Charles is an independent financial advisor who focuses on assisting individuals, families, and small business owners of all ages in developing holistic financial plans. This helps ensure his clients are better prepared for the future, and on track to meet their financial and personal goals. His financial planning process focuses on financial education, goal setting, and plan development while preparing clients for life’s major milestones.
Charles currently holds FINRA SIE, Series 7, and NASAA Series 66 registrations as well as a Life and Health Insurance license. These credentials allow Charles to offer clients a broad range of financial services and investment products, which can be tailored to meet any specific needs and objectives.
Since joining Queen City Financial Advisors in 2022 Charles has partnered with Anders Juel. This partnership matches Anders’ 20+ years of Financial Planning experience with the longevity of a younger advisor who will be there for his clients for decades to come.
Before joining Queen City Financial Advisors, Charles spent 8 years working with digital marketing agencies as a Senior Account Executive, where he specialized in lead generation campaigns and strategic business initiatives for Fortune 500 clients.
Charles is a graduate of the Carl H. Lindner College of Business at the University of Cincinnati. Charles and his wife, Ali, live in Anderson Township and are expecting their first child in 2024. Outside of the office, he is an avid cook, traveler, and outdoorsman, who enjoys hiking, camping, fishing, and snowboarding.