Charlie Kinzel
Advisor Associate
As an Advisor Associate, Charlie focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm, he served as a Tax Strategy Specialist at McHenry Advisers, where he worked alongside Enrolled Actuaries to deliver tax planning services and contributed to tax analyses and strategic recommendations for more than 100 qualified retirement plans. Charlie earned his BS in Business with a major in Management from the Kelley School of Business at Indiana University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
