Chuck has been in the financial services industry for over 30 years. Every day, he strives to provide his clients with the highest level of service. Chuck has earned a number of designations including CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU^®), Chartered Financial Consultant (ChFC^®), and Fellow, Life Management Institute (FLMI^®). Chuck is a graduate from the University of South Florida with a degree in finance and is a proud bull.

Chuck views his financial advisor role as being an educator for his clients. His first priority is to help his clients better understand their financial situation. Chuck believes that without this initial step, his clients will not have all the tools necessary to be able to make an informed decision. From there, Chuck will work with the client to develop a plan. Chuck provides his clients with information on their various options, so together, they can determine the most successful solutions for the client’s financial challenges, risk tolerance, and goals.

Chuck is a long-time resident of Pinellas County and firmly believes in community involvement. He is a Fourth Degree Sir Knight with the Knights of Columbus. Chuck and his family have been parishioners at St. Michael the Archangel Catholic Church in Clearwater for 23 years, where he serves as a Eucharistic Minister as well as chairman of the Parish Council. Chuck is also a member of the Professional Advisory Council of Suncoast Hospice/Empath Health.

Chuck’s dedication to his clients is reflected through his accomplishments. One of Chuck’s highest professional accomplishments was attending The Million Dollar Round Table (MDRT) meeting; he has qualified for and attended Prudential’s President Club Conference and has also been a member of Prudential Masters Council since 2012. Chuck is very honored to be currently serving third generation clients.

Chuck is very dedicated to the work he does for his clients, but he also loves to take time to spend with his family. He enjoys playing tennis with his two sons as well as traveling and spending time with his family.

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Education

CERTIFIED FINANCIAL PLANNER™ - CFP Board of Standards 

Chartered Financial Consultant® - The American College

Chartered Life Underwriter® - The American College

Fellow, Life Management Institute - Life Office Management Institute

Bachelor's in Finance - University of South Florida