Charles (Chuck) has had a long and diverse career path dedicating his life to the service of others. After 21 years in the Law Enforcement Field and 9 years as an Educator serving as an Adjunct Professor of Forensic Science, he decided to put his energy towards his other passion in financial advising.

Having the belief that there is no greater calling than to help someone that is in a crisis or who is undergoing a life altering transition is a belief that is based upon his own life experiences. Having had first hand experiences as a Police Officer, Chuck is very well acquainted with the feeling of saving a life and the responsibility that comes with that position. Carrying that same sense of responsibility as a financial advisor he understands that there is much more to those he serves than money.

Truly believing in the team approach, Chuck has a Business Partner, Andrea Wolfe. She and Chuck now have 40 years combined experience in the Financial Planning Profession.

It is all about your life – your goals & desires – your dreams and who you are…. this is the belief and process Andrea and Chuck utilize with every individual they serve.

Their authentic team approach is extremely rare, as is their unique ability to connect with an individual about their whole life.  

During his tenure with CUNA Mutual Group, Chuck was a featured speaker and instructor at the National level. He served as VP of Advisory Services and was a member of CMG Senior Leadership Team. Chuck also served as one of the Advisory Team members to bring the Managed Portfolio Strategy(s) to CMG.

He has also held Certifications as: Certified Senior Advisor; Certified Retirement Counselor and Certified Divorce Financial Analyst.