As an artillery officer in the United States Army, Chuck's spare time was spent helping fellow soldiers navigate the complicated world of taxes and money management. That's when he became dedicated to serving the financial well-being of others.
The greatest value he adds is in helping clients successfully navigate market fluctuations, moving them closer to financial goals despite downturns and uncertainties. His ultimate goal is to instill the confidence and trust that each clients’ unique interests are the driving force behind every decision.
6+ years Founding Member and Managing Partner @SevenBridge Financial Group
23 years @ Major wire houses including Merrill Lynch and Wells Fargo Advisors
8 years Field Artillery Officer @ US Army
+ hundreds of retirement workshops and classes taught for major corporations and local colleges
On His Time Off:
He's spending time with his wife Teresa and two kids, traveling, fly fishing, skiing — or doing anything else that gets him into the great outdoors.