Charles has been helping clients achieve their financial goals since 2000. He graduated from Mercyhurst University with a Bachelor of Arts degree and joined RBC Wealth Management in 2005. In 2003, after completing the extensive curriculum at the Advest Institute at Harvard University, he earned the designation of Accredited Asset Management Specialist^SM (AAMS^®). In addition, he completed the Advanced Wealth Manager (AWM) Program, a professional designation specifically designed by RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management - our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives and address complex financial needs. Raised in Erie, Pennsylvania, after college he worked for a Fortune 100 company and returned to Erie in 2000 to join his father in the financial services industry. His wife and him have 2 children and they enjoy golfing, skiing, boating and fishing. Currently, he is a board member of The Jefferson Education Society. Previously, he was the president of Young Erie Professional (YEP!), Technology Council of Northwest Pennsylvania, and the Erie County General Authority.