


The accounting background has proven to be beneficial when assisting clients with retirement, tax, and financial planning, which are his primary areas of expertise.


Charlie is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association of Kentuckiana. He is also active in the community and sits on the boards of the Cabbage Patch Settlement House, the Fund for the Arts, the Farnsley Kaufman House, and is also a member of the Downtown Rotary Club.

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