Who We Are...

Charlie has been a CFP® professional since 1992. He graduated with honors from the University of Florida with a Bachelor of Science in Business Administration, majoring in Finance. He has over 38 years of experience in the financial services profession, including 13 years as a business and financial manager for AT&T. His advice has been featured in various local and national media outlets including newspapers, radio and television stations and national magazines.

In 2009, Charlie received the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for his work as a founder and leader of the FPA of Florida. During his 10 years of service to the FPA of Florida, Charlie served as president three times and chairman twice. Most notable was his work to advance the goals of the association by advocating for Florida’s citizens, financial planners and CFP® professionals to Florida’s elected officials and regulators.

Charlie has over two decades of leadership and civic involvement through his church, community and profession. He and his wife, Lisa, have been married for 36 years and have three adult children and three grandchildren.