Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinator, and fixed income analyst. Having joined the firm in 2018 as part of the client operations team, Charles now works as a member of the Investment Team, with a focus on trading. Outside of the office, Charles enjoys being active, attending sporting events, and going to concerts whenever possible.

Previous Experience

  • Investment Representative/Underwriting Coordinator at Bankers’ Bank
  • Financial Representative at Country Financial

Education & Credentials

  • BBA, University of Wisconsin – Whitewater, Finance
  • Series 6, 52, 63, and 65 licenses