Chuck's main focus is to cultivate client relationships while assisting Brian with all areas of the financial planning process and business. He enjoys meeting new people and getting to know more about them and their situation. Chuck is currently working on obtaining expertise in the area of retirement income planning to become a better resource for our firm.
Born and raised in Walton Hills, OH, Chuck attended John Carroll University for half of his college career, but ultimately received his bachelor's degree in Business Administration Marketing from the University of Cincinnati. When Chuck is not helping clients with their financial goals and needs, he enjoys outdoor activities, such as camping, hiking, and kayaking. His other hobbies include motorcycling, cars, reading, trying new things, and hosting gatherings.