Charlie started in the financial services industry and with RBC Wealth Management in 2003. He has passed the Series 7, 63 and 65 exams and holds his life and health insurance licenses.
Charlie focuses on overall wealth management planning for clients. This includes working with clients on cash flow analysis in retirement and with those preparing for retirement. The focus is to structure assets with an emphasis on protection and a goal of maximizing income. Charlie also reviews the different investment vehicles available to help clients meet their objectives.
Raised in Minnesota, Charlie has lived in Colorado since 1993. He graduated from the University of Denver with a Bachelor of Science degree in business administration. As a past member of the DU hockey team, Charlie continues to stay involved with the university and the hockey program as the television game-analyst for select home hockey games. Charlie and his wife, Heidi, reside in Columbine Valley with their two children. Charlie enjoys golfing, traveling and volunteering.
